Relationship Manager - Commercial in San Luis Obispo, CA market

Relationship Manager - Commercial in San Luis Obispo, CA market

Job Category : Sales & Relationship Management

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Requisition Number : RELAT006120

Posted : March 26, 2024

Employment Type : Full-Time

Locations

Showing 1 location

The Relationship Manager is responsible for creating, developing, and managing commercial relationships. The incumbent in this position will provide intermediate level advice and education to customers on opportunities to utilize the Bank's deposit and loan products and services to enhance their financial operations.

Responsibilities

• Through an organized and consultative approach, develops new depository and loan customer relationships with prospective clients that includes telephonic, face-to-face visits and written communication to introduce the Bank's products and services.
• Participates in community events and tradeshows to promote the Bank's available services and financial products.
• Meets with centers of influence, business brokers, CPAs, attorneys, real estate agents, business owners, senior executives and others to evaluate and analyze their financials and business needs, and to provide expert advice to prospective clients about the advantages and disadvantages of certain financial products and services offered by Pacific Premier Bank in light of those particular needs.
• Communicates and collaborates with internal stakeholders and departments, as required, to help achieve customer goals and to address customer needs.
• Makes independent threshold determinations regarding the creditworthiness of prospective clients.
• Actively manages and maintains, on an ongoing basis, existing clients by independently monitoring the financial condition and business aspects of a group of customers.
• Discusses and evaluates current business requirements to anticipate additional customer needs or concerns.
• Follows up on credit line and other expirations and renewals on a regular basis, as appropriate.
• Develops individual marketing strategies and approaches to execute plans for promoting the Bank's financial products.
• Specializes in particular industries to gain a deeper knowledge of client needs and challenges.
• Scrutinizes customer and potential information provided for evidence of irregularities, discrepancies and fraud.
• Effectively negotiates credit pricing, terms and conditions with the managers or officers of small to middle market companies.
• Makes site visits to prospective or existing clients / offices to examine collateral for new or existing loans or other assessments as needed.
• Supports Bank compliance efforts by completing pertinent courses.
• Maintains expertise regarding the trends in banking products, various delivery channels, and regulatory, operational and compliance issues.
• Facilitates the creation of necessary documentation to open, close and renew all types of loans and accounts.
• Obtains necessary information for preliminary underwriting purposes.

Qualifications

• 5 years of financial commercial banking (C&I) middle market experience
• Proven record of developing and maintaining strong customer relationships in the Washington Market

LI-Onsite

A reasonable, good faith estimate of the minimum and maximum base salary or pay for this position is $89,322 to $133,983.

Actual compensation will vary based on various factors including but not limited to location, experience, and performance.

Equal Opportunity Employer / Protected Veterans / Individuals with Disabilities

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