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Rockbridge Search & Recruitment 02/12/2024

SVP Relationship Manager

Ref #: 135
Location: S. California S. California
2025-03-02
Salary: $180k-$215k
Sector: Banking
Type: Permanent

RESPONSIBILITIES

  • Assist with the management of the budget to ensure that deposit, loan and net income goals are met.
  • Attract new loan and deposit relationships through a combination of cold calling, personal networking and attending various social/business events in the community.
  • Assist in properly following and implementing all Bank audit procedures.
  • Assist with the management of the sales and service efforts to ensure retention of existing relationships and growth of new relationships.
  • Manage personal sales efforts in order to meet goals.
  • Requests specified financial information for loan application.
  • Analyzes applicant’s financial status, credit, and property evaluation to determine feasibility of granting loan.
  • Interviews applicants to obtain corporate history and to resolve questions regarding application information.
  • Negotiates structure and pricing of credit facilities.
  • Presents credits for approval.
  • Ensures loan agreements are complete and accurate according to policy.
  • Analyzes potential markets to develop prospects for loans and deposits.
  • Monitors borrowers' financial condition for compliance with loan covenants.
  • Maintains and services existing portfolio.
  • Maintains delinquencies and classified loans at a minimum.
  • Act as Bank representative at civic and/or industry meetings or functions.

QUALIFICATIONS  

  • Bachelor's degree or 5+ years related experience
  • Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts of basic algebra and geometry.
  • Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations.
  • The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job.
  • To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.

To be qualified for the position, please provide your resume.

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