6 Small Business Relationship Manager Jobs in Walnut Creek, CA
Comerica Bank is Hiring a Small Business Relationship Manager Near Walnut Creek, CA
New Business Development and Cross-Selling
- Generates new product relationships from new and existing Small Business clients, including but not limited to demand deposit/operating accounts, cash management and payments services, Business Loans, Business Lines of Credit, Commercial Real Estate Loans, SBA, and various other banking products and services.
- Regularly conduct in-person calls with prospects, centers of influence (COIs), and existing clients at their places of business.
- Receives incoming Retail Small Business client referrals from assigned Retail Branches to identify opportunities to acquire new business and deepen household relationships through extensive cross-selling, which includes referring to Commercial Banking channels, Consumer Banking, Private Banking, Wealth Management, and other lines of business.
- Maintains an active pipeline, which is communicated regularly to their assigned Retail Branches / Private Banking partners.
- Effectively uncovers and assesses prospects' needs and financial status to provide accurate and suitable credit and other product advice and recommendations.
- Coordinates with Credit Center and various product specialists to deliver services to the client.
- Coordinates with Credit Center partners and various product specialists to deliver services to the client.
- Monitors the credit relationship and obtain updated financial information on the existing loan portfolio.
- Documents and maintains risk-based discussions with borrowers, recognizes unfavorable trends, and makes appropriate recommendations to the credit partners.
- Clearly communicates the application and credit decision process; proactively follows up on credit requirements; acts as a liaison between the Credit Center, other Bank partners, and the client; and provides recommendations about possible appeals of credit denials.
- Partners with Credit Center associates for credit underwriting, processing, closing, and portfolio maintenance.
- Negotiates terms, conditions, and pricing with customers to reach terms that accommodates their needs and is acceptable and profitable to the bank.
- Bachelor's Degree from an accredited University or 4 years of relevant experience
- 3 years of consumer/business financial services sales experience
- 1 year experience with utilizing Microsoft Office products including Word, Excel and PowerPoint
8:00am - 5:00pm Monday - Friday
Job Summary
Full Time
Banking
$108k-144k (estimate)
04/07/2024
06/06/2024
comericabanktower.com
DALLAS, TX
7,500 - 15,000
1973
RALPH W BABB JR
$3B - $5B
Banking
Related Companies
The job skills required for Small Business Relationship Manager include Financial Services, Futures, Wealth Management, etc. Having related job skills and expertise will give you an advantage when applying to be a Small Business Relationship Manager. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Small Business Relationship Manager. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Small Business Relationship Manager positions, which can be used as a reference in future career path planning. As a Small Business Relationship Manager, it can be promoted into senior positions as a SB Financial Services Relationship Manager II that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Small Business Relationship Manager. You can explore the career advancement for a Small Business Relationship Manager below and select your interested title to get hiring information.
Similar Jobs
Popular Articles
