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Relationship Manager
Mission Bank Stockton, CA
$82k-110k (estimate)
Full Time | Banking 11 Months Ago
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Mission Bank is Hiring a Relationship Manager Near Stockton, CA

Job Description:

Makes and services all types of business and individual loans and lines of credit, both secured and unsecured. Calls on potential or existing customers to develop new business and increase or retain existing business relationships. Keeps informed as to the status of loans in their portfolio. Provides financial counsel to current and prospective customers. Handles all but more complex types of loans.

  • Meet and exceed your monthly performance based goals.
  • Develop and implement a sales plan to attract new business to Mission Bank while maintaining and deepening existing relationships.
  • Responsible for acquiring and servicing business relationships, in accordance with set goals including: multiple business and individual deposit accounts, Treasury Management services, all loans and lines of credit, merchant accounts and all product lines available.
  • Proactively looks to expand client base by cultivating referral relationships, participating in networking functions, soliciting/telemarketing target market clients/prospects and building a book of business in the local community.
  • Reviews, processes and prepares documentation for new accounts and loans to ensure compliance to legal and bank requirements.
  • Perform more complex banking transactions; conform to legal and bank requirements; cross sell bank products and services; execute client transactions in a timely and efficient manner.
  • Mentor lower level Relationship Managers and leverage your knowledge to aid in their advancement by proactively coaching and training areas of weakness.
  • Enhance the loyalty and profitability of existing relationships, growing new profitable relationships, and referring opportunities to other parts of the company.
  • Ability to perform multiple tasks simultaneously.
  • Additional duties may be required as needed.
  • Attends training and maintains a basic knowledge of procedures to ensure compliance with laws and regulations, with an emphasis on the BSA/AML/CIP.
Required Experience:

These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines.

Desired Requirements

  • Generally has 3 to 5 years experience in banking/lending.
  • Possess strong lending and accounting skills.

Minimum Requirements

  • Project a businesslike professionalism to the client in both appearance and manner.
  • Possess a strong customer service orientation, and a willingness to place the customer first.
  • Possess strong written/verbal communication skills as well as excellent organizational/time management skills.
  • Basic skills in computer terminal and personal computer operation; and word processing and spreadsheet software.
  • Ability to work with minimal supervision while performing duties.
  • Current driver’s license and a vehicle with appropriate insurance coverage if required to drive in the course of performing assigned duties and responsibilities.

Target base compensation: $125,000 annually
From: Mission Bank
Benefits:

Target base compensation: $125,000 annually; matching 401(k), Competitive Medical: PPO, HMO, vision, vental, short and long-term disability, 11 paid holidays

Job Summary

JOB TYPE

Full Time

INDUSTRY

Banking

SALARY

$82k-110k (estimate)

POST DATE

05/15/2023

EXPIRATION DATE

05/17/2024

WEBSITE

missionbank.com

HEADQUARTERS

RIDGECREST, CA

SIZE

25 - 50

FOUNDED

1998

CEO

RAJ SOLOMON

REVENUE

$10M - $50M

INDUSTRY

Banking

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About Mission Bank

Mission Bank was created by a group of business leaders who envisioned a bank to better serve the needs of local businesses. Since its start, Mission Bank has continued to rely on four guiding values: Integrity, Drive, Ownership and Collaboration. Our brand represents the highest quality people and service. Mission Bank's focus on relationship banking and personal service makes it a premier choice when partnering with business owners, organizational leaders and professionals. Our Purpose: To fuel and grow vibrant and prosperous communities. SBA Preferred Lender

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The job skills required for Relationship Manager include Customer Service, Time Management, etc. Having related job skills and expertise will give you an advantage when applying to be a 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 Relationship Manager. Select any job title you are interested in and start to search job requirements.

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The following is the career advancement route for Relationship Manager positions, which can be used as a reference in future career path planning. As a 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 Relationship Manager. You can explore the career advancement for a Relationship Manager below and select your interested title to get hiring information.

If you are interested in becoming a Relationship Manager, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Relationship Manager for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Relationship Manager job description and responsibilities

Analyzed personal and financial data to deepen current profitable client relationships while providing financial advice and counseling to all bank customers.

03/13/2022: Brownsville, TX

These relationship managers should be made use of for only banking transactions such as draft making, account statement etc.

02/06/2022: Long Beach, CA

Maintaining strong relationships with clients to build trust.

02/17/2022: Chico, CA

Too often a relationship manager fails to really understand the customers' business.

02/24/2022: New London, CT

Relationship Managers are responsible to build client relationships with various business clients and customers.

02/19/2022: Orange, CA

Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Relationship Manager jobs

Strong communication and coordination skills are needed for facilitating better relationships with clients and other partners.

12/19/2021: Cheyenne, WY

Complex relationships will be managed, structured, underwrited, negotiated, and secured with es structure, underwrite, negotiate and manage complex credit relationships.

02/15/2022: Alamogordo, NM

They must be friendly and customer service oriented to foster positive client relationships despite the high-stress circumstances when dealing with dissatisfaction.

03/12/2022: La Crosse, WI

Get comfortable speaking to people.

02/11/2022: Grand Rapids, MI

Following up with clients and delivering quality service to paid members and working closely to maintain a good rapport with them.

02/14/2022: Columbus, GA

Step 3: View the best colleges and universities for Relationship Manager.

Florida Southern College
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