- 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 financial 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.This includes developing a clear understanding of current and potential customers and their business strategies, loan purpose, risk assessments and mitigation of risk, indicated repayment sources through financial statements and asset evaluation.
- 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. This includes assessing independently the risks of proposed and existing loans based on multiple considerations, including the nature of the customers' business, their financial history, whether there is sufficient collateral, future earnings potential, the total Bank obligation involved, expected cash flow and other factors as determined by the relationship manager to be pertinent. This includes reviewing, analyzing, and interpreting financial statements, accounting papers, income tax returns, Bank policies and governmental regulations.This also includes modeling the financial effects of various debt-restructuring scenarios and producing financial projections.Uses discretion to require customers to submit additional information, as needed.
- Actively manages and maintains, on an ongoing basis, existing clients by independently monitoring the financial condition and business aspects of a group of customers and independently responds to clients' daily and long term banking needs with minimal oversight.This includes managing customer relationships through the Bank's CRM system to ensure customers are receiving the care and service that meets their expectations
- 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.Leverages existing customer relationships to solicit and prospect for new banking relationships.
- Specializes in particular industries in order to gain a deeper knowledge of client needs and challenges, and thereby serve as a more effective consultant and advisor in such areas as unique financing needs, challenges and opportunities that demand specialized knowledge and experience.
- Scrutinizes customer and potential customer 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. Negotiates the terms of credit agreements, including financial covenants and reporting, sufficiently to protect the Bank from excessive credit risk.
- 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 by reading appropriate information sources and attending relevant workshops and presentations.
- Facilitates the creation of necessary documentation to open, close and renew all types of loans and accounts, including, but not limited to, consumer and commercial savings accounts, certificates of deposit and checking accounts, and ensures quick and accurate execution of customer requests.
- Obtains necessary information for preliminary underwriting purposes.
- 7+ years of financial commercial banking (C&I) middle market experience.
- Proven record of developing and maintaining strong customer relationships in the Los Angeles, CA Market
-
Ventas Key Account Relationship Manager- Los
5 days ago
Sales and Merchandising Services Los Angeles, United StatesCBI International is looking for National KAM_ · Objetivo: · Liderar y atender las cuentas claves y/o distribuidores asignados a su cartera, con el objetivo de lograr el cumplimiento de las metas de sell in y sell out, así como también velar por los indicadores de gestión relacio ...
-
Sales and Merchandising Services Los Angeles, United StatesJob Description · Job Description Salary: 6500 · CBI International is looking for National KAM · Objetivo: · Liderar y atender las cuentas claves y/o distribuidores asignados a su cartera, con el objetivo de lograr el cumplimiento de las metas de sell in y sell out, así como tam ...
-
Relationship Manager
1 week ago
Reliant Capital Los Angeles, United StatesReliant Capital is a leading private lending platform, serving real estate developers nationwide in the acquisition, renovation, and construction of residential real estate. Founded by a leadership team with a deep understanding and personal experience in virtually every facet of ...
-
Relationship Manager
1 day ago
U.S. Bank National Association Los Angeles, United StatesAt U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each ...
-
Relationship Manager Ii
23 hours ago
City National Bank Los Angeles, United StatesOverview: · **RELATIONSHIP MANAGER II** · **WHAT IS THE OPPORTUNITY?** · Responsible for managing a portfolio of business and personal relationships. Through proactive client profiling deepens client relationships by cross selling appropriate products and services. Develops new c ...
-
Supplier Relationship Manager
1 day ago
American Trading International Inc Los Angeles, United StatesWe are seeking long-term growth and career-minded rock stars to join our team American Trading International, Inc. (ATI) is a service-oriented export trading company providing domestic and international companies the opportunity to import and export products to new and existing m ...
-
Supplier Relationship Manager
1 day ago
American Trading International Los Angeles, United States**American Trading International, Inc (ATI)** is currently seeking a **Supplier Relationship Manager** to join our team in Los Angeles, CA. · We are seeking long-term growth and career-minded rock stars to join our team American Trading International, Inc. (ATI) is a service-orie ...
-
Relationship Manager Iii
1 week ago
PNC Financial Services Group Los Angeles, United StatesJob Profile · Position Overview · At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where ...
-
Business Relationship Manager
23 hours ago
New Omni Bank N A Alhambra, United States**Business Relationship Manager**: · Department: Business Office- FLSA Status: Full Time & Exempt- Reports to: Refer to Organization ChartLocation/Branch: Alhambra, Arcadia, or Rowland HeightsSeniority Level: Mid-Senior Level · - Employment Type: (select one) Full Time · - Salary ...
-
Sales and Merchandising Services Los Angeles, United StatesJob Description · Job DescriptionSalary: 6500 · CBI International is looking for National KAM · Objetivo: · Liderar y atender las cuentas claves y/o distribuidores asignados a su cartera, con el objetivo de lograr el cumplimiento de las metas de sell in y sell out, así como tamb ...
-
Relationship Manager
2 weeks ago
Comerica Los Angeles, United States Full timeRelationship Manager, Middle Market · The Relationship Manager is responsible for new business development, portfolio management and underwriting to support the needs of the group. This role will focus on clients that typically have an annual revenue between $30MM and $500MM. · P ...
-
Relationship Manager
1 week ago
Reliant Capital Los Angeles, United StatesJob Description · Job DescriptionReliant Capital is a leading private lending platform, serving real estate developers nationwide in the acquisition, renovation, and construction of residential real estate. Founded by a leadership team with a deep understanding and personal exper ...
-
Relationship Manager
3 days ago
American Business Bank Los Angeles, United StatesMakes 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 thei ...
-
Relationship Manager Deposits Entertainment
1 week ago
City National Bank Beverly Hills, United StatesOverview: · **RELATIONSHIP MANAGER DEPOSITS ENTERTAINMENT** · We start with a basic premise: Business is personal. Since day one we've always gone further than the competition to help our clients, colleagues and community flourish. City National Bank was founded in 1954 by entrep ...
-
Carrier Relationship Manager
1 week ago
Zenlayer, Inc Diamond Bar, United StatesWe are looking for a driven, knowledgeable, and growth-oriented telecom professional to join our team as Carrier Relationship Manager This individual will be utilizing their industry knowledge and experience to establish and nurture relationships with carriers and vendors in orde ...
-
Wealth Relationship Manager
5 days ago
Citi Diamond Bar, United States**Responsibilities**: · - Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment through the use of financial planning and excellent discovery and profiling skills. · - Anticipate the complex financial needs of the cli ...
-
Associate Relationship Manager
4 days ago
MidFirst Bank Los Angeles, United States1st Century Bank, a division of MidFirst Bank, is a full service bank with a vision of unparalleled client service in Los Angeles. The Bank's core principles are flexibility, responsiveness, and the ability to create tailored solutions, coupled with its commitment to provide exce ...
-
Client Relationship Manager
6 days ago
Ernest Los Angeles, United StatesErnest · is currently in search of a Client Relationship Manager (outside B2B sales) for our Riverside County, CA territory. This is a full time position that offers a competitive base salary, commissions, bonuses, along with benefits and a wonderful company culture. · For over ...
-
Strategic Relationship Manager
1 week ago
Sonos Los Angeles, United StatesAt Sonos we want to create the ultimate listening experience for our customers and know that it starts by listening to each other. As part of the Sonos team, you'll collaborate with people of all styles, skill sets, and backgrounds to realize our vision while fostering a communit ...
-
Institutional Relationship Manager
1 week ago
CIM Group Los Angeles, United States Full timeCIM is a $30bn community-focused real estate and infrastructure owner, operator, lender, and developer. Our team of experts works together to identify and create value in real assets, benefiting the communities in which we invest. Back in 1994, our three founders focused on proje ...
Sr Relationship Manager - Los Angeles, United States - Pacific Premier Bank
Description
The Sr. Relationship Manager is responsible for creating, developing, and managing commercial (C&I) middle market banking relationships. The incumbent in this position will provide expert 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
#LI - Onsite
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR c)