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Newport Beach

    Commercial Banking Relationship Manager - Newport Beach, United States - CMB Wing Lung Bank

    CMB Wing Lung Bank
    CMB Wing Lung Bank Newport Beach, United States

    2 weeks ago

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    Description

    JOB SUMMARY


    Under the general direction of the Department Head or Branch Manager, this individual is responsible for developing, cultivating and maintaining existing and new profitable deposit and loan customer relationships.

    This job is the primary contact for developing and maintaining client relationships and identifying opportunities for business growth.

    PRINCIPAL DUTIES & RESPONSIBILITIES
    Work independently and under the direction of manager to develop new business that creates value to the branch
    Maintain the branch's established market presence
    Develop prospect customers independently
    Compile and analyze financial data and information to prepare credit memo.
    Perform industry and market analysis
    Identify credit risk and other key risk factors to contribute to loan decision process
    Prepare internal credit memo and follow through with head office credit management department to obtain approval
    Negotiate with customer on terms and conditions within parameters defined by credit decisions
    Finalize loan agreement with customer and close the loan based on final credit approval conditions
    Maintain existing loan portfolio and cultivate a strong customer relationship
    Manage participation/syndication loans assuring satisfactory loan servicing, covenant and reporting compliance, and risk mitigation
    Identify value-added customers for the branch for cross-sale opportunities
    Responsible for business growth (loans, deposits, fees), both individually and together with the team, through development of new deposit and loan customers
    Other duties as assigned


    JOB SPECIFICATION
    ·

    Bachelor's degree in finance or related area; advanced degree is a plus
    ·

    Minimum 5 years of related experience
    ·

    Good understanding of commercial industry, business development techniques and credit decisions
    ·

    Excellent credit and financial analysis skills
    ·

    Good negotiation skills
    ·

    Excellent communication skills, both verbal and written
    ·

    Bilingual in English/Chinese is required

    #J-18808-Ljbffr
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