Client Relationship Manager (C&I) - Marquee Staffing

Oakland BranchSkills and Qualifications

• Computer Skills:
  • Proficient in Microsoft Office and other necessary programs.
• Communication:
  • Excellent written and verbal communication skills.
  • Strong attention to detail and follow-through.
• Leadership:
  • Demonstrated ability to foster and sustain collaborative work relationships within the bank.
• Relationship Management:
  • Strong abilities in relationship management and business development.
  • Well-developed analytical and problem-solving skills.
• Product Knowledge:
  • Broad knowledge of bank products and services to capitalize on opportunities.
• Teamwork:
  • Dedicated to teamwork and long-term success.

Education and Experience

• Education:
  • Typically requires a Bachelor’s degree.
• Work Experience:
  • Five to seven years of commercial lending experience.
  • Broad knowledge and experience in banking operations, products, and services.

Physical Requirements

• Prolonged periods of sitting at a desk and working on a computer.
• Occasional movement around the office to access files and equipment.
• Ability to lift objects up to 25 pounds.
• Frequent use of computers and office machinery (keyboard, calculator, copier, scanner, printer).
• Repetitive motions of wrists, hands, and fingers.
• Close visual acuity for data analysis, transcribing, and extensive reading.
• Regular verbal communication with employees, clients, and vendors.

Responsibilities

• Loan and Deposit Management:
  • Manage overall loan and deposit relationships with customers.
  • Grow revenues through prospecting new business and expanding existing relationships.
  • Recommend loans for approval within assigned limits and manage credit quality.
• Customer Relationship Development:
  • Develop and implement effective calling programs for existing customers.
  • Source prospects and develop new customer relationships.
  • Retain and expand relationships with existing customers.
  • Cross-sell appropriate bank products and services.
• Customer Support:
  • Resolve customer problems and liaise with other departments for optimal service.
  • Manage overall customer profitability and satisfaction.
• Compliance and Ethics:
  • Stay current on the bank’s lending policies and procedures.
  • Participate in community and CRA activities to promote the company’s brand.
  • Ensure compliance with ethical standards and regulatory requirements (e.g., Bank Secrecy Act, Anti-Money Laundering).
• Training and Development:
  • Actively participate in required corporate and business line training.
  • Understand account opening procedures and suspicious activity referral processes.
  • Work with customers to comprehend their normal account activity.