Relationship Manager (Business Banking) jobs in Stockton, CA

Relationship Manager (Business Banking) manages, maintains, and grows current business banking relationships and develops new customers. Responsible for a portfolio of small to mid-sized businesses. Being a Relationship Manager (Business Banking) seeks cross-sell opportunities and directs customers to other services and products available to meet their needs and generate business. Requires a bachelor's degree. Additionally, Relationship Manager (Business Banking) typically reports to a manager or head of a unit/department. The Relationship Manager (Business Banking) works on projects/matters of limited complexity in a support role. Work is closely managed. To be a Relationship Manager (Business Banking) typically requires 0-2 years of related experience. (Copyright 2024 Salary.com)

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Relationship Manager
  • Mission Bank
  • Stockton, CA FULL_TIME
  • 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

  • 7 Days Ago

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Office Manager / Executive Assistant
  • The Ratto Montelongo Family Business
  • Stockton, CA FULL_TIME
  • Imagine stepping into a role where your impact goes beyond the balance sheet, directly touching the legacy of a family's lifework. In the dual position at San Francisco Auto Body & Frame Repair and Go...
  • 1 Day Ago

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Vehicle operator
  • business
  • Tracy, CA FULL_TIME
  • Job description HireArt is helping an on-demand, autonomous ride-hailing company hire a Level 5 Vehicle Operator to test and validate the hardware and software deployed on the company’s autonomous veh...
  • Just Posted

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Business Manager
  • CONAM Default
  • Manteca, CA FULL_TIME
  • Business Manager (Assistant Manager) - Stonegate Apartments, Manteca, CA WHO WE ARE: CONAM Management Corporation is part of The CONAM Group, a multi-family property investment, and management firm es...
  • 21 Days Ago

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Business Manager
  • University of the Pacific
  • Stockton, CA FULL_TIME
  • Primary Purpose: The Business Manager is responsible for management of financial and budgetary transactions in designated Student Life departments, including but not limited to: Residential Life, Stud...
  • 14 Days Ago

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Business Office Manager
  • Riverwood Health Care Center
  • Stockton, CA FULL_TIME
  • Business Office Manager needed for premier nursing facility. Come join our winning team! Our Mission: We are professionals committed to serving others, nurturing life, and promoting an individual’s ab...
  • 2 Days Ago

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0 Relationship Manager (Business Banking) jobs found in Stockton, CA area

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Personal Banker
  • PNC Financial Services Group, Inc.
  • Stockton, CA
  • Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. ...
  • 3/28/2024 12:00:00 AM

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Assistant Branch Manager (Sales & Service) FT Sacramento, CA Arden branch
  • BNP Paribas Bank NV
  • Sacramento, CA
  • We are looking for **Assistant Branch Manager (Sales & Service) FT Sacramento, CA Arden branch** **Location** At Bank of...
  • 3/28/2024 12:00:00 AM

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Assistant Branch Manager (Sales & Service Lead) - 40 hours Stockton Pershing branch
  • BNP Paribas Bank NV
  • Stockton, CA
  • We are looking for **Assistant Branch Manager (Sales & Service Lead) - 40 hours Stockton Pershing branch** **Location** ...
  • 3/27/2024 12:00:00 AM

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Assistant Branch Manager (Sales & Service Lead) - 40 hours Stockton Main branch
  • BNP Paribas Bank NV
  • Stockton, CA
  • **Location** At Bank of the West, our people are having a positive impact on the world. Were investing where we feel we ...
  • 3/27/2024 12:00:00 AM

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Personal Banker
  • PNC Financial Services Group, Inc.
  • Concord, CA
  • Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. ...
  • 3/27/2024 12:00:00 AM

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Financial Advisor - PNC Investments
  • PNC Financial Services Group
  • Manteca, CA
  • Job Profile Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the market...
  • 3/26/2024 12:00:00 AM

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VP Finance & Accounting
  • Siino & Associates LLC
  • Pleasanton, CA
  • Job Description Job Description Summary: Responsible for all long-range financial matters and establish company-wide fin...
  • 3/26/2024 12:00:00 AM

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Financial Advisory Branch Manager - Producing
  • Wells Fargo & Co.
  • Pleasanton, CA
  • **Financial Advisory Branch Manager - Producing** Location: Pleasanton, California **Job ID** R-104060 At Wells Fargo, w...
  • 3/25/2024 12:00:00 AM

Stockton is the county seat of San Joaquin County in the Central Valley of the U.S. state of California. Stockton was founded by Captain Charles Maria Weber in 1849 after he acquired Rancho Campo de los Franceses. The city is named after Robert F. Stockton, and it was the first community in California to have a name not of Spanish or Native American origin. The city is located on the San Joaquin River in the northern San Joaquin Valley and had an estimated population of 320,554 by the California Department of Finance for 2017. Stockton is the 13th largest city in California and the 63rd larges...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Relationship Manager (Business Banking) jobs
$69,423 to $106,605
Stockton, California area prices
were up 2.5% from a year ago

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