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Relationship & Portfolio Growth Specialist
Job in
Morgan Hill, Santa Clara County, California, 95038, USA
Listed on 2026-08-27
Listing for:
Citizens Business Bank
Full Time
position Listed on 2026-08-27
Job specializations:
-
Finance & Banking
Loan Officer / Lending, Financial Sales
Job Description & How to Apply Below
Citizens Business Bank in California seeks a Portfolio Officer to assist portfolio and relationship managers in soliciting new relationships and retaining existing ones, including loans and deposits.
You will analyze customer financial needs, support negotiations, present credit and product requests, and help drive the sales process with the team.
The role emphasizes compliance with bank policies and CRA objectives, with annual bonus eligibility and a focus on center growth.
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