Emerging Middle Market Relationship Manager – Vice President
Job in
San Francisco, San Francisco County, California, 94199, USA
Listed on 2026-07-13
Listing for:
Jobtailor
Full Time
position Listed on 2026-07-13
Job specializations:
-
Finance & Banking
Credit Analyst, Loan Officer / Lending, Risk Manager/Analyst
Job Description & How to Apply Below
Responsibilities
- Facilitates growth for the Bank through business development and management of key client relationships.
- Maintains an outstanding and continuous record of significant revenue generation from sales and syndications.
- Acts as an escalation point for complex client issues, using strategic problem-solving to resolve conflicts and maintaining strong client relationships.
- Structures complex deals and secures credit approvals, working with internal stakeholders and external partners to optimize revenue.
- Develops new business by contacting prospects and clients, and by cross‑selling Bank products and services that include credit, trust/investment and cash management.
- Reviews loan applications and cash management service agreements, ensuring accuracy, completeness, and alignment with the bank's risk management standards.
- Develops market strategies to align with business goals, identifying opportunities, and expanding client portfolios.
- Represents bank at industry forums and conferences, leveraging insights on trends, competition, and emerging products to drive strategic decision‑making.
- 7+ years of relevant experience in Relationship Management, Account Management or Portfolio Management in a corporate or similar segmented banking environment with sales metrics is preferred.
- Bachelor’s degree required;
Business Administration, Finance and Accounting preferred. - Any other related discipline or commensurate work experience considered.
- If a Credit Qualifiable role, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards.
- Deep knowledge and technical proficiency gained through extensive education and business experience.
- Advanced level of proficiency:
Product Knowledge, Regulatory Compliance, Structuring Deals, Portfolio Management, Credit Risk Assessment, Project Management, Customer Service, Problem Solving, Negotiation, Customer Relationship Building. - Expert level of proficiency:
Financial Analysis.
- Relationship Management
- Account Management
- Portfolio Management
- Credit Qualifications
- Product Knowledge
- Regulatory Compliance
- Structuring Deals
- Credit Risk Assessment
- Financial Analysis
- Project Management
- Problem Solving
- Negotiation
- Customer Service
- Customer Relationship Building
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×