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Emerging Middle Market Relationship Manager – Vice President

Job in San Francisco, San Francisco County, California, 94199, USA
Listing for: Jobtailor
Full Time position
Listed on 2026-07-13
Job specializations:
  • Finance & Banking
    Credit Analyst, Loan Officer / Lending, Risk Manager/Analyst
Salary/Wage Range or Industry Benchmark: 120000 - 180000 USD Yearly USD 120000.00 180000.00 YEAR
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.
Requirements
  • 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.
Hard Skills
  • Relationship Management
  • Account Management
  • Portfolio Management
  • Credit Qualifications
  • Product Knowledge
  • Regulatory Compliance
  • Structuring Deals
  • Credit Risk Assessment
  • Financial Analysis
  • Project Management
Soft Skills
  • Problem Solving
  • Negotiation
  • Customer Service
  • Customer Relationship Building
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