Assistant Relationship Manager - San Diego, CA

California Bank & Trust
San Diego, CA
30+ days ago
California Bank & Trust
California Bank & Trust
calbanktrust.com

Job Description

California Bank and Trust, a leader amongst banks in California, with over $10 billion in assets and nearly 100 branch offices in the state, is looking for a Assistant Relationship Manager.

At California Bank & trust our relationship-centered culture is achieved by providing our associates with the tools, training, and opportunities to build the best possible relationships with our customers, and with each other. Our workplace culture values each associate’s unique experiences, background and perspectives and provides a collaborative environment for all associates to grow and thrive.

Job Requirements:
Works with Relationship Managers to manage existing portfolio of loans and deposits.

Responsible for analyzing, interpreting, investigating, gathering and presenting of financial data, including tax information and credit documentation to determine a clients credit worthiness.

Reviews and initiates the creation of loan documents to ensure they are in compliance with policies and regulations.

Makes calls on clients to better underwrite credits.

Consults with relationship managers and makes recommendations for credits and loan presentations.

Is familiar and complies with applicable company policies and all banking regulations including, but not limited to BSA, USA Patriot/CIP requirements, AML and other regulations.

May have sales responsibility and may act as back up relationshp manager as needed.

Other duties as assigned.

Qualifications:
Requires a Bachelor's and some experience in loan processes, credit, credit analysis, documentation or other directly related experience. A combination of education and experience may meet qualifications.

Basic knowledge of credit, credit analysis and experience working with various types of loans.

Ability to meet deadlines, audit documentation and solve problems.

Ability to make recommendations to officers.

Must have good communication, customer service and organizational skills.

Knowledge of computer software, including spreadsheets, word processing and various types of credit analysis software.

Source

https://www.indeed.com/jobs

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