Avidbank

Avidbank

Relationship Manager

San Jose, California · Full-time

Sponsorship not specified$105k-$160kDetected 30 days ago
Financial ModelingFinancial AnalysisFinancial ReportingUnderwriting

About the role

  • The corporate title associated with this position is flexible and will be determined based on the candidate's experience, skills, and depth of expertise, as well as the scope of responsibilities assumed.
  • Interviews prospective applicants and requests specified information related to loan or credit application; corresponds or re-interviews applicants to resolve questions regarding application information.
  • Gathers and analyzes all information necessary to present a financing request to senior management or Loan Committee for approval; meets with existing or potential customers; visiting sites of loans; negotiates loan terms and conditions.

Responsibilities

  • The Relationship Manager will assist with the management sales and service efforts to ensure retention of existing relationships and growth of new relationships; including tapping into their own professional network.
  • Analyzes potential loan markets to develop new prospects.

Requirements

  • Ability to interpret financial data and reports and when necessary, recommend appropriate actions
  • Experience Required
  • This level of knowledge is normally acquired through a Bachelor's degree along with at least 3-4 years of experience.
  • Thorough understanding of financial services and banking products
  • Strong underwriting and portfolio management skills
  • Results driven.
  • Financial modeling experience and comfort
  • Ability to manage complex credits and client relationships
  • Background in cash flow lending for sponsor-backed borrowers a plus
  • Thrives in a dynamic and remote work environment
  • Skilled communicator (written and verbal)
  • Strong ability to lead and motivate junior staff
  • Ensures absolute confidentiality in all areas of responsibility

Nice to have

  • San Francisco Bay Area
  • The Relationship Manager will assist with the management sales and service efforts to ensure retention of existing relationships and growth of new relationships
  • Job Responsibilities
  • Interviews prospective applicants and requests specified information related to loan or credit application
  • corresponds or re-interviews applicants to resolve questions regarding application information.
  • Gathers and analyzes all information necessary to present a financing request to senior management or Loan Committee for approval
  • visiting sites of loans
  • negotiates loan terms and conditions.

Compensation

  • $105,000 - $160,000
  • Division: Specialty Finance
  • Work Location Type: Office Hybrid
  • The AVP, Relationship Manager is responsible for managing an portfolio of clients and developing good business relationships that lead to loans, deposits and other banking products offered by the Bank.
  • The Relationship Manager will assist with the management sales and service efforts to ensure retention of existing relationships and growth of new relationships; including tapping into their own professional network.

Benefits

  • Avidbank offers full time employees' competitive compensation, medical, dental, vision, life insurance, long term disability insurance, 401k with matching, paid holidays and a competitive paid time off policy.

Company info

  • Avidbank is a $2.3 billion commercial bank based in Silicon Valley serving the San Francisco Bay area and beyond.
  • We are a highly responsive business bank, providing tailored financial solutions.
  • We are advocates for our clients and specialize in providing innovative banking products and supportive services that exceed our clients' expectations.
  • Founded in 2003, we specialize in commercial & industrial lending, technology and asset-based lending, specialty finance, real estate construction and commercial real estate lending.
  • We have one branch in San Jose along with loan production offices in Redwood City and San Francisco.
  • Develops business checking and deposit relationships with customers; and promotes business for the Bank by maintaining good customer relations and referring customers to appropriate staff for new services.
  • Reviews NSF and overdraft reports for customers assigned within his or her portfolio; approves or declines such exceptions within established lending limits

Equal opportunity

  • We are an AA/EEO/Veterans/Disabled employer.

Visa & Work Authorization

  • Background in cash flow lending for sponsor-backed borrowers a plus
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This listing is sourced directly from Avidbank's careers page and normalized into a canonical job model.