Relationship Manager

Job not on LinkedIn

🔥 52 minutes ago

🏄 California – Remote

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💵 $90k - $180k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💰 Account Manager

👻 Ghost score 1%

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Logo of FFB Bank

FFB Bank

51 - 200 employees

🏦 Banking

Banking

FFB Bank is a financial institution offering a wide range of banking services for both personal and business needs. Their services include business checking and savings accounts, commercial lending, personal checking and savings accounts, personal loans and credit, as well as a variety of online and mobile banking options. The bank emphasizes a collaborative and trustworthy relationship with its clients, aiming for mutual growth by understanding customers beyond their financial statements. FFB Bank prides itself on offering both personalized customer service and the convenience of virtual banking services, such as merchant services, online bill pay, and remote deposit capture. They have been recognized as one of the best banks in Central California multiple times, showcasing their client satisfaction and community commitment.

📋 Description

• Develop, manage, and expand deposit, loan, and merchant relationships within designated markets • Source new business, identify client needs, and structure and negotiate financial solutions • Generate new leads through outbound calls, emails, networking, and in-person meetings • Build and maintain relationships with prospective and existing clients • Use CRM systems to track interactions, update customer records, and manage pipeline activity • Develop and manage client portfolios by identifying financial needs and delivering tailored banking solutions • Lead the full sales lifecycle, including prospecting, solution design, proposal development, negotiation, closing, and funding • Create and deliver proposals and RFP responses • Gather and analyze business and financial information for underwriting, pricing, and approval • Achieve or exceed sales volume, revenue, margin, fees, and cross-sell goals • Maintain accurate pipeline, prospecting, and sales activity records • Develop and execute an annual business plan with leadership • Participate in business development, community engagement, and professional networking • Monitor market trends, competitive offerings, and regulatory requirements • Collaborate with internal partners to deliver a seamless client experience • Expand existing client relationships through cross-selling • Mentor and support junior Relationship Managers at more senior levels • Complete administrative tasks and required Bank Compliance Training • Respond to internal and external inquiries professionally • Represent the Bank through ethical conduct and community involvement • Ensure adherence to Bank policies, applicable laws, regulations, confidentiality, data privacy, and AML/CFT responsibilities • Travel up to 75% for client locations, sales presentations, conferences, corporate events, and training

🎯 Requirements

• Bachelor’s degree from an accredited college or university preferred (e.g., Business, Finance, or related) • Minimum 3–5 years of related experience in banking, financial services, or relevant industry required • Proficiency with Microsoft Office Suite (Excel, Word, Outlook) required • Demonstrated ability to cross-sell and explain all products and services with confidence and authority • Knowledge of commercial banking products and services • Strong understanding of federal compliance regulations required • Ability to take initiative and effect change through consensus building, negotiation, and conflict resolution • Effective oral, written, and interpersonal communication skills • Strong organizational and time management abilities with attention to detail • Strong teamwork and relationship skills • Willingness to take on special projects and perform other duties as assigned • Commitment to continuous learning and professional development • Ability to maintain authenticity and integrity in professional interactions • Ability to manage multiple priorities and meet deadlines • Ability to work independently with minimal supervision and as part of a team • Proven ability to adapt to changing priorities and procedures • Current driver’s license and a vehicle with appropriate insurance coverage if required to drive while performing assigned duties and responsibilities

🏖️ Benefits

• Employee ownership through our ESOP program • A collaborative, close-knit culture • Opportunities to participate in community and networking events • Medical, dental, and vision coverage • Life insurance • Paid vacation • 401(k) retirement plan • Training & development opportunities • Tuition reimbursement • Employee Assistance Program • Internal job postings and referral program • Performance-based incentives through participation in an incentive plan

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