Avidbank

Relationship Manager

Avidbank

full-time

Posted on:

Location Type: Hybrid

Location: San Jose • California • United States

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Salary

💰 $105,000 - $160,000 per year

About the role

  • Responsible for managing a portfolio of clients
  • Developing good business relationships that lead to loans, deposits and other banking products
  • Assist with the management sales and service efforts to ensure retention of existing relationships and growth of new relationships
  • Develops and manages a significant and dynamic loan and deposit portfolio
  • Develops business checking and deposit relationships with customers
  • Analyzes potential loan markets to develop new prospects
  • Performs pre-qualification assessment and analysis of financial condition and risk
  • Gathers and analyzes all information necessary to present a financing request for approval
  • Solicits, negotiates, underwrites and coordinates the closing of business loans
  • Ensures loans are processed according to agreement and customer needs
  • Reviews Monthly financial reporting, borrowing bases, and compliance certificates

Requirements

  • 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
  • Ability to interpret financial data and reports and when necessary, recommend appropriate actions
  • Ensures absolute confidentiality in all areas of responsibility
  • Pro-active attitude and resourcefulness
Benefits
  • competitive compensation
  • medical
  • dental
  • vision
  • life insurance
  • long term disability insurance
  • 401k with matching
  • paid holidays
  • competitive paid time off policy
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
underwritingportfolio managementfinancial modelingcash flow lendingfinancial analysisloan processingrisk assessmentfinancial reportingnegotiationbusiness loans
Soft Skills
results drivencommunicationleadershipmotivationresourcefulnessproactive attituderelationship managementanalytical thinkingconfidentialityadaptability