AVP, Relationship Manager

Avidbank

AVP, Relationship Manager responsible for managing client portfolios and developing business relationships at Avidbank. Specializing in loans, deposits, and commercial banking products with a focus on clients in the Bay Area.

Posted 4/17/2026full-timeSan Jose • California • 🇺🇸 United StatesLead💰 $105,000 - $160,000 per yearWebsite

About the role

Key responsibilities & impact

Managing a portfolio of clients and developing good business relationships that lead to loans, deposits and other banking products
Assisting with the management sales and service efforts to ensure retention of existing relationships and growth of new relationships
Developing and managing a significant loan and deposit portfolio for the Bank specializing in serving businesses
Developing business checking and deposit relationships with customers
Promoting business for the Bank by maintaining good customer relations and referring customers to appropriate staff for new services
Interviewing prospective applicants and requesting specified information related to loan or credit application
Analyzing potential loan markets to develop new prospects
Performing pre-qualification assessment and analysis of financial condition and risk of financing requests
Gathering and analyzing all information necessary to present a financing request to senior management or Loan Committee
Soliciting, negotiating, underwriting and coordinating the closing of business loans in compliance with the Bank's lending policies and procedures
Conducting relevant due diligence interviews or calls with venture capital and Private Equity investors
Ensuring that credit inquiries and UCC filings are researched to determine credit worthiness

Requirements

What you’ll need

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
Bachelor's degree along with at least 3-4 years of experience
Experience in asset-based and cash flow lending products

Benefits

Comp & perks

competitive compensation
medical
dental
vision
life insurance
long term disability insurance
401k with matching
paid holidays
competitive paid time off policy

ATS Keywords

✓ Tailor your resume

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 lendingcredit analysisloan structuringrisk assessmentfinancial data interpretationdue diligencebusiness loans

Soft Skills

results drivencommunicationleadershipmotivationproactive attituderesourcefulnessrelationship managementconfidentialityadaptabilityteam collaboration

Certifications

Bachelor's degree