Relationship Manager

Avidbank

Relationship Manager developing business loan and deposit relationships for corporate banking clients. Cultivating client relations and ensuring compliance with regulations while managing a loan portfolio.

Posted 5/14/2026full-timeSan Jose • California • 🇺🇸 United StatesSeniorLead💰 $125,000 - $190,000 per yearWebsite

About the role

Key responsibilities & impact

Develops business loan and deposit relationships with prospective and existing customers.
Responsible for developing and managing a loan and deposit portfolio of key customers and prospective customers for the Bank, specializing in serving privately held businesses and high net worth individuals in business and real estate related loans.
Promotes business for the Bank by maintaining good customer relations and referring customers to appropriate staff for new services.
Interviews prospective applicants and requests specified information related to loan or credit application; corresponds or re-interviews applicants to resolve questions regarding application information.
Performs pre-qualification assessment and analysis of financial condition and risk of financing requests within the framework of Bank credit culture and current economic and industry trends.
Coordinates processing of approved new and renewed loans; ensures loans are processed according to agreement, customer needs and conform to Bank lending policies; obtains sufficient information and/or documentation from customers; solves problems relative to processing and servicing of loans within his or her portfolio; approves loan disbursements, payments and transfers in accordance with agreements and specified limits.
Authorizes commitment, engagement, adverse action and decline letters.
Understands government regulations with particular emphasis on the Bank Secrecy Act and related regulations and the fact that compliance with BSA regulations is an enterprise responsibility.
May represent the bank in community or at civic functions to promote Bank image and bank products and services.
Performs other duties as assigned.

Requirements

What you’ll need

Commercial banking experience of at least 7 years

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

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Applicant Tracking System Keywords

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Hard Skills & Tools

loan portfolio managementfinancial analysisrisk assessmentloan processingcustomer relationship managementpre-qualification assessmentloan disbursementcredit application processingproblem solvingcompliance with regulations

Soft Skills

customer relationscommunicationinterpersonal skillsorganizational skillscommunity representationteam collaborationnegotiationattention to detailadaptabilityleadership