RELATIONSHIP MANAGER II - CORPORATE BANKING

Union Bank of CaliforniaInvest in your career. Invest in your future.
 
At Union Bank of California, our people are our greatest asset. We are one of the largest banks in California with a longstanding reputation for professional training and career development. In addition to investing in our employees, Union Bank has established a generous community reinvestment program that works to uplift communities and watch them grow. We invest in a diverse workforce as our employees come from many different backgrounds, bringing with them different experiences and perspectives.
 
Become part of a team where community, diversity, and exceptional service are part of everyone’s job. Invest in you!


 

Source, underwrite and manage a portfolio of corporate client credit relationships with revenues of $50 million and greater. Expand the "client relationship profitability" with new credit commitments and by "cross-selling" bank products and services.


Manage, retain, and grow a generalist portfolio of commercial banking relationships focused on companies located in the region surrounding San Francisco, possessing annual revenues ranging from $30 million to $1 billion.  A key element of the job is maintaining a consistent prospect calling program to develop new business opportunities with CEO's, CFO's and referral sources.

 

This position will be located in Walnut Creek (Northern California) and will be responsible for the following areas: Alameda, Contra Costa, and Solano. Must be able to source, underwrite, and manage upper middle market businesses with revenues of $50 million and greater. The position will require credit underwriting on new and existing accounts. Successful applicants will be skilled in monitoring customer accounts for credit deterioration, adhering to the Bank's credit policy and utilizing the Bank's credit management tools. The applicant must be able to work in a team environment in sourcing and closing new details.Proven consultative selling skills to sophisticated financial buyers focusing on proper capital structure options a customer or client could choose. Applicant must have organized prospect targeting and pre-call planning skills. Strong organizational, interpersonal, and written communication skills is a must, including fluency in Word, Excel, projection software, prospect database software and skills in researching companies on the Internet.  Generalist credit underwriting and capital markets experience is essential. Consistent portfolio monitoring and proven history in successfully handling companies experiencing credit deterioration is essential.
Union Bank of California offers a competitive compensation and benefits package including a 401K plan. Pre-employment background screening is required for all positions. Union Bank of California is an equal opportunity employer.