Commercial Relationship Manager

Institutional clients include pension funds, endowments and insurance companies. Regulatory oversight is constant, and the compliance department is one of the largest in the company.

Position summary:

We want a banker who knows the local business community and can read a set of financial statements quickly. The Commercial Relationship Manager manages and grows a portfolio of business banking clients with annual revenue between $5M and $50M. We work hybrid out of San Diego, usually three days in, two days remote.

What you'll do:

• Analyze financial statements, tax returns and cash flow for borrowers and guarantors
• Monitor loan covenants, renewals and past-due accounts
• Keep loan files and credit documentation complete for audits and exams
• Cross-sell treasury management, merchant services and wealth products
• Manage a portfolio of 60 to 90 business clients
• Track pipeline and activity in Salesforce or nCino

Qualifications:

• 2+ years of commercial lending or business banking experience
• Established network in the local business community
• Valid driver's license for client visits
• Strong financial statement and cash flow analysis skills
• Comfortable presenting to credit committee
• Bachelor's degree in finance, accounting or business

Preferred:

• NCino or Salesforce experience
• Treasury management product knowledge

Pay: $122,000 - $163,000 annually

Why work with us:

• Medical, dental and vision insurance
• 401(k) with 4% match
• Paid time off
• Professional development budget
• Life insurance
• Annual bonus
• 401(k) with company match

Thistleworth is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

This position requires a background check.

Most hires start within two to three weeks of an offer.

Start: Within 30 days.

Demo job created on 11jobs for testing and demonstrations. It is not an actual opening at Thistleworth.