First Bank

Relationship Manager - Middle Market Banking

First Bank Sacramento, CA

Direct message the job poster from First Bank

Samantha Liu

Samantha Liu

Talent Acquisition | Recruiter @ First Bank

Relationship Manager - Middle Market Banking

A Relationship Manager develops and maintains a client relationship portfolio for a given market area. Drawing on your superior communication and interpersonal talents, you will independently generate a portfolio size between $75 to $100MM.


What You Will Be Doing

  • Independently handling all relationship types, including relationships with complex loan structures.
  • Gaining knowledge of all bank products including Cash Management, Wealth Management, International and partner with Product Specialists to sell products to clients and prospects.
  • Providing leadership to other bankers within the group.
  • Generating New Business development.
  • Preparing and supervising loan packages for presentation to Senior Management and Loan Committee.
  • Assuming full responsibility for quality, completeness and accuracy of all loan documentation in the loan portfolio, proactively manages loan asset quality.
  • Contributing to the Bank's and Group's overall management objectives by participating in meetings and supporting Bank goals.
  • Participating in community-oriented and professional organizations to provide additional networking and referral opportunities.


What you will need

  • Bachelor's degree from a four-year college or university in Finance or a related field.
  • Formal credit training
  • Seven or more years related experience and/or training.
  • Personal Computer (PC) proficient in Word/Excel required; other Microsoft programs a plus.
  • Ability to read, analyze and interpret financial reports and legal documents.
  • Ability to respond to inquiries/requests from clients and/or prospects.
  • Ability to effectively present information to top management, public groups and/or boards of directors.
  • Ability to define problems, collect data, establish facts and draw valid conclusions.
  • Ability to interpret financial data provided.

  • Seniority level

    Mid-Senior level
  • Employment type

    Full-time
  • Job function

    Sales and Finance
  • Industries

    Banking

Referrals increase your chances of interviewing at First Bank by 2x

See who you know

Get notified about new Relationship Manager jobs in Sacramento, CA.

Sign in to create job alert

Similar jobs

People also viewed

Looking for a job?

Visit the Career Advice Hub to see tips on interviewing and resume writing.

View Career Advice Hub