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Relationship Manager IV

First Bank
United States, California, Walnut Creek
1700 North Broadway (Show on map)
Apr 04, 2025
Commercial Loan Officer IV

A Commercial Loan Officer IV develops and maintains a client relationship portfolio for a given market area. Drawing on your superior communication and interpersonal talents, you will independently generate and manage 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.


  • Bachelor's degree from a four-year college or university in Finance or a related field.
  • 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.

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