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Client Relationship Manager III (Commercial Loan Officer III) at United Business Bank
Walnut Creek, California, United States - Full Time
Skills Needed
Strong Oral Communication, Strong Written Communication, Strong Math Skills, Strong Interpersonal Skills, Business Development Techniques, Cross Selling Skills, Credit Analysis, Organizational Skills, Personal Computer Skills, Professional Appearance
Specialization
Candidates should have a Bachelor's Degree in Business or a related field and a minimum of 8 years of experience in the financial services industry. Strong communication, math, and interpersonal skills are essential, along with knowledge of banking operations and lending procedures.
Experience Required
Minimum 10 year(s)
Trainee-1 at FirstRand Bank India
Tsumeb, Oshikoto, Namibia - Full Time
Skills Needed
Customer Service, Administration, Planning, Reporting, Governance, Operations, Problem Solving, Teamwork, Communication, Innovation, Time Management, Proactivity, Compliance, Development, Financial Services, Volunteering
Specialization
Candidates should be willing to upskill their knowledge and skills in operations and administration. The role requires proactive problem-solving and effective communication to exceed customer expectations.
Documentation Officer at United Business Bank
Walnut Creek, California, United States - Full Time
Skills Needed
Loan Documentation, Banking Regulations, Customer Service, Communication Skills, Math Skills, Microsoft Office, Process Improvement, Team Collaboration
Specialization
A high school graduate or equivalent is required, with a college degree preferred. Candidates should have a minimum of 3 years of bank experience in a Loan Department and knowledge of loan documentation and banking regulations.
Experience Required
Minimum 2 year(s)
Sales Associate-eCommerce/Phone at AutoNation Mini Stevens Creek at United Fidelity Bank
Santa Clara, California, United States - Full Time
Skills Needed
Communication Skills, Interpersonal Skills, Customer Service, Sales Experience, Organizational Skills, Technology Proficiency
Specialization
Candidates should have a high school diploma or equivalent and a proven ability to provide exceptional customer experiences. Prior sales experience, preferably in retail, and strong communication skills are also required.
Sales Associate eCom/Phones AutoNation Acura Gulf Freeway at United Fidelity Bank
Halls Crossroads, Tennessee, United States - Full Time
Skills Needed
Communication Skills, Interpersonal Skills, Customer Service, Sales Experience, Organizational Skills, Consultative Skills, Technology Proficiency, Goal Achievement
Specialization
Candidates should have a high school diploma or equivalent and a proven ability to provide exceptional customer service. Prior sales experience, preferably in retail, and strong communication skills are also required.
Customer Experience Representative (Part-Time 30 hours/week) at Central Pacific Bank
Honolulu, Hawaii, United States - Full Time
Skills Needed
Customer Service, Communication, Problem Solving, Listening, Oral Communication, Written Communication, Time Management, Adaptability, Teamwork, Integrity, Attention To Detail, Empowerment, Ownership, Active Listening, Solution Oriented
Specialization
Candidates must have a high school diploma or equivalent and at least one year of customer service experience. They should possess strong communication skills and be able to work a flexible schedule, including weekends and holidays.
VP, Residential Lending & Secondary Market Sales at RONDOUT SAVINGS BANK
City of Kingston, New York, United States - Full Time
Skills Needed
Residential Lending, Secondary Market Sales, Compliance, Processing, Underwriting, Closing, Policy Development, Loan Originations, Ecoa, Customer Service, Analytical Skills, Organizational Skills, Attention To Detail, Microsoft Office, Encompass Los, Laserpro, Csi/Nupoint
Specialization
Candidates must have a bachelor's degree in business or finance and at least 7 years of experience in residential and consumer lending. Strong communication, analytical, and organizational skills are essential.
Experience Required
Minimum 5 year(s)
Trainee at FirstRand Bank India
Windhoek, Khomas, Namibia - Full Time
Skills Needed
Customer Service, Administration, Planning, Reporting, Governance, Operations, Problem Solving, Teamwork, Communication, Innovation, Proactivity, Time Management, Development, Financial Services, Legislative Compliance, Audit Requirements
Specialization
Candidates are expected to comply with governance in terms of legislative and audit requirements while working closely with the team to enhance their knowledge and skills. Managing personal development to increase competencies is also essential.
Service Director at United Fidelity Bank
Frisco, Texas, United States - Full Time
Skills Needed
Leadership, Strategic Thinking, Customer Service, Communication, Interpersonal Skills, Team Management, Problem Solving, Budgeting, Technical Knowledge, Safety Compliance, Relationship Building, Sales Techniques, Performance Monitoring, Recruitment, Training, Innovation
Specialization
Candidates must have a high school diploma and three to five years of experience in an auto repair facility, with at least two years in a supervisory role. Excellent communication skills and proficiency in dealership computer systems are also required.
Experience Required
Minimum 2 year(s)
External Sales and Service Advisor lead OBR at FirstRand Bank India
Ulundi Local Municipality, KwaZulu-Natal, South Africa - Full Time
Skills Needed
Sales Processes, Client Relationships, Cross Sell, Customer Service, Lead Generation, Sales Statistics, Market Trends, Business Opportunities, Personal Development, Account Management, Financial Performance, Sales Pipeline, Competitor Analysis, Proactive Solutions, Innovative Solutions, Hunting
Specialization
Candidates should have experience in sales and client relationship management. The role also emphasizes the importance of personal development and skill enhancement.
Experience Required
Minimum 2 year(s)
Data Scientist ( AI Specialist ) at FirstRand Bank India
Bellville, Western Cape, South Africa - Full Time
Skills Needed
Generative Ai, Data Engineering, Deep Learning, Etl Processes, Cloud Platforms, Python, Sql, Machine Learning, Neural Networks, Data Storage Solutions, Mlops, Collaboration, Communication, Problem Solving, Analytical Skills
Specialization
Candidates should have 3+ years of experience in AI, particularly in Generative AI, along with proven data engineering skills. A strong background in deep learning frameworks and cloud platforms is essential.
Experience Required
Minimum 2 year(s)
Branch Advisor FAIS at FirstRand Bank India
Liulin, Gansu, China - Full Time
Skills Needed
Customer Centric, Problem Solving, Persuasive Selling Skills, Regulatory Understanding, Agility, Flexibility, Communication Skills, Interpersonal Skills, Results Driven, Attention To Detail, Organizational Skills
Specialization
Candidates should possess an NQF4 qualification or higher and have 1-2 years of experience in client services support. Ideal candidates will demonstrate strong communication skills, empathy, and a results-driven attitude.
Sales Retail Associate - AutoNation USA Denton at United Fidelity Bank
, , United States - Full Time
Skills Needed
Communication Skills, Interpersonal Skills, Customer Service, Sales Experience, Organizational Skills, Consultative Skills
Specialization
Candidates should have over 1 year of automotive sales experience and a proven ability to exceed sales and customer service goals. Strong communication and organizational skills are essential, along with a valid driver's license.
Experience Required
Minimum 2 year(s)
Sales Associate - eCommerce/Phone- AutoNation Ford Burleson at United Fidelity Bank
Burleson, Texas, United States - Full Time
Skills Needed
Communication Skills, Interpersonal Skills, Customer Service, Sales Experience, Organizational Skills, Technology Proficiency
Specialization
Candidates should have a high school diploma or equivalent and a proven ability to provide exceptional customer service. Prior sales experience, preferably in retail, and strong communication skills are also required.
Automotive Service Technician – Toyota/Honda/Nissan Specialist at United Fidelity Bank
, , United States - Full Time
Skills Needed
Automotive Repair, Customer Service, Diagnostic Skills, Attention To Detail, Organization, Communication, Technical Training, Multi Point Inspections
Specialization
A high school diploma or equivalent is required, along with 2+ years of experience as an automotive technician. Candidates should possess automotive technical training, attention to detail, and a valid driver's license.
Experience Required
Minimum 2 year(s)
Fraud Specialist I at United Business Bank
Irvine, California, United States - Full Time
Skills Needed
Excellent Communication Skills, Professional Appearance, Excellent Problem Solving Skills, Good Math Skills, Microsoft Office, Computer Hardware Operation
Specialization
Candidates should have a high school diploma and a minimum of 3 years of experience in banking operations. A working knowledge of compliance laws and excellent communication skills are also required.
Experience Required
Minimum 2 year(s)
External Sales and Service Advisor OBR at FirstRand Bank India
Mbombela, Mpumalanga, South Africa - Full Time
Skills Needed
Sales Processes, Client Relationships, Financial Solutions, Compliance Standards, Risk Identification, Customer Service, Teamwork, Digital Adoption, Cross Selling, Operational Efficiency, Quality Standards, Sales Targets, Networking, Problem Solving, Administration, Reporting
Specialization
Candidates must have completed a FSCA recognized FAIS relevant NQF Level 5 Qualification and the First Level Regulatory Examination. A credit record check is required in accordance with the National Credit Act.
Experience Required
Minimum 2 year(s)
Key Account Manager at FirstRand Bank India
Johannesburg, Gauteng, South Africa - Full Time
Skills Needed
Key Account Management, Financial Performance Analysis, Cost Management, Customer Service, Relationship Building, Sales Strategy, Legislative Knowledge, Lead Generation, Sales Support, Administration, Governance Compliance, Business Intelligence, Market Research, Performance Management, Skills Development, Innovation
Specialization
Candidates should have completed a relevant NQF Level 7 Qualification or higher. The ideal candidate will possess strong skills in account management, sales support, and relationship building.
Experience Required
Minimum 2 year(s)
Automotive Sales Associate - BMW of Las Vegas at United Fidelity Bank
Las Vegas, Nevada, United States - Full Time
Skills Needed
Customer Experience, Communication Skills, Sales Skills, Negotiation Skills, Interpersonal Skills, Organizational Skills, Technology Proficiency, Follow Up Skills
Specialization
Candidates must have a high school diploma or equivalent and prior sales experience, preferably in retail. Strong communication, consultative, and organizational skills are essential, along with a willingness to follow up with customers.
Customer Experience Representative (Part-Time 20 hours/week) at Central Pacific Bank
Honolulu, Hawaii, United States - Full Time
Skills Needed
Customer Service, Communication, Problem Solving, Listening, Oral Communication, Written Communication, Time Management, Adaptability
Specialization
Candidates must have a high school diploma or equivalent and at least one year of customer service experience. They should possess strong communication skills and the ability to work a flexible schedule.
Client Relationship Manager III (Commercial Loan Officer III) at United Business Bank
Walnut Creek, California, United States -
Full Time


Start Date

Immediate

Expiry Date

27 Feb, 26

Salary

150000.0

Posted On

29 Nov, 25

Experience

10 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Strong Oral Communication, Strong Written Communication, Strong Math Skills, Strong Interpersonal Skills, Business Development Techniques, Cross-Selling Skills, Credit Analysis, Organizational Skills, Personal Computer Skills, Professional Appearance

Industry

Banking

Description
Job Details Level: Experienced Job Location: Walnut Creek 1 - Walnut Creek, CA Position Type: Full Time Salary Range: $130000.00 - $150000.00 Salary Description Join a winning team at United Business Bank and enjoy a friendly and collaborative work environment where opportunities for advancement are encouraged and supported. We pride ourselves on the team that we have in place, and we proudly state that our success is due largely to our team and their commitment to our client base. Thank you for considering United Business Bank as your next step in your career path, we look forward to hearing from you. About United Business Bank We are a publicly traded Regional Bank with over $2.5B in assets and 34 offices in 5 states. We have an entrepreneurial spirit and focus on the community by specializing in small to medium sized business clients. Our single point of contact model delivers outstanding customer service. United Business Bank's comprehensive benefit package includes medical, dental, vision, 401K, long and short term disability insurance, flexible spending account, a generous vacation and sick policy. About the Position... The Client Relationship Manager (CRM) III is responsible for developing relationships with prospective clients by identifying the financial needs of those clients and to fill those needs with the wide range of products and services offered by United Business Bank. These products and services may include extensions of commercial and/or real estate credits, demand, savings or time deposit account products or other services offered. They are responsible for knowing all aspects of loans including CRE, C&I, Construction, Lines of Credit, Letters of Credit and other complex loans. They are responsible for analyzing a clients loan request and determining whether a loan is within an acceptable risk within the framework of the Banks policy and for preparing the required documents and submitting it for approval. The CRM III is also responsible for providing service to existing client relationships, as well as to represent the Bank through involvement in local, civic, social and professional organizations. The CRM III is also responsible for retaining and growing the loan and deposit relationships, and other duties as assigned. Qualifications About You... You are a self-starter with an entrepreneurial spirit who thrives in a team environment. You also have the following: Education/Certification: Bachelors Degree in Business or related field. Required Knowledge: Knowledge of banking and lending operations and procedures, as well as the various regulations and standard banking practices. Experience Required: Minimum of 8 years experience in the financial services industry. Skills/Abilities: Strong oral and written communication abilities. Strong math skills. Strong interpersonal skills. Strong business development techniques and cross-selling skills. Ability to identify, analyze and handle credit requests. Good organizational skills. Good personal computer skills, ability to use Word and Excel. Professional appearance, dress and attitude. We are 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.

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Responsibilities
The Client Relationship Manager III is responsible for developing relationships with prospective clients and analyzing their financial needs to offer suitable banking products. They also provide service to existing clients and represent the bank in various organizations.
Client Relationship Manager III (Commercial Loan Officer III) at United Business Bank
Walnut Creek, California, United States - Full Time
Skills Needed
Strong Oral Communication, Strong Written Communication, Strong Math Skills, Strong Interpersonal Skills, Business Development Techniques, Cross Selling Skills, Credit Analysis, Organizational Skills, Personal Computer Skills, Professional Appearance
Specialization
Candidates should have a Bachelor's Degree in Business or a related field and a minimum of 8 years of experience in the financial services industry. Strong communication, math, and interpersonal skills are essential, along with knowledge of banking operations and lending procedures.
Experience Required
Minimum 10 year(s)
Trainee-1 at FirstRand Bank India
Tsumeb, Oshikoto, Namibia - Full Time
Skills Needed
Customer Service, Administration, Planning, Reporting, Governance, Operations, Problem Solving, Teamwork, Communication, Innovation, Time Management, Proactivity, Compliance, Development, Financial Services, Volunteering
Specialization
Candidates should be willing to upskill their knowledge and skills in operations and administration. The role requires proactive problem-solving and effective communication to exceed customer expectations.
Documentation Officer at United Business Bank
Walnut Creek, California, United States - Full Time
Skills Needed
Loan Documentation, Banking Regulations, Customer Service, Communication Skills, Math Skills, Microsoft Office, Process Improvement, Team Collaboration
Specialization
A high school graduate or equivalent is required, with a college degree preferred. Candidates should have a minimum of 3 years of bank experience in a Loan Department and knowledge of loan documentation and banking regulations.
Experience Required
Minimum 2 year(s)
Sales Associate-eCommerce/Phone at AutoNation Mini Stevens Creek at United Fidelity Bank
Santa Clara, California, United States - Full Time
Skills Needed
Communication Skills, Interpersonal Skills, Customer Service, Sales Experience, Organizational Skills, Technology Proficiency
Specialization
Candidates should have a high school diploma or equivalent and a proven ability to provide exceptional customer experiences. Prior sales experience, preferably in retail, and strong communication skills are also required.
Sales Associate eCom/Phones AutoNation Acura Gulf Freeway at United Fidelity Bank
Halls Crossroads, Tennessee, United States - Full Time
Skills Needed
Communication Skills, Interpersonal Skills, Customer Service, Sales Experience, Organizational Skills, Consultative Skills, Technology Proficiency, Goal Achievement
Specialization
Candidates should have a high school diploma or equivalent and a proven ability to provide exceptional customer service. Prior sales experience, preferably in retail, and strong communication skills are also required.
Customer Experience Representative (Part-Time 30 hours/week) at Central Pacific Bank
Honolulu, Hawaii, United States - Full Time
Skills Needed
Customer Service, Communication, Problem Solving, Listening, Oral Communication, Written Communication, Time Management, Adaptability, Teamwork, Integrity, Attention To Detail, Empowerment, Ownership, Active Listening, Solution Oriented
Specialization
Candidates must have a high school diploma or equivalent and at least one year of customer service experience. They should possess strong communication skills and be able to work a flexible schedule, including weekends and holidays.
VP, Residential Lending & Secondary Market Sales at RONDOUT SAVINGS BANK
City of Kingston, New York, United States - Full Time
Skills Needed
Residential Lending, Secondary Market Sales, Compliance, Processing, Underwriting, Closing, Policy Development, Loan Originations, Ecoa, Customer Service, Analytical Skills, Organizational Skills, Attention To Detail, Microsoft Office, Encompass Los, Laserpro, Csi/Nupoint
Specialization
Candidates must have a bachelor's degree in business or finance and at least 7 years of experience in residential and consumer lending. Strong communication, analytical, and organizational skills are essential.
Experience Required
Minimum 5 year(s)
Trainee at FirstRand Bank India
Windhoek, Khomas, Namibia - Full Time
Skills Needed
Customer Service, Administration, Planning, Reporting, Governance, Operations, Problem Solving, Teamwork, Communication, Innovation, Proactivity, Time Management, Development, Financial Services, Legislative Compliance, Audit Requirements
Specialization
Candidates are expected to comply with governance in terms of legislative and audit requirements while working closely with the team to enhance their knowledge and skills. Managing personal development to increase competencies is also essential.
Service Director at United Fidelity Bank
Frisco, Texas, United States - Full Time
Skills Needed
Leadership, Strategic Thinking, Customer Service, Communication, Interpersonal Skills, Team Management, Problem Solving, Budgeting, Technical Knowledge, Safety Compliance, Relationship Building, Sales Techniques, Performance Monitoring, Recruitment, Training, Innovation
Specialization
Candidates must have a high school diploma and three to five years of experience in an auto repair facility, with at least two years in a supervisory role. Excellent communication skills and proficiency in dealership computer systems are also required.
Experience Required
Minimum 2 year(s)
External Sales and Service Advisor lead OBR at FirstRand Bank India
Ulundi Local Municipality, KwaZulu-Natal, South Africa - Full Time
Skills Needed
Sales Processes, Client Relationships, Cross Sell, Customer Service, Lead Generation, Sales Statistics, Market Trends, Business Opportunities, Personal Development, Account Management, Financial Performance, Sales Pipeline, Competitor Analysis, Proactive Solutions, Innovative Solutions, Hunting
Specialization
Candidates should have experience in sales and client relationship management. The role also emphasizes the importance of personal development and skill enhancement.
Experience Required
Minimum 2 year(s)
Data Scientist ( AI Specialist ) at FirstRand Bank India
Bellville, Western Cape, South Africa - Full Time
Skills Needed
Generative Ai, Data Engineering, Deep Learning, Etl Processes, Cloud Platforms, Python, Sql, Machine Learning, Neural Networks, Data Storage Solutions, Mlops, Collaboration, Communication, Problem Solving, Analytical Skills
Specialization
Candidates should have 3+ years of experience in AI, particularly in Generative AI, along with proven data engineering skills. A strong background in deep learning frameworks and cloud platforms is essential.
Experience Required
Minimum 2 year(s)
Branch Advisor FAIS at FirstRand Bank India
Liulin, Gansu, China - Full Time
Skills Needed
Customer Centric, Problem Solving, Persuasive Selling Skills, Regulatory Understanding, Agility, Flexibility, Communication Skills, Interpersonal Skills, Results Driven, Attention To Detail, Organizational Skills
Specialization
Candidates should possess an NQF4 qualification or higher and have 1-2 years of experience in client services support. Ideal candidates will demonstrate strong communication skills, empathy, and a results-driven attitude.
Sales Retail Associate - AutoNation USA Denton at United Fidelity Bank
, , United States - Full Time
Skills Needed
Communication Skills, Interpersonal Skills, Customer Service, Sales Experience, Organizational Skills, Consultative Skills
Specialization
Candidates should have over 1 year of automotive sales experience and a proven ability to exceed sales and customer service goals. Strong communication and organizational skills are essential, along with a valid driver's license.
Experience Required
Minimum 2 year(s)
Sales Associate - eCommerce/Phone- AutoNation Ford Burleson at United Fidelity Bank
Burleson, Texas, United States - Full Time
Skills Needed
Communication Skills, Interpersonal Skills, Customer Service, Sales Experience, Organizational Skills, Technology Proficiency
Specialization
Candidates should have a high school diploma or equivalent and a proven ability to provide exceptional customer service. Prior sales experience, preferably in retail, and strong communication skills are also required.
Automotive Service Technician – Toyota/Honda/Nissan Specialist at United Fidelity Bank
, , United States - Full Time
Skills Needed
Automotive Repair, Customer Service, Diagnostic Skills, Attention To Detail, Organization, Communication, Technical Training, Multi Point Inspections
Specialization
A high school diploma or equivalent is required, along with 2+ years of experience as an automotive technician. Candidates should possess automotive technical training, attention to detail, and a valid driver's license.
Experience Required
Minimum 2 year(s)
Fraud Specialist I at United Business Bank
Irvine, California, United States - Full Time
Skills Needed
Excellent Communication Skills, Professional Appearance, Excellent Problem Solving Skills, Good Math Skills, Microsoft Office, Computer Hardware Operation
Specialization
Candidates should have a high school diploma and a minimum of 3 years of experience in banking operations. A working knowledge of compliance laws and excellent communication skills are also required.
Experience Required
Minimum 2 year(s)
External Sales and Service Advisor OBR at FirstRand Bank India
Mbombela, Mpumalanga, South Africa - Full Time
Skills Needed
Sales Processes, Client Relationships, Financial Solutions, Compliance Standards, Risk Identification, Customer Service, Teamwork, Digital Adoption, Cross Selling, Operational Efficiency, Quality Standards, Sales Targets, Networking, Problem Solving, Administration, Reporting
Specialization
Candidates must have completed a FSCA recognized FAIS relevant NQF Level 5 Qualification and the First Level Regulatory Examination. A credit record check is required in accordance with the National Credit Act.
Experience Required
Minimum 2 year(s)
Key Account Manager at FirstRand Bank India
Johannesburg, Gauteng, South Africa - Full Time
Skills Needed
Key Account Management, Financial Performance Analysis, Cost Management, Customer Service, Relationship Building, Sales Strategy, Legislative Knowledge, Lead Generation, Sales Support, Administration, Governance Compliance, Business Intelligence, Market Research, Performance Management, Skills Development, Innovation
Specialization
Candidates should have completed a relevant NQF Level 7 Qualification or higher. The ideal candidate will possess strong skills in account management, sales support, and relationship building.
Experience Required
Minimum 2 year(s)
Automotive Sales Associate - BMW of Las Vegas at United Fidelity Bank
Las Vegas, Nevada, United States - Full Time
Skills Needed
Customer Experience, Communication Skills, Sales Skills, Negotiation Skills, Interpersonal Skills, Organizational Skills, Technology Proficiency, Follow Up Skills
Specialization
Candidates must have a high school diploma or equivalent and prior sales experience, preferably in retail. Strong communication, consultative, and organizational skills are essential, along with a willingness to follow up with customers.
Customer Experience Representative (Part-Time 20 hours/week) at Central Pacific Bank
Honolulu, Hawaii, United States - Full Time
Skills Needed
Customer Service, Communication, Problem Solving, Listening, Oral Communication, Written Communication, Time Management, Adaptability
Specialization
Candidates must have a high school diploma or equivalent and at least one year of customer service experience. They should possess strong communication skills and the ability to work a flexible schedule.
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