California Licensed Commercial Leader

Job Summary

Leading a team of Middle Market Relationship Managers, the full-time California Licensed Commercial Leader will manage client acquisition and portfolio expansion for businesses with annual sales between $20 million and $500 million, while ensuring financial performance and credit quality in a remote setting.

Key responsibilities:

• Coaches and directs team sales efforts to acquire, retain, and grow select clients
• Manages credit processes to ensure sound asset quality and effective credit decisions
• Creates a positive work environment, establishing performance objectives and fostering career growth for team members

Required qualifications:

• Bachelor's degree in accounting, finance, economics, or related field; MBA, CPA, or CFP preferred
• 10+ years of experience in finance/banking with a strong understanding of Corporate Finance and Capital Markets
• Proven leadership experience managing commercial lenders and driving sales team success
• Five plus years of demonstrated sales and business development experience with proven results
• Strong financial acumen and excellent credit skills to manage portfolio needs effectively