Relationship Banker IV-MLO
California Bank & Trust - San Francisco, CA

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Lender responsible for acquiring, analyzing and maintaining lending client relationships. Provides suitable credit, deposit or other banking services as well as counsel and advice to best meet clients' needs. Analyzes risks and profitability of assigned client base to ensure ongoing profitability and conformity with credit terms. Solicits the sale of additional products and services to best meet clients' needs. Develops and implements marketing plans for expanding business. Negotiates loan terms and conditions. Remains well versed in industrial, economic and financial situations relating to assigned clients. May be assigned specialized industry or market segments.



Typically requires a Bachelors degree and 8 years commercial lending and loan management experience. Frequently contributes to the development of new procedures and methods. Employs advanced knowledge as a generalist or specialist for unique customer product segments. Advanced knowledge of bank products and emerging lending and loan management theories.

This position requires Federal Registration with the National Mortgage Licensing System (NMLS), in accordance with the SAFE Act.

Work Locations


California-San Francisco-OAK -San Francisco Main Office

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