Western Alliance Bank

  • Relationship Manager II

    Req No.
    Torrey Pines Bank
    Branch Banking & Operations
    Regular Full Time
    Los Angeles
  • Overview

    The position of Relationship Manager is responsible for identifying a target market for new business and subsequently develop and establish a book of new business from those relationships. The position is responsible for the negotiating, underwriting and coordinating the closing of a variety of major and complex corporate banking loans in compliance with the Bank’s lending policies and procedures; develops business checking and deposit relationships with customers. 


    Assures compliance with all Bank policies and procedures, as well as, all applicable state and federal banking regulations


    • Compiles and analyzes market research data to develop recommendations regarding products and services focused on needs of  target market. 
    • Engages in business development activities and solicitation of new business based on the target market. 
    • Calls and visits target customers to promote and sell Bank products and services to establish a new book of business. 
    • Develops and maintains customer data base including calls and results on all new business relationships. Makes reports to superiors as required. 
    • Interviews prospective applicants and requests specified information related to loan or credit application; corresponds or re-interviews applicants to resolve questions regarding application information. 
    • Performs basic pre-qualification assessment and analysis of financial condition and risk of financing requests within framework of Bank credit culture and current economic and industry trends. 
    • Gathers all information necessary to present a financing request to senior management or Loan Committee for approval; meets with new/potential customers; visiting sites of loans; negotiates loan terms and conditions; refers and recommends acceptance to the Chief Credit Officer or Loan Committee. 
    • Coordinates processing of approved loans; ensures loans are processed according to agreement, customer needs and conform to Bank lending policies; obtains sufficient information and/or documentation from customers; solves problems relative to processing and servicing of loans within the Relationship Manager’s portfolio. 
    • Maintains a superior knowledge of financial industry status and trends. 
    • Recommends to senior management those products and services experiencing less than satisfactory performance. 
    • Represents the Bank in various community, civic, and community reinvestment functions to further enhance the Bank’s image and develop additional business; assists the Bank in establishing and maintaining market position in the financing arena.


    • Bachelor’s degree from a four-year college or university and five (5) or more years of related experience and/or training; or a combination of experience and education.
      • Work related experience must consist of a basic lending background including negotiating, underwriting and coordinating the closing of a variety of major and complex consumer, residential, equipment, SBA, commercial building and business loans; relationship development, experience in the financial services industry.
      • Educational experience, through in-house training sessions, formal school or financial industry related curriculum, should be business or financial industry related.
    • Knowledge of related state and federal banking compliance regulations, and other Bank operational policies.               
    • Knowledge and experience in financial statement and tax return analysis typically resulting from a combination of education in accounting, financial and/or credit analysis or related areas. 
    • Intermediate knowledge of Bank lending procedures, Bank policies and procedures, and the Bank’s products and services. 
    • Extensive knowledge in all facets of relationship management.  
    • Exceptional analytical skills. 
    • Intermediate skills in word processing and spreadsheet software (i.e., Microsoft Word, Excel, etc.). 
    • Exceptional oral, written and interpersonal communication skills  
    • Exceptional organizational and time management skills.



    Sorry the Share function is not working properly at this moment. Please refresh the page and try again later.
    Share on your newsfeed