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  1. Home
  2. chevron_right
  3. accounting & finance
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  5. Commercial Banking Relationship Manager
California Bank & Trust logo

Commercial Banking Relationship Manager

Not Disclosed•Full-TimeOn-site

location_onValero, 7213, North Ingram Avenue, Fresno, Fresno County, California, 93650, United States

Apply Now

About California Bank & Trust

Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate’s unique experiences, background, and perspectives, providing a collaborative environment for all employees to grow and thrive.

As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized, and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for "Best Bank" and "Best Commercial Bank" from the readers of San Diego Union-Tribune and Orange County Register. Additionally, as a division of Zions Bancorporation, the bank has collected multiple Greenwich Excellence Awards for "Overall Client Satisfaction" in Small Business & Middle Market Excellence Awards.

About the Role

We are looking for a Commercial Banking Relationship Manager in Fresno, CA. This role focuses on generating and servicing a wide variety of commercial loans and developing strong, low-risk commercial relationships. As the principal account and relationship manager for new and existing clients, you will act as a trusted advisor, reviewing portfolios, making recommendations, and ensuring a high degree of customer satisfaction. The position involves a dynamic day-to-day rhythm of client interviews, credit analysis, and strategic loan structuring, all while fostering a collaborative environment that values unique perspectives.

Equal Opportunity Employer

California Bank & Trust is an Equal Opportunity Employer. We are committed to creating a diverse and inclusive workplace where every associate feels valued and empowered to contribute their unique experiences and perspectives.

Work location

Work model: On-site

location_on

Valero, 7213, North Ingram Avenue, Fresno, Fresno County, California, 93650, United States

Fresno, California

Key Responsibilities

  • check_circleGenerate and service a wide variety of commercial loans
  • check_circleAct as principal account and relationship manager for clients
  • check_circleDevelop and follow up on new client leads through referrals
  • check_circleReview existing client portfolios and make recommendations
  • check_circleBuild and maintain client relationships to ensure satisfaction
  • check_circleCross-sell other bank products to existing clients
  • check_circleConduct sales, credit analysis, and proper loan structuring
  • check_circleMonitor credit performance and ensure regulatory compliance

Requirements

  • verifiedBachelor's degree
  • verified6+ years experience with commercial lending, credit, underwriting, or related experience
  • verifiedAdvanced knowledge of commercial loans, credit analysis, lending, loan processing and closing processes
  • verifiedSolid sales ability
  • verifiedExperience in applicant interviewing and character judgment
  • verifiedAbility to structure loans and monitor credit performance
  • verifiedSolid interpersonal and communication skills
  • verifiedWorking knowledge of word processing and spreadsheets

Benefits & Perks

check_circleMedical, Dental and Vision Insurance starting day onecheck_circleLife and Disability Insurancecheck_circlePaid Paternal Leavecheck_circleAdoption AssistanceHealth Savings Account (HSA), Flexible Spending Account (FSA), and dependent care accounts
California Bank & Trust logo
Company

California Bank & Trust

Industry

accounting & finance

View company profilearrow_forwardlanguageWebsite
Quick Overview

Experience

6+ yrs (Senior)

Education

Bachelor's degree required, or combination of education and experience may meet requirements

Job Type

Full-Time

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Skills, education and keywords

Skills: Commercial Lending, Credit, Underwriting, Commercial Loans, Credit Analysis, Lending, Loan Processing, Loan Structuring, Word Processing, Spreadsheets.

Education: Bachelor's degree required, or combination of education and experience may meet requirements.

Frequently asked questions about Commercial Banking Relationship Manager at California Bank & Trust

What does a Commercial Banking Relationship Manager at California Bank & Trust do?expand_more
Day-to-day, the Commercial Banking Relationship Manager at California Bank & Trust will generate and service a wide variety of commercial loans; act as principal account and relationship manager for clients; develop and follow up on new client leads through referrals; and review existing client portfolios and make recommendations.
What are the requirements for this Commercial Banking Relationship Manager role?expand_more
To qualify for the Commercial Banking Relationship Manager at California Bank & Trust position, applicants should have: Bachelor's degree; 6+ years experience with commercial lending, credit, underwriting, or related experience; Advanced knowledge of commercial loans, credit analysis, lending, loan processing and closing processes; Solid sales ability; Experience in applicant interviewing and character judgment; and Ability to structure loans and monitor credit performance.
Where is the Commercial Banking Relationship Manager role at California Bank & Trust located?expand_more
Commercial Banking Relationship Manager at California Bank & Trust is based in Valero, 7213, North Ingram Avenue, Fresno, Fresno County, California, 93650, United States. This is a on-site role.
Is this Commercial Banking Relationship Manager job remote, hybrid, or on-site?expand_more
California Bank & Trust has listed this Commercial Banking Relationship Manager role as on-site.
How much experience is required for this Commercial Banking Relationship Manager role?expand_more
Commercial Banking Relationship Manager at California Bank & Trust typically requires 6+ years of relevant experience at the senior level.
What skills do you need for the Commercial Banking Relationship Manager role at California Bank & Trust?expand_more
Key skills for Commercial Banking Relationship Manager at California Bank & Trust include Commercial Lending; Credit; Underwriting; Commercial Loans; Credit Analysis; Lending; Loan Processing; and Loan Structuring.
What education is required for Commercial Banking Relationship Manager at California Bank & Trust?expand_more
Educational requirements for this role: Bachelor's degree required, or combination of education and experience may meet requirements.
What category does the Commercial Banking Relationship Manager role belong to?expand_more
Commercial Banking Relationship Manager at California Bank & Trust is part of the accounting & finance job category on Recrutus.
Recrutus

Curating the world's most innovative career opportunities. We bridge the gap between visionary talent and industry-leading companies.

Search roles by city, category, skill, or job type — explore verified US employers, salary benchmarks, and remote-friendly teams hiring nationwide.

publiclanguageshare
Job seekers
Browse jobsCompanies hiringRemote jobsJobs by locationJobs by cityJobs by categoryJobs by skillCareer guidesCareer blogSalary insights
Job types
Contractor jobsFull-Time jobsIntern jobsOther jobsPart-Time jobsPer-Diem jobsTemporary jobsVolunteer jobs
Top states
Jobs in TexasJobs in CaliforniaJobs in New YorkJobs in FloridaJobs in North CarolinaJobs in VirginiaAll states →
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Popular skills
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Featured employers
Company
About usFAQContactPrivacy policyUS privacy notice

Recrutus helps candidates discover roles that match their skills and helps teams reach qualified applicants faster. Browse by metro, discipline, or work style — from internships to senior leadership.

© 2026 Recrutus. All rights reserved.
Terms of serviceCookie policyAcceptable useDMCA policyEmployer termsCandidate terms
check_circle
check_circlePaid Training
check_circlePaid Time Off (PTO) and 11 Paid Federal Holidays
check_circle401(k) plan with company match and Profit Sharing
check_circleMental health benefits including coaching and therapy sessions
check_circleTuition Reimbursement for qualifying employees

Skills Required

Commercial LendingCreditUnderwritingCommercial LoansCredit AnalysisLendingLoan ProcessingLoan StructuringWord ProcessingSpreadsheets
Accessibility