Here are 1 cannabis jobs mentioning "relationship manager southern california" in May 2024, at companies like Salal Credit Union, including positions such as Relationship Manager - Southern California.
More than 30+ days
Salal Credit Union is seeking a Business Officer to join our Business Services team and function as a relationship manager. This role will be responsible for a portfolio of medium-sized businesses and complex accounts including managing and servicing intricate accounts and cannabis-related businesses across the southern region of the state. Business Officers are also responsible for generating new business opportunities for Salal Credit Union. Some new business will be generated through referrals but successful candidates for this role must be comfortable with cold-calling and networking to generate new leads.
The position requires predominant work from home and the ability to maintain the confidentiality and security of member data. Outreach activities will include networking with professionals in the community and participating in local civic and cultural activities to bring new business clients to the credit union. Travel to business clients will be required and compensated with mileage reimbursement. Overall compensation will be a combination of base salary plus a variable compensation plan. The range for the base salary is $74,000-103,000 annually.
Business Officers have the chance to contribute to their team and the overall success of Salal. They must successfully complete duties that include:
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Manage and maintain a positive relationship with a portfolio of business members and influence them to use a variety of the credit union's services.
- Maintain a strong understanding of clients' businesses and industries.
- Develop new profitable business relationships.
- Source business and commercial real estate loans as part of seeking out new business to achieve production goals and on-going satisfaction of business relationships.
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Provide superior service before, during, and after onboarding of new businesses.
- Manage the client implementation process reviewing new account documents for completeness and eligibility, write new account application summaries, schedule and track the implementation and training of users of Business Services including current NACHA rules as applicable.
- Prepare account analysis comparisons for prospective clients and present proposals for credit union's business services.
- Ensure correct and timely entry of account analysis billing entries for Cash Management services for your business portfolio.
- Complete any Cash Management account compliance monitoring required on a monthly, quarterly and annual basis for business portfolio.
Qualified applicants will have:
- At least 5 years of financial institution experience in a sales and business development capacity.
- Business and commercial real estate lending knowledge.
- Strong problem solving, organizational and time management skills.
- College degree or equivalent experience is preferred; a high school diploma, GED or equivalent is required.
We provide our employees with great benefits including:
- Competitive pay & incentive plans
- Generous 401k & Charitable contribution matching
- Healthcare plans including options with pre-funded HSA and $0 premiums
- Paid vacation, sick leave, & holidays
- Career development opportunities
- Educational supporting including up to $7,500 per year in tuition reimbursement
- Great workplace culture & values that help us remain one of the Best Places to Work according to the Puget Sound Business Journal
Salal Credit Union is an E-Verify and Equal Opportunity Employer
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