VP, Relationship Manager

Oakland, 1438 Webster St Ste 100, Oakland, California, United States of America Req #144
Monday, May 8, 2023


Our ideal candidate:  We are seeking candidates deeply committed to our mission: to transform the banking industry from within. We lead by example, collaborate with and invest in change-makers, and build sustainable prosperity in our communities.

Who we are: Beneficial State is one of only a handful of B-Corp banks in the nation and one of the highest-rated B-Corps on the planet. That means that we subscribe to a rigorous evaluation standard that measures our positive impact, not just our profitability. We demonstrate how a bank can combine social equity, environmental sustainability, and business stability to create a better financial system – a system that drives inclusive prosperity to benefit people and the planet. #BCorp #WeAreBCorps

Join our team: If you are ready to do challenging and transformative work that will build a brighter future for us all, and you are hungry to bring your passion and energy to the table, we welcome your application.


The Relationship Manager is responsible for day to day client relationship and sales/business development efforts that will result in meeting and/or exceeding individual performance goals and achieving the Bank’s growth objective. Act as the primary contact of the bank with the client and is held accountable to understand and articulate to clients, prospects and community members in regard to the mission of Beneficial State Bank and at all time represents Beneficial State Bank in an ethical and professional manner. Relationship Manager are to maintain a record of all sales and relationship management activities through the use of established bank client management and internal communication systems. 


        Works in a collaborative manner with all Beneficial State Bank personnel and provides exceptional service and solution to existing and prospective business banking clients

        Maintains a clear understanding of the bank’s plans and goals regarding to loan and low cost deposit growth, and a clearly defined production goal within these two-major product sets

        Focuses daily activities on sales efforts with clients and prospects towards achieving individual loan and low cost deposits goals

        Establishes track record of business banking, meeting production goals, and disciplined use of sales tools for tracking opportunities, calling efforts, and client requests

        Develops and strengthens existing business banking relationships through frequent scheduled follow-up telephone calls and personal meetings

        Develops and maintains a comprehensive profile of customer’s current and future banking needs

        Creates new customer relationships by developing a target list and pursing each prospect in a determined and systematic fashion

        Spends a minimum of 50% of time in the field, calling on customers and prospects, developing relationships, and uncovering new banking opportunities

        Maintains a record of planned and completed calling and sales activities; results of business development efforts, new relationships and follow-up efforts through established bank information systems

        Strengthens the bank’s client relationships by cross-selling the Bank’s products and services

        Prepares loan requests for review and underwriting by Credit Administration and provides required documentation and summary information when submitting loan requests to Credit Administration

        Works closely with Credit Administration to ensure all loan requests are processed in a timely manner and keeps the loan applicant (client or prospect) duly informed throughout the loan application process

        Maintains follow up with existing clients to ensure the bank has timely and accurate financial information for the purposes of loan monitoring and/or to update the bank’s credit files

        Attends and participates in staff meetings on goal reviews, objectives and results, obstacles, and provide solutions as deemed necessary

        Attends all required community and business related events

        Shares best practices and successes to improve services, processes, procedures and products offered

        Understands and abides by all banking regulations and regulatory compliance procedures in all bank activities

        Follows established Bank procedures and processes for the ensure of the bank’s overall compliance

        Maintains regular and punctual attendance

        Maintains a professional approach to both duties and personal behaviors

        Projects a friendly and helpful attitude toward customers and bank personnel

        Organizes work effectively to meet targeted deadlines with sufficient planning to avoid last minute crunches and used time to the greatest advantage

        Ensures compliance with all state and federal regulations and internal company policies, including but not limited to BSA / Anti-Money Laundering, Fair Lending, Privacy, and Anti-Discrimination, to the extent each applies to current job responsibilities

        Completes all online compliance training as assigned within specified due dates



        Bachelor’s degree and/or equivalent prior banking experience

        5+ years of commercial or business banking as a sales or loan officer

        Demonstrated relationship management experience and solid understanding of commercial banking products and services, including commercial and industrial, commercial real estate, multi-family loans, and applicable business and personal deposit products

        Prior experience in credit analysis and/or preparation of credit memorandum for loan approvals

        Proven sales and business development skills

        Computer literacy in Microsoft Office related software, Salesforce, and/or other established Client Management System (CSM)

        Demonstrated of customer services and relationship focus

        Organized with proven self-initiative, self-motivation, and projects positive energy with timely response to opportunities, client requests, and build a business banking loan portfolio and capture business deposits

        Proven articulation and consistency in written and verbal communications with colleagues, clients, prospects and community member

What is the benefit package for this role? Beneficial State Bank’s benefits include a comprehensive package designed to support you and your eligible dependents. We focus on the holistic health of our team members and promote work-life balance.


Our benefit package includes:

  • Medical / Dental / Vision / Basic Life / STD / LTD
  • Vacation Days: 2-4 weeks depending on role
  • Sick Days: 12 days per year
  • Holidays: 11 days per year
  • 401(K) / ROTH / FSA / HSA / EAP
  • Education and Adoption Assistance
  • Bank-Wide Annual Discretionary Bonus Program
  • Production-based incentive program available for some roles.
  • Paid Volunteer Time: 4 days per year / annual match of qualifying employee donations
  • Paid Sabbatical Program after 5 years of service
  • Pet Benefits


For detailed information about our benefits, please visit http://www.beneficialstatebank.com/about-us/careers


You are welcome here at Beneficial State Bank. We are an equal opportunity employer and all qualified applicants will receive consideration for employment regardless of race, color, religion, sex, sexual orientation, national origin, gender identity, disability or veteran status.

Other details

  • Job Family Commercial Banking
  • Pay Type Salary
  • Min Hiring Rate $90,698.00
  • Max Hiring Rate $130,606.00
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Location on Google Maps
  • Oakland, 1438 Webster St Ste 100, Oakland, California, United States of America