Managing Director, Sr Client Manager

Opus Bank Phoenix, AZ

This position is responsible for establishing and servicing relationships with businesses generating revenues of $15 million to $150 million, with a focus on businesses with revenues between $20 and $75 million within a particular geographic market. The Commercial Banking Senior Client Manager is also responsible for generating new business relationships across the Bank's various business lines and playing a leadership role within the office.


* Establishes pricing for loans within guidelines established at the Division and Group level; provides input regarding loan product pricing and features for loans over approval authority.

* Responsible for adherence to all compliance programs, including but not limited to, completion of all required and assigned training modules by establishing due dates.

* Responsible for appropriately structuring credit requests for clients/prospects and jointly working with Underwriters and Credit Analysts to submit a loan package for approval

* Responsible for delivering and enhancing organization's competitive strategy of providing exceptional personal attention and building business relationships.

* Responsible for delivering and enhancing organization's competitive strategy of providing exceptional personal attention and building business relationships.

* Gathers market intelligence so that market opportunities may be capitalized on as they occur and the effects of competitive activity may be minimized.

* Participates in community and business functions/groups to ensure a positive image for the bank within the designated marketplace.

* Ensures that client service personnel maintain a positive, customer-focused attitude achieving stated service standards.

* Implements policies and procedures to comply with fundamental business and credit priorities of the bank.

* Understands and complies with requirements of all laws and regulations applicable to position.

* Mentors and coaches other Client Managers on the team.

* Other duties as assigned.


Knowledge and Skills:

* Market knowledge of Greater Phoenix and surrounding area strongly desired

* Analytical and research skills.

* Excellent Bank product and service knowledge

* Strong marketing and negotiation skills

* Technology proficient

* Strong verbal and written communication skills.

* Finance, Accounting, Analysis of Financial Statements and Tax Returns

Education and/or Experience:

* 8+ years of commercial lending experience

* Formal credit training from a major commercial bank.

* Thorough knowledge of commercial lending, sales, and financial service needs of middle market and large

corporate companies and/or specific industry designated.

* Bachelor's degree in Management, Finance or business-related subject

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or feel; and talk or hear. The employee frequently is required to reach with hands and arms. The employee is occasionally required to stand; walk; and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, peripheral vision, and ability to adjust focus.

OpusBank is an equal opportunity employer and is committed to providing a work environment that is free of discrimination and harassment. It does not discriminate against applicants or employees with respect to any terms or conditions of employment on account of race, color, religion, creed, national origin, ancestry, sex, sexual orientation, age, genetic information, physical or mental disability (actual or perceived), medical condition including genetic characteristics, marital status, citizenship status, military service status, gender, gender identity, registered domestic partner status, or any other characteristic protected by applicable federal, state or local laws. OpusBank also prohibits discrimination based on the perception that anyone has any of those characteristics or is associated with a person who has or is perceived as having any of those characteristics. This commitment applies to all persons involved in the operations of OpusBank, and prohibits unlawful discrimination by any employee of OpusBank, including supervisors and co-workers. All employment decisions shall be consistent with the principles of equal employment opportunity.

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