Job Information
Amalgamated Bank Senior Relationship Manager, Technology and Diversified Lending in San Francisco, California
San Francisco, CA, US
Salary Range: $160,000.00 To $235,000.00 Annually
Senior Relationship Manager – Technology & Diversified Lending is responsible for originating, developing, and managing client relationships in emerging and non-traditional sectors such as technology, sponsor finance, and other diversified lending verticals. The role is accountable for business development, revenue generation, and relationship management while partnering closely with underwriting, credit, portfolio management, and treasury teams to ensure strong client outcomes and sound credit quality.
The position serves as a senior external representative of the Bank in targeted markets and is expected to proactively source opportunities, build a robust pipeline, and contribute to the strategic growth of the Bank’s lending platform.
Essential Job Functions:
Business Development & Relationship Management
Originate new lending and deposit relationships in assigned sectors, with accountability for meeting individual production and portfolio growth goals.
Develop and execute a proactive business development strategy, including prospect identification, calling plans, and pipeline management.
Identify and cultivate relationships with technology companies, sponsors, investors, intermediaries, and other market participants.
Represent the Bank externally through networking events, industry conferences, and professional organizations to expand market presence.
Serve as the primary relationship owner for assigned clients, providing ongoing strategic coverage and maintaining strong client satisfaction.
Identify opportunities to deepen relationships and cross-sell Bank products and services including treasury management, deposits, and investment services.
Deal Leadership & Credit Partnership
Lead transactions from origination through closing, serving as the primary business sponsor for new opportunities.
Partner with underwriting, portfolio management, and credit teams to structure transactions that meet client needs while aligning with the Bank’s risk appetite.
Coordinate preparation of client presentations, opportunity memos, and credit requests in collaboration with internal partners.
Present opportunities to internal approval authorities as the relationship sponsor, addressing business rationale, client strategy, and relationship considerations.
Work closely with legal counsel, underwriting, and loan operations to facilitate timely documentation and closing of transactions.
Ongoing Client & Portfolio Stewardship
Maintain regular client contact to understand evolving business needs, industry dynamics, and potential opportunities.
Partner with Portfolio Management and Loan Servicing to support ongoing client compliance with loan terms, reporting requirements, and covenant expectations.
Proactively identifying emerging client issues and coordinate with internal teams to support resolution and risk mitigation.
Maintain awareness of portfolio performance within assigned relationships and escalate concerns as appropriate.
Knowledge, Skills, and Experience Requirements
Bachelor’s degree in Business Administration, Finance, Accounting, or related field, or equivalent advanced commercial credit experience; advanced degree or professional certification (MBA, CRC, CFA, CPA) preferred.
Minimum 8-12 years of experience in commercial banking, corporate banking, sponsor finance, technology banking, or related lending environment.
Demonstrated track record of originating and closing new commercial lending relationships.
Strong external market presence with established professional network in relevant sectors.
Proven ability to develop and manage a pipeline and consistently meet business development goals.
Experience leading complex client relationships and coordinating cross-functional deal teams.
Strong understanding of commercial credit principles and deal structuring, with ability to partner effectively with credit teams.
Excellent communication, negotiation, and presentation skills.
High level professionalism, initiative, and accountability.
Ability to represent the Bank credibly with senior executives, sponsors, investors, and external partners.
Our job titles may span more than one career level. The starting base salary for this role is between $160,000 – $235,000. The actual base pay is dependent upon many factors, such as: training, transferrable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future.
Amalgamated Bank is an Equal Opportunity and Affirmative Action Employer, Minorities / Females / Individuals with Disability / Veterans . (https://www.eeoc.gov/sites/default/files/migrated_files/employers/poster_screen_reader_optimized.pdf) AmeriCorps, Peace Corps and other national service alumni are encouraged to apply. View our Pay Transparency Statement (https://www.amalgamatedbank.com/sites/default/files/pay-transparency.pdf) . Submission of a resume or any information regarding your qualifications does not constitute a promise or offer of employment. At Amalgamated Bank, we consider an applicant to be someone who has interviewed at least once, in person, with the hiring manager. Amalgamated Bank does not sponsor applicants for work visas.
Hybrid Work Model
Effective February 18, 2025, employees in office-based positions will be working a Hybrid work schedule consisting of three days or more, on-site per week, Monday - Thursday, although the specific days may vary by site or organization, with Friday designated as a remote-working day, unless business critical tasks require an on-site presence. This Hybrid work model does not apply to, and daily in-person attendance is required for, the contact center, branch service roles, and general services where the work to be performed is located at a Company site; positions covered by a collective-bargaining agreement (unless the agreement provides for hybrid work); or any other position for which the Company has determined the job requirements cannot be reasonably met working remotely. Please note, this Hybrid work model guidance does not apply to roles that have been designated as “remote”.
Search Firm Representatives- Please Read Carefully
Amalgamated Bank does not accept unsolicited assistance from search firms for employment opportunities. All CVs / resumes submitted by search firms to any employee at our company without a valid written search agreement in place for the position will be deemed the sole property of our company. No fee will be paid in the event a candidate is hired by our company as a result of an agency referral where no pre-existing agreement is in place. Where agency agreements are in place, introductions are position specific. Please, no phone calls or emails.