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Banking Manager Jobs in San Ramon, CA (NOW HIRING)

Bank of Montreal

Bank Manager II

Berkeley, CA · On-site

Retail Banking Sales & Service Guides, directs, and coaches employees to deliver exceptional ... Manages transactional outcomes for customer calls or defers to appropriate internal business groups.

BMO Capital Markets

Bank Manager II

San Jose, CA

Retail Banking Sales & Service Guides, directs, and coaches employees to deliver exceptional ... Manages transactional outcomes for customer calls or defers to appropriate internal business groups.

Stifel

Fund Banking Analyst

San Francisco, CA · On-site

$70K/yr

They work closely with fund managers, investment professionals, and other stakeholders to ensure the smooth operation of fund banking activities. Key responsibilities may include financial modeling ...

WESTAMERICA BANK

Regional Market Manager

Martinez, CA

$80K - $100K/yr

Westamerica Bank is a 130 year old community bank with $4.9 billion in assets and 88 branches ... Recruit, manage, coach and motivate a team of Business Relationship Managers, Business Banking ...

Westamerica Bank

Regional Market Manager

Martinez, CA · On-site

$80K - $100K/yr

Westamerica Bank is a 130 year old community bank with $4.9 billion in assets and 88 branches ... Recruit, manage, coach and motivate a team of Business Relationship Managers, Business Banking ...

Westamerica Bank

Regional Market Manager

Martinez, CA · On-site

$80K - $100K/yr

Westamerica Bank is a 130 year old community bank with $4.9 billion in assets and 88 branches ... Recruit, manage, coach and motivate a team of Business Relationship Managers, Business Banking ...

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Showing results 21-40

All JobsBanking JobsBanking Manager JobsBanking Manager Jobs in San Ramon, CA

Banking Manager information

See San Ramon, CA salary details

$32.4K

$69.5K

$106.7K

How much do banking manager jobs pay per year?

As of Aug 8, 2026, the average yearly pay for banking manager in San Ramon, CA is $69,533.00, according to ZipRecruiter salary data. Most workers in this role earn between $53,600.00 and $82,100.00 per year, depending on experience, location, and employer.

What are some common challenges banking managers face when overseeing branch operations?

Banking Managers often encounter challenges such as balancing regulatory compliance with customer service, managing team performance, and adapting to rapidly changing financial technologies. They are responsible for ensuring the branch meets sales targets while maintaining strict adherence to policies and procedures. Additionally, they must foster a collaborative team environment, address customer concerns promptly, and stay informed about industry trends to keep the branch competitive.

What does a banking manager do?

A Banking Manager oversees the daily operations of a bank branch or department, ensuring efficient customer service, adherence to financial regulations, and achievement of sales targets. They supervise staff, manage budgets, handle customer issues, and implement strategies to attract and retain clients. Banking Managers also play a critical role in risk management, compliance, and maintaining the financial health of their branch. Their responsibilities may vary depending on the size and type of the financial institution.

What is the difference between Banking Manager vs Loan Officer?

AspectBanking ManagerLoan Officer
CredentialsBachelor’s degree in finance, business, or related field; often required certificationsBachelor’s degree; certifications like Mortgage Loan Originator (MLO) license may be needed
Work EnvironmentBank branches, corporate offices, management settingsBank branches, lending offices, client meetings
Employer & Industry UsageCommercial banks, retail banking, financial institutionsCommercial banks, mortgage companies, credit unions
Common Search & ComparisonOften compared for managerial roles in bankingCompared for loan processing and client advisory roles

The main difference is that a Banking Manager oversees overall branch operations, staff, and strategic goals, while a Loan Officer focuses on evaluating and approving individual loan applications. Both roles require financial knowledge and customer service skills but serve different functions within the banking industry.

What are the key skills and qualifications needed to thrive as a banking manager, and why are they important?

To thrive as a Banking Manager, you need strong financial acumen, leadership abilities, and a background in finance or business administration, often supported by a bachelor’s degree or higher. Familiarity with banking software, risk management tools, and regulatory compliance systems is typically required. Excellent communication, problem-solving, and team management skills help foster client relationships and lead staff effectively. These competencies are crucial for ensuring operational efficiency, regulatory compliance, and the achievement of organizational goals in a dynamic financial environment.
What are the most commonly searched types of Banking jobs in San Ramon, CA? The most popular types of Banking jobs in San Ramon, CA are:
What cities near San Ramon, CA are hiring for Banking Manager jobs? Cities near San Ramon, CA with the most Banking Manager job openings:
Banking Manager jobs near you

Business Banking Officer

Westamerica Bank

Pleasanton, CA • On-site

$70K - $73K/yr

Full-time

Re-posted 21 days ago

Westamerica Bank rating

7.6

Company rating: 7.6 out of 10

Based on 5 frontline employees who took The Breakroom Quiz

99th of 170 rated banks

Job description

Job Type
Full-time
Description
Westamerica is among the largest commercial banks headquartered in California. We are looking for outstanding people to join our winning team. We reached our current strength because our employees, customers, and shareholders believe in the same fundamental goals: Delivering a wide variety of financial services with a superior customer service guarantee.
JOB SUMMARY: Under general managerial review: Achieves sales goal objectives by developing and managing a client portfolio. Provides customers with information and resolves banking problems. Promotes sales of bank services and products.
Financial Plan
  • Attend daily 8 am sales meeting.
  • Meet or exceed quarterly and annual deposit and loan production goals.
  • Generate non-interest income through the sale of fee-based services.
  • Consistently deliver excellence in service by adhering to the Bank's service standards.
  • Adhere to the standards of the Bank's sales culture as outlined in the current Sales Culture Handbook.

Business Development
  • Maintain weekly standard of 15 quality calls. Achieve a 2 to 1 prospect to client ratio.
  • Daily boxtime is required. A minimum of 3 prospect appointments for each calendar day must be obtained from each daily boxtime session.
  • Maintain a minimum of 4 pipeline and 7 pre-pipeline deals.
  • Fully utilize all aspects of Sales Logix and Hub Automation including all new releases and components (calendar, client/prospect files, etc.).
  • Develop new deposit and loan totals utilizing industry lead lists generated by the Marketing Department and/or other sources as directed by your RMM.
  • Work existing client base for business expansion and referrals.
  • Develop and leverage referral sources (CPA's, Attorneys, Physicians, etc.). Position yourself as their banker of choice.
  • Generate 1 SPF referral per month.
  • Generate 2 third party referrals annually.
  • Generate 2 Business Elan applications per month.
  • Ensure maturing loans assigned to portfolio are renewed.
  • Maintain customer contact with all assigned borrowers to ensure loan retention, relationship expansion and proper pay down forecasting.
  • Work with borrower's support contacts (CPA's, attorneys, CFO's, etc.) to gain referrals and to stay attuned to borrower's plans.
  • Make yourself available to borrowers to ensure you are the banker of choice.
  • Utilize projected maturity report to renew/extend loans prior to maturity.

Leadership
  • Monitor and manage for BBO/BRM, assigned commercial loan portfolio to ensure retention and expansion.
  • Monitor and provide guidance on commercial lending protocols for BBO/BRM.

Compliance Related Activity
  • Adhere to Reg B/Flood requirements.
  • Complete all assigned tutorials and Compliance Training.
  • Focus on Majority/Minority census tracts as assigned by RMM.
  • Focus on Small Business/Small Farm loans assigned goals.
  • Meet CRA Hours.
  • Meet new CRA loan production goals.
  • Renew all assigned existing CRA loans/lines.
  • Answer regulatory questions correctly during Audit/Branch Review.

Ownership, Accountability and Work Habits
  • Attend daily sales meetings; provide mentoring and encouragement as appropriate.
  • As directed by RMM, manage problem loans to minimize risk. Communicate status and developments to RMM.
  • Communicate problems, successes and challenges to RMM and Credit Hub on a timely basis.
  • Attend two seminars/functions during the year to promote WAB in the community and develop new business.
  • Adhere to the Bank's Guiding Principles; integrate into all that you do.
  • Become involved in one community organization which will help build our image as a community bank and you as a community banker, while recognizing CRA service hours opportunities.
  • Meet attendance guidelines.

MINIMUM KNOWLEDGE, PRIOR WORK EXPERIENCE, AND SKILLS NEEDED TO PERFORM JOB FUNCTIONS:Previous sales management experience, commercial underwriting and credit experience. Applicant must possess excellent communication, interpersonal, organizational, business development and marketing skills. Four-year college degree preferred. For purposes of business travel, a valid driver's license as well as a personal vehicle to drive is required.
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 the job.
  • Constant travel to conduct outside sales calls.
  • Works non-standard business hours.
  • Drives to sales calls. Must maintain a current driver's license and proof of insurance.

MENTAL DEMANDS:
  • Effectively communicate with clients and prospects.
  • Retain and shares knowledge of WAB products, services and fees.
  • Obtain enough confidential data to identify client's financial status.
  • Identify additional service opportunities.
  • Apply basic math skills to determine fees and saving opportunities.
  • Formulate sales action plans.

EQUIPMENT USED TO PERFORM FUNCTIONS:10-key machine, fax, photocopier, Microsoft based computers, smart phones.
DECISION MAKING:
  • Identifies business needs of clients and prospects and identifies ways WAB can meet those requirements.
  • Negotiates service terms and fees of business relationships to provide acceptable return on investment for Bank and client.
  • Determines best service instrument or combination of accounts that provides client with greatest potential to realize financial expectations.
  • Selects methods to improve sales/marketing skills of subordinate staff.
  • Structures credits based on client needs and available bank products.

SUPERVISORY RESPONSIBILITY:
Directly Supervised: Depends on size of branch
Supervised by Subordinates: Depends on size of branch
Requirements
EOE
Westamerica Bank's Privacy Policy may be found at: www.westamerica.com/about/privacy
Salary Description
$70,304.00 - $73,977.71

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