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Credit Relationship Manager Jobs (NOW HIRING)

AgWest Farm Credit

Relationship Manager

Paso Robles, CA · On-site +1

$83K - $144K/yr

We are in search of a Relationship Manager I or Relationship Manager II to join our Credit Resolution Team in either our Paso Robles or Rocklin, California branches. This full-time position reports ...

AgWest Farm Credit

Relationship Manager

Twin Falls, ID · On-site

$89K - $142K/yr

AgWest Farm Credit is a member-owned financial cooperative that provides financing and related ... We are in search of a Relationship Manager I, II, or III to join our Credit Resolution department ...

AgWest Farm Credit

Relationship Manager

Twin Falls, ID · On-site +1

$89K - $142K/yr

We are in search of a Relationship Manager I, II, or III to join our Credit Resolution department in Twin Falls, Idaho. This full-time position reports to the SVP, Portfolio Manager and is ...

AgWest Farm Credit

Relationship Manager

Great Falls, MT · On-site

$89K - $173K/yr

AgWest Farm Credit is a member-owned financial cooperative that provides financing and related ... We are in search of a Relationship Manager I, II, or III to join our Credit Resolution Team in ...

AgWest Farm Credit

Relationship Manager

Great Falls, MT · Hybrid

$89K - $173K/yr

We are in search of a Relationship Manager I, II, or III to join our Credit Resolution Team in Great Falls, Montana. This full-time position reports to the SVP, Lending and is accountable for ...

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$77.5K

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How much do credit relationship manager jobs pay per year?

As of Jul 29, 2026, the average yearly pay for credit relationship manager in the United States is $77,500.00, according to ZipRecruiter salary data. Most workers in this role earn between $70,000.00 and $85,000.00 per year, depending on experience, location, and employer.

What are Credit Relationship Managers?

Credit Relationship Managers are financial professionals responsible for managing relationships between lending institutions and their clients, typically businesses or high-net-worth individuals. Their main duties include assessing clients' creditworthiness, structuring loan products, monitoring loan performance, and providing ongoing financial advice. They serve as the primary point of contact for clients seeking credit solutions, ensuring both the client’s needs and the bank’s risk management policies are met. Strong analytical, communication, and customer service skills are essential for this role.

How does a Credit Relationship Manager typically collaborate with other departments within a financial institution?

As a Credit Relationship Manager, you will regularly collaborate with departments such as risk management, credit underwriting, and compliance to assess client creditworthiness and structure suitable financing solutions. You’ll also work closely with sales and product teams to ensure clients receive tailored offerings and a seamless onboarding experience. Effective communication and cross-functional teamwork are essential, as you often act as a bridge between clients and internal stakeholders to address credit needs while maintaining institutional risk standards.

What are the key skills and qualifications needed to thrive as a Credit Relationship Manager, and why are they important?

To excel as a Credit Relationship Manager, you need a solid background in finance, credit analysis, and risk assessment, typically supported by a degree in finance, business, or a related field. Familiarity with credit management software, financial modeling tools, and knowledge of regulatory compliance are essential. Strong interpersonal skills, negotiation abilities, and effective communication help build lasting client relationships and facilitate successful deal structuring. These competencies ensure sound credit decisions, minimize risk, and foster client trust, which are critical for sustainable business growth.
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Credit Relationship Manager jobs near you
Infographic showing various Credit Relationship Manager job openings in the United States as of July 2026, with employment types broken down into 86% Full Time, and 14% Part Time. Highlights an 95% Physical, 1% Hybrid, and 4% Remote job distribution, with an average salary of $77,500 per year, or $37.3 per hour.
SBA Credit Relationship Manager

SBA Credit Relationship Manager

First United Bank & Trust

Moore, OK • On-site

Full-time

Posted 12 days ago

Job description

Join Our Team!

We have a great team of friendly, talented and inspiring people at First United. As a learning organization, we take pride in offering exciting opportunities for employees to grow and follow their passions. That's one of the many reasons First United has been voted as one of the top places to work in Oklahoma since 2009! Browse this page to find out more about the First United culture and the many benefits of working here. Then, use our "Get Started" section to take your first step to being a part of First United.

The PositionJob TitleSBA Credit Relationship ManagerJob Description

SUMMARY

This position is responsible for attracting new SBA loan customers through internal referral sources (primarily the bank's lending staff) as well as external referral sources (ie business brokers, CPA, commercial realtors, etc.). The primary role for this position includes being a "liaison" for the internal lending staff. That includes educating the lenders on the various SBA programs and helping them target potential loan opportunities. This also includes helping internal lending officers to qualify and structure potential SBA loan opportunities.

MAJOR DUTIES AND RESPONSIBILITIES (ESSENTIAL FUNCTIONS)

  • Makes business development calls on existing and potential new clients.
  • Ability to determine SBA eligibility and help structure the loan request.
  • Ability to complete a thorough summary of the loan request and help gather the needed information to the Underwriting staff so that a quick analysis can be done.
  • Ability to work independently and be self-motivated.
  • Provide adequate education when needed to the internal lending staff on the various SBA programs that the bank participates in.
  • Represents the bank in various civic and community functions (when applicable) to enhance its image and develop new business.
  • Promotes favorable image of the bank in all business activities within the community.

ADDITIONAL DUTIES AND RESONSIBILITIES

  • Performs other duties as requested by SBA Director or Sales Manager.
  • Completes all required compliance exams on a yearly basis.
  • Adherence to all First United Policies and Procedures.
  • Dresses professionally.

EMPLOYEE SPECIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and Work Experience

  • Bachelor's degree in business, finance, or related field.
  • Preferably five plus years of small business lending or small business underwriting in a bank with a preference of those years in SBA lending.
  • Proven ability to effectively communicate the advantages of the SBA programs with prospective customers and to win the confidence of internal banking officers who refer prospective deals.
  • Sales or Marketing experience preferred.
  • Strong attention to detail.
  • Good communication, sales, and public relations skills.

Technical/Functional Competencies

  • Demonstrates a thorough knowledge of the SBA lending program as specified in the most recent Standard Operating Procedures (SOP).
  • Exceptional customer service skills.
  • Demonstrates good judgment, problem-solving, and decision-making skills.
  • Ability and willingness to take the lead in working the customer through the SBA process.
  • Computer and Software proficiency.
  • Demonstrate excellent written and verbal communication skills displaying the ability to communicate clearly and informatively to customers and lending staff.
  • Strong interpersonal skills and ability to work well with a wide range of people.

NOTE: This job description is not intended to be all-inclusive. Employee may perform other related duties as assigned by supervisor to meet the ongoing needs of the organization

All Locations:Austin-Seven Oaks, Moore, OKC-Downtown, Plano-Parkwood, San Antonio

If any applicant is unable to complete an application or respond to a job opening because of a disability, please email us at HR@firstunitedbank.com for assistance.

First United is an Equal Opportunity Employer. To the extent required by Federal or State law, First United does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, or any other characteristic protected by law.

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