Cascais
The Relationship Manager builds comprehensive financial relationships with existing and prospective clients by analyzing their financial conditions and recommending appropriate loans, deposit accounts, and treasury services. Working closely with a Portfolio Manager, the role involves assessing credit risks, securing collateral, and leading presentations to leadership for loan approvals. The position requires maintaining strong client connections, managing credit exposure, and ensuring compliance with bank policies and regulatory requirements.
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Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Cascais.
Cascais didn’t post a salary, so this is our estimate from similar listings.