Bitly

Associate Relationship Manager

Bitly

full-time

Posted on:

Location Type: Office

Location: Louisville • Kentucky • United States

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About the role

  • Partner with Relationship Managers in sales and servicing, performing analytical tasks as needed.
  • Assist in identifying and qualifying prospects with Relationship Manager or RM Team Leads.
  • Conduct industry research.
  • Create and maintain prospect profiles (including updates on CRM).
  • Create client presentations.
  • Work with Relationship Managers to identify client solutions.
  • Obtain and input prospect KYC due diligence information.
  • Conduct initial pricing analysis and generate relationship pricing model.
  • Draft initial deal screen / opportunity memos.
  • Attend and participate in client presentations at Relationship Managers request.

Requirements

  • Bachelor's degree in Business (e.g. Business Administration, Finance, Accounting) or equivalent work experience preferred.
  • 1-2 years of related commercial banking, finance, accounting or similar experience.
  • Novice knowledge of financial and risk analysis.
  • Novice knowledge of US economy and regulations.
  • Novice sales and business development acumen.
  • Experience with commercial lending credit policies and guidelines is preferred, but not required.
  • Knowledge of B2B, CCAS, AFS, RIMS, CHQ, Loan Doc Prep System (or equivalent vendor systems), and other banking systems preferred, but not required.
  • Local / Regional market dynamics understanding is preferred, but not required.
  • Demonstrated expertise of strong verbal and written communication skills, with emphasis on experience in face-to-face negotiations and group presentation skills.
  • Demonstrated expertise in using effective problem solving and analytical skills with ability to handle and prioritize multiple tasks.
  • Proficient in all Microsoft Office software.
Benefits
  • comprehensive benefits
  • differentiated compensation offerings
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
financial analysisrisk analysispricing analysisKYC due diligencecommercial lendingB2BCCASAFSRIMSLoan Doc Prep System
Soft Skills
communication skillsnegotiation skillspresentation skillsproblem solvinganalytical skillsorganizational skillstime managementsales acumenbusiness development acumen