Client Relationship Manager – Banking & Investments
Bank of America
Relationship Manager, Business Banking – Law Firms
Webster Bank
full-time
Posted on:
Location: 🇺🇸 United States
Visit company websiteSalary
💰 $130,000 - $160,000 per year
Job Level
Mid-LevelSenior
About the role
- Cultivate and grow a portfolio of business clients within target segment
- Manage a portfolio of existing business relationships with extensive focus on new business development/client acquisition, expansion of existing relationships, and client retention
- Execute against segment strategy and contribute to net deposit growth, loan production, and expansion of revenue generating products and services
- Collaborate with bank partners within assigned markets to deliver an excellent client experience and look for growth opportunities throughout the consumer segment
- Develop & maintain network of business contacts, COIs, community leaders and other referral sources to develop new business relationships and generate revenue
- Manage and grow the pipeline consistent with production expectations
- Source opportunities and present effective credit proposals/memos for consideration
- Work with senior leadership and credit to negotiate quality loans within established policy & guidelines
- Identify & cross sell value added treasury management solutions to clients
- Ensure & uphold operational integrity amongst team by complying with all regulations, policies, and procedures
Requirements
- At least 3+ years of specific Business Banking Relationship Management sales experience, developing and managing business relationships
- 5+ managing relationships/banking experience
- Understanding of different treasury management products & services
- Experience in business/commercial credit, financial analysis techniques & lending policy
- Ability to independently package and present credit deals to segment leadership & credit team up to $2MM Total Credit Exposure
- Proven track record of business development success, commercial loan origination, and Relationship Management skills
- Candidates with advanced degrees (Associates, Bachelor’s, and/or Master’s) preferred, yet a High School diploma or GED is required
- Candidates with some combination of coursework and experience, or else extensive related professional experience, are eligible for consideration
- Proven relationship management skills with demonstrated capabilities, in managing and growing a sales pipeline, fostering COI relationships & referral sources, and developing new business relationships
- Commercial lending experience, with ability to analyze, package and present prospective financing opportunities to senior leadership & credit
- Strong knowledge of business banking, bank profitability, commercial lending & treasury management products; possess a general understanding of operations. (Audit, compliance, fraud, loss, risk)
- Exceptional business development skills & Entrepreneurial business management orientation
