Senior Relationship Manager(BANKING)

3 weeks ago


Alpharetta, United States Staff Financial Group Full time
  1. Client Relationship Management:

    • Build and nurture relationships with existing clients to understand their financial goals, challenges, and needs.
    • Act as the primary point of contact for clients, providing personalized service and ensuring a positive banking experience.
    • Identify opportunities to deepen client relationships by cross-selling and upselling relevant banking products and services.
  2. Financial Advisory:

    • Conduct financial assessments for clients to understand their financial health and provide appropriate advice on banking products, investments, and financial planning.
    • Collaborate with internal teams, such as wealth management and business banking, to deliver comprehensive financial solutions to clients.
  3. Business Development:

    • Actively prospect and acquire new clients through networking, referrals, and targeted outreach.
    • Develop and implement strategies to grow the bank's portfolio, increase market share, and achieve revenue targets.
  4. Risk Management:

    • Evaluate and manage credit risk associated with client relationships by conducting thorough credit analysis and ensuring compliance with the bank's policies and regulatory requirements.
  5. Product Knowledge and Training:

    • Stay updated on the bank's products, services, and industry trends to provide clients with accurate and relevant information.
    • Conduct training sessions for clients on various banking products and services.
  6. Collaboration:

    • Work closely with internal teams, including credit, operations, and customer service, to ensure seamless delivery of services to clients.
    • Collaborate with colleagues to share market insights and best practices.
  7. Documentation and Compliance:

    • Ensure all client documentation is accurate, complete, and in compliance with regulatory standards.
    • Stay informed about changes in banking regulations and industry practices.

Qualifications and Skills:

  • Bachelor's degree in finance, business, or a related field.
  • Proven experience in relationship management, preferably in the banking industry.
  • Strong understanding of financial products, investment options, and banking services.
  • Excellent communication and interpersonal skills.
  • Analytical and problem-solving abilities.
  • Sales and negotiation skills.
  • Knowledge of banking regulations and compliance requirements.
  • Ability to work collaboratively in a team-oriented environment.

A Relationship Manager in a commercial bank plays a vital role in driving revenue growth, enhancing client satisfaction, and contributing to the overall success of the bank.



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