Senior Relationship Manager

5 months ago

New York, United States East West Bank Full time

Initiate and develop new deposit and commercial lending relationships and close sales of deposit services and loans. Actively partner with RM's and other EWB sales professionals in the Commercial Banking, Commercial Real Estate, Private Banking and Middle Market segments to acquire, expand and retain targeted customer relationships. Responsible for achieving target deposit and loan goals by performing the following duties.


Responsibilities:


  • Contribute to Commercial Lending success annual sales & revenue plans by:
  • Closing Deposit sales and loans.
  • Actively prospects new customers and penetrates the existing client relationships.
  • Assumes the overall responsibility to conduct due diligence, assess the risks and structure the credit facilities
  • Participate in client meetings & proposals.
  • Initiating Deposit sales independently through prospecting and projects/initiatives.
  • Lead client meetings & author client proposals. Collaborate with appropriate EWB Bank partners.
  • Aggressive calling program targeting Controllers, Property managers, and 1031 Exchange, title and escrow companies, HOA, fiduciary segments for new business growth of all existing relationships. Responsible for carrying out targeted deposit generating strategies.
  • Preparing documentation and following through for proper booking, of sales credit, checkbooks, etc. Following-up with customers to ensure satisfaction.
  • Provide first-point-of-contact support for Deposit related and other non-credit matters for RM customers and customers who self-select to contact the incumbent.
  • Act as an expert advisor for the clients. Resolve client requests and/or issues independently.
  • Maintain databases and results tracking as needed to support the Division's sales of Deposit products and growth.
  • Make presentations to Division employees, Division Managers, and senior management regarding Deposit
  • Other projects as assigned by management.


Qualifications:


  • Bachelor's Degree in Finance, Accounting, Management, Marketing or 10+ years equivalent work experience in lieu of degree.
  • Minimum of 10 years sales/financial services/banking experience.
  • Masterful at relationship building and business development with strong influential and decision making skills
  • Demonstrated business acumen with knowledge of unique industries and markets in conjunction with a broad knowledge of business banking products and services
  • Excellent communication skills with all levels of external and internal clients
  • Very strong written and verbal communication skills.



Compensation

The base pay range for this position is USD $100,000.00/Yr. - USD $225,000.00/Yr. Exact offers will be determined based on job-related knowledge, skills, experience, and location.

  • Senior Relationship Manager

    2 months ago

    New York, New York, United States TD Bank Full time

    Job Title: Senior Relationship ManagerWe are seeking a highly skilled and experienced Senior Relationship Manager to join our team at TD Bank. As a Senior Relationship Manager, you will be responsible for building and maintaining strong relationships with our commercial banking clients, providing them with tailored financial solutions to meet their needs.Key...

  • Senior Relationship Manager

    4 weeks ago

    New York, New York, United States TD Bank Full time

    Job Title: Senior Relationship ManagerWe are seeking a highly skilled and experienced Senior Relationship Manager to join our team at TD Bank. As a Senior Relationship Manager, you will be responsible for building and maintaining strong relationships with our commercial banking customers, providing them with tailored financial solutions to meet their...

  • Senior Relationship Manager

    3 weeks ago

    New York, New York, United States Bank of America Full time

    Job Title: Senior Relationship ManagerAt Bank of America, we are committed to helping our clients achieve their financial goals through our expertise in commercial banking. As a Senior Relationship Manager, you will be responsible for managing a portfolio of clients and delivering tailored financial solutions to meet their needs.Key Responsibilities:Manage a...

  • Senior Relationship Manager

    2 weeks ago

    New York, New York, United States HSBC Full time

    Senior Relationship Manager Job DescriptionAt HSBC, we're committed to helping our customers achieve their financial goals. As a Senior Relationship Manager, you'll play a critical role in building and maintaining relationships with our Ultra High Net Worth (UHNW) clients in the Southern Cone region.Key Responsibilities:Develop and execute strategies to...

  • Senior Relationship Manager

    3 weeks ago

    New York, New York, United States Neuberger Berman Group LLC Full time

    Job Summary:The Senior Relationship Manager will lead the overall relationship management strategy, approach, and execution across the Private Asset Management team, focusing on the largest and most complex relationships, the highest potential relationships, and the at-risk relationships.The ideal candidate will develop and lead a methodical approach to...

  • Senior Relationship Manager

    4 weeks ago

    New York, New York, United States City National Bank Full time

    Job Title: Senior Relationship ManagerAt City National Bank, we are seeking a highly skilled and experienced Senior Relationship Manager to join our team. As a key member of our organization, you will be responsible for building and maintaining strong relationships with our clients, identifying new business opportunities, and driving revenue growth.Key...

  • Senior Relationship Manager

    4 weeks ago

    New York, New York, United States Northern Trust Corporation Full time

    About Northern TrustNorthern Trust is a leading global financial institution with a rich history dating back to 1889. As a Fortune 500 company, we have established ourselves as a trusted partner for individuals, families, and institutions seeking innovative financial solutions.Job SummaryWe are seeking a highly skilled and experienced Senior Relationship...

  • Senior Relationship Manager

    4 weeks ago

    New York, New York, United States Bank of America Full time

    Job Title: Senior Relationship ManagerWe are seeking a highly skilled Senior Relationship Manager to join our Global Commercial Banking team. As a key member of our team, you will be responsible for managing a portfolio of Non-Bank Financial Institution clients and delivering the full suite of Bank of America products and services.Key Responsibilities:Manage...

  • Senior Relationship Manager

    2 weeks ago

    New York, New York, United States ACG Resources Full time

    Job OverviewWe are seeking a highly skilled Senior Relationship Manager to join our team at ACG Resources. This is a dynamic financial institution where your expertise will shape the future of our client relationships.The ideal candidate will have a strong track record in originating and executing cross-border transactions, with exceptional credit analysis...

  • Senior Relationship Manager

    3 weeks ago

    New York, New York, United States City National Bank Full time

    **ROLE SUMMARY**The Senior Relationship Manager is responsible for developing and managing relationships with clients across various business units. This key position requires actively meeting the cash management needs of existing and prospective clients by presenting deposits and treasury management product solutions. The Relationship Manager will be...

  • Senior Relationship Manager

    2 weeks ago

    New York, New York, United States City National Bank Full time

    Job SummaryWe are seeking a highly skilled Senior Relationship Manager to join our team at City National Bank. As a key member of our organization, you will be responsible for building and maintaining strong relationships with our clients, identifying new business opportunities, and driving revenue growth.Key ResponsibilitiesDevelop and execute a business...

  • Senior Relationship Manager

    2 weeks ago

    New York, New York, United States City National Bank Full time

    Job SummaryAs a Senior Relationship Manager at City National Bank, you will be responsible for acquiring and deepening client relationships, generating new business and consumer client relationships within assigned client segments, and expanding relationships to become our client's main bank option.Key Responsibilities• Acquire and deepen client...

  • Senior Relationship Manager

    4 weeks ago

    New York, New York, United States City National Bank Full time

    About the RoleWe are seeking a highly skilled Senior Relationship Manager to join our team at City National Bank. As a key member of our organization, you will be responsible for building and maintaining strong relationships with our clients, identifying new business opportunities, and driving growth through strategic partnerships.Key ResponsibilitiesDevelop...

  • Senior Client Relationship Manager

    2 weeks ago

    New York, New York, United States Insight Global Full time

    About the Role:The Senior Client Relationship Manager will be responsible for managing and growing key client accounts within the Banking, Financial Services, and Insurance (BFSI) domain. This role requires a deep understanding of IT consulting services and the BFSI industry to effectively drive client engagement, satisfaction, and business growth.Key...

  • Senior Relationship Manager

    4 weeks ago

    New York, New York, United States Alteryx Full time

    About the RoleWe're seeking a seasoned professional to drive revenue retention and growth through proactive account management and strategic renewal planning. As a Senior Relationship Manager, you'll be responsible for nurturing existing customer relationships, identifying upsell opportunities, and developing tailored renewal strategies to ensure timely...

  • Senior Client Relationship Manager

    3 weeks ago

    New York, New York, United States BSE Global Full time

    Job Title: Senior Client Relationship ManagerBSE Global, a multifaceted sports and entertainment business, seeks a Senior Client Relationship Manager to join its Membership Services team. As a key member of the team, you will be responsible for building and maintaining strong relationships with season ticket members, driving client retention and revenue...

  • Senior Corporate Relationship Manager

    2 weeks ago

    New York, New York, United States City National Bank Full time

    Job DescriptionOverview:As a Senior Corporate Relationship Manager at City National Bank, you will be responsible for developing and managing relationships with major market corporate clients in the healthcare industry. Your primary goal will be to present a variety of product solutions to client needs, provide responsive and quality service, and manage...

  • Senior Relationship Manager

    2 weeks ago

    New York, New York, United States City National Bank Full time

    Job SummaryWe are seeking a Senior Relationship Manager to join our team at City National Bank. As a key member of our sales team, you will be responsible for acquiring and deepening client relationships, generating new business and consumer client relationships within assigned client segments, and expanding relationships to become our client's main bank...

  • Director, Senior Client Relationship Manager

    2 days ago

    New York, United States eFinancialCareers Full time

    Summary: The Director, Senior Client Relationship Manager within the Global Institutional Relationship Management team serves as a focal point for a group of institutional clients and takes an initiative-taking and innovative approach to providing outstanding service, problem solving and identifying cross-selling opportunities that will expand and deepen...

  • Director, Senior Client Relationship Manager

    1 week ago

    New York, United States eFinancialCareers Full time

    Summary: The Director, Senior Client Relationship Manager within the Global Institutional Relationship Management team serves as a focal point for a group of institutional clients and takes an initiative-taking and innovative approach to providing outstanding service, problem solving and identifying cross-selling opportunities that will expand and deepen...