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Deposit Relationship Manager
1 month ago
Initiate and develop new deposit and commercial lending relationships and close sales of deposit services and loans in Commercial Lending. Actively partner with RM's and other EWB sales professionals in the Commercial Banking, 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.
- 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 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 $65,000.00/Yr. - USD $250,000.00/Yr. Exact offers will be determined based on job-related knowledge, skills, experience, and location.
