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Relationship Manager

1 month ago


New York, United States Brandon Consulting Associates, Inc. Full time
Job DescriptionJob DescriptionJob Description
  • Grow existing relationships and win new relationships with clients that are in-line with the bank's strategy.
  • Provide top client service in-line with the bank's expected high standards.
  • Deepen relationships by understanding client needs and introducing appropriate products, services and segment partners.
  • Ensure timely and accurate completion of annual reviews.
  • Remain well informed on all client matters to minimize risk.
  • Maintain a consistent and successful calling program.
  • Achieve all individual goals and contribute to all team goals.
  • Structure relationships appropriately to minimize risk and maximize profitability.
  • Develop positive working relationships with all segments and individual bank partners.
  • Complete all required training timely.
  • Remain fully compliant on all client matters.
  • Conduct oneself as a true brand ambassador for the bank.
  • Utilize all systems as provided and deemed necessary for the business.
  • Coach, support, develop and motivate junior colleagues.
  • Underwrite annual renewals

Qualifications

  • 6 10 minimum years of experience in managing factored or asset-based relationships
  • Ability in identifying client needs and providing appropriate response
  • Good level of business acumen and commercial awareness,
  • Excellent interpersonal skills, both externally and internally.
  • Strong communication skills, written, verbal and presentation