Commercial Banking Relationship Manager
3 weeks ago
JOB SUMMARY
Under the general direction of the Department Head or Branch Manager, this individual is responsible for developing, cultivating and maintaining existing and new profitable deposit and loan customer relationships. This job is the primary contact for developing and maintaining client relationships and identifying opportunities for business growth.
PRINCIPAL DUTIES & RESPONSIBILITIES
Work independently and under the direction of manager to develop new business that creates value to the branch
Maintain the branch’s established market presence
Develop prospect customers independently
Compile and analyze financial data and information to prepare credit memo.
Perform industry and market analysis
Identify credit risk and other key risk factors to contribute to loan decision process
Prepare internal credit memo and follow through with head office credit management department to obtain approval
Negotiate with customer on terms and conditions within parameters defined by credit decisions
Finalize loan agreement with customer and close the loan based on final credit approval conditions
Maintain existing loan portfolio and cultivate a strong customer relationship
Manage participation/syndication loans assuring satisfactory loan servicing, covenant and reporting compliance, and risk mitigation
Identify value-added customers for the branch for cross-sale opportunities
Responsible for business growth (loans, deposits, fees), both individually and together with the team, through development of new deposit and loan customers
Other duties as assigned
JOB SPECIFICATION
·
Bachelor’s degree in finance or related area; advanced degree is a plus
·
Minimum 5 years of related experience
·
Good understanding of commercial industry, business development techniques and credit decisions
·
Excellent credit and financial analysis skills
·
Good negotiation skills
·
Excellent communication skills, both verbal and written
·
Bilingual in English/Chinese is required
#J-18808-Ljbffr
-
Relationship Manager
5 days ago
Newport Beach, United States First Bank Full timeRelationship Manager - Middle Market BankingA Relationship Manager develops and maintains a client relationship portfolio for a given market area. Drawing on your superior communication and interpersonal talents, you will independently generate a portfolio size between $75 to $100MM. What You Will Be DoingIndependently handling all relationship types,...
-
Relationship Manager
6 days ago
Newport Beach, United States First Bank Full timeRelationship Manager - Middle Market BankingA Relationship Manager develops and maintains a client relationship portfolio for a given market area. Drawing on your superior communication and interpersonal talents, you will independently generate a portfolio size between $75 to $100MM. What You Will Be DoingIndependently handling all relationship types,...
-
Relationship Manager
6 days ago
Newport Beach, United States First Bank Full timeRelationship Manager - Middle Market BankingA Relationship Manager develops and maintains a client relationship portfolio for a given market area. Drawing on your superior communication and interpersonal talents, you will independently generate a portfolio size between $75 to $100MM. What You Will Be DoingIndependently handling all relationship types,...
-
Sr. Relationship Manager
1 day ago
Newport Beach, United States Bank of America Full timeJob Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our...
-
Sr Relationship Manager
4 hours ago
Newport Beach, United States CalPrivate Bank Full timeJob DescriptionJob DescriptionJob TitleRelationship Manager/Sr. Relationship ManagerDepartmentBranch Operations/LendingReports ToMarket President or Chief Banking OfficerFLSA StatusEXEMPTJob SummaryDevelops and manages a portfolio of Bank clients in market area. Determines customer’s banking needs and designs product and service portfolio for client....
-
Business Banking Relationship Manager
1 month ago
Miami Beach, United States Bank OZK Full timeJob Purpose and Scope: Drives new loan production, deposit growth, client development, and establishes new client relationships. Essential Job Functions: Develops and manages business relationships by understanding the unique needs of our customers and provides appropriate financial solutions. Drives loan production and deposit growth by proactively...
-
Business Banking Relationship Manager
2 days ago
Miami Beach, United States The Anderson Search Group Full timeBusiness Banking Relationship ManagerThe Anderson Search Group has been engaged by a BEST-IN-CLASS Super-Community Bank to identify a Business Banking Relationship Manager for the Miami Beach, Florida Market. This bank is renown for it community involvement, culture and financial stability. Our firm has placed 10+ people with this bank and know for a FACT,...
-
Business Banking Relationship Manager
17 hours ago
Miami Beach, United States The Anderson Search Group Full timeBusiness Banking Relationship ManagerThe Anderson Search Group has been engaged by a BEST-IN-CLASS Super-Community Bank to identify a Business Banking Relationship Manager for the Miami Beach, Florida Market. This bank is renown for it community involvement, culture and financial stability. Our firm has placed 10+ people with this bank and know for a FACT,...
-
Banking Relationship Specialist
1 month ago
Long Beach, United States Farmers and Merchants Bank of Long Beach Full timeJob Summary The Banking Relationship Specialist is our first customer contact and one of the key people to set the tone of service and sales at the branch level. They will maintain a professional image and follow standard operational, services and sales processes, including using the sales road map to make appropriate needs analysis, provide recommendations...
-
Commercial Credit Manager I-II
1 month ago
Newport Beach, United States Bank of America Full timeJob Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our...
-
Banking Center Manager
3 days ago
North Miami Beach, United States Seacoast Banking Corporation of Florida Full timeA Banking Center Manager is responsible for developing and implementing strategies focused on branch profitability and performance. Additionally, the position is expected to lead and develop the branch team, and is responsible for maximizing branch p Manager, Banking, Business Development, Leadership, Client Advisor, Business Partner, Business Services
-
Assistant Branch Service Manager
2 weeks ago
Newport Beach, United States Sumitomo Mitsui Banking Corp Full timeJOB SUMMARY: Assists the Branch Service Manager (BSM) in providing the operational, control and service delivery functions performed in assigned branch location in support of the Regions and Areas located in the office. Will function as BSM in their absence. May also coordinate with centralized processing and other service departments to insure timely...
-
Association Services Relationship Manager
2 days ago
Palm Beach, United States Truist Full timeThe position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. ...
-
Portfolio Management Officer II
18 hours ago
Newport Beach, United States National Black MBA Association Full timeJob Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for...
-
VP Commercial Banking BRO
2 weeks ago
West Palm Beach, United States FirstBank Full timeBUSINESS RELATIONSHIP OFFICER Job SummaryExecute integrated sales, service and relationship strategies to support growth and retention of business customers. Develops new-to-bank business relationships as well as cross-marketing of services to existing clients through segment-based sales plans to achieve revenue growth targets and maximize operating...
-
VP Commercial Banking BRO
3 weeks ago
West Palm Beach, United States FirstBank Full timeBUSINESS RELATIONSHIP OFFICER Job SummaryExecute integrated sales, service and relationship strategies to support growth and retention of business customers. Develops new-to-bank business relationships as well as cross-marketing of services to existing clients through segment-based sales plans to achieve revenue growth targets and maximize operating...
-
VP Commercial Banking BRO
2 weeks ago
West Palm Beach, United States FirstBank Full timeBUSINESS RELATIONSHIP OFFICER Job SummaryExecute integrated sales, service and relationship strategies to support growth and retention of business customers. Develops new-to-bank business relationships as well as cross-marketing of services to existing clients through segment-based sales plans to achieve revenue growth targets and maximize operating...
-
Treasury Management Officer
8 hours ago
Newport Beach, United States FirstBank Full timePosition Details SUMMARY Treasury Management Officer (TMO) is the primary sales resource in Treasury Management focused on business development and new business acquisition activity. Maintains contact with top and high priority prospects and customers. Also, supports the business development and customer expansion efforts of the Commercial Banking Teams ....
-
Commercial Property Accountant w/Yardi Voyager
4 weeks ago
North Palm Beach, United States Cohen Commercial Management LLC Full timeJob DescriptionJob DescriptionSummary:Are you a seasoned accounting and finance professional with a proven track record of excellence? Do you hold a Bachelor's degree in Accounting, coupled with a deep understanding of full-cycle property accounting? We're on the lookout for an adept Senior Commercial Property Accountant to take the helm of our...
-
Commercial Property Accountant w/Yardi Voyager
1 month ago
North Palm Beach, United States Cohen Commercial Management LLC Full timeJob DescriptionJob DescriptionSummary:Are you a seasoned accounting and finance professional with a proven track record of excellence? Do you hold a Bachelor's degree in Accounting, coupled with a deep understanding of full-cycle property accounting? We're on the lookout for an adept Senior Commercial Property Accountant to take the helm of our...