Senior Relationship Manager(BANKING)

2 weeks ago

Alpharetta, United States NorthPoint Search Group Inc 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.

  • Senior Accountant

    4 weeks ago

    Alpharetta, United States Creative Financial Staffing Full time

    Creative Financial Staffing has partnered with a well-established sales, marketing, and purchasing membership organization to identify a Senior Accountant to join their team. About the Company and Senior Accountant Opportunity: The Company offers a high degree of stability and security, with almost 70 years of service to its members in the US and Canada ...

  • Senior Technical Project Manager

    8 hours ago

    Alpharetta, United States Fiserv Full time

    Calling all innovators - find your future at Fiserv. We're Fiserv, a global leader in Fintech and payments, and we move money and information in a way that moves the world. We connect financial institutions, corporations, merchants, and consumers to one another millions of times a day - quickly, reliably, and securely. Any time you swipe your credit card,...

  • Key Account Manager

    3 weeks ago

    Alpharetta, Georgia, United States Sopra Banking Software Full time

    Job Description What role will you play? The Key Account Manager (KAM) will own a portfolio of key customer accounts with the aim of retaining and nurturing those key relationships, becoming a strategic partner and advisor to the client. It will be vital for the KAM to develop a solid understanding of the customers business and sector to discover new...

  • Senior Technical Project Manager

    4 days ago

    Alpharetta, United States Fiserv Full time

    Calling all innovators - find your future at Fiserv.We're Fiserv, a global leader in Fintech and payments, and we move money and information in a way that moves the world. We connect financial institutions, corporations, merchants, and consumers to one another millions of times a day - quickly, reliably, and securely. Any time you swipe your credit card, pay...

  • Trust Relationship Manager I,II,III or Sr. A

    2 weeks ago

    Alpharetta, United States Synovus Full time

    Develops new trust accounts, services existing trust accounts and performs the trust accounting function for accounts under responsibility (those with moderate risk and complexity). Purchases and sells various investment instruments on behalf of cust Relationship Manager, Trust, Relationship, Manager, Accounting, Business Services, Relations

  • Branch Manager III

    4 weeks ago

    Alpharetta, United States Ameris Bank Full time

    ** Branch Manager III** **Job Category****:** Branch Banking **Requisition Number****:** BRANC003231 Showing 1 location **Job Details** **Description** Ameris Bank is a high-performing community bank providing an exceptional customer experience with well trained, empowered employees. At Ameris, we look outside conventional wisdom and processes to find new...

  • Senior Implementation Manager

    4 weeks ago

    Alpharetta, United States Intelligent Audit Full time

    Job DescriptionJob DescriptionJob Title: Senior Implementation ManagerReports to: Director of ImplementationIntelligent Audit is a fast-growing freight audit & business analytics technology company helping our customers become smarter shippers - shipping to their customers faster, cheaper and with less delivery exceptions. We use big data to help our...

  • Client Relationship Manager

    5 days ago

    Alpharetta, United States North Georgia Landscape Management Inc Full time

    We are looking to add another client relations manager to our team. This position is responsible for all communications with landscape maintenance clients, as well as on site visits and meetings with current or potential clients. There are tons of sales opportunities. Competitive Salary plus lots of commission opportunity to supplement. Our company is...

  • Senior Loan Processor

    3 weeks ago

    Alpharetta, United States Quest Financial Full time

    Our client located in Alpharetta, GA is looking for a Senior Loan Processor/Consumer Lending Pipeline Coordinator to join their team!Direct-Hire$65k - $75kIn office, Monday - FridayJob Purpose and Scope:Coordinates the Consumer Loan pipeline by assignment of files and tracking files from processing to close. Responsible for the administrative and clerical...

  • Senior Loan Processor

    3 weeks ago

    Alpharetta, United States Quest Financial Full time

    Our client located in Alpharetta, GA is looking for a Senior Loan Processor/Consumer Lending Pipeline Coordinator to join their team!Direct-Hire$65k - $75kIn office, Monday - FridayJob Purpose and Scope:Coordinates the Consumer Loan pipeline by assignment of files and tracking files from processing to close. Responsible for the administrative and clerical...

  • Senior Loan Processor

    3 weeks ago

    Alpharetta, United States Quest Financial Full time

    Our client located in Alpharetta, GA is looking for a Senior Loan Processor/Consumer Lending Pipeline Coordinator to join their team! Direct-Hire $65k - $75k In office, Monday - Friday Job Purpose and Scope: Coordinates the Consumer Loan pipeline by assignment of files and tracking files from processing to close. Responsible for the administrative and...

  • Client Relationship Manager

    1 day ago

    Alpharetta, United States North Georgia Landscape Management Inc Full time

    We are looking to add another client relations manager to our team. This position is responsible for all communications with landscape maintenance clients, as well as on site visits and meetings with current or potential clients. There are tons of sales opportunities. Competitive Salary plus lots of commission opportunity to supplement. Our company is...

  • Client Relationship Manager

    3 days ago

    Alpharetta, United States North Georgia Landscape Management Full time

    We are looking to add another client relations manager to our team. This position is responsible for all communications with landscape maintenance clients, as well as on site visits and meetings with current or potential clients. There are tons of sales opportunities. Competitive Salary plus lots of commission opportunity to supplement. Our company is...

  • Client Relationship Manager

    1 month ago

    Alpharetta, United States North Georgia Landscape Management Full time

    We are looking to add another client relations manager to our team. This position is responsible for all communications with landscape maintenance clients, as well as on site visits and meetings with current or potential clients. There are tons of sales opportunities. Competitive Salary plus lots of commission opportunity to supplement. Our company is...

  • Client Relationship Manager

    4 weeks ago

    Alpharetta, United States North Georgia Landscape Management Full time

    We are looking to add another client relations manager to our team. This position is responsible for all communications with landscape maintenance clients, as well as on site visits and meetings with current or potential clients. There are tons of sales opportunities. Competitive Salary plus lots of commission opportunity to supplement. Our company is...

  • Senior Finance Manager

    4 days ago

    Alpharetta, United States Fiserv Full time

    Calling all innovators – find your future at Fiserv. We’re Fiserv, a global leader in Fintech and payments, and we move money and information in a way that moves the world. We connect financial institutions, corporations, merchants, and consumers to one another millions of times a day – quickly, reliably, and securely. Any time you swipe your credit...

  • Bank Support Analyst

    1 week ago

    Alpharetta, United States csi Full time

    Location: Any CSI office. Open to location discussion. Preference for candidates within the Pacific, Mountain, and Alaska Time Zones. JOB SUMMARY Customer Service Representatives ensure delivery of excellent customer service through fast and...

  • McGriff Account Manager II-Surety

    6 days ago

    Alpharetta, United States Truist Financial Corporation Full time

    Support Producer and Marketing Account Executive, if applicable, by serving the larger and/or more complex clients and/or be viewed as a leader and resource by colleagues and peers who provides exceptional client service and serves as a mentor to oth Account Manager, Account Executive, Manager, Producer, Marketing, Accounting, Banking, Relationship

  • Senior Electrical Estimator/ Preconstruction Manager

    1 week ago

    Alpharetta, United States Evans General Contractors Full time

    Summary/Objective The Senior Electrical position is a key representative of Evans General Contractors, LLC and is responsible for leading, managing and providing preconstruction oversight of Electrical systems on all assigned Projects with the goal of delivering quality facilities on schedule and at the most competitive prices. This person will work...

  • Senior Finance Manager

    2 days ago

    Alpharetta, United States Fiserv Full time

    Calling all innovators find your future at Fiserv. Were Fiserv, a global leader in Fintech and payments, and we move money and information in a way that moves the world. We connect financial institutions, corporations, merchants, and consumers to Finance Manager, Manager, Finance, Senior, Financial, Business Partner, Technology