Senior Business Relationship Manager

2 weeks ago

Tampa, Florida, United States GTE Financial Full time
Come join our GTE Financial team

GTE Financial is looking for a strategic, customer-focused, professional individual to join our team as a Senior Business Banking Relationship Manager. The Sr. Business Banking Relationship Manager role is primarily responsible for direct selling activities to business members and prospective business members within the credit union's area of operations. Activities include gathering prospect information, networking, and performing sales calls to targeted businesses to solicit loans, depository products, treasury management solutions, referrals to other GTE business groups, and membership as a community partner on behalf of the credit union. The candidate will also interview potential business members to determine initial creditworthiness and remain an active participant throughout the underwriting process. In addition to procuring new business members for the credit union, the candidate will manage a portfolio of existing business members and be accountable for member satisfaction, cross-selling, and growth.

What does GTE look for in a Senior Business Banking Relationship Manager?

Business Development:
  • Utilize credit union-provided market data and networking and prospecting information to solicit business services prospects and members for business services products and services.
  • Perform business development sales calls to existing and prospective members to grow business membership and growth in business deposits and loans.
  • Accountable for obtaining individual, departmental, and credit union sales and revenue goals.
  • Understand the nature of a business member or prospect's business operations to provide consultative and needs-based selling.
  • Have complete knowledge of all Business Banking products and services and make applicable recommendations to business members.
  • Recommend and cross-sell products to business members and the business principals.
Service:
  • Engage in community-based activities to promote the credit union and create networking opportunities.
  • Develop and establish strong relationships with Centers of Influence.
  • Excellent interpersonal and presentation skills to effectively communicate with management, co-workers, and members.
  • Excellent analytical skills and knowledge of financial institution operations.
  • Ability to work independently and as a team member while using discretion in decision-making and sound judgment in problem-solving.
  • Ability to present a professional image when dealing with members, co-workers, management, and outside contacts.
Operations:
  • Knowledge of applicable regulatory guidelines and credit union credit policy to appropriately underwrite structure and administer loans.
  • Understand SBA's Standard Operating Procedures to administer SBA guaranteed loans.
  • Facilitate the underwriting process of new loan requests and guide Portfolio Specialists through the underwriting process.
  • Present loans recommended to the Business Loan Committee when applicable based on the loan policy.
  • Manage an assigned portfolio of business members to ensure member satisfaction and remain abreast of business performance related to credit repayment. Remain the primary contact for trusted business members.
  • Accountable for the compliance and collections within the assigned portfolio of a member business.
  • Advise management of any adverse credit conditions within the portfolio.
  • Knowledge of depository products and treasury management solutions.
  • Understand the credit union's financial offerings in order to make recommendations to members
  • Serve as primary contact for Community Financial Centers on business product opportunities and business member inquiries or service issues.
  • Maintain regular contact with Community Financial Centers to promote Business Banking through the credit union.
  • Ability to change within working responsibilities, internal, market, or regulatory-driven.
  • Proficient PC skills, with the ability to learn new software.
    • Must demonstrate functional knowledge of the Bank Secrecy Act in addition to other Federal laws, including but not limited to U.S. Patriot Act, Office of Foreign Assets & Control, Anti-Money Laundering, Right to Financial Privacy Act, and the Bank Bribery Act.
    • Bilingual preferred (English/Spanish).
Required Qualifications:
  • 2-4 years of college preferred or equivalent industry experience. Business administration or finance fields of study preferred.
  • Min 5 years of experience performing credit analysis for business loan approval or completion of industry-recognized commercial credit underwriting training.
  • A combination of education and experience will be considered.
  • Needs-based consultative sales skills.
  • Proven sales track record in business development and sales competencies in Business Banking.
Position Details:
  • Location: Downtown Tampa - GTE Headquarters
  • Department Hours: Monday- Friday (8:00 am to 6:00 pm) // Saturday (9:00 am to 1:00 pm)
  • Full-time hours are required, with additional hours necessary to accomplish objectives, goals, and projects.
Required for Remote/Hybrid Work:
  • A quiet workplace so you can focus on delivering excellent service to our members.
  • Some positions will require performance standards to be met to qualify for alternative work arrangements.
  • Required to have power and high-speed internet over 100MB (minimum).
  • Video capability (connection of 1.5 Mbps up and down recommended).
  • Candidates must provide and meet all technical requirements prior to the first day of training.
  • Hybrid candidates must live within driving distance of the office location and be able to regularly commute to and from the office location as needed.
Come and join our award-winning team.

GTE Financial is an Equal Opportunity Employer.

Note: The above statements describe the general nature and level of the work being performed and are not an exhaustive list of all responsibilities of an employee in this job. GTE reserves the right to revise or change job duties at any time as directed by management. Furthermore, they do not establish an employment contract and are subject to change at the employer's discretion.

  • Senior Business Relationship Manager

    1 week ago

    Tampa, Florida, United States Public Company Accounting Oversight Board Full time

    About UsThe PCAOB is a nonprofit organization established by Congress, overseeing the audits of public companies and SEC-registered brokers and dealers to protect investors and further the public interest in the preparation of independent, accurate, and informative audit reports.Why Join UsWe offer a highly competitive compensation and benefits package with...

  • Senior Relationship Manager

    2 weeks ago

    Tampa, Florida, United States Flagstar Bank Full time

    Position Title Senior Relationship Manager - Corporate Banking (Southeast FL) Location Work From Home FL, FL 32302 Job Summary Responsible for new business development and relationship management targeted to corporate companies within Florida. Generate revenue by developing and maintaining relationships with identified companies/developers/managers,...

  • Business Relationship Manager Lead

    6 days ago

    Tampa, Florida, United States GTE Financial Full time

    Role Overview:GTE Financial is seeking a skilled Senior Business Banking Relationship Manager to join our team. As a key member of our financial services team, you will be responsible for building and maintaining strong relationships with business members, identifying opportunities for growth, and providing exceptional customer service.Key...

  • Senior Relationship Manager

    2 weeks ago

    Tampa, Florida, United States Flagstar Bank Full time

    Position Title Senior Relationship Manager - Middle Market (Southeast FL) Location Work From Home FL, FL 32302 Job Summary Responsible for new business development and relationship management targeted to middle market companies within Southeast Florida. Generate revenue by developing and maintaining relationships with identified...

  • IT Business Relationship Manager

    2 weeks ago

    Tampa, Florida, United States ALVAREZ & MARSAL INC Full time

    INFORMATION TECHNOLOGY BUSINESS Relationship Partners Overview & Position Objective: The IT Business Partners (ITBPs) have the overall responsibility of closely managing business relationships between A&M business units and Corporate IT. This role is part of a global team but will be focused on business units primarily within the US and the UK. The goal is...

  • IT Business Relationship Manager

    2 weeks ago

    Tampa, Florida, United States ALVAREZ & MARSAL INC Full time

    Information Technology Business Relationship Partner About Alvarez & Marsal Alvarez & Marsal (A&M) is a global consulting firm with over 10,000 entrepreneurial, action and results-oriented professionals in over 40 countries. We take a hands-on approach to solving our clients' problems and assisting them in reaching their potential. Our culture celebrates...

  • Business Relationship Manager

    1 week ago

    Tampa, Florida, United States Suncoast Credit Union Full time

    OverviewCompensation: $81,000 - $135,000 (plus bonus) based on experience and credentials Location Type: Flexible hybrid with frequent travel Position Type: Full Time Region: Orlando, Fort Myers, or Tampa Market The Business Relationship Manager is a motivated professional who leads aggressive business development efforts to maintain a strong loan pipeline....

  • Client Relationship Manager

    2 days ago

    Tampa, Florida, United States HMG Business Group Full time

    About the RoleWe're looking for a skilled Client Relationship Manager to join our team at HMG Business Group. As a key member of our Customer Care team, you'll be responsible for building strong relationships with customers, addressing their concerns, and promoting our products and services.Main ResponsibilitiesEngage with customers to understand their needs...

  • Senior Business Systems Consultant

    1 day ago

    Tampa, Florida, United States Century Business Services Full time

    Job DescriptionWe are seeking a highly skilled NetSuite Senior Consultant to join our team at Century Business Services. As a senior consultant, you will be responsible for delivering complex NetSuite projects, ensuring timely and within-budget results.About the RoleYou will work closely with clients to understand their business requirements, design and...

  • Business Manager Trainee

    3 weeks ago

    Tampa, Florida, United States HMG Business Group Full time

    With high demands to expand from our telecommunication clients, we are dedicated to building on performance and leadership by empowering our Business Management and Sales teams. Our success is met because we value diverse perspectives and foster an inclusive culture that creates a personal and intimate connection with our local communities. As a Business...

  • Senior Business Development Manager

    7 days ago

    Tampa, Florida, United States Vector Solutions Full time

    About the RoleWe are seeking a Senior Business Development Manager to join our commercial sector team. This position will be responsible for developing new business by calling on senior management and selling SaaS as it relates to eLearning content, learning management systems, and safety data management.Key ResponsibilitiesContact businesses to perform...

  • Senior Business Development Manager

    3 days ago

    Tampa, Florida, United States BCS Call Processing Full time

    Job DescriptionThe Senior Business Development Manager will play a critical role in driving business growth through the identification and pursuit of new business opportunities. This includes developing and executing customized sales strategies to meet client needs and drive revenue growth.Key ResponsibilitiesProspect for new business opportunities and...

  • Relationship Manager

    1 day ago

    Tampa, Florida, United States New Edge Associates Inc Full time

    Job Summary The Corporate Banking Relationship Manager IV is responsible for maximizing share of wallet and products penetration. Will also promote and cross-sell products and services with the objective of servicing, maintaining, developing new relationships, increasing bank revenues and identifying current and potential business opportunities for the Bank....

  • Relationship Manager

    2 weeks ago

    Tampa, Florida, United States New Edge Associates Inc Full time

    Job Summary The Corporate Banking Relationship Manager IV is responsible for maximizing share of wallet and products penetration. Will also promote and cross-sell products and services with the objective of servicing, maintaining, developing new relationships, increasing bank revenues and identifying current and potential business opportunities for the Bank....

  • Senior Client Relationship Executive

    2 days ago

    Tampa, Florida, United States City National Bank of Florida Full time

    About the RoleWe are seeking an experienced Corporate Banking Relationship Manager to join our team at City National Bank of Florida. As a senior client relationship executive, you will be responsible for building and maintaining strong relationships with key corporate clients.Key ResponsibilitiesDevelop and implement strategies to expand existing...

  • Banking Relationship Manager

    2 days ago

    Tampa, Florida, United States Fifth Third Full time

    Role DescriptionThe Banking Relationship Manager is a senior-level role within our banking team, responsible for managing and growing existing customer relationships. As a trusted advisor, you will provide expert guidance on banking products and services, helping customers achieve their financial goals.In this challenging and rewarding position, you will be...

  • Senior Business Development Manager

    1 day ago

    Tampa, Florida, United States Crowe LLP Full time

    Over our 80-year history, delivering excellent service through innovation has been a core part of our DNA across our audit, tax, and consulting groups. Join us at Crowe and embark on a career where you can help shape the future of our industry.Job Description:Your Journey at Crowe Starts Here:At Crowe, you have the opportunity to deliver innovative solutions...

  • Senior Business Development Manager

    4 days ago

    Tampa, Florida, United States Top Secret Clearance Jobs Full time

    About the RoleWe are seeking an experienced Head of New Business Expansion to drive growth and expansion within the Defense Intelligence Enterprise and Intelligence Community markets.Qualify and capture new business pursuits aligning with Core One's market position, capabilities, and strategy.Develop and execute a capture plan fully responsive to customer...

  • Business Relationship Manager for Facility Services

    1 day ago

    Tampa, Florida, United States ABM Industries Full time

    In this role, you will be responsible for managing business relationships with key clients and stakeholders, working closely with internal teams to provide solutions that meet their needs.As a Business Relationship Manager for Facility Services, you will be the primary point of contact for our largest and most strategic clients, ensuring that their...

  • Director of Client Relationship Management

    2 days ago

    Tampa, Florida, United States Jacobs Full time

    About the RoleWe're seeking a highly experienced Senior Project Manager to lead our strategic partnerships in South Florida. As a key member of our team, you'll be responsible for building and maintaining strong relationships with municipal clients, developing and executing business strategies, and driving growth through compelling proposals and effective...