Senior Relationship Manager

2 days ago

Brea, California, United States Sumitomo Mitsui Banking Corp Full time
About the Role

The Senior Relationship Manager - Deposit Growth Specialist position is a key component of our Brea region's business banking team, focusing on deposit growth products with new and existing client relationships and lower middle market prospects for deposit generation, business and consumer loans, treasury management, and international bank services.

Key Responsibilities
  • Achieve targeted goals for the retention of existing accounts and growth of deposit balances.
  • Assist the Area Manager in implementing the sales culture and function as the account manager for selected deposit relationships to ensure relationship profitability and customer service levels are maintained.
  • Develop and maintain long-term relationships with customers and centers of influence (COI) through strong relationship-building and excellent communication skills.
  • Comply with SMBC MANUBANK compliance requirements.
  • Manage sales processes, including proposals and implementation, and travel to attend and present at large conferences, meet with prospective clients, and attend networking events.
  • Strong written and verbal communication skills, with the ability to review court orders and legal documents, work with legal, compliance, and operations in executing the new accounts process, and meet with professionals and their clients to sign new account documents.
  • Community and/or industry involvement in the territory.
Requirements
  • Minimum of 7 years of banking sales experience.
  • Minimum of 5 years' experience in a Business Banking Relationship Management role.
  • Minimum of 2 years' experience in deposit acquisition.
  • Proven ability to develop and manage large and complex new business relationships.
  • Proficient computer skills using Microsoft Word, Excel, and Outlook.
  • Proven track record of prospecting new business and enhancing existing relationships.
  • Excellent organizational skills and the ability to manage, prioritize, work under pressure, and meet tight deadlines.

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