Senior Relationship Manager

3 weeks ago


Brea, California, United States Sumitomo Mitsui Financial Group, Inc. Full time

About the Role

The Senior Relationship Manager will play a key role in driving deposit growth and business development within the Brea region. This individual will be responsible for building and maintaining strong relationships with existing clients, as well as identifying and pursuing new business opportunities.

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 functions 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 center of influence (COI)
  • Manage sales process to include proposals and implementation
  • Ability to work well independently and travel as needed

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
  • Excellent organizational skills and the ability to manage, prioritize, work under pressure, and meet tight deadlines

About the Company

Sumitomo Mitsui Financial Group, Inc. is a leading financial institution with a strong presence in the California market. Our mission is to provide exceptional service and support to our clients, while driving growth and innovation within the industry.



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