Commercial Financial Services Manager

6 days ago


Boynton Beach, Florida, United States Seacoast Bank Full time
Job Summary:

As a Commercial Financial Services Manager at Seacoast Bank, you will be responsible for managing a group of clients, including their relationship and risk exposure. You will consult daily with senior A/E's on client issues and work to resolve them accordingly.

Key Responsibilities:
  • Client Relationship Management: Manage all phases of assigned client relationships, including daily purchases/funding, setting of individual customer funding limits, implementation of pricing/fee enhancements, and ensuring client reporting compliance.
  • Client Issue Resolution: Consult with client's senior management on client issues as they arise and work to resolve those issues accordingly.
  • Financial Analysis: Perform analysis on client's financial and collateral performance and prepare write-ups on financial performance as required.
  • Collaboration and Communication: Coordinate with contracted 3rd party and Operations/Portfolio Manager on field examination work for assigned portfolio. Participate in regular conference calls and meetings with SBF Executive and Senior Management, including monthly portfolio review meetings and problem loan meetings as required.
  • Reporting and Documentation: Prepare weekly and monthly Portfolio Reports for SBF Sr. Management.
  • Client Visits: Visit client sites to tour facilities, discuss overall business, address specific credit issues, and cross-sell additional Seacoast Bank products and services.
  • Team Leadership: Member of SBF Senior Management Team and participates in development of SBF Processes and Procedures. Utilize industry-specific software (Factorsoft), Microsoft Office, and Seacoast Bank on-line banking portals in order to perform daily tasks. Manage/Supervise less experienced Account Executives, including training in all areas of the positions.
  • Backup and Support: Primary Backup for Operations/Portfolio Manager. Adheres to Seacoast Bank's Code of Conduct.
Requirements:
  • Education: Associate's degree required; Bachelor's degree from a four-year college or university in Business or Accounting/Finance preferred. Requirement may be waived if applicant has direct Factoring or Asset-Based Lending experience.
  • Experience: 8-10 years: 5 plus years experience as an Account Executive in a commercial financial services firm/investment banking organization; or equivalent combination of education and experience. Previous experience in Factoring and/or Asset-Based Lending a plus.


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