Client Relationship Manager III
2 weeks ago
Job Title:Client Relationship Manager IIILocation:Maryland - RemoteWhat you'll do:As a Client Relationship Manager III you'll be responsible for managing significant client relationships and ensuring excellent client service and delivery to the client base. You'll drive product efficiency projects and may lead other business-related projects. You'll work closely with new business development staff, serving as a collaborative business partner when supporting new business conversations with existing or prospective clients. You'll be assigned a book of clients that are managing Collateral Loan Obligations (CLOs) and Leverage Finance Facilities.
You'll oversee the day to day operations and reporting delivery to those clients done with the client service associates assigned to your deals. You may have direct management responsibilities for the client service associates - ensuring you are providing feedback and working with the team leader to conduct annual reviews. In conjunction with business development officers, you'll be responsible for developing and maintaining relationships with Corporate Trust clients with the primary focus of managing the value of these relationships to the organization. Review and accept new client relationships based on business line account acceptance policies and procedures.
Provide quality service based on client needs, wants, and expectations; align actions accordingly; remain sensitive and responsive to both internal and external clients; build exceptional predictable levels of service; resolve problems quickly and effectively. Identifies business risks and operational challenges and takes steps to mitigate risk and enhance operating systems and processes. Coordinate the development and implementation of operational changes within the unit. May be responsible for meeting specific revenue, new business, and expense goals.
May manage staff, hire new staff, and/or train staff to successfully meet business objectives. Review client reporting and work with clients and other interested parties on any issues or changes needed. Make sure clients are getting the required information at all times. Respond to all queries from interested parties.
Lead and develop a team; responsible for hiring, coaching, performance management, training and development.
What you'll need
8+ years of related experience in Corporate Trust or similar field. Bachelor's degree or equivalent experience required. Previous leadership experience required. Advanced knowledge of general banking operations, including deposit operations, loan administration, treasury management and/or other commercial banking products and services.
Advanced knowledge of applicable regulatory and legal compliance obligations, rules and regulations, industry standards and practices. Advanced speaking and writing communication skills. May require up to 25% travel.
Compensation
Salary range for new hires is generally $129,995.00 - $160,581.00 for Boston, MA.
Salary
range for new hires is generally $121,870.00 - $150,546.00 for Bloomington, MN.
Salary
amount is determined by specific job location. In addition, the role may be eligible for annual bonus/incentives earned and restricted stock.
Benefits
you’ll love:We offer all the important things you'd want — like competitive salaries, an ownership stake in the company, medical and dental insurance, time off, a great 401k matching program, tuition assistance program, an employee volunteer program, and a wellness program. In addition, you’ll have the opportunity to bolster your business knowledge, learning the ins and outs of how successful companies operate and manage their finances, giving you invaluable hands-on experience to help grow your career
-
Client Relationship Director
2 days ago
Pasadena, United States CliftonLarsonAllen Full timeAbout the role CLA is looking to hire a Client Relationship Director to grow our CAAS practice nationally. CAAS provides customized accounting support on an interim and project basis for our clients - public, private and nonprofits ranging from start-ups to Fortune 100 companies. We are looking for someone who has the drive of a business owner,...
-
Client Relationship Leader
2 days ago
Pasadena, United States CliftonLarsonAllen Full timeCLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 locations, and a global reach, we promise to know you and help...
-
Relationship Manager
2 weeks ago
Pasadena, United States East West Bancorp Full timeRelationship Manager For Fund Finance BusinessEast West Bank is currently seeking a relationship manager for our fund finance business in the western U.S. This individual will work with the managing director and other relationship team members in sourcing new business, structuring and underwriting loans, and managing relationships with a variety of private...
-
Relationship Manager
3 weeks ago
Pasadena, United States Unavailable Full timeIntroduction Since 1973, East West Bank has served as a pathway to success. With over 110 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create...
-
Relationship Manager
2 days ago
Pasadena, United States East West Bank Full timeIntroduction Since 1973, East West Bank has served as a pathway to success. With over 110 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create...
-
Relationship Manager
5 days ago
Pasadena, United States East West Bank Full timeOverview East West Bank is looking for a Commercial Banking Relationship Manager. This role is to champion commercial banking business activities in the commercial banking segment with an aim to deepen and broaden relationships. Qualified individual must work well within a team environment, be a self-starter and collaborates closely with internal partners to...
-
Relationship Banker: Commercial Lending
3 weeks ago
Pasadena, United States BankTalent HQ Full timeA premier financial services institution is seeking a Relationship Banker in Pasadena, CA. The role involves acquiring and managing client lending relationships, providing various banking services, and developing marketing plans for business expansion. Ideal candidates will have a Bachelor's degree and 2 years of commercial lending experience. Benefits...
-
Wealth Advisor
3 weeks ago
Pasadena, United States J.P. Morgan Full timeA leading financial services company in California seeks a Private Client Advisor to support clients with financial planning and investment solutions. You will build and maintain client relationships while ensuring delivery of exceptional services. A successful candidate will have at least 2 years of experience, a valid Series 7 license, and a commitment to...
-
Manager Branch III
2 weeks ago
Pasadena, United States California Staffing Full timeManager Branch IIIResponsible for managing a portfolio of personal and business clients and holding responsibility for the overall success of the branch. As a leader and coach, the Branch Manager will enable their direct reports to be successful in their respective roles, providing regular coaching and ensuring the branch maintains high standards for risk...
-
Business Banking Relationship Manager
2 weeks ago
Pasadena, United States Bank of America Full timeJob Description This job is responsible for providing comprehensive financial solutions to small businesses with annual revenues up to $20 million while actively managing and deepening relationships with high value and opportunity clients. Key responsibilities include supporting growth of the profitability of the small business customer base, identifying,...