Virtual Business Banking Relationship Manager

6 months ago

WinstonSalem, United States First Horizon Bank Full time

Summary

Responsible for acquiring, managing, growing, retaining, risk management, and relationship development/planning of approximately business relationships with $ – mm in annual revenues, serving as a single point of contact for the customers within the bank; deliver business and deposits services, sell secured and unsecured business loans adhering to credit policy and underwriting parameters; identify referral opportunities for Retail Branch Partners and Business Product Partners; serve as a business consulting resource for the Retail Branch network. Position works from a bank facility in Winston-Salem.

Revenue Growth/Product Production

Expert business profiling and a deep understanding of business operation cycles will be used to uncover revenue/growth opportunities beneficial to the customer (efficiency and profitably) and to the bank, serving as a financial advisor to the business through its primcipals/owners. Achieve product production goals, key financial metric results, and sales activity goals as defined by the banker scorecard. Use problem solving, listening, listening, understanding, and responding techniques to proactively reach out to customers to identify sales opportunities that are aligned with customer needs and bank priorities, helping the customers to operate their businesses more efficiently and profitably. Effectively engages product partners to develop holistic customer relationships.

Retention/Sales and Service Support

Meets bank standards for accuracy, response times, service scores, relationship retention, contact rate, and customer loyalty. Proactively looks for ways to enhance service and referral performance by seeking coaching, supporting bank strategy and initiatives, and using all available tools to improve the customer experience and enhance performance. Partners with branch and product partners seamlessly to provide an excellent customer experience defined by expertise, ease of use, and responsiveness.

Risk Management

Expertise in identifying non-credit risk through account reviews, customer conversations, and publicly available information. Adheres to all regulations, compliance, Bank policies and procedures, and delegated authorities. Manages risk related to credit, operational, regulatory, reputational, privacy, and legal aspects of personal interactions with customers and bank personnel. Completes all required training by establish deadlines.

Requirements

Bachelor’s degree and three years of banking experience. Business credit training and lending experience preferred. High school diploma or GED and seven years of banking experience. Business credit training and lending experience preferred.

About Us First Horizon is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. With $ billion in assets as of December , , we serve clients through a team of approximately ~, associates and ~ banking centers throughout the southeastern United States. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in states across the southern First Horizon has been recognized as one of the nation’s best employers by Fortune and Forbes magazines and a Top Most Reputable Bank.

Benefit Highlights
• Medical with wellness incentives, dental, and vision
• HSA with company match
• Maternity and parental leave
• Tuition reimbursement
• Mentor program
• (k) with % match
•

  • Business Banking Relationship Manager

    3 weeks ago

    Winston-Salem, North Carolina, United States First Horizon Bank Full time

    Job SummaryWe are seeking a skilled Business Banking Relationship Manager to join our team at First Horizon Bank. As a key member of our commercial banking team, you will be responsible for building and maintaining strong relationships with our business clients, providing them with tailored financial solutions to help them achieve their goals.Key...

  • Business Relationship Manager

    3 weeks ago

    Salem, Oregon, United States WaFd Bank Full time

    Job SummaryThe Business Relationship Manager is a hybrid, results-driven role responsible for sourcing new deposit relationships and providing high-quality service to WaFd Bank's clients who are high net worth business owners. This role requires an understanding of all products and services offered by the bank that serve this client segment and the creation...

  • Commercial Relationship Banking Specialist

    3 weeks ago

    Salem, Oregon, United States MRI Spokane Full time

    About MRI SpokaneAt MRI Spokane, we've been driven by a commitment to helping businesses and individuals achieve their goals for over 130 years.Our financial strength and stability have earned us recognition as one of the Best 100 Banks in America by Forbes and one of the Most Trustworthy Companies by Newsweek.With over $15 billion in assets and a presence...

  • AP Manager

    4 weeks ago

    Winston-Salem, North Carolina, United States Virtual Full time

    AP Manager Job DescriptionLet Vaco serve as your advocate in presenting you to our top clients who are looking for experienced professionals.Our client, a very strategic and growing company in the Triad, has an immediate opportunity for an experienced AP Manager. An ideal candidate would have excellent management skills and very strong accounting technical...

  • Relationship Banker

    1 week ago

    Winston-Salem, United States First National Bank of Pennsylvania Full time

    Primary Office Location:161 S. Stratford Road. Winston Salem, North Carolina. 27104.Join our team. Make a difference - for us and for your future.Position Title: Relationship BankerBusiness Unit: RetailReports to: Varies Based on AssignmentPosition Overview:This position is expected to develop proficiency of basic consumer banking transactions, account...

  • Senior Audit Manager: Bank Operations

    2 weeks ago

    Winston-Salem, United States Truist Full time

    The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.Need...

  • Business Relationship Support Specialist

    4 weeks ago

    Winston-Salem, United States Wells Fargo Full time

    About this role: Wells Fargo is seeking a Business Relationship Support Specialist - Team Lead 2 in Global Treasury Management (GTM) as part of Enterprise Functions. Learn more about the career areas and lines of business at wellsfargojobs.com In this role, you will: Be accountable for a complex portfolio of customers Share leadership role with managers...

  • Business Development Manager

    3 weeks ago

    Salem, Oregon, United States WaFd Bank Full time

    Job Summary:The Select Business Relationship Manager is a hybrid, results-driven role responsible for sourcing new deposit relationships and providing high-quality service to WaFd Bank's clients who are high net worth business owners.This role requires an understanding of all products and services offered by the bank that serve this client segment and the...

  • Client Relationship Consultant

    3 weeks ago

    Salem, Oregon, United States U.S. Bank Full time

    Job DescriptionAt U.S. Bank, we're committed to delivering exceptional customer experiences. As a Client Relationship Consultant, you'll play a vital role in building and maintaining strong relationships with our clients. Your primary responsibility will be to engage with clients through multiple channels, including in-person, by appointment, and virtually,...

  • Sr Commercial Relationship Manager

    2 weeks ago

    Salem, United States MRISpokane Full time

    Senior Commercial Relationship Manager Salem, Oregon With more than $15 billion in assets and over 150 locations throughout Washington, Oregon, Idaho, and California, we understand our role in the economy and take that responsibility seriously. In addition to offering a source of capital to personal banking clients and businesses of all sizes, we place a...

  • Banking Representative

    1 week ago

    Salem, Oregon, United States Umpqua Bank Full time

    About the RoleThe Personal Banker plays a vital role in delivering an exceptional customer experience. This involves building new and expanding existing relationships with clients by asking questions to identify their needs, offering suitable products and services, and referring them to the appropriate business partners within the Bank when...

  • Director, Relationship Manager

    4 weeks ago

    Salem, Oregon, United States Fiserv Full time

    Job Title: Director, Relationship ManagementWe are seeking a highly skilled Director, Relationship Management to lead our team of Relationship Managers in building and managing client relationships, increasing wallet share, and driving client retention.Key Responsibilities:Lead a team of Relationship Managers in delivering revenue realization and growth...

  • Relationship Banker

    3 days ago

    Winston-Salem, United States Truliant Federal Credit Union Full time

    Truliant‘s mission is to improve lives by putting our members first, providing great service and straightforward financial solutions. Our core values of Member Focus, Service, Guidance, Relationships, and Community define how we interact with members to fulfill our mission of improving lives and providing a foundation on which we conduct ourselves.Our...

  • Commercial Banking Loan Processor

    4 weeks ago

    Salem, Oregon, United States First Business Bank Full time

    {"title": "Commercial Banking Loan Processor", "description": "Key ResponsibilitiesProvide exceptional customer service through timely and professional responses to loan department inquiries.Process loan payments and advances, perform address changes, and risk rating changes.Prepare loan reports, credit verifications, and loan payoff statements.Determine...

  • Retail Branch Manager

    2 days ago

    Winston-Salem, United States Woodforest National Bank Full time

    Take the next step toward your new career today! Become a part of the diverse and inclusive team within our nationally recognized award-winning Bank that is one of the strongest in the nation.Woodforest National Bank is privately owned, and our Employee Stock Ownership Plan is the largest shareholder.We focus on building relationships and discovering...

  • Business Relationship Support Specialist

    4 weeks ago

    Winston-Salem, United States Wells Fargo Full time

    About this role:Wells Fargo is seeking a Business Relationship Support Specialist - Team Lead 2 in Global Treasury Management (GTM) as part of Enterprise Functions. Learn more about the career areas and lines of business at wellsfargojobs.comIn this role, you will:Be accountable for a complex portfolio of customersShare leadership role with managers to...

  • Wealth Management Client Associate

    6 months ago

    Winston-Salem, United States Bank of America Full time

    Description : This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations...

  • Virtual Patient Observer

    4 weeks ago

    Winston-Salem, North Carolina, United States Novant Health Full time

    Job SummaryThe Sitter Monitor Technician provides virtual observation of patients to identify potentially hazardous behaviors, reporting needs and concerns to licensed nurses. This role works under the supervision of a nurse manager and registered nurse, observing patients for harmful behaviors and performing other assigned duties.This position requires...

  • Commercial Business Development Manager

    4 weeks ago

    Winston-Salem, North Carolina, United States Paul Davis of Piedmont, Triad West, & Mountain Regions, NC Full time

    Job Title: Commercial Business Development ManagerPaul Davis of Piedmont, Triad West, & Mountain Regions, NC is seeking a highly motivated and results-driven Commercial Business Development Manager to join our team. As a key member of our sales team, you will be responsible for driving business growth by identifying new business opportunities, building and...

  • Commercial Business Development Manager

    3 weeks ago

    Winston-Salem, North Carolina, United States Paul Davis of Piedmont, Triad West, & Mountain Regions, NC Full time

    Job Summary:Paul Davis of Piedmont, Triad West, & Mountain Regions, NC is seeking a highly skilled Commercial Business Development Manager to drive business growth by identifying new business opportunities, building and maintaining relationships with clients, and promoting the company's restoration services.Key Responsibilities:• Identify, pursue, and...