Business Banking Relationship Manager/Senior Relationship Manager

4 weeks ago


Temecula, United States Bank of America Full time

Description

:
This job is responsible for providing advice and valuable financial solutions to complex Business Banking clients and prospects. Key responsibilities include serving as the primary point of contact/trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating with teammates and facilitating client relationships with Product Specialists. Job expectations include having knowledge of the bank's products and services in order to identify cross-selling opportunities and increase overall client satisfaction.

Responsibilities:

Manages an extensive portfolio of complex clients and prospects with annual revenues of $5-50 million and helps companies save, borrow, and invest for their current and future needs Acquires, deepens, and maintains profitable client relationships through sales, prospecting and enhancing existing relationships Understands and interprets financial and cash flow statements to assess and analyze financial conditions of companies and industry trends Collaborates with local market stakeholders and teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product Specialists in Credit, Treasury Management, and Merchant Services in order to design and deliver financial solutions to clients and prospects Leads and facilitates dialogue with a variety of complex clients and prospects regarding topics such as the client and prospect industry, alternative capital structures, and general business issues Coaches and mentors peers, while utilizing leadership skills Adapts to changes in sales practices and broader market and industry conditions as needed

Required Qualifications:

5+ experience in commercial lending, business development, commercial credit and portfolio management in business banking or middle market sector required Management of an extensive portfolio of clients with annual revenues of $5-$50 million Proven track record of sales, prospecting new business and enhancing existing relationships Ability to understand and interpret financial statements and cash flow analysis to assess and analyze financial conditions of companies and industry trends

Desired Qualifications:

Bachelor’s degree in Business, Finance or Economics preferred or equivalent relevant work experience


Skills:
• Business Development
• Advisory Sales
• Referral Sales
• Prospecting and Qualification
• Risk Management
• Financial Analysis
• Customer Focus
• Influencing
• Relationship Building
• Client Team Management
• Negotiation
• Active Listening
• Presentation Skills
• Written Communication
• Organization

This position is posted as a Senior Relationship Manager but is flexible and can be filled as a Relationship Manager if the posted qualifications are met by a strong, less experienced candidate.

Shift:

1st shift (United States of America)

Hours Per Week: 

40

  • Temecula, United States Boar's Head Provision Company Full time

    Senior Manager Business Development page is loaded Senior Manager Business Development Apply locations Sarasota, FL time type Full time posted on Posted 14 Days Ago job requisition id 28357 Hiring Company: Delicatessen Services Co., LLC Overview: Business Development Managers are responsible for successfully maximizing sales, and promoting and protecting the...

  • Healthcare Director

    2 weeks ago


    Temecula, United States Highgate Senior Living Full time

    LOVE YOUR WORK. JOIN OUR TEAM. A community, not a facility. As thought leaders in the industry, we take a positive, holistic approach to senior care and encourage independence, as people are happiest when they can make their own choices. We provide opportunities for physical activity, social engagement, intellectual stimulation, spiritual involvement, and...

  • Sales Manager

    1 week ago


    Temecula, United States Expert Staffing West Full time

    Job DescriptionJob Description We are currently seeking to hire a Sales Manager to join our team! You will be responsible for overseeing and developing a sales team to drive company revenue. Responsibilities: Oversee and coordinate the sales team activities Establish sales territories, quotas, and goals for the sales team Analyze sales statistics...

  • Property Manager

    3 days ago


    Temecula, United States West Coast Realty - Property Management Division Full time

    **About us** Archer Management Group is a small business in Temecula, CA. We are professional, agile and professional. Our work environment includes: - Modern office setting - Food provided - Growth opportunities - Modern office setting Overview: We are seeking a highly organized and experienced Property Manager to oversee the operations and maintenance...


  • Temecula, United States Skorpios Technologies Full time

    Description: Are you a seasoned HR professional who is thoughtful, innovative, energetic and a multi-tasker? Are you interested in supporting all functions within HR, collaborating with leadership, and build a trusting and meaningful relationship with the employees? Are you looking to be part of a growing Company that prioritizes performance, values, and...

  • Manager, Starbucks

    4 weeks ago


    Temecula, United States Macy’s Full time

    **Bring Your Amazing Self to Work** At Macy's, Inc. we're on a mission to create a brighter future with bold representation for all. This is our Mission Every One. We know that each person here is unique. So we respect and invest in each individual to create growth, pride, and satisfaction. If we are able to bring our whole selves to work, it translates...


  • Temecula, United States Blue Star Partners LLC Full time

    Job DescriptionJob DescriptionTitle: Associate Project ManagerRate: $30 - $33/hrLocation: Temecula, CA (100% On-Site)Contract: W2Contract Length: 12 Months with possible extensionJob Description:We are seeking an experienced Project Manager for our client. The Project Manager will play a key role in managing projects for our clients, ensuring successful...

  • Construction Manager

    3 weeks ago


    Temecula, United States Construction Grad, LLC Full time

    JOB SUMMARY: This position is responsible for managing the activities of residential construction projects, ensuring construction schedules, safety, quality standards, and customer satisfaction are maintained throughout the construction process. DUTIES AND RESPONSIBILITIES: Validate schedule progression and adherence. Work with the team to share feedback and...


  • Temecula, United States Construction Grad, LLC Full time

    JOB SUMMARY: This position is responsible for managing the activities of residential construction projects, ensuring construction schedules, safety, quality standards, and customer satisfaction are maintained throughout the construction process. DUTIES AND RESPONSIBILITIES: • Validate schedule progression and adherence. • Work with the team to share...


  • Temecula, United States 3V Expansions Full time

    We are a rapidly growing Business Development firm specializing in individualized marketing and sales strategies to meet the needs of our clients. We are seeking a driven and professional entry-level Business Development Trainee to assist our growing consumer base to assist in product inquiries, answering questions, and finalizing the sales process through...

  • Construction Manager

    3 weeks ago


    Temecula, United States Construction Grad, LLC Full time

    JOB SUMMARY: This position is responsible for managing the activities of residential construction projects, ensuring construction schedules, safety, quality standards, and customer satisfaction are maintained throughout the construction process.DUTIES AND RESPONSIBILITIES: • Validate schedule progression and adherence. • Work with the team to share...


  • Temecula, United States Next Level Recruiting, LLC Full time

    A growing firm based in the Temecula area, has an exciting and immediate need to fill a full-time Entry Level Account Manager position. This local marketing and sales firm has developed a powerful, personal approach to drive brand loyalty and customer retainment, and they are looking for an ambitious Entry Level Account Manager to help take their residential...

  • (Usa) Area Manager

    5 days ago


    Temecula, United States Walmart Full time

    Position Summary... What you'll do... Communicate with (or to) individuals or groups verbally and/or in writing (e.g. customers, suppliers, associates). Implement the business plan for area of responsibility by communicating goals and managing staffing and scheduling, assigning duties and coordinating workloads in order to achieve facility goals (e.g.,...


  • Temecula, United States Flood rescue 911 Full time

    Are you looking for a new opportunity to leverage your sales skills? We are a rapidly growing water damage restoration company looking for a new sales representative to join our team. You will be responsible for signing contracts and other documents with the property owners that have active property damage. We are based in San Francisco, but our work extends...

  • Manager Quality

    1 week ago


    Temecula, United States Abbott Laboratories Full time

    About AbbottFor years, Abbott’s medical device businesses have offered technologies that are faster, more effective, and less invasive. Whether it’s glucose monitoring systems, innovative therapies for treating heart disease, or products that help people with chronic pain or movement disorders, our medical device technologies are designed to help...


  • Temecula, United States 3V Expansions Full time

    We value our partnered clients and share their vision of growth. Our success in creating these long-lasting promising business relationships is due to our dedicated Full Time Client Relations Representative Team. Their determined efforts in providing our clients with excellent customer service has overall improved the quality of our client relations. With...


  • Temecula, United States LAW OFFICE OF NEDA AGUIRRE, APC Full time

    Job DescriptionJob DescriptionOur Client Relations Manager is exceptional and supports our business by creating raving fans through an initial phone conversation where we help them identify where they are, and where they want to be and explain how we can help them move forward.Our Client Relations Manager listens to what they believe the biggest needs are...


  • Temecula, United States LAW OFFICE OF NEDA AGUIRRE, APC Full time

    Job DescriptionJob DescriptionOur Client Relations Manager is exceptional and supports our business by creating raving fans through an initial phone conversation where we help them identify where they are, and where they want to be and explain how we can help them move forward.Our Client Relations Manager listens to what they believe the biggest needs are...


  • Temecula, United States starstaffingservices.com Full time

    Engineering Project Manager (Management Level) Temecula, CA Direct Hire We are in search of a Engineering Project Manager that has experience managing 10-20 projects at a time. You will need to be motivated and determined to do what it takes to get t Project Manager, Engineer, Manager, Project, Business Services, Staffing, Drawing


  • Temecula, United States Ardurra Full time

    Are you looking for the opportunity to join a growing organization in a leadership role for an organization that values our people and has exciting clients? Ardurra seeks a Program Manager – Water/Wastewater to join our team in California. We are looking for experienced professionals who want the opportunity to help grow an organization with the...