Relationship Manager II – Community Development Banking

Relationship Manager II – Community Development Banking

Requirements

• Deep understanding of low-to-moderate income populations and communities
• Familiarity with sustainable loan principles
• Real Estate Lending
• Tax Credit Financing
• Commercial Lending
• Previous Relationship Management experience

Responsibilities

• Coordinates relationship management activities with new and/or existing clients in a book of business to grow sales, revenue and market share with relevant sales goals.
• Works within stated guidelines to acquire and/or expand and retain client relationships to generate revenue and deepen share of wallet.
• Handles the origination, financial analysis, negotiation and documentation of credit and non-credit products and services.
• Manages risk/return and drives quality for new and/or existing clients.
• Actively identifies and mitigates different types of risk, such as regulatory, reputational, operational and credit risks.
• Focuses on client opportunities by providing ideas and insights based on an understanding of the client’s needs and their financial well-being.
• Manages effective network of internal and external relationships, such as community or industry relationships, to actively acquire new clients and/or expand existing clients and enhance the client experience.
• Demonstrates ability to analyze, evaluate and mitigate credit risk for more complex credit requests by utilizing knowledge of advanced credit fundamentals and internal credit policies.

Preferred Qualifications

• Book Of Business
• Client Relationship Building
• Credit
• Credit Products
• Customer Engagement
• Decision Making
• Financial Analysis
• Identifying Sales Opportunities