Senior Relationship Manager

Senior Relationship Manager

Requirements

• Bachelor’s degree or 3-5 years of relevant work experience
• 5 plus years experience
• Knowledge of personal computers and the software utilized by the department
• Ability to read and analyze financial statements and tax returns
• Strong credit skills necessary to evaluate loan requests
• Good understanding of Cash Management, Merchant Service, Trade Services products offered to Business Banking customers and ability to identify sales opportunities for those product sets
• Strong interpersonal and presentation skills required.

Responsibilities

• Develop new banking relationships with business prospects.
• Service existing business banking client base.
• Achieve established goals as outlined by manager.
• Work with branch partners to maximize sales efforts to business customers and cross sell other products and services that the bank offers.
• Network with centers of influence to develop business including accountants, attorneys and other referral sources.
• Manage the segment’s more complicated and important loan relationships.
• Evaluate credit information and requests and recommend appropriate loan structure to manage risk.
• Effectively negotiate with underwriters and clients to maximize revenue and minimize risk.
• Achieve sales goals with minimum expectations as follows: Revenue of $300M to $500M, Loan production of $7.5MM to $12MM, Deposit balance production of $750M to $2.5MM, Manage loan portfolio of $15MM to $40MM, Oversee approximately 30 to 65 relationship managed clients.
• Actively participate in all business banking and retail sales sprints.
• Achieve call targets and other product sales goals such cash management, visa merchant, and others as assigned.
• Participate in civic and cultural organizations and programs.
• Utilize prescribed selling techniques to maximize sales opportunities.

Preferred Qualifications

No preferred qualifications provided.