Banking Relationship Manager (Financial Services Sales)
Full-time
Great talent is both rare and valued... the ability to recognize great talent is even more rare!
Have you got what it takes to succeed The following information should be read carefully by all candidates.
The Mackenzie Search Group knows how to position US & International companies for success, from Start-Up Ventures to Small & Medium size organizations to Multi-Divisional International Conglomerates, and builds companies with their most important asset : talent, with a strict focus in these niche areas : Life Sciences (Pharmaceutical, Scientific, Medical Device, Diagnostics, Biotech, Research, Lab), Health Care (Executives, Physicians, Pharmacists, Nurses, Assisted Living, LTC, PT, OT, Speech), Information Technology, Consulting, Homeland Security, Clean Technology, Energy, B2B, Manufacturing, Engineering, Six Sigma / Lean, Finance / Accounting, Sales, and Marketing, Mobile Technology and Social Media.
With a National Network and a stable of recruiters (and over 500 years of experience on our team) that specialize in niche industries, Mackenzie can assist and manage your recruitment needs throughout North America.
Growing strong companies with the very best talent from the C-suite to the field, on both the business operations and manufacturing sides of an organization, is what principals and consultants at Mackenzie Search know best, are most passionate about, and have done since 1992.
Just ask our client references and LinkedIn recommendations; they can tell the story better than we can.
Responsibilities
Develops and services comprehensive personal financial relationships within an affluent target market through a professional sales effort.
Identifies qualified potential clients, initiates contacts, assesses needs, presents an array of products and services, and closes sales.
Responsible for the management and total servicing of the client relationship, and for the growth and profitability of large, more complex and profitable relationships in the unit.
Proactively advises and consults with clients to maximize their service usage, trust and investment opportunities, and monitors client portfolio to ensure profitability.
Responsible for analyzing clients' credit needs and then making appropriate recommendations. This is an experienced level Relationship Manager whose clients expect their banker to provide high-quality financial information and personal service.
Qualifications
- College degree or equivalent work experience.
- A minimum of 6 years commercial lending experience.
- Competent knowledge of personal and business financial statements and tax returns.
- Proficient understanding of the financial acumen as it pertains to the affluent market segment, including all consumer and business products and services related to the affluent market segment, as well as operations, loan policies, and procedures.
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