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Business Banking Relationship Manager -West Palm Beach, FL
Business Banking Relationship Manager -West Palm Beach, FLFinTrust Connect LLC • West Palm Beach, FL, United States
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Business Banking Relationship Manager -West Palm Beach, FL

Business Banking Relationship Manager -West Palm Beach, FL

FinTrust Connect LLC • West Palm Beach, FL, United States
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About the job Business Banking Relationship Manager -West Palm Beach, FL

Business Banking Relationship Manager -West Palm Beach, FL

FinTrust Connect has partnered with a leading regional financial services company that is rapidly expanding its credit operations and is looking to hire a Senior Business Banking Relationship Manager in West Palm Beach, FL. The successful candidate will provide a full range of banking services to businesses with annual sales between $5M to $25M with a focus on client experience and risk management.

Why this opportunity?

  • Culture : This regional bank has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. This is an organization with a market-centric approach that enables you to remain nimble and in tune with the local economy.
  • Workplace (Remote, On-site, Hybrid) : Hybrid in West Palm Beach, FL
  • Function : Manage a portfolio by building on existing relationships, pursuing new clients, ensuring the highest level of service, and providing sound asset stewardship through a balance of risk and credit decisions.

Requirements :

  • Bachelor's degree in Business, Finance or related field or equivalent work experience strongly preferred.
  • A minimum of 5 years of experience in banking relationship management role or related business lending experience.
  • Knowledge of cash flow and business credit underwriting with commercial credit training preferred.
  • Demonstrated business acumen with knowledge of diverse types of businesses, industries, markets, financial and economic concepts.

    • Description :

  • Responsible for loan and deposit growth through client portfolio, centers of influence and other proactive measures to grow market share.
  • Develop new small business relationships through calling on potential clients, as well as retain / grow existing portfolio.
  • Build and maintain a portfolio mix of targeted high value and high potential small business clients; determining strategy and focus for the small business department and region.
  • Broad knowledge of bank products and services that results in successfully identifying appropriate opportunities to sell the banks products.
  • Determine best loan structure for prospects / customers' financial needs, and present solutions to sell bank services. Is responsible for timely and adequate preparation of annual reviews and recommendation.
  • Act as a financial advisor by educating the customer about financial strategies (e.g. financial planning, investments, insurance, credit, market trends) based on customer profile and financial plan, and matching customer needs with appropriate products and services.
  • Active involvement in local civic and nonprofit organizations to promote goodwill, banks commitment to the communities it serves and to support banks CRA objectives.
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    Relationship Manager • West Palm Beach, FL, United States

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