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+ years 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
Business Development
Client Experience Branding
Client Management
Client Solutions Advisory
Relationship Building
Account Management
Financial Analysis
Leadership Development
Loan Structuring
Referral Identification
Credit Documentation Requirements
Pipeline Management
Referral Management
Regulatory Compliance
Risk Management
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.
Minimum Education Requirement : High School Diploma / GED / Secondary School or equivalent
Shift :
1st shift (United States of America)
Hours Per Week :
401K Relationship Manager
A company is looking for a Managing Director - 401K Relationship Manager. ...
Relationship Manager I - Business Banking
As a Relationship Manager I - Business Banker within PNC's Business Banking organization, you will be based in the Columbus, OH market. As a Relationship Manager in Business Banking you will develop and cultivate Center of Influence (COI) relationships to meet and exceed sales goals and business obj...
Middle Market Relationship Manager II
Within the Middle Market team, the Relationship Manager will focus on companies with annual revenue between $25-$500 million and will be responsible for managing credit-based relationships. This role revolves around relationship building, idea generation, strategic business discussions, risk managem...
Corporate Sales Manager
As a Corporate Sales Executive, Mid-Market, you will be instrumental in establishing relationships and securing a Corporate Client base with annual Gross Booking volumes of $3M or less. Deploy prospecting strategies to gain new customers. Work with cross-functionally with Marketing, Business Develop...
Risk Management - Business Manager - Associate
As a Risk Management - Business Manager - Associate in Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient. You will regularly meet with leaders and partners in Finance, Marketing, Human Resources, Strategic Analytics, Product Teams, IT, Governance, L...
Sr. Employee Relations Manager, AMER
You help tell a story through the data which allows the team to gain insight and trends to actively engage with our managers and teams. Provides analysis and resolution of employee concerns with increasing complexity, visibility and risk related to policy or code violations while collaborating with ...
Sr. Project Manager - Retail Architecture
Project Manager is responsible for overall management of large clients and projects including design, communications, personnel management, budgets, schedules, quality control, business development, and client communication & relationships. This position will prepare and implement annual busines...
Sr Human Resources Manager
We offer exciting job possibilities throughout our organization where you can enhance your career, sharpen your talents and make an impact. Reporting to the Regional HR Director, the Sr. HR Manager provides leadership to the HR function serving as the liaison between management and employees at the ...
Manager, Operations Analytics, Business Process Improvement and VOS
Manager Operations Analytics, Business Process Improvement and VOS. Strong, proven business partnering mentality; has the maturity and awareness to strike the right balance between facilitating and challenging the business. Additionally, you will be responsible for analyzing and optimizing our busin...
Sr. Program Manager (Life Science Research)
The candidate will manage their programs within a matrix organization extremely complex multi-year program or a portfolio of complex programs in a matrix organization which requires coordination of geographically dispersed project teams, multiple divisions, multiple business lines and multiple large...