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+ 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
- 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
Shift :
1st shift (United States of America)
Hours Per Week :
Relationship Manager - Business Banking
Examines individual transactions for the designated portfolio and aggregates portfolio information to monitor, analyze, and report on the quality of credit activities and risk-related decisions. Identifies prospective customers, and/or refers customers with Personal Banking and/or more complex needs...
Senior Manager, Banking and Capital Markets
KPMG's Banking and Capital Markets Advisory Practice helps banking organizations to implement effective operating functions to support their business objectives. As a Senior Manager in our Banking and Capital Markets Advisory practice, you will use your strong business acumen and be a key member of ...
Business Development Manager
All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. Attend industry conferences and networking events to build relationshi...
Senior Finance Manager, Tax (Vancouver)
As our Senior Finance Manager, Tax, working closely with our Senior Director, Tax, you'll be responsible for managing our global tax planning strategies and initiatives, ensuring that we are in compliance with tax regulations while also optimizing our tax liabilities. We're GeoComply! We are at the ...
Senior Manager, Accounting
Provide comprehensive financial updates to senior managers by evaluating, analyzing, and reporting appropriate data points. Prepare and review GL account reconciliations for cash, prepaids, payables, deferred revenue, inventory, fixed assets, and inter-company account. Bachelor's degree in Finance o...
Senior Manager, Family Office Services
Deepening relationships with both clients and other professionals to identify other opportunities to add value and forge long-term, collaborative relationships. Planworth, Naviplan, WealthPath, or equivalent), Morningstar Direct or equivalent, Microsoft Excel, Microsoft Powerpoint, Microsoft Word. A...
Business Development Manager (Field-based)
To develop new business opportunities for Peninsula Employment Services through working with building your own referral network and the support of the telemarketing team. We're looking for a dynamic, motivated, high performing new Business Development professional, selling HR & Health & Safe...
general manager - financial, communications and other business services
Select middle managers, directors or other executive staff; delegate the necessary authority to them and create optimum working conditions. Business administration and management, general. Allocate material, human and financial resources to implement organizational policies and programs. Work condit...
Business Development Manager
The range displayed on our job posting reflects the minimum and typical maximum target for new hire salaries for the position, it does not reflect the maximum salary for the role over time. We are seeking aBusiness Development Managerto join our team. Use sophisticated business development tools suc...
Customer Success Manager
If you are a customer-focused individual with excellent communication skills and a passion for providing exceptional customer service, we encourage you to apply for this exciting opportunity as a Customer Success Manager. We specialize in the sale of Xerox printers, multi function devices, and docum...