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Our major regional bank with locations in New York, California, Oregon, Connecticut and Massachusetts is seeking highly qualified credit trained Relationship Managers who have an existing client base of commercial banking clients to help build our team. Relationship Managers are responsible for developing commercial client relationships, including generation and structuring of business loans, other credit facilities, cash management, and investment management. The individual will acquire clients and build relationships by providing superior client service to achieve financial objectives. The successful candidate must be highly self-motivated, entrepreneurial, and passionate about growing a business in a team environment.
The specific skills, responsibilities, requirements and abilities:
~Develop, maintain, and enhance client relationships.
~Market and originate high quality commercial loans and lines of credit: refer residential and construction loans.
~Structure commercial deals.
~Underwrite and close commercial loans.
~Portfolio management: monitoring financial performance of borrowers for credit quality and compliance with loan agreements.
~Market other commercial banking services including deposits (cash management, on-line banking, money market accounts) and Wealth Management referrals.
~Bachelor’s Degree, strong credit background, a minimum of 5-7 years of commercial banking and lending experience.
~Established network of business clients, prospects, and referral sources (ideally a professional service firms such as law firms, accounting firms, entertainment, and non-profits.
~Series 7 & 63 licenses a plus
~Other responsibilities include the following: 1) adhering to and complying with all applicable, federal and state laws, regulations and guidance, including those related to Anti-Money Laundering (i.e. Bank Secrecy Act, USA PATRIOT Act, etc.), 2) adhering to Bank policies and procedures, 3) completing required training, 4) identifying and reporting potential suspicious activity to the BSA/AML Officer, and 5) knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank.
IF YOU HAVE WHAT WE MUST HAVE, please send your resume to Glenn Woerz, our designated bank recruiter. Qualified candidates meeting our specific parameters will quickly receive a set of Pertinent Questions.