CRE Relationship Manager
CRE Finance Council
Job Summary The Relationship Manager plans and implements financial institution sales and marketing programs targeted toward the business community and examine, evaluate, and authorize or recommend approval of customer applications for commercial loans. Essential Job Functions Assists lending team in all facets of growing and managing the bank’s commercial real estate loans. Develop new and additional deposits, cash management and bank services revenue. Works with clients to resolve account or service-related problems Maintains ongoing visibility with client base Calls and visits target customers to promote and sell establishment products and services. Promotes and cross-sells other establishment products and services as appropriate to customer requirements, such as business checking, business credit card, and letters of credit. Develops, revises, or eliminates products and services experiencing less than satisfactory performance. Acquires and grows profitable account relationships with moderately complex business customers and commercial real estate investors/owners. Accurately analyzes borrowers’ financial status, credit and property evaluations, credit histories, corporate financial statements and other relevant financial information to determine feasibility of granting loans; prepare loan presentations with the assistance of loan processors to Loan Committee for approval. Reviews and updates credit and loan files and loan agreements to ensure that they are complete and accurate according to policy. Cohesively partners with GBC team members and business lines to deliver exemplary customer service of GBC’s full complement of products and offerings. Compiles and analyzes market research data to develop portfolio of products and services focused on needs of target market. Generates new products and services to complement current portfolio. Generates and screens leads following establishment policies and procedures to attain new business relationships and product sales. Designs selling program to promote establishment consumer and business loan products. Oversees all stages of loan development program to ensure compliance with establishment policies and procedures. Supervisory Responsibility This position has no supervisory responsibilities. #J-18808-Ljbffr CRE Finance Council
$147k - $250k
...Responsible for sourcing and developing full banking relationships with professional developers and sophisticated Commercial Real Estate (CRE) investors. Serve as the relationship lead... .... Lead underwriting and analyst team in managing a large, complex portfolio to identify and...SuggestedPermanent employmentFull time$69k - $120k
...to reach further.OverviewBeing the next generation Business Relationship Manager at East West Bank means you are part of a world-class team that... ...quarterly/annual goals through business generation of C&I, CRE, mortgages, SBA, treasury management, deposits, investments,...SuggestedFull timeLocal area$69k - $120k
...further. Overview Being the next generation Business Relationship Manager at East West Bank means you are part of a world-class team that... ...quarterly/annual goals through business generation of C&I, CRE, mortgages, SBA, treasury management, deposits, investments,...SuggestedLocal areaUnavailable
Seattle, WA2 days ago- Wealth Client Relationship MgmtThe Wealth Client Relationship Management job supervises professional level employees and partners with clients to identify their financial goals, analyze their financial landscape and develop recommendations that will help them work towards...SuggestedFull timeWork at office
$229k - $343k
...operates Snapchat, a visual messaging app that enhances your relationships with friends, family, and the world, and Specs Inc., a wholly-... ...Bitmoji, Saturn, and other digital services.We’re looking for a Manager, Client Partner to join Snap Inc! As a Manager, you will...SuggestedFull timeLive inWork at officeLocal area$80.5k - $130k
...confidence to reach further.OverviewWe are currently seeking for a high professional to join our team as a Premier Relationship Manger. As a Premier Relationship Manager, you will be a trusted adviser to our new and existing Premier clients. Woking collaboratively with our...Full time$120k - $250k
...bridges that provide an important financial link, turning opportunities into growth and prosperity. We are currently seeking a Relationship Manager. This individual will be responsible for all phases of relationship marketing and management. They will examine, evaluate,...Full timeWorldwide- Description Job Summary The SBA Relationship Manager plans and implements financial institution sales and marketing programs targeted toward the business community and examines, evaluates, and recommends approval of all types of Small Business Administration loans. Essential...
$138.57k - $207.85k
As a member of the Wealth Management and Advisory Services (WMAS) Division, serves as a proactive, client-focused trusted financial partner... ...by identifying referrals and prospects and calling on relationship clients/prospects to achieve sales goals. Provides high quality...Full timeLocal area$250k
For over 20 years, Smartsheet has empowered teams to manage work seamlessly and scale solutions smarter. Now, in our most ambitious... ...through opportunity closed-wonEngage executives: Develop trusted relationships with executive sponsors, procurement, and key decision makers...Full timeTemporary workLocal areaRemote work$184.8k - $343.2k
...where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Managing Director, Sr. Relationship Manager (F) within PNC's Corporate Banking organization, you will be based in Seattle, WA.Preferences:Formal credit...Full timeTemporary workPart timeWork experience placementWork at office- Major Client Relationship Manager Job in Seattle, WASeeking a Talented Major Client Relationship Manager in Seattle, WAResponsibilities:We are looking for a skilled individual to build and maintain strong relationships with our key clients in Seattle, WA. The Major Client...
$176.6k - $238.9k
...ProServe) team is seeking a highly skilled and versatile Engagement Manager (EM) to join our team and lead the delivery of complex cloud... .... Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These...Local areaFlexible hours$115k - $165k
...business intelligence platforms fuel our expertise. We value deep relationships, dedication to serving others and inclusion. We drive positive... ...career success. Ready to join us?The Senior Engagement Manager (SEM) is a delivery leadership position within the TEKsystems...Permanent employmentFull timeTemporary workRemote work- ...better world of work; think of Gallagher.OverviewAs the Client Manager you will ensure delivery of exceptional service to Gallagher’s... ...strong dedication to service to create depth in our client relationships.How you'll make an impactYou will manage increasingly complex...Work at officeLocal area
- ...experiences that resonate with our affluent clientele, ensuring they feel valued and delighted by our unparalleled expertise. As a Relationship Manager in JPMorgan Private Client, you will nurture and develop high-net-worth client relationships by earning their trust,...Temporary workWork at officeImmediate start
- ...seeking a highly motivated and experienced Client Executive, Managed Services Growth to drive new client acquisitions and accelerate... ...our partner channel.Build and maintain strong executive-level relationships within client organizations.Stay current on industry trends, competitor...Full timeFor contractors
$97.56k - $119.24k
...career. Try new things, learn new skills and discover what you excel at—all from Day One.Job DescriptionThe Small Business Relationship Manager NMLS is responsible for delivering excellent customer service in alignment with U.S. Bank Core Values while providing comprehensive...Full timeWork experience placementLocal area- If you are customer focused, enjoy building relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you. As a Business Relationship Manager I (BRM) in Business Banking, you'll be helping to improve the lives of our...
- ...re all about helping people and businesses thrive. As an Account Manager in Employee Benefits, you’ll be part of a team that’s committed to delivering exceptional service and building strong relationships. You’ll work with clients of all sizes, helping them navigate their...Full timeLive outWork at officeLocal areaFlexible hours
$160k - $210k
...creator of CD Valet, a digital marketplace for Certificates of Deposit. Position Summary Seattle Bank's Senior Relationship Manager (RM) is a strategic client-facing role responsible for managing high-value commercial relationships and driving complex...Full timeWork at officeSeattle Bank
Seattle, WA3 days ago- ...campaign, content and channel orchestration. With strong client relationships and deep industry expertise, we help our clients operate at... ...and improve their customer-centric metricsLead change-management initiatives that drive adoption, ease implementation, and position...Full timeContract workLive inWork at officeLocal area
$123.1k - $186.3k
...AI, and you are the future of Salesforce.The Customer Success Manager (CSM) is a versatile expert responsible for ensuring high-value... ...adoption, and CSAT scores).Develop and maintain strong relationships at key stakeholder levels, including cultivating executive-level...Full timeWork at officeFlexible hours3 days per week$123.1k - $227k
...you are the future of Salesforce.You are customer-obsessed and a trusted advisor in both AI solutions and organizational change management. For companies on their Agentic Enterprise journey, the path to value isn't just about turning the software on — it's about continuous...Full timeWork experience placementShift work$100.17k - $180.78k
...position may be located anywhere within the Mountain Time or Pacific Time Zones. The Client Success Manager at T-Mobile is a pivotal role focused on enhancing customer relationships and retention within the Government, Strategic, and Enterprise business segments. This...Full timeContract workTemporary workPart timeWork experience placementLocal areaFlexible hours$82.7k - $140k
...vendor satisfaction for strategic partnerships on Amazon's retail platform. As a Senior Customer Success Manager, you'll independently manage strategic vendor relationships, develop data-driven plans that generate ROI, and collaborate across teams to clear blockers and...Flexible hours$150.1k - $227k
...AI, and you are the future of Salesforce.The Customer Success Manager, Senior Manager is a highly strategic and experienced individual... ...data-intensive work, freeing the CSM for high-stakes relationship building.ROI Segmentation (Human vs. AI): Determining which customer...Full timeWork at officeFlexible hours3 days per week$120k - $150k
...We're Looking ForWe are seeking a dedicated Customer Success Manager to serve as the primary point of contact for our clients, ensuring... ...value from our products and services. This role combines relationship management, customer education and enablement, and problem-solving...$123.1k - $273k
...skilled expertise, and tools to stay agile.As a Customer Success Manager, Senior Manager (CSM Senior Manager), you will serve as a... ...customer organizations. You are a trusted advisor, forging deep relationships with your customers and account teams, maintaining an awareness...Full timeWork experience placementWork at officeFlexible hoursWeekend work3 days per week$135.2k - $234.15k
...OpportunityWe're looking for a Senior Creative Cloud Customer Success Manager to join our Digital Media team. You'll work directly with... ...Adobe's Creative Cloud portfolio, build trusted advisor relationships with key customer collaborators, and deliver presentations that...Full timeTemporary workLocal areaRemote workWorldwide
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