Commercial Banking Relationship Manager
Valley National Bank
Job DescriptionResponsibilities include but are not limited to:Business development with a focus on acquisition of new clients and expanding relationships with existing clients. Respond quickly and effectively on all new business referrals from Senior Management, the branch network or other areas of the bank.Develop network of external referral sources/center of influence (COI's) in order to attract new clients.Maintain, grow and service assigned portfolios and appropriately cross sell other bank products. Overall accountability for driving the profitability, quality, and growth of portfolio.Negotiates terms (collateral, covenants, pricing and other components) of lending agreements with clients/prospects to properly structure and price credit facilities consistent with the bank's credit policies and lending practices. Prepare effective packages for credit approval circulation and to present packages to the required level of credit authority.Ensure that the bank is in possession of current financial information and that the information has been properly analyzed and on file. Monitor and report changes in credit quality.Bears overall responsibility for the loan closing process and attends loan closings ensuring legal documents reflect all terms as agreed to by customer/prospect and approved by the bank, in addition to making sure required documents and signatures are in place for loan closing and to ensure loans are closed properly.Job RequirementsRequired Skills:Effective interpersonal and presentation skills as well as written and verbal communication skills. Ability to prospect new business and enhance existing relationships. Ability to sell and negotiate.Ability to review, analyze and structure commercial loans, cross sell bank products, and attract new business through effective presentations and the ability to respond to questions.Strong working knowledge of credit underwriting, basic accounting, and loan documentation. Formal credit training preferred.Ability to work independently or as a team to achieve overall Departmental goals using sound judgement in decision making.Proficient computer skills using Microsoft Word, Excel and Outlook as well as prospecting/tracking tools such as Salesforce, nCino or similar systems.Familiarity with professional business practices (time management, communication and appearance).Required Experience:High School diploma or GED.Minimum of 3 years related lending and/or credit experience with community and/or industry involvement in the area.Valid driver's licensePreferred Experience:Bachelor's degree in Finance, Accounting, or business related study and/or formal Commercial Credit training.Job DetailsJob Type: Full-timeCategory: Commercial Banking/CreditSalaried: Salaried
- ...acquisition of new clients and expanding relationships with existing clients. Respond... ...business referrals from Senior Management, the branch network or other areas of the bank.Develop network of external... ...review, analyze and structure commercial loans, cross sell bank products...Suggested
- ...Friday 8:00AM - 5:00PM SUMMARY The Relationship Banker is a trusted advisor who engages... ...growth by actively promoting and selling the bank’s products and services. This role... ...-based learning. Compliance and risk management ~ Expected compliance with bank regulations...SuggestedFull timeTemporary workWork at officeMonday to Friday
- ...Relationship Banker Birmingham, Alabama **To proceed with your application, you must be at least 18 years of age.** Acknowledge ( **Bank of America employees are required to meet all** **posting eligibility... ..., lending, and investments + Manages financial center traffic,...SuggestedWork at officeFlexible hoursShift workWeekend workDay shift
- .... With a deep understanding of Renasant Bank customer engagement model, you spend time... ...by developing new and existing relationships utilizing the customer engagement model... ...retention, etc. Partner with Branch Manager to ensure personal achievement of service...SuggestedContract workLocal area
- ...Bank Of America Job Opportunity At Bank of America, we are guided by a common purpose... ...for operational excellence Builds relationships with clients to meet financial needs... ...small business, lending, and investments Manages financial center traffic, appointments,...SuggestedWork at officeFlexible hoursShift workWeekend workDay shift
- ...8:00am to 5:00pm CST SUMMARY The Relationship Banker is a trusted advisor who engages... ...growth by actively promoting and selling the bank’s products and services. This role... ...-based learning. Compliance and risk management ~ Expected compliance with bank regulations...Full timeTemporary workWork at officeMonday to Friday
- About this role:Wells Fargo is seeking a Senior Lead Commercial Banking Relationship Manager for clients with annual revenue of $25MM to $100MM supporting the Birmingham, AL market as part of the Commercial Bank. Learn more about the career areas and business divisions...Full timeWork experience placement
- ...transactions and opening accounts in a retail banking environment. Introduce bank products... ...to existing clients to deepen relationships. Perform related duties i.e. outbound... ...and provide support to banking center management. ESSENTIAL DUTIES AND RESPONSIBILITIES...Full timeMonday to Friday
- ...the service team comprised of Portfolio Managers, Wealth Advisors, Client Executives, Private... ...and guidance. Proactively engage bank partners and external COIs to create awareness... ...or conflicting family dynamics, relationships, and needs. Outstanding financial...
- ...analyses, including assessments of investment strategies, risk management, retirement planning, and tax optimization. The ideal... ...the opportunity to leverage your expertise to enhance client relationships and expand the WealthBridge Financial Group's client base....
- ...indicators to provide expert advice on investment opportunities, risk management, and financial goal achievement. Additionally, they may... ...clients' portfolios. • Collaborate and build meaningful relationships with clients to understand their financial objectives and estate...Work at office
- ...include forecasting energy prices, portfolio optimization, risk management, secondary market participation, and investment strategy... ...demand modelling via optimization/unit commitment (Preferably via commercial tools such as PLEXOS, BID3, Antaras, SDDP, PROMOD, etc) ~ Strong...Temporary workTerm timeWork at office
- ...~ Exclusive territory – You live in and represent your own state ~ Top‑tier support – Dedicated appointment setter and case manager handle scheduling, planning, and paperwork so you can focus on clients ~ Strong six‑figure income potential – Results‑driven commission...Live inWork at office
$50k
..., where we're more than just a financial planning and wealth management firm—we're a family that thrives on teamwork and togetherness... ...licensed Financial Advisor who's passionate about building client relationships and delivering comprehensive financial strategies, you'll...Local areaImmediate startVisa sponsorship$1,000 per month
...ambitions and curiosity for sales Highly involved on campus (leader, athlete, campus orgs, student government, etc) Excellent time-management skills Interest in financial literacy and planning tools Business savvy and desire to increase critical thinking abilities...Full timeInternshipLocal areaFlexible hours- ...to learn more about Mobile Banking: PNC is an in-office company... ...their recruiter and hiring manager to understand workplace... ...Grows customer household relationships through onboarding new clients... ...regulations. Ability to drive a commercial motor vehicle (CMV) with a gross...Full timeTemporary workPart timeWork experience placementWork at office
$1,000 per month
...ambitions and curiosity for sales Highly involved on campus (leader, athlete, campus orgs, student government, etc) Excellent time-management skills Interest in financial literacy and planning tools Business savvy and desire to increase critical thinking abilities...Full timeContract workFor contractorsInternshipLocal areaFlexible hours- ...RB&T Mission Statement: As a trusted partner and friend, River Bank & Trust helps our neighbors and the businesses in our... ...daily Miscellaneous projects and other duties as requested by Management Skills, Abilities & Expectations Be familiar with and follow...Work at officeNight shift
- ...financial goals. You will provide guidance to military families on managing day-to-day finances, building lifetime assets, and protecting... ...build a comprehensive financial plan that includes: Savings/banking Investments/wealth management Insurance/risk management...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
$61k - $119k
...plans tailored to every client’s unique needs Manage your client’s financial plans to help them achieve their goals Grow relationships with clients to support them through every... ...Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee,...Full timeContract workFor contractorsWork at office- ...integrated financial planning practice. As a College Financial Representative, you will gain practical experience in prospecting, client relationship building, and financial planning. Ideal candidates are full-time students, preferably juniors and seniors, eager to learn about...Full timeInternship
$61k - $119k
...experience Build personalized, holistic financial plans tailored to every client’s unique needs Manage your client’s financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life Training, licensing &...Work at office- Overview Business Development Manager at Prudential We are looking for Experienced Advisors to join our Team at Southern Financial Group! You've built a successful practice and now you want more. At Prudential Advisors we want to help you grow your business and be a resource...Full time
$1,000 per month
Northwestern Mutual is offering an internship program for College Financial Representatives in Vestavia Hills, Alabama. This role allows students to build a financial planning practice supported by expert guidance and resources. Responsibilities include networking, executing...Internship- ...services to clients. Responsibilities: Build and maintain long‑term relationships with clients by providing financial planning services Conduct... ...their financial objectives Provide investment advice and manage client portfolios to ensure they are aligned with their financial...For contractorsWork experience placementWork at office
- ...Commercial Banker If you are customer-focused, enjoy building relationships, and collaborating with a wide spectrum of partners to provide... ...in Emerging Middle Market Banking, your role is to be the focal... ...skills and the ability to manage, prioritize, work under pressure...Local areaFlexible hours
$15 - $15.45 per hour
...Location: University Job Category: Clerical & Administrative Organization: 113604000 Student Account Services Employee Status: Regular Shift : Day/1st Shift Work Arrangement (final schedule to be determined by the department/hiring manager) : Onsite UAB Nova RentWork experience placementShift workDay shift- ...customer needs, and successfully selling bank products and services via the Bank's... ...appropriate. Support Financial Center Manager operations performing Teller or Teller Manager... ...duties as needed. Build relationships with community businesses and consumer clients...
- ...our nationally recognized award-winning Bank that is one of the strongest in the nation... ...shareholder. We focus on building relationships and discovering opportunities to better... ...the employee. Nothing herein restricts management's right to assign or reassign duties and...Full timeLocal area
- ...get results. Responsibilities Prospecting for clients through networking and referrals Developing and maintaining long‑term relationships with clients Providing financial solutions for clients through fact gathering and needs analyses Expanding personal knowledge...Work experience placement
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