Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

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

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Commercial Banking Relationship Manager in Birmingham, AL vacancy
  •  ...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

    Valley National Bancorp

    Birmingham, AL
    2 days ago
  •  ...listed in job posting. 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... 
    Suggested
    Full time
    Temporary work
    Work at office

    First Horizon Bank

    Mountain Brook, AL
    3 days ago
  •  ...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,... 
    Suggested
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America

    Birmingham, AL
    2 days ago
  •  .... 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... 
    Suggested
    Contract work
    Local area

    Renasant

    Mountain Brook, AL
    1 day ago
  • Job Description At Bank of America, we are guided by a common purpose to help make financial...  ...for operational excellence Builds relationships with clients to meet financial needs...  ...small business, lending, and investments Manages financial center traffic, appointments,... 
    Suggested
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America

    Birmingham, AL
    1 day ago
  •  ...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 time
    Temporary work
    Work at office
    Monday to Friday

    First Horizon Bank

    Hoover, AL
    4 days ago
  • 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 time
    Work experience placement

    Wells Fargo

    Birmingham, AL
    14 hours ago
  •  ...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 time
    Monday to Friday

    First Horizon Bank

    Mountain Brook, AL
    4 days ago
  •  ...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... 

    Financial Planner Recruiting, LLC

    Birmingham, AL
    2 days ago
  •  ...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.... 

    WealthBridge Financial Group

    Mountain Brook, AL
    4 days ago
  •  ...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

    Stifel Financial

    Birmingham, AL
    5 days ago
  •  ...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 work
    Term time
    Work at office

    Energy Exemplar

    Birmingham, AL
    16 days ago
  •  ...~ 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 in
    Work at office

    United Placement Group

    Birmingham, AL
    24 days ago
  • $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 area
    Immediate start
    Visa sponsorship

    The Piedmont Group

    Birmingham, AL
    24 days ago
  • $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 time
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    Birmingham, AL
    1 day ago
  •  ...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 time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC

    Birmingham, AL
    5 days ago
  • $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 time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual

    Birmingham, AL
    3 days ago
  •  ...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 office
    Night shift

    River Bank & Trust

    Vestavia Hills, AL
    4 days ago
  •  ...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 time
    Internship

    Northwestern Mutual

    Birmingham, AL
    2 days ago
  • $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 time
    Internship
    Local area

    UNAVAILABLE

    Birmingham, AL
    1 day ago
  •  ...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 pay
    Temporary work
    For contractors
    Traineeship
    Work at office
    Local area
    Home office

    First Command Financial Services, Inc.

    Birmingham, AL
    4 days ago
  • $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

    UNAVAILABLE

    Birmingham, AL
    1 day ago
  • $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

    Northwestern Mutual

    Vestavia Hills, AL
    2 days ago
  • 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

    Prudential Financial

    Birmingham, AL
    1 day ago
  •  ...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 contractors
    Work experience placement
    Work at office

    Northwestern Mutual

    Birmingham, AL
    5 days ago
  •  ...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 area
    Flexible hours

    Chase

    Birmingham, AL
    1 day ago
  • $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 Rent
    Work experience placement
    Shift work
    Day shift

    UAB Nova Rent

    Birmingham, AL
    4 days ago
  •  ...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... 

    FirstBank

    Birmingham, AL
    3 days ago
  •  ...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 time
    Local area

    Woodforest National Bank

    Vestavia Hills, AL
    4 days ago
  •  ...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

    MassMutual Alabama

    Birmingham, AL
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Commercial Banking Relationship Manager. Be the first to apply!