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
- .... With a deep understanding of Renasant Bank customer engagement model, you spend time... ...by developing new and existing relationships utilizing the customer engagement model... ...customer retention, etc. Partner with Branch Manager to ensure personal achievement of service...SuggestedContract workLocal area
$46.12k
...Job Description: At Regions, the Relationship Banker II is responsible for meeting with customers... ...and ATM offerings, all designed to make banking easier Provides a consistent optimal... ...duties delegated and assigned by the Branch Manager; as a member of the branch team, ensures...SuggestedFull timeFlexible hours- ...location listed in job posting. SUMMARY The Relationship Banker is a trusted advisor who engages... ...by actively promoting and selling the bank’s products and services. This role... ...web-based learning. Compliance and risk management Expected compliance with bank regulations...SuggestedTemporary workWork at office
- ...requisition id: R71131**Make banking a Fifth Third better** We... ...deepening existing customer relationships through a variety of activities... ...identifying, assessing, managing, monitoring, and reporting risks... ...(Mortgage, Small Business, Commercial and Investment), referring customers...SuggestedWork experience placementWork at office
- ...success. As a Wealth Advisor in PNC Wealth Management, you will be based in Alabama.PNC is an... ...Acquires, expands and maintains client relationships through business development and client... ..., Financial Modeling, Investment Banking, Public Speaking, Relationship Building...SuggestedFull timeTemporary workPart timeWork experience placementWork at office
$46.12k
...system. Job Description At Regions, the Relationship Banker II is responsible for meeting with... ...and ATM offerings, all designed to make banking easier Provides a consistent optimal... ...duties delegated and assigned by the Branch Manager; as a member of the branch team, ensures...Full timeFlexible hours$80k - $90k
...CMC Financial is a growing wealth management firm providing comprehensive financial planning, investment management, and tax-informed... ...alongside a CFP-credentialed Lead Advisor in supporting client relationships and delivering thoughtful, coordinated advice. This role...Full timeWork at office$40k
..., 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...$70k - $150k
...financial strategies that address retirement planning, wealth management, investments, insurance, and risk management. You'll enjoy... ...resources. What You'll Do • Develop and cultivate long-term relationships with individuals, families, and business owners. • Design customized...Permanent employmentFull timeWork at officeLocal areaVisa sponsorship- ...recruitment process and does not collect fees from educational institutions for participation in a recruitment event. Never provide your banking information to a third party purporting to need that information to proceed in the hiring process. If any person or organization...Full timeTemporary workWork at officeMonday to FridayFlexible hours
- ...PNC in Birmingham, AL seeks an in-person retail banking role focused on outbound sales and customer onboarding. You will expand... ...for branch and partner referrals. Responsibilities include managing relationships, educating clients on technology options, and representing...
$20.54 - $27.78 per hour
...skills and experience. Excellent organizational and time management skills. Excellent critical thinking skills. Exceptional... ...borrowing practices. Manage a student caseload, striving to build relationships and support students in resolving all matters related to...Hourly payWork at officeMonday to FridayAfternoon shift$16.5 - $26.8 per hour
...Care Medicine, the Engelhardt Research Lab and the Cystic Fibrosis Center in the areas of procurement and ordering, supply chain management and financial support. Under general supervision and according to established policies and procedures, provides assistance, often...- ...PNC Wealth Management seeks a Wealth Advisor based in Alabama to deliver personalized investment and insurance strategies while growing a client book. You will own the client experience, work with internal partners, and adhere to regulatory standards in a proactive, collaborative...
$50k
...helping them achieve their long-term financial goals as you make a difference in your community. Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (e.g., residential, business, networking, introductions...Work at officeWork from homeHome officeFlexible hours- ...Oakworth Capital Bank in Birmingham, AL is seeking a full-time Advanced Planning Associate to support wealth planning for clients... ...analytical, organizational, and communication skills, meticulous data management, and the ability to handle multiple priorities with discretion....Full time
$61k - $119k
...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$70k - $150k
...professionals who are ready to elevate their practice, deepen client relationships, and grow their business with the support of an established,... ...Piedmont Group, our advisors provide comprehensive wealth management and holistic financial planning solutions to individuals,...- ...Senior Wealth Manager/Financial Strategist – Family Office Join to apply for the Senior Wealth Manager/Financial Strategist – Family... ...enhance clients\' portfolios. Collaborate and build meaningful relationships with clients to understand their financial objectives and...Full timeWork 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
$63.75k - $106.25k
...with business leaders and finance partners across Retail Banking, Treasury Management and Merchant Services to deliver actionable insights and... ...dialogue, an unwavering focus on smart risk management, relationship-based customer service and community investments. Our inclusive...Full timeTemporary workPart timeWork experience placementWork at office$20.54 - $27.78 per hour
...qualifications and prior applicable experience. Requirements Great customer service skills and experience. Excellent organizational and time management skills. Excellent critical thinking skills. Exceptional knowledge of Microsoft Office including Word, Excel and Outlook....Hourly payWork at officeRemote workShift workAfternoon shift$131.99k
...wealth planning client experience for the PWM's wealth management team. Primary Responsibilities Provide an independent... ...Advisors, Lending Advisors, Portfolio Managers, and Commercial and Corporate Banking Relationship leaders and their teams. Actively participate in...Full timeFlexible hours$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- ...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. At...
$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 area$91k - $185.9k
...'s CIO Group - Fiscal Governance.Expense Governance• Oversee management of direct expenses.• Maintain accurate expense tracking for internal... ...Planning and Organization, Managing Multiple Priorities, Relationship Management, Requirements AnalysisWork ExperienceRoles at this...Full timeTemporary workPart timeWork experience placementWork at office$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$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- 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
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Commercial Banking Relationship Manager. Be the first to apply!
- commercial maintenance Birmingham, AL
- commercial food equipment service technician Birmingham, AL
- commercial lending Birmingham, AL
- commercial broker Birmingham, AL
- commercial sales Birmingham, AL
- commercial estimator Birmingham, AL
- entry level commercial real estate Birmingham, AL
- commercial leasing Birmingham, AL
- commercial roofing service manager Birmingham, AL
- commercial real estate development Birmingham, AL

