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
$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...SuggestedFull timeFlexible hours- ...Friday: 8:30am-5pm SUMMARY The Relationship Banker is a trusted advisor... ...promoting and selling the bank's products and services. This... .... Compliance and risk management Expected compliance with bank... ...and its subsidiaries offer commercial, private banking, consumer,...SuggestedTemporary workWork at officeMonday to Friday
$39.6k
...Job Description At Regions, the Relationship Banker I is responsible for providing an exceptional... ...candidates with prior teller, limited banking, or some retail sales experience who are... ...delegated and assigned by the Branch Manager; as a member of the branch team, ensures...SuggestedFull timeFlexible hours- ...system. Job Description At Regions, the Relationship Banker I is responsible for providing an... ...for candidates with prior teller, limited banking, or some retail sales experience who are... ...delegated and assigned by the Branch Manager; as a member of the branch team, ensures...SuggestedFull timeFlexible hours
- .... 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...Contract workLocal area
$20.55 - $25.05 per hour
...learn, to connect with others, and build relationships with the people around you. You’ll have... .... And after 160 years, we know Commerce Bank is only at its best when our people are.... ...attention to detail and the ability to manage multiple priorities Team player with excellent...Hourly payFull timeMonday to FridayShift work- ...through a variety of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve... ...community Centers of Influence to acquire, expand and retain relationships.* Creates customer loyalty and grows customer share of wallet...
- ...provide strong service, and look for opportunities to deepen customer relationships. Responsibilities include educating customers on products, proactively following up, and referring to other bank areas to grow the relationship while adhering to policies #J-18808-Ljbffr...
- ...Regions Bank in Birmingham, Alabama is seeking a Relationship Banker I to deliver an exceptional customer experience on the teller line and over the phone. You will handle cash transactions, answer product questions, and identify opportunities to meet customer financial...
- ...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...Work experience placementWork at office
- ...As a Personal Banker within PNC's Retail Banking organization, you will be based in... ...connect with their recruiter and hiring manager to understand workplace expectations and... ...Influence to acquire, expand and retain relationships. Creates customer loyalty and grows customer...Temporary workWork experience placementWork at office
- ...proprietary trading division, focusing on equities and options. Successful candidates will trade firm capital, adhere to structured risk management practices, and work independently. The role offers remote flexibility with a profit split of 65% to 90% based on performance....Remote work
$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- ...RB&T Mission Statement: As a trusted partner and friend, River Bank & Trust helps our neighbors and the businesses in our communities... ...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... ...comprehensive financial plan that includes: Savings/banking Investments/wealth management Insurance/risk management...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
$63.75k - $106.25k
...encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role... ...honest dialogue, an unwavering focus on smart risk management, relationship-based customer service and community investments. Our inclusive...Temporary workWork experience placement$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$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- ...position is responsible for managing a portfolio of existing firm... ...Develop and manage business relationships with emphasis upon prudent growth... ...new personal and business banking relationships. Proactively... ...~ Knowledge of consumer and commercial banking products. ~ Strong...Work at office
$17.95 - $18.49 per hour
...located at uab.edu/titleix. Primary Location University Job Category Finance Organization 113701000 Accounts Payable Employee Status Regular Shift: Day/1st Shift Work Arrangement (final schedule to be determined by the department/hiring manager): Onsite #J-18808-Ljbffr...Work experience placementShift workDay shift- ...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
- ...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....
- ...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...
- ...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
$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- ...their investment and insurance planni ngNetworking to create new relationships in your Mark etAccess to continuing education to develop your... ...and polici es. What You Can Expect fro m UsPractice Management & Developm ent. The three-year advisor residency program provides...Contract workFor contractorsWork at officeLocal area
- Herzing University is seeking a Customer Service position to assist diverse students through their financial aid process. The role involves guiding prospective and current students and providing onboarding support through an On the Job Training Program, ensuring exceptional...Remote work
$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$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
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