Commercial Banking Relationship Manager
Valley National Bancorp
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/centers 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:Strong and effective interpersonal and presentation skills as well as written and verbal communication skills. Proven track record of prospecting new business and enhancing existing relationships.Strong ability to critically 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 totally 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 5 years related lending and/or credit experience with community and/or industry involvement in the area.Valid driver's license.Preferred 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
- ...SUMMARY The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative... ...by actively promoting and selling the bank’s products and services. This role... ...-based learning. Compliance and risk management ~ Expected compliance with bank...SuggestedFull timeTemporary workWork at office
- ...is responsible for originating and managing a portfolio of commercial and private loans, deposits, and investments... ...and existing select credit union relationships to obtain their primary financial... ...investments. Presents the Private Bank Relationship Program to targeted groups...SuggestedFull timeContract workWork at officeRemote workMonday to Friday
- ...and problem resolution. Supports the efforts and goals of the banking center through personal sales of the Bank’s products and services... ...and maintain banking security policies to ensure proper lobby management. Control access to Safe deposit area and boxes based on...SuggestedFull time
- ...And ResponsibilitiesBuild and maintain relationships with clients and prospects through in-person... ...clients on self-service and digital banking options (mobile, online, ATMs, and emerging... ...Drive proactive sales conversations and manage a pipeline of opportunities to achieve...SuggestedWork at officeLocal areaAfternoon shift
- ...connect with their recruiter and hiring manager to discuss workplace expectations and confirm... ...Influence to acquire, expand and retain relationships. Creates customer loyalty and grows... ...Preferred Skills Accountability, Banking, Client Loyalty, Customer Experience (CX...Full timeTemporary workPart timeWork experience placementWork at officeShift work
- ...connect with their recruiter and hiring manager to discuss workplace expectations and confirm... ...Influence to acquire, expand and retain relationships.* Creates customer loyalty and grows... ....## **Preferred Skills**Accountability, Banking, Client Loyalty, Customer Experience (CX...Full timeTemporary workPart timeWork experience placementWork at officeShift work
- ...J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial... ...on building, preserving and managing their wealth. You will use... ...Responsibilities Manage and maintain relationships with clients by earning... ...and small business banking, commercial banking, financial...Temporary workWork experience placementLocal area
- ...J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial... ...on building, preserving and managing their wealth. You will use... ...Manage and maintain relationships with clients by earning trust... ...and small business banking, commercial banking, financial transaction...Temporary workWork experience placementLocal area
$70k
...around providing the very best available banking and accounting talent. In fact, most of... ...service functions while maintaining positive relationships with coworkers and customers. The... ...not a remote position) Responsibilities Manage customer bank accounts; open, close, and...Work at office- ...public speaking skills. Excellent written, oral, interpersonal and organizational skills. Ability to establish priorities and manage time wisely. Strong computer skills required, including Microsoft Office suite. Accounting knowledge helpful. Some travel...Summer workWork at officeMonday to FridayMonday to ThursdayNight shiftWeekend workAfternoon shift
$10k
...better the investment universe! The Opportunity: As a Financial Planning Counselor, you will work alongside our internal Relationship Managers as the point person for complex financial planning education and analysis. You will develop and broaden your financial...Work at officeWork from home- ...Bank of America in the United States is seeking a customer-focused team member to educate clients in the lobby and help them conduct... ...ATM. You will accurately process cash transactions and build relationships to meet clients' financial needs. The role requires strong...
- ...us and for your future. Position Title: Relationship Banker Business Unit: Retail Reports to:... ...to develop proficiency of basic consumer banking transactions, account servicing, and... ...of branch leads at the direction of the Manager, consistent execution of all customer transaction...Work at officeNight shift
- ...Markets for the purposes of developing the Western & Southern Life brand at the local level. Proactively develops community relationships to cultivate and travels within the community to cultivate and strengthen presence in target market(s). Maintains personal contact...Work at officeLocal area
- ...Advisor, you will: Establish, grow, and maintain long-term relationships with clients. Partner with investors to help them plan for... ...goals. Provide disciplined investment approaches, tax management strategies, and additional financial planning support. Develop...Full timeRemote work
- Financial Counselor Location: Tampa, Florida Organization: Tampa Family Health Centers (TFHC) About Tampa Family Health Centers At Tampa Family Health Centers, healthcare is more than a service, it is our mission. As a Federally Qualified Health Center ...Part timeWork at office
- ...through comprehensive financial planning, personalized investment management, and thoughtful guidance. Our culture is collaborative, high-... ...is a confident closer, personable communicator, and natural relationship-builder. This position is ideal for an advisor who thrives in...Full timeWork at office
$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- Universal Technical Institute, Inc. in Tampa is seeking a Financial Aid Advisor to guide students and families through the financial aid process, evaluate eligibility, and advise on funding options. The role supports compliance with federal, state, and institutional regulations...
- ...your career at Saltmarsh! Saltmarsh is a client-focused RIA managing approximately $400 million in assets for individuals and... ...transparent fee structure, and commitment to long-term client relationships. The Opportunity You built the book. Someone else took...Full timeWork at officeLocal area
$36k - $75k
Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry? We’re seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long-term success. As a Financial Representative...TraineeshipHome office- ...is dedicated to simplifying complex financial products and concepts for middle-market clients. With a focus on building personal relationships, we offer practical financial solutions tailored to meet individual goals. Our sales force, including Financial Representatives,...Full timeWork from home
- Position Title: Financial Advisor This role as a Financial Advisor in Tampa presents an opportunity to join a dynamic team that values high achievers. The company provides comprehensive marketing support and schedules appointments, allowing advisors to focus solely...
$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- ...financial goals. You will provide advice using ongoing portfolio management solutions targeting clients and prospects with portfolios of... ...advice, financial planning, book of business management and relationship management. ~ Experience applying trust and estate planning...Full timeLocal areaRemote work
$100k - $150k
Overview We are looking for a competitive, sales-driven, and highly motivated field sales representative to join our team. You'll be responsible for developing and implementing your own initiatives and aggressive sales strategies to grow your sales territory. The ideal...Base plus commissionFull timeStart working today- ...make a real difference in people's lives while carving out your unique career path? At Equitable Advisors, a leader in the wealth management industry, we embrace the power of positive impact, particularly for individuals who build and support our communities. Our...Work experience placementLocal areaRemote workFlexible hours
$80k - $190k
...detail, and a track record of proven success are invited to apply. Responsibilities Provide financial analysis and planning to clients Manage mutual funds and investment strategies Assist with estate planning and business administration tasks Build and grow a client...Full time$80k - $190k
A leading financial services firm in Tampa, FL is seeking a Financial Advisor to provide financial analysis and planning to clients. The ideal candidate will have strong communication skills and attention to detail, ready to build a distinguished practice. This entry-level...
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