Relationship Manager
$75 per hourBank of Hope
We are currently seeking a Relationship Manager to support our BLC# Commercial Lending Center.Serve as the Focal point of Contact for customers’ comprehensive banking services and needs, including, but not limited to: loans; deposits, treasury management services; international trade services; and foreign exchanges services.Gain a full understanding of the customer’s:Nature of business and business modelBusiness strategy and long-term objectivesBusiness requirementsIndustry trendsRisk factorsFinancial ConditionDevelop and execute a Relationship Development Plan tailored to each customer’s needs and update it at least annually. The plan should include a comprehensive analysis of the business, market and industry, business requirements, potential banking products & Services to supplement or complement and the execution timeline.Negotiate terms and conditions, including but not limited to: pricing and fee for loans, deposits and other banking services on terms acceptable to the Bank. Communicate pricing strategy with respective Portfolio Management units in written document form.Establish effective communication channels with underwriters, branch personnel, treasury management services and other bank employees to ensure high quality customer experience.Meet or exceed assigned Deposit, Loan, Fee Income Production Goals.Meet or exceed assigned Partner Referral Goals.Meet or exceed assigned New Customer Relationship Goals.Develop a and Execute a Marketing Plan to acquire new relationships, retain and expand existing customer relationships.Proactively solicit new business relationships through aggressive calling efforts on prospects developed through referrals from existing customers, cultivation of key referral sources and prospect lists.Actively engage in networking opportunities/events for target industries to help raise brand awareness of the Bank and to identify prospective customers.Work closely with the Treasury Services Team to ensure that Commercial customers/prospects needs are properly matched with the appropriate depository, cash management, and investment needs.Proactively update status of all business leads and deals on the Bank CRM.Participate in the Bank’s sales training program(s) to continue develop sales and business development skills.Prepare a complete credit package for underwriting, which includes, but not limited to: completed application, tax returns, financial statement, legal entity documents and any other pertinent business and/or property information.Analyze financial and related data to determine the general credit worthiness of Commercial customer/prospects and the merits of specific credit requests.Collaborate with underwriting to identify credit risks and recommend appropriate credit structure.Presents credit requests to loan committee for approval.Generally, handles loan relationships with aggregate exposure up to $15M and portfolios up to $75MExpand and Retain existing relationships to maximize bank profitability through appropriate pricing of new loan originations, fee income, and cross selling of all bank products & services, including deposits and Treasury Services products.Investigate and follow up on significant changes in status of existing customers; meet with customers to discuss needs and outline appropriate Bank services and to resolve problems as necessary.Monitor loan relationships for compliance/tickler and communicate directly with the customers to gather appropriate information and documents related to financials, insurance, collateral position, property taxes etc. to ensure full compliance with all credit covenants, credit reviews, audits and regulatory examinations.Monitor payment performance of the loan portfolio and contact the customer for any delinquency related follow up.Ensure timely communication with borrowers, loan officers, portfolio managers and credit administration.Comply with all applicable enterprise risk management requirements and documentation including AML/OFAC.Monitor the business activities of the customers to assess appropriated Customer Risk Rating and to generate or update Know Your Customer (KYC) documentation, including the BSA Customer Site Visitation Report for high risk customers.Coordinate as a point of contact in communication with the customers to fulfill KYC requirements and other inquiries form the AML/OFAC team.Report any suspicious activities to the AML/OFAC Department.Complete all required Compliance Training prior to assigned due dates.Assist in conducting due diligence requested and compliance requirements.Mentor Business Development Officers.Participate in various internal committees assigned by senior management.Complete other assigned duties.Job Qualifications/RequirementsMinimum 5+ years’ experience in banking.Excellent organization skills and ability to handle and prioritize multiple tasks.Detailed knowledge of banking regulations and laws; compliance documentation, and reporting requirements.Minimum Education Level: Bachelor’s DegreeEnglish: Written: Advanced Verbal: FluentComputer / Systems Knowledge Requirements- IntermediateAbility to generate new business through a consultative sales approach.Ability to close sales without relying solely on interest rates.Ability to originate C&I Loans.Thorough knowledge of bank’s credit policy & procedure and underwriting guidelines.Ability to analyze and organize financial information and perform complex financial calculations.Ability to structure the loans according to the customer’s needs and the bank’s underwriting guidelines.Ability to present the loans to various credit approving authorities within the bank.Ability to close approved loans and to support loan servicing, including collecting updated financials and collection.Ability to respond effectively to the most sensitive inquiries or customer complaints.Excellent interpersonal, written and verbal communication and presentation skills.Ability to make effective and persuasive presentations on controversial or complex topics to top management, employees, regulators, or board members.Present a professional image in dealing with customers, interdepartmental and external representatives.Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.The salary range for this full-time position is $120,000.00 annually - $150,000.00 annually + bonus + benefits Salary ranges are determined based on qualifications, level, and location. Exact compensation may vary based on your skills and experience.Bank of Hope is an equal employment opportunity employer and does not discriminate on the basis of race, color, gender, religion, age, sexual orientation, genetic information, national or ethnic origin, disability, marital status, veteran status or any other basis protected by federal, state, or local law.Job SummaryRequisition Number: RELAT007216Job Category: Business DevelopmentSchedule: Full-Time
$45k
...Relationship Manager Needed Celero Commerce is looking for a dynamic and results-focused Relationship Manager to support and grow our existing partner portfolio in Rosemont, IL. In this role, you'll act as a strategic advisor and key point of contact for Celero's...SuggestedFull timeWork at officeLocal areaImmediate start- ...Client Success Manager For nearly 20 years, TheKey has helped clients achieve successful long-term aging at home with comprehensive... ...Duties and Responsibilities: Oversee day-to-day client relationships and the delivery of high-quality, holistic care tailored to...SuggestedFull timeWork experience placementWork at officeLocal areaFlexible hoursShift work
$160k - $170k
...Delivering Value Starts Here Key Responsibilities Account Management & Growth: Call on and meet with prospective and existing... ...maintenance and operational requirements. Maintain strong relationships with existing accounts to ensure customer retention and...SuggestedLocal area- ...Job Description Job Description Patron Engagement Manager Full-time, includes weekends & evenings Do you love to share your bookjoy and curiosity for knowledge? Would you like to lead an award-winning team to provide top-notch advisory and information...SuggestedFull timeAfternoon shift
- ...Key Account Manager Corporate Headquarters Sales strategies for satisfied customers! As a Key Account Manager at Uline, identify sales opportunities and make recommendations to support key customer accounts. Help drive Uline's growth and success as North America'...Suggested
$85.03k - $100.29k
...Job Title: Employee Experience & Engagement Manager Job Location: Des Plaines-USA-60016 Work Location Type: On-Site Salary... ...into the organization. Build strong, collaborative relationships with Operations, Human Resources, and business leaders at all...Hourly payWork at officeAll shiftsNight shiftAfternoon shift- ...Client Success Manager Spectrum Billing Solutions is an industry-leading Revenue Cycle Management (RCM) company for healthcare... ...Responsibilities include: Foster and develop strong client relationships. Serve as primary point of contact for client communications...Full timeWork at officeRemote workFlexible hours
- ...generosity, warmth, and respect. And with core values like Invest in Relationships and Be Relentless About Improvement, each member of our team... ...a better tomorrow, together. Customer Experience Account Manager Benefits: 14 paid holidays with a end of year holiday...Contract workWork at officeLocal areaImmediate startVisa sponsorship
- Join the leading beverage provider, Reyes Coca-Cola Bottling! Benefits: Medical, Dental, Vision, 401K Match, PTO, Education Reimbursement Salary: $94,176 - $117,720 plus annual target bonus If you enjoy our products, you’ll really enjoy being a part of our team!Position...
- ...Job Description: The Customer Care Manager (CCM) is responsible for providing quality and efficient service to customers & clients through the daily management of a team of Customer Service Representatives (CSRs). This includes hiring, motivating, rewarding, coaching...Full timeWork at officeWork from homeAfternoon shift
- Gallagher, a leader in insurance and risk management, seeks a Client Service Supervisor to lead a team ensuring exceptional service delivery. In this role, you will enhance client satisfaction and retention, mentor professionals, and manage key operational tasks. With...Flexible hours
$45k - $65k
...commission-based sales experienceBilingual communication skillsPassion for home design and interior décorExperience with customer relationship management tools or systemsWho We AreAt Bob’s, we have fun, we love what we do, and we’re growing fast! As one of the leading omni-...Hourly payFull timePart timeLocal areaFlexible hoursAfternoon shift- ...Regional Client Executive is responsible for the overall strategic management, growth, and financial performance of all strategic health... ...region and may also oversee selected key health system relationships within the region. This role serves as the primary executive...Hourly payContract work
$98k - $132k
...community and commercial banking, specialty finance and wealth management services through its 16 bank charters and nine non-bank... ...sophisticated solutions of a large bank while staying true to the relationship-focused, personalized service of our community banking roots....Full timeTemporary workFlexible hours$16 - $35 per hour
...assists with daily front desk operations, supports Front Desk Agents during busy shifts, handles escalated guest concerns, and helps manage the check-in and check-out process to ensure efficiency and accuracy. Responsibilities include supervising front desk staff,...Hourly payFull timeShift workNight shiftAfternoon shift$50.02k - $68.7k
...compliance with established standards and policies for the operation, managing and developing site human resources, as well as meeting site... ...and maintaining a partnership and successful working relationship with the Administrator. Responsible for ensuring the highest levels...Full timeWork at office- ...Client Service Manager At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected... ...'ll work closely with your team and clients to build strong relationships, solve challenges, and ensure every interaction adds value....Work at officeLocal areaShift work
- ...2. Callback Program Execution (AppFueled System) Own and manage HEART's callback and follow-up process across all locations.... ...for exceptional customer communication. 3. Communication & Relationship Building Build rapport and trust with customers through...Full time
- ...about doing the right thing and doing it well. Whether you're managing claims, supporting clients, or improving processes, you’ll... ..., claims oversight, and renewal support. Build strong client relationships, analyze data to identify trends and opportunities, lead client...Local area
- ..., empathetic experts, and outcomes drivers — people who care deeply about doing the right thing and doing it well. Whether you're managing claims, supporting clients, or improving processes, you’ll play a vital role in helping businesses and individuals move forward with...Local areaRemote work
$74k - $129k
...the #VTeamLife.What you’ll be doing…As a Business Development Manager (BDM) you will be responsible for securing contracts within the... ...budget and timeline.Building and cultivating prospect relationships by initiating communications, conducting on-site property tours...Full timeTemporary workPart timeWork experience placementLocal areaShift work- ...correspondence. Highly organized with great customer service skills. Has excellent interpersonal skills, with a strong ability in time management skills. Responsibilities Calls new clients to set up home visits. Opens cases with clients, including confirming proper...Full time
- ...client relations. The role requires excellent communication, organization, and a valid driver’s license with insurance. You will coordinate with caregivers and manage client records in AxisCare, performing follow-up as needed. #J-18808-Ljbffr SERENITY HOME HEALTH CARE
$59.12k - $98.39k
...makes this such a special place to work. Job Overview The Manager, Sales & Customer Service ensures that the very best of Macy's... ...an environment of acceptance and respect that strengthens relationships, and ensures authentic connections with colleagues, customers,...Full timeWork experience placementFlexible hoursWeekend workAfternoon shift- ...National Account Manager The National Account Manager is responsible for maintaining and growing sales in existing accounts as well... ...to ensure high customer satisfaction, positive long-term relationships, and repeat business. Orchestrate and lead key business negotiations...Flexible hours
$50k - $70k
...this is your chance to develop your skills, forge strong client relationships, and make an impact! What we're looking for Driven &... ...edge tools: Utilize Sugar (CRM) to track client's information, manage your sales pipeline, and measure success using actionable KPIs...Work at officeWorldwideMonday to FridayShift work- ...The Lou Malnati's PR Manager leads the development and execution of strategic public relations initiatives to maintain and enhance... ...promotions, and special events. Cultivate and maintain senior-level relationships with journalists and food critics across traditional and non-...FreelanceWork at officeLocal area
$125k - $140k
...Join Team Purple. Join IFS.Job DescriptionA Customer Success Manager will take the customer facing role and is responsible for Success... ..., management of program deliveries and strong senior customer relationships. The prevailing business priority is the customers’ successful...For contractorsWork experience placementLocal areaWorldwideFlexible hours- .... The role has two halves. First, this person owns and grows relationships with the most strategic accounts, starting with Ross, Burlington... ...and email can't Build a scalable, systematic approach to managing a growing account list rather than relying on a small number...Relocation
- ..., is seeking an experienced and result-driven National Account Manager to join our dynamic team. In this key role, you will be responsible for driving business growth by managing and expending relationships with our key accounts, bringing on new customers, an leading strategic...WorldwideRelocation
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Relationship Manager. Be the first to apply!


