C&I Relationship Manager IV managing complex commercial banking portfolios. Responsible for marketing financial products to medium and large commercial clients while maintaining client relationships.
Responsibilities
The C&I Relationship Manager IV assumes the overall responsibility, development and management of their borrowing and non-borrowing portfolio
The Relationship Manager is responsible for marketing a range of products and services to medium and large commercial clients and services and originates most challenging and complex C & I loans
Manages and develops a portfolio of complex commercial relationships and ensures retention of total client assets, credit quality and net growth in relationships
The Relationship Manager will play a vital role in the growth and development of the commercial banking portfolio and market share
Primary focus will be to profile and sell/cross-sell commercial products to our existing client base, as well as prospects
Work closely with internal partners to facilitate the development of new business relationships as well as develop prospects through lead lists and Centers of Influence (COI)
Responsible for retaining and expanding existing customer relationships
Develop and maintain a quality loan portfolio with an emphasis on companies with revenues between $20 - $150 million, obtaining deposits and cross-selling other Bank products and services along with building strong customer relationships
Prepare correspondence, commitment letters, loan memorandums and associated documents as required
Monitor loan portfolio and maintain updated financial information
Expand existing knowledge base of commercial and other products and services, including loan policy, documentation, structuring and regulatory requirements
Ensure the portfolio administration and risk management of each client relationship is in compliance with established credit policy, procedure and business strategy as well as commercial and regulatory guidelines
Identify and successfully capitalize on cross-sell opportunities and makes appropriate referrals
Execute a call program to acquire, retain and expand existing customer relationships
Maintain pipeline of existing relationships and new prospects
Collect and maintain financial information on borrowers and interact with customers to ensure that all banking needs are being met
Assist in mentoring teammates, to include credit analysis, financial spreading and underwriting
Provide financial advice to customers and profitably sell appropriate products and services to those prospects and clients
Work with Treasury staff to solicit treasury services and deposit accounts
Ensure that own work is in compliance with applicable policies, procedures, laws, regulations and guidelines
Requirements
Bachelor's degree in Business, Economics, or finance preferred or equivalent banking experience
Minimum 10 years of commercial banking experience and a proven track record of generating deposit and fee income
Strong credit skills
Ability to independently manage a specialty line of lending and complex lending structures
Very strong professional writing skills, can articulate a customer’s business needs succinctly and accurately in credit packages
Demonstrates effective problem solving and excellent collaboration and inter-personal communication skills
Possesses excellent C & I lending and product knowledge and organizational skills
Ability to make knowledgeable loan decisions based on information supplied by the customer verified through a rigorous underwriting process, strong ability to structure loans, strong credit skills
Proven track record with sales and new business development in conjunction with exceeding sales goals
Ability to work well in a sales driven environment
Ability to manage multiple tasks at one time without supervision
Knowledge of applicable laws and regulatory compliance related to commercial lending
Proficient computer skills with a good working knowledge of Microsoft Office Programs including Excel, Word and Outlook.
Benefits
General information on our comprehensive benefits package can be found by visiting https://www.atlanticunionbank.com/about/careers/benefits
Territory Manager responsible for fostering customer relationships and driving sales growth for US Foods. Collaborate with various teams to ensure effective service and product delivery within the assigned territory.
Account Manager at Megaport ensuring smooth operations and customer satisfaction through team collaboration. Involves coordinating service deployments and identifying growth opportunities in cloud infrastructure.
Senior Key Account Manager managing French accounts for a top stainless steel manufacturer. Engaging in technical consultancy and fostering key account relationships alongside sales activities.
Key Account Manager for Specialty Coffee driving account level execution and sales growth in North America Foodservice. Building relationships with coffee operators and closing sales opportunities.
Relationship Manager handling relationship management activities with clients in a book of business. In - office position focusing on business banking and client engagement for PNC.
Business Banking Virtual Relationship Manager at PNC responsible for managing existing clients. Utilizing virtual communication to grow sales across multiple markets.
Relationship Manager managing a book of ultra - high - net - worth clients for Vanguard. Delivering tailored solutions and guidance to help clients achieve their long - term financial goals while providing exceptional service.
Fund Custody Account Manager managing various Fund Custody accounts at U.S. Bank. Providing expertise in regulatory guidelines and client interactions to ensure high - level customer service and compliance.
Software Project Engineer managing operational flight program software teams for Boeing defense projects. Leading cross - functional team to ensure successful software development within budget and schedule.