Hybrid Business Banking Client Manager

Posted 3 weeks ago

Apply now

About the role

  • Serve as a conduit for all product lines and match client needs with appropriate products
  • Always looking for cross selling opportunities for all bank products
  • Grow revenue as directed by senior management by successfully prospecting new business within portfolio and making appropriate referrals
  • Maintain a portfolio by calling on existing customers to expand existing business, ensure excellent client relations & proper servicing of account(s), and ensure the portfolio’s credit quality
  • Negotiate credit arrangements and prepare credit memoranda and supporting documentation with underwriting for presentation to approvers
  • Continuously monitor borrowing base reports and covenant compliance with regular reporting requirements for client base
  • Establish protocols and maintain tracking of documentation exceptions, past dues, field exams, borrowing base reports and covenant exceptions
  • Recognize and manage early warning signs for client portfolio on a recurring basis
  • Provide recurring customer service to existing clients, which includes direct contact with customers
  • File all required reports, and resolve all related issues in a timely and efficient manner

Requirements

  • Bachelor's degree or equivalent experience in related field
  • Three years’ banking experience including credit analysis and client management
  • High level of understanding of credit underwriting
  • Knowledge of bank products, services, and bank operations
  • Ability to interpret policies/procedures, loan contracts, and understanding of credit reports, financial statements and loan documents
  • High level of analytical skill
  • Ability to be self-starter and show initiative
  • Proficiency in Word, Excel & PowerPoint
  • Ability to prospect and network at various levels within a company

Benefits

  • Paid Time Off
  • 401(k) matching program
  • Annual incentive pay
  • Paid holidays
  • Comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage
  • Health savings
  • Flexible spending
  • Dependent care accounts
  • Adoption assistance
  • Employee assistance program
  • Fitness reimbursement
  • Tuition reimbursement
  • Associate wellbeing program
  • Associate emergency fund
  • Various associate banking benefits

Job title

Business Banking Client Manager

Job type

Experience level

Mid levelSenior

Salary

$76,520 - $163,900 per year

Degree requirement

Bachelor's Degree

Location requirements

Report this job

See something inaccurate? Let us know and we'll update the listing.

Report job