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Business Relationship Mgr Sr - Business Banking

Req #: 170115320
Location: Irvine, CA, US
Job Category: Relationship Management/Sales
Job Description:
Business Banking serves the needs of businesses with $.5 million to $20 million in revenue. The Relationship Manager (RM) manages a portfolio of these clients and is a key role in the field organization, building relationships by providing  financial advice to business clients with a focus on client experience and risk management. Business Banking is looking for a senior-level RM to develop new business and deepen existing relationships.
 
  • Build collaborative internal and external relationships to provide the best in client advice and service, develop the business to ensure a seamless experience for the client who has multiple products and services.
  • Serve as a trusted advisor to the client in delivering comprehensive and customized business banking products and solutions tailored to the financial needs and circumstances of business clients.
  • Manage a portfolio of business clients; grow portfolio by prospecting for new clients and deepening relationships with existing clients.
  • Manage credit opportunities within assigned portfolio, for example, a designated territory or industry, up to $15 million; provide support to branches on sizeable credit deals as needed.
  • Utilize extensive referral networks and centers of influence to identify and pursue potential new clients, looking for ways to cultivate a long-term relationship.
  • Use expert knowledge of business, finance, banking, credit and risk management to identify, recommend and promote products and solutions that best serve the client while still working within risk parameters that protect the bank.
  • Build relationships by calling on existing clients to truly understand their businesses and analyze product and service growth opportunities and ensure profitability of portfolio.
  • Protect the firm by following sound risk management protocols and adhering to regulatory requirements.
  • Manage a disciplined marketing process by identifying steps/strategies necessary to effectively maintain and build relationships with clients and prospects.
 
  • 8 or more years experience in business banking relationship management role or related business lending experience.
  • Bachelor’s degree in Finance or related field, or equivalent work experience required.
  • Expert knowledge of business credit, deposit and cash management products and services.
  • Expert knowledge of business credit underwriting with commercial credit training preferred.
  • Strong communication skills with individuals at all levels, internally and externally.
  • Ability to build relationships with clients and internal partners and influence others without direct control.
  • Able to identify innovative solutions to best serve client and/or manage risk.
  • Uses seasoned judgment to offer comprehensive and customized solutions that best meet client needs; monitors and researches market/industry trends and business outcomes to anticipate client needs and present proactive solutions.
  • Establishes and consistently uses a disciplined process to manage time; uses time strategically to accomplish business objectives.
  • In-depth knowledge of different types of businesses, industries, markets,financial and economic concepts.
  • Strong current business network; viewed as a leader in community organizations such as Chambers of Commerce, non-profit boards.
  • Travel requirement:  approximately 25%
          

 

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