Business Banking Client Manager
About The Position
As a Client Manager, you will work with others by building and maintaining relationships. Operate as an effective communicator, who is able to stimulate and motivate others while being aware of and responsive to their needs and concerns. Perform in a role that has detailed work as a major focus of the job, and those details need to be handled quickly, correctly, and efficiently and working within established guidelines. Be an active participant in maintaining guidelines, structure, and established policies as you work with and for others. As a Client Manager, you will have an opportunity to meet and provide exceptional service to a diverse audience of community banking clients. Helping clients identify products and services that will work best for their business’ success and growth. Associates in this role will manage banking relationships holistically ensuring that they are developing intentional connections to deliver rewarding results. Client Managers will focus on managing a large client loan portfolio, expanding the loan relationship with clients, and focusing on new client acquisition primarily by leveraging relationships within the client’s portfolio. You will have an opportunity to assist clients to leverage all options including cross-selling the Bank’s loan, depository, and Treasury Management products to also assist in the review and structuring of transactions, presentation of deals to credit officers and the negotiation of credit terms while monitoring operating performance through monthly/quarterly financial statements and loan reports.
Requirements
- Bachelor’s degree in related field or equivalent combination of education and experience.
- 3+ years of relevant experience specifically in business, community and/or commercial banking.
- 3+ years of banking experience
- Valid driver's license (may not be learner’s, restricted or “to and from work” license)
- Driving history that meets the Bank’s driver standards
- Applicants must be legally authorized to work in the United States.
- Verification of employment eligibility will be required at the time of hire.
Nice To Haves
- 5+ years of relevant experience specifically in business, community and/or commercial banking.
- Moody’s Risk Analyst experience
- Completed formal credit training program.
- Strong communication, writing, and sales skills
- Passionate and motivated self-starter
- Proficient in Microsoft PowerPoint, Word and Excel
- Identify key relationships to achieve strategic goals and provide strong credit knowledge
- Clearly and enthusiastically convey information and ideas in a manner that engages and persuades clients.
- Well-developed and proven organizational skills with ability to utilize time efficiently
- Ability to make sound and timely decisions, to consistently deliver on commitments, and assume responsibility for results
- A passion for educating clients on banking products and digital technologies available at the bank
- Strong work ethic and ability to complete work accurately
- Ability to think logically in order to analyze situations and make sound decisions
- Ability to handle multiple tasks simultaneously
Responsibilities
- Building and maintaining relationships
- Operating as an effective communicator
- Managing a large client loan portfolio
- Expanding the loan relationship with clients
- Focusing on new client acquisition
- Assisting clients to leverage all options including cross-selling the Bank’s loan, depository, and Treasury Management products
- Reviewing and structuring of transactions
- Presentation of deals to credit officers
- Negotiation of credit terms
- Monitoring operating performance through monthly/quarterly financial statements and loan reports
Benefits
- Scorecard-based incentive plan
- Insurance
- 401k
- Associate stock purchase program
- Paid time off
- Associate banking perks
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
