Commercial Real Estate Associate Relationship Mgr

Citizens Financial Group•San Francisco, CA

About The Position

The Commercial Real Estate (CRE) Associate Relationship Manager role is a structured developmental position designed for junior talent to learn from established senior CRE Relationship Managers. The primary responsibilities include shadowing and supporting senior Relationship Managers in client meetings and pitches, proactively developing and producing client pitches, providing secondary client account coverage, building relationships with cross-sell partners and key external centers of influence, networking and building relationships within the region, learning regional market and industry knowledge to deliver innovative and consistent messaging to clients and prospects, developing and delivering new and innovative solutions to drive both internal change and external ideas to clients and prospects, and collaborating with the Market Executives and CRE COO to create and execute a formal development plan. The role involves developing and producing best-in-class pitches, learning and marketing a wide range of products and services to CRE clients, shadowing and supporting Senior Relationship Managers on client accounts to generate transaction ideas, managing assigned client relationships, interacting directly with clients and prospects, and building internal and external relationships. A formal 18-36 month development plan will be created and executed in collaboration with Market Executives and the CRE COO to develop the skills necessary to become a Relationship Manager 1 within CRE.

Requirements

Minimum two years of relevant CRE experience in a financial services industry firm.
Must exhibit a foundational level of economic and accounting principles and practices, financial markets, banking and the analysis and reporting of financial data and be proficient in financial modeling and valuation methodologies.
Displays very effectual verbal and written communication skills.
Possess sufficient reasoning ability to perform job independently within the scope of existing policies and procedures.
Exhibits ability to use technology to create, edit and retrieve documents and presentations.

Nice To Haves

The completion of formal commercial banking credit training program is preferred.

Responsibilities

Develop and produce best-in-class pitches to ensure both industry-specific insights as well as cross functional/cross-product solutions are brought to market.
Learn, market, and deliver a wide range of products and services to Commercial Real Estate clients in support of the overall team / regional goals.
Shadow and support Senior Relationship Managers on client accounts in order to generate ideas that lead to transactions.
Manage client relationships as/when assigned.
Interact directly with clients and prospects in support of the overall bank relationship.
Build relationships internally and externally and develop industry and regional market knowledge.
Collaborate with the Market Executives and CRE COO to create and execute a formal 18-36 month plan to develop the skills to become a Relationship Manager 1 within CRE.