In this role, the selected candidate will deliver proactive account management, including, but not limited to; understanding client goals & objectives, implementing a strategic relationship process, developing and maintaining client specific business plans, deepening existing client relationships, assisting plan sponsor in managing fiduciary responsibilities, ensuring client is aware of Lincoln products and services capabilities and identifying opportunities to increase assets under management.
In this role, you will develop and maintains relationships with Institutional Trust & Custody clients by promoting and delivering a broad range of products and services with the primary focus on value-added sales and prospecting.
In this role, the selected candidate will be analyzing composition of portfolios to determine if retention and expansion of existing client relationships is the primary focus versus acquisition of new business.
In this role, you will manage risk/return and drives quality for new and/or existing clients. Actively identifies and mitigates different types of risk, such as regulatory, reputational, operational and credit risks.
As a Corporate Relationship Manager, you will develop new commercial business by working with your other banking partners, area businesses and community members. This position will allow you the opportunity to develop your book of business while working for a leader in the banking community.
In this role, you will work within stated guidelines to acquire and/or expand and retain client relationships to generate revenue and deepen share of wallet. Handles the origination, financial analysis, negotiation and documentation of credit and non-credit products and services.