Service customers seeking loan relationships with the bank. Interview applicants to develop information concerning their businesses and requirements, evaluate credit information and make relationship recommendations.
Build a high personal and corporate profile in the community in which you are based. Develop network of Group and External professional contacts with the aim of introducing new business, enhancing technical knowledge and promoting the brand.
Federal Relationship Manager will build and maintain accurate and up to date strategic account plans and revenue projections. Must be able to use Sales Force.com to input these projections into corporate-wide data bases.
The Relationship Manager (RM) is responsible for managing a portfolio of middle market relationships who need financial services and products to meet their needs. In addition to being the primary bank advocate and key financial advisor for the relationship, the RM is accountable for prospecting new business and enhancing existing relationships.
As part of our team, you will have access to industry leading solutions and a team of dedicated product specialists all designed to meet the unique life priorities of your clients things like managing expenses, building wealth, managing debt, buying a home, saving for college or planning for unexpected life events.
Must be able to manage sales funnel to analyze/ manage pipeline activity and monitor sales against assigned quotas; can acquire and integrate industry knowledge related to general trends, emerging technologies, & competitors.
Supports identification of vulnerable client relationships, independently assessing the degree of vulnerability, and uses discretion in leveraging the firms internal resources to execute a retention strategy.
The Premier Relationship Manager is a key role within our Wealth Management division and is responsible for delivering personalized financial strategies to affluent clientele through banking and borrowing needs, as well as, investments services.