In this role, the selected candidate must have strong interpersonal skills, including the ability to easily engage others in dialogue, convey sincere interest in building/deepening relationships and demonstrate a commitment to providing personalized service.
The Relationship Manager will collaborate with investment advisors, financial planners and outside centers of influence to retain and grow wealth management relationships; counsel clients in a fee-based, fiduciary capacity with regards to sophisticated trust and estate issues, wealth planning and asset allocation. Extensive client contact.
In this role, you will be responsible for managing a portfolio of business and personal relationships. Through proactive client profiling deepens client relationships by cross selling appropriate products and services.
In this role, the selected candidate must have the ability to build positive relationships both within the Core Banking Division and throughout the bank and capable of establishing professional expertise through integrity, dedication, and strategic counsel.
Responsible for underwriting and recommending to credit approvers a variety of credit action requests such as renewal/extension of loans, forbearance agreements, collateral disposition including foreclosure and liquidations of business personal property, receivership, note sales, settlements, and various other modifications and workout scenarios.
In this role, you will focus the majority of their time deepening relationships by connecting customers to sales specialists and offering appropriate financial solutions and services to both individual and small business clients.
Relationship Managers will focus the majority of their time deepening customer relationships by referring customers to sales specialists and selling financial products and services to both individual and small business customers/clients.