The Commercial Relationship Manager examines, analyzes, evaluates, and authorizes or recommends approval/denial of customer applications for commercial loans; monitors and maintains existing commercial loan portfol.
Conducts meetings with referred commercial clients and prospects with the referring RM to educate those business owners/mangers on alternative risk strategies using captive insurance and determine their interest in taking the next step towards captive formation for their business, if appropriate for that business.
Guides the development team in overall application technology design activities; leads the identification and definition of key architectures, components and interfaces, design of data model and data/information flows.
Execute on the above responsibilities, employee should be familiar with lending and general asset quality metrics, be proficient in data mining and translation of results into visually-effective presentations, have strong quantitative skillsets with solid understanding of statistical modeling approaches, have strong communication and leadership skills to ensure successful delivery of the team's goals and objectives.
Follows up with customers to implement the delivered Financial Plan. Monitors customer information/products, financial plan and market trends to identify new customer needs and opportunities to deliver further customer value.
The Commercial Relationship Manager examines, analyzes, evaluates, and authorizes or recommends approval/denial of customer applications for commercial loans; monitors and maintains existing commercial loan portfolio; provides customer service to commercial bank client.
Provides consulting and strategic services to various banking business lines through development of strategies and programs for enhancement of the Customer Experience, to include but not be limited to support/development of small business deposit products, small business ancillary deposit services and products, customer database generation and reporting, customer issue resolution, program sales and/or support, private wealth sales and/or support, etc.
Develops new small business relationships through calling on targeted potential clients; uncovers prospect needs for commercial products and services and recommends solutions; develops sales plans and strategies.