Palm Beach Gardens, FL
Industry: Accounting, Finance & Insurance•
8 - 10 years
Posted 77 days ago
The Senior Relationship Manager will be responsible for an assigned portfolio of loan and/or deposit relationships with major businesses within the community. In this critical role, you will generate new business and cross sell, administer and service existing business relationships.
Service customers seeking loan and/or deposit relationships with the bank. Interview applicants to develop information concerning their businesses and requirements, evaluate credit information and make relationship recommendations.
Maximize the department’s profitability through the maintenance of a high quality loanportfolio. Follow current loans to ensure conformity with terms; maintain current and complete credit file.
Participate in a formal call program to develop new loan, deposit and fee based business.
Follow market trends and developments to increase the bank’s business in established and developing markets.
Represent the bank in civic and community activities.
Minimum Qualifications Required:
Seven or more years of commercial portfolio management experience
Strong experience and knowledge of financial analysis and banking credit principles
Excellent communication and interpersonal skills with the ability to interact with all levels of personnel using diplomacy
Ability to sell effectively to prospects, clients, managers and peers
Excellent presentation skills
Working knowledge of personal computers to include MS Word, Excel and PowerPoint
Ideal Qualifications Preferred:
Bachelor’s degree level of education or higher
Current experience in a similar role as a senior level Commercial Lender with a large financial institution
Current experience in the position’s geographic region.