Verified Job
Accounting - Finance
Corporate Banking Relationship Manager
Accounting - Finance
#442315
Remote / WFH
Job Description
Qualifications
2-4 years of Commercial Lending experience
Formal credit training by national or large regional bank
Strong understanding of the principles of accounting and finance
Strong marketing and analytical skills
Demonstrated problem-solving skills and interpersonal skills in demanding situations
Must be a self-starter and highly disciplined
Ability to work in a fast-paced environment with aggressive goals and objectives
Must be able to analyze financial conditions and industry trends
Excellent and effective presentation and communication skills, both verbal and written
Proficient with Excel, Word, Microsoft Office, and CRM Applications
Bachelor's Degree in Business or related field
Benefits
Workplace policy: Full Time In Office
Responsibilities
Acts as the primary advisor for a portfolio of Corporate Banking clients
Develops new business relationships and maintains important revenue-generating client relationships through new business development, relationship and portfolio management activities
Assesses the risks and impact from both the client's and bank's perspective, identifies opportunities to cross-sell related banking products and services and leads the development of an overall client relationship strategy
Meets or exceeds individual sales and retention goals adhering to corporate, legal, and regulatory policies, guidelines, and requirements regarding compliance
Independently expands existing relationships and solicits new business through client referrals and cold calling efforts to meet or exceed the Bank's strategic goals
Directs and manages the sales and service of financial services to Corporate Banking target market clients and prospects in accordance with loan quality guidelines, approval standards and production goals
Requires significant marketing presentation, sales and relationship building skills
Expands existing client relationships and actively seeks new clients via targeted prospecting
Responsible for meeting the broad needs of assigned clients by coordinating with assigned Risk Officers, Treasury Management Officers, Client Service Officers, and other Product Specialists
Under the parameters of procedures and individual authority, recommends and/or makes significant decisions regarding overdrafts, wires, pricing, structuring etc., for Loans, Treasury products, client servicing and other
If loan is an acceptable risk for the bank, negotiates the terms of the loan with the client based on the risk of the loan, current conditions in the financial markets, overall profitability of the loan and overall client relationship, and the current internal goals of the bank
In conjunction with Corporate Banking Manager, makes decisions of significant importance related to risk associated with the loan, documentation needed from client, negotiation of terms, etc
Independently reviews all new and renewal loan requests, coordinates and actively participates in the underwriting process together with appropriate Risk Officer, ensuring adherence to the Bank's credit policies and criteria in loan decisions
Joint analysis with Corporate Banking Manager and risk partners, analyze, maintains portfolio quality, monitors past due loans, minimizes the risk of loan losses and keeps exceptions to a minimum
Ensures full compliance with loan terms
Promptly identifies potential issues and alerts management of any problems in the portfolio
Ensures that all loans are closed according to proper procedures and according to the specific conditions of the CAR working with the appropriate staff and the closing attorney
Job description
Corporate Banking Relationship Manager
Job ID: 2026-5026
Category: Orlando/Tampa
Type: Full-Time
Workplace policy: Full Time In Office
Overview
Acts as the primary advisor for a portfolio of Corporate Banking clients. Develops new business relationships and maintains important revenue-generating client relationships through new business development, relationship and portfolio management activities. Assesses the risks and impact from both the client's and bank's perspective, identifies opportunities to cross-sell related banking products and services and leads the development of an overall client relationship strategy.
Principal Duties & Responsibilities:
• Meets or exceeds individual sales and retention goals adhering to corporate, legal, and regulatory policies, guidelines, and requirements regarding compliance.
• Independently expands existing relationships and solicits new business through client referrals and cold calling efforts to meet or exceed the Bank's strategic goals.
• Directs and manages the sales and service of financial services to Corporate Banking target market clients and prospects in accordance with loan quality guidelines, approval standards and production goals.
• Requires significant marketing presentation, sales and relationship building skills. Expands existing client relationships and actively seeks new clients via targeted prospecting.
• Responsible for meeting the broad needs of assigned clients by coordinating with assigned Risk Officers, Treasury Management Officers, Client Service Officers, and other Product Specialists.
• Under the parameters of procedures and individual authority, recommends and/or makes significant decisions regarding overdrafts, wires, pricing, structuring etc., for Loans, Treasury products, client servicing and other.
• If loan is an acceptable risk for the bank, negotiates the terms of the loan with the client based on the risk of the loan, current conditions in the financial markets, overall profitability of the loan and overall client relationship, and the current internal goals of the bank.
• In conjunction with Corporate Banking Manager, makes decisions of significant importance related to risk associated with the loan, documentation needed from client, negotiation of terms, etc.
• Independently reviews all new and renewal loan requests, coordinates and actively participates in the underwriting process together with appropriate Risk Officer, ensuring adherence to the Bank's credit policies and criteria in loan decisions.
• Joint analysis with Corporate Banking Manager and risk partners, analyze, maintains portfolio quality, monitors past due loans, minimizes the risk of loan losses and keeps exceptions to a minimum.
• Ensures full compliance with loan terms. Promptly identifies potential issues and alerts management of any problems in the portfolio.
• Ensures that all loans are closed according to proper procedures and according to the specific conditions of the CAR working with the appropriate staff and the closing attorney.
Qualifications
• 2-4 years of Commercial Lending experience.
• Formal credit training by national or large regional bank.
• Strong understanding of the principles of accounting and finance.
• Strong marketing and analytical skills.
• Demonstrated problem-solving skills and interpersonal skills in demanding situations.
• Must be a self-starter and highly disciplined.
• Ability to work in a fast-paced environment with aggressive goals and objectives.
• Must be able to analyze financial conditions and industry trends.
• Excellent and effective presentation and communication skills, both verbal and written.
• Proficient with Excel, Word, Microsoft Office, and CRM Applications.
Education
• Bachelor's Degree in Business or related field.
Special Instructions to Candidates
• Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities.
• Please view Equal Employment Opportunity Posters provided by OFCCP here.
• The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.
• Reasonable accommodation may be made to assist individuals with disabilities to complete the online application process.
#J-18808-Ljbffr
$25.50–$46.38 an hour
Full–time and Part-time
2-4 years of Commercial Lending experience
Formal credit training by national or large regional bank
Strong understanding of the principles of accounting and finance
Strong marketing and analytical skills
Demonstrated problem-solving skills and interpersonal skills in demanding situations
Must be a self-starter and highly disciplined
Ability to work in a fast-paced environment with aggressive goals and objectives
Must be able to analyze financial conditions and industry trends
Excellent and effective presentation and communication skills, both verbal and written
Proficient with Excel, Word, Microsoft Office, and CRM Applications
Bachelor's Degree in Business or related field
Benefits
Workplace policy: Full Time In Office
Responsibilities
Acts as the primary advisor for a portfolio of Corporate Banking clients
Develops new business relationships and maintains important revenue-generating client relationships through new business development, relationship and portfolio management activities
Assesses the risks and impact from both the client's and bank's perspective, identifies opportunities to cross-sell related banking products and services and leads the development of an overall client relationship strategy
Meets or exceeds individual sales and retention goals adhering to corporate, legal, and regulatory policies, guidelines, and requirements regarding compliance
Independently expands existing relationships and solicits new business through client referrals and cold calling efforts to meet or exceed the Bank's strategic goals
Directs and manages the sales and service of financial services to Corporate Banking target market clients and prospects in accordance with loan quality guidelines, approval standards and production goals
Requires significant marketing presentation, sales and relationship building skills
Expands existing client relationships and actively seeks new clients via targeted prospecting
Responsible for meeting the broad needs of assigned clients by coordinating with assigned Risk Officers, Treasury Management Officers, Client Service Officers, and other Product Specialists
Under the parameters of procedures and individual authority, recommends and/or makes significant decisions regarding overdrafts, wires, pricing, structuring etc., for Loans, Treasury products, client servicing and other
If loan is an acceptable risk for the bank, negotiates the terms of the loan with the client based on the risk of the loan, current conditions in the financial markets, overall profitability of the loan and overall client relationship, and the current internal goals of the bank
In conjunction with Corporate Banking Manager, makes decisions of significant importance related to risk associated with the loan, documentation needed from client, negotiation of terms, etc
Independently reviews all new and renewal loan requests, coordinates and actively participates in the underwriting process together with appropriate Risk Officer, ensuring adherence to the Bank's credit policies and criteria in loan decisions
Joint analysis with Corporate Banking Manager and risk partners, analyze, maintains portfolio quality, monitors past due loans, minimizes the risk of loan losses and keeps exceptions to a minimum
Ensures full compliance with loan terms
Promptly identifies potential issues and alerts management of any problems in the portfolio
Ensures that all loans are closed according to proper procedures and according to the specific conditions of the CAR working with the appropriate staff and the closing attorney
Job description
Corporate Banking Relationship Manager
Job ID: 2026-5026
Category: Orlando/Tampa
Type: Full-Time
Workplace policy: Full Time In Office
Overview
Acts as the primary advisor for a portfolio of Corporate Banking clients. Develops new business relationships and maintains important revenue-generating client relationships through new business development, relationship and portfolio management activities. Assesses the risks and impact from both the client's and bank's perspective, identifies opportunities to cross-sell related banking products and services and leads the development of an overall client relationship strategy.
Principal Duties & Responsibilities:
• Meets or exceeds individual sales and retention goals adhering to corporate, legal, and regulatory policies, guidelines, and requirements regarding compliance.
• Independently expands existing relationships and solicits new business through client referrals and cold calling efforts to meet or exceed the Bank's strategic goals.
• Directs and manages the sales and service of financial services to Corporate Banking target market clients and prospects in accordance with loan quality guidelines, approval standards and production goals.
• Requires significant marketing presentation, sales and relationship building skills. Expands existing client relationships and actively seeks new clients via targeted prospecting.
• Responsible for meeting the broad needs of assigned clients by coordinating with assigned Risk Officers, Treasury Management Officers, Client Service Officers, and other Product Specialists.
• Under the parameters of procedures and individual authority, recommends and/or makes significant decisions regarding overdrafts, wires, pricing, structuring etc., for Loans, Treasury products, client servicing and other.
• If loan is an acceptable risk for the bank, negotiates the terms of the loan with the client based on the risk of the loan, current conditions in the financial markets, overall profitability of the loan and overall client relationship, and the current internal goals of the bank.
• In conjunction with Corporate Banking Manager, makes decisions of significant importance related to risk associated with the loan, documentation needed from client, negotiation of terms, etc.
• Independently reviews all new and renewal loan requests, coordinates and actively participates in the underwriting process together with appropriate Risk Officer, ensuring adherence to the Bank's credit policies and criteria in loan decisions.
• Joint analysis with Corporate Banking Manager and risk partners, analyze, maintains portfolio quality, monitors past due loans, minimizes the risk of loan losses and keeps exceptions to a minimum.
• Ensures full compliance with loan terms. Promptly identifies potential issues and alerts management of any problems in the portfolio.
• Ensures that all loans are closed according to proper procedures and according to the specific conditions of the CAR working with the appropriate staff and the closing attorney.
Qualifications
• 2-4 years of Commercial Lending experience.
• Formal credit training by national or large regional bank.
• Strong understanding of the principles of accounting and finance.
• Strong marketing and analytical skills.
• Demonstrated problem-solving skills and interpersonal skills in demanding situations.
• Must be a self-starter and highly disciplined.
• Ability to work in a fast-paced environment with aggressive goals and objectives.
• Must be able to analyze financial conditions and industry trends.
• Excellent and effective presentation and communication skills, both verbal and written.
• Proficient with Excel, Word, Microsoft Office, and CRM Applications.
Education
• Bachelor's Degree in Business or related field.
Special Instructions to Candidates
• Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities.
• Please view Equal Employment Opportunity Posters provided by OFCCP here.
• The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.
• Reasonable accommodation may be made to assist individuals with disabilities to complete the online application process.
#J-18808-Ljbffr
$25.50–$46.38 an hour
Full–time and Part-time
