Relationship Manager

Deliver exceptional customer service.

Lead all aspects of relationship management for an assigned portfolio.

Act as a confident business banker, providing creative products/solutions.

Utilize sales platforms to understand customer needs, industries, and markets.

Understand customer's operating environment, structure unique financing, cash management, and overall business needs.

Possess deep expert knowledge of the market, customers, and broader economic factors.

Develop and maintain center of influence strategies and relationships.

Identify customer/prospect referral opportunities.

Develop and implement sales strategies to attract, acquire, and retain customers.

Build new and deepen existing customer relationships using the Business Banking Relationship Methodology (BBRM).

Promote and offer a full suite of products, sales, services, and banking capabilities.

Meet or exceed business targets.

Negotiate to maximize profitability of relationships.

Contribute to credit applications with high-quality risk assessment, credit structure, due diligence, and presentation.

Oversee account management to ensure adherence to guidelines and limits.

Understand market and industry within the portfolio to provide value-added service and mitigate risk.

Refer to other business partners and respond to reciprocal referrals.

Identify and manage risks, escalating high-risk transactions.

Ensure compliance with regulatory and operational risk requirements.

Comply with Bank and industry Code of Conduct.

Develop productive relationships with external partners for new business opportunities.

Participate as a team member, fostering a positive work environment.

Provide thought leadership and industry knowledge, participating in knowledge transfer.

Keep current on emerging trends and developments.

Participate in personal performance management and development.

Keep others informed about projects and activities.

Provide mentorship.

Lead, motivate, and develop relationships with internal and external partners.

Contribute to a fair, positive, and equitable environment.

Act as a brand ambassador.

Undergraduate/Graduate degree and/or 7+ years of relevant experience.

Expert level professional role primarily accountable for origination of new customer business and relationship management for the Commercial Business segment.

Manages a portfolio in line with the business sales model characterized by moderate to high cash management, deposit and credit complexity requirements.

Interprets and analyzes customer financial statements with deep expert level credit acumen.

Undergraduate/Graduate degree