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Business Banking Treasury Management Advisor – Relationship Manager
Job in
Plantation, Broward County, Florida, USA
Listed on 2026-07-21
Listing for:
Jobtailor
Full Time
position Listed on 2026-07-21
Job specializations:
-
Finance & Banking
Financial Sales -
Sales
Financial Sales
Job Description & How to Apply Below
Responsibilities
- Handles relationship management activities with new and/or existing clients in a book of business
- Grows sales, revenue, and market share with relevant sales goals
- Acquires and/or expands and retains client relationships to generate revenue and deepen share of wallet
- Handles the origination, financial analysis, negotiation and documentation of credit and non-credit products and services
- Manages risk/return and drives quality for new and/or existing clients
- Actively identifies and mitigates different types of risk
- Focuses on client opportunities by providing ideas and insights based on understanding of client’s needs
- Builds an effective network of internal and external relationships
- 3+ years of relevant / direct industry experience
- bachelor's degree
- Book Of Business
- Client Relationship Building
- Credit Processes
- Credit Products
- Customer Engagement
- Decision Making
- Financial Analysis
- Identifying Sales Opportunities
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