Banking Relationship Manager; Financial Services Sales

• Full-time

Develops and services comprehensive personal financial relationships within the affluent target market through a professional sales effort. Identifies qualified potential clients, initiates contacts, assesses needs, presents a range of products and services, and closes sales.

Responsible for the management and total servicing of client relationships, and for the growth and profitability of large, complex, and profitable relationships. Proactively advises and consults with clients to maximize their service usage, trust, investment opportunities, and monitors client portfolios to ensure profitability. Analyzes clients' credit needs and makes appropriate recommendations.

This is an experienced Relationship Manager whose clients expect high-quality financial information and personal service from their banker.

Qualifications

• College degree or equivalent work experience.
• Minimum of 6 years of commercial lending experience.
• Competent knowledge of personal and business financial statements and tax returns.
• Proficient understanding of financial concepts related to the affluent market segment, including operations, loan policies, and procedures.