Business Banking Relationship Manager II
Location: Southfield
Posted on: October 19, 2024
|
|
Job Description:
GENERAL FUNCTION: Responsible for business
development, relationship management and client experience of
companies with annual gross sales of at least $2MM and generally
less than $10MM. Assist the business owner in achieving their
financialgoalsbyproviding smart financial solutions for both
personal and business needs. Serve as a trusted advisor for these
businesses; collaborate with a team of product partners utilizing
the One Bank Sales Cycle to understand the
clients''/prospectsholistic business needs. Through such
collaboration, develop revenue growth by identifying needs and
providing needs based solutions and services to the client.
Services would include loans, deposits, treasury management, and
all other applicablebanking services. Position may be located in
Financial Center. ESSENTIAL DUTIES & RESPONSIBILITIES: Business
Development . rospect for new clients by utilizing referral
sources, existing clients, financial centers and centers of
influence. . Work with product partners (Affiliate- Retail IE, WMA,
TMO, etc. and Bancorp- Vantiv, Paycor, etc.) to analyze, evaluate
and develop a tailored relationship strategy for each client or
prospect. . Attend community and/or specific industry forums,
conferences and/or meetings in order to broaden relationship
networks, referral sources and continually deepen knowledge of
trends, practices, services and the competitive landscape.
Portfolio Management . Effectively retain and grow long term
profitable "Lead" client relationships. . Cross-sell all applicable
5/3 products and services to an existing portfolio of business
customers and their owners/senior management with the ultimate goal
of being clients'' lead or primary bank. . Responsible for planning
and conducting relationship strategy and relationship review
meetings with product partners. Client Experience . Coordinate all
client-facing activities including credit support and other product
partners. . Conduct thorough effective pre-call planning, One Bank
Consultative Sales approach and prompt post call follow up. .
Utilize the Bank''s Customer Relationship Management (CRM) system
for client activity tracking, call reports and pipeline management.
Credit Excellence . Partner with Portfolio Managers and Credit
Officers (Business Loan Center and Central Credit Utility) on
credit requests and adhere to established Portfolio Management
guidelines. . Achieve credit standards and metrics in regard to
asset quality, credit administration (matured/renewals, financial
statement documents, covenant data integrity, matured notes and
document exception) and RAROC. . Monitor, on an ongoing basis,
information concerning customer financial performance, condition,
and industry trends to determine that any credit exposure is at an
acceptable risk, and priced accordingly. . Complete administrative
responsibilities in a timely manner. SUPERVISORY RESPONSIBILITIES:
None.
Keywords: , Southfield , Business Banking Relationship Manager II, PR / Public Relations , Southfield, Michigan
Click
here to apply!
|