Relationship Manager

Role overview

Client relationships and business growth

• Attract new business, expand existing relationships, and execute business plans to achieve growth and retention objectives.
• Build networks and referral sources, generate appointments, identify prospects, and cross-sell products and services.
• Understand client goals, provide financial solutions and responsive service, and develop long-term profitable relationships.
• Answer product and service inquiries and resolve or escalate client issues.

Analysis, operations, and risk

• Analyze information, recommend solutions, advise business groups, and monitor performance.
• Coordinate databases in line with data-governance standards and participate in change-management and operational programs.
• Protect confidential information and follow security, due-diligence, fraud-prevention, regulatory, and risk-management requirements.

Qualifications

• Typically 4–6 years of relevant experience and a related post-secondary degree, or an equivalent combination of education and experience.
• Strong financial analysis, financial statement interpretation, creditworthiness assessment, and business banking knowledge.
• Knowledge of lending processes, loan documentation, policies, procedures, and technologies.
• Strong customer sales and service experience and technical proficiency.
• In-depth communication, collaboration, analytical, problem-solving, influence, and data-driven decision-making skills.

Compensation

• The stated salary range is $55,500–$120,000; the description does not specify a pay cadence.
• Compensation may vary based on location, skills, experience, education, and qualifications; commission may apply.