Business Relationship Manager I - Officer
On-siteNew York City, New York, United States or New York, United States
Job Summary
Acquire, manage, and retain a portfolio of 100 to 130 business clients with annual revenue of $1 to $5 million by providing deposit, cash management, and credit solutions up to $500,000. Deliver customized banking solutions through regular in-person calls with prospects and existing clients, utilizing knowledge of finance, credit, and risk management to identify and promote optimal solutions. Identify personal financial goals for clients and build collaborative relationships with Wealth Management, Home Lending, and Branch Teams to connect them with specialists. Provide leadership by supporting assigned branches, protecting the firm through sound risk management protocols, and adhering to regulatory requirements.
Required Qualifications
- Minimum of 1 year experience in a Business Banking Relationship Management role or related business lending experience
- General business experience and knowledge of business credit, understanding of core business products and services with understanding of general business practices and how business needs vary by industry/market
- Strong communication skills with individuals at all levels, internally and externally with the ability to build relationships with clients and internal partners
- Balance needs of clients with associated risks and interests of the firm and recognize an issue or problem and determine when to escalate or handle independently
- Determine and balance priorities on a daily basis to achieve business objectives with demonstrated ability to own problems on clients' behalf and follow through with commitment
- Highly proficient in MS Office tools including Outlook, Excel, Word, and PowerPoint
Desired Qualifications
- Bachelor's degree in Finance or related field or equivalent work experience
- Strong current business network
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