Business Relationship Manager - Senior Deepening
On-site · New Hyde Park, New York, United States
Job Summary
Senior-level Business Relationship Manager in Business Banking for large, profitable clients with annual revenue greater than $5M. Manage a portfolio of ~100 clients, deliver deposit and cash-management solutions, oversee credit opportunities up to ~ $15M, and partner with Branch/Wealth/Private Bank to deliver customized financial solutions. Conduct in-person/virtual client engagements, leverage referrals to deepen relationships, onboard clients with treasury products, and maintain risk-management controls to ensure portfolio profitability. Strong knowledge of banking products, credit underwriting, and regulatory requirements; excellent relationship-building and communication skills; proactive, organized, and capable of navigating ambiguity to drive client outcomes.
Required Qualifications
- Minimum of 5 years’ experience in a Business Banking Relationship Management role or related business lending experience
- Strong knowledge of deposit and cash management products and services, and knowledge of business credit underwriting with commercial credit training
- Demonstrated ability to anticipate clients’ issues, own problems on clients’ behalf, and follow through with commitments
- Strong relationship-building and excellent communication skills with individuals at all levels, internally and externally
- Ability to influence others to achieve desired outcomes, and leverage technology to interact with clients effectively and efficiently
- Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines
- Self-directed, proactive, and creative; uses sound judgment and navigates ambiguity to get things done
- Balance needs of clients with associated risks and interests of the firm
- Bachelor’s degree in Finance or related field, or equivalent work experience
- Minimum of 3 years’ managing clients >$10+MM revenue
- Proficient in Microsoft Office tools including Outlook, Excel, Word, and PowerPoint
- In-depth knowledge of diverse types of businesses, industries, markets, financial and economic concepts
- Locations (hint from scraper): New Hyde Park, NY, United States
- Hints from scraper: Suggested employment type: Full time
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