Business Relationship Manager Senior Deepening - Vice President
$20,800–$20,800 year
On-siteEast White Plains, New York, United States
Job Summary
Manage a portfolio of approximately 100 mature business clients with annual revenue exceeding $5 million, focusing on deposit acquisition, product deepening, and client retention. Provide comprehensive business banking solutions including cash management and credit opportunities up to $15 million, while supporting branch bankers on sizeable deals. Conduct regular in-person and virtual calls to cultivate long-term relationships, identify personal financial goals for owners, and partner with Wealth Management and Private Bank to deliver tailored solutions. Onboard clients seamlessly using treasury products and establish digital capabilities, ensuring adherence to risk management protocols and regulatory requirements.
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
- Knowledge of business credit underwriting with commercial credit training
- Uses seasoned judgment to offer comprehensive and customized solutions that best meet client needs
- Monitors and researches market/industry trends and business outcomes to anticipate client needs
- Presents proactive solutions and innovative alternatives when appropriate
- 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
- Leverage technology to interact with clients effectively and efficiently
- Excellent organizational skills
- 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
Desired Qualifications
- 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
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