Commercial Relationship Manager II
On-siteIndianapolis, Indiana, United States
Indianapolis, Indiana, United StatesOn-siteFull TimeEnterprise
Full TimeEnterprise
Job Summary
Prospect for clients independently using referral sources and existing relationships to develop tailored banking solutions. Work closely with internal partners to implement relationship strategies, analyze financial statements, and manage credit requests while adhering to portfolio guidelines. Meet with customers regularly to enhance the trusted advisor relationship, utilizing CRM tools for activity tracking and pipeline management. Achieve credit standards and metrics regarding asset quality, covenant data integrity, and RAROC. Attend industry forums to broaden networks and deepen knowledge of competitive trends.
Required Qualifications
- Bachelor's or Master's degree in Business (e.g. Business Administration, Finance, Accounting) or equivalent work experience
- Minimum of 4 years Commercial Banking experience
- preferably at least 3 years in a sales role
- Formalized commercial credit training or equivalent credit experience
- Ability to structure for moderately complex financial situations
- Proven ability to build new and existing client business translating to increased revenue and provide a positive client experience
- Strong business acumen, to include detailed analysis, review of financial statements and understanding of accounting principles
- Thorough knowledge of Commercial, Treasury Management, and alternative lending and financing options
- Ability to assess client needs, drivers of profitability, and corporate/personal life cycle optimizing financial solutions
- Ability to build strong "One Bank" internal partnerships to provide holistic solutions for the clients business and personal financial goals
- Communicates with impact to a group -Understands the audience and adjust communication as is appropriate level of detail for the audience; captures and holds the audience attention
- Proven track record of identification and understanding of business issues, problems, and opportunities and the ability to create relevant options for addressing problems/opportunities to achieve desire red outcomes
- Demonstrates strong verbal and written communication skills, with particular emphasis on experience in face-to-face negotiations
- Proven ability to work in a team-based sales environment
- Must be proficient in all Microsoft Office software
- Regional /local travel
- Frequent travel possible depending on assignment
Desired Qualifications
- equivalent work experience preferred
- familiarity with prospecting and CRM sales tools preferred
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