Banking Relationship Manager Job Description

Banking Relationship Manager Job Description

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Banking relationship manager provides back-up support to all projects in Credit Administration, with specific attention to software conversations, system enhancements, credit template modifications, and credit training.

Banking Relationship Manager Duties & Responsibilities

To write an effective banking relationship manager job description, begin by listing detailed duties, responsibilities and expectations. We have included banking relationship manager job description templates that you can modify and use.

Sample responsibilities for this position include:

Quarterly meetings onsite to review current programs and conduct analysis of current business processes with an effort towards securing multiple product relationships to enhance renewal chances
Provide the necessary oversight and local accountability to document new/revised credit facilities (if any) new transactional or service activities in the local jurisdiction to conform with JPM Chase policies and with local jurisdictional requirements for credit documents, Compliance, Know Your Customer (KYC), Anti-Money Laundering (AML)
Perform ongoing due diligence of credit quality and client activities to ensure sufficient local knowledge content is available to support ongoing credit evaluation and decision making at the parent level provide sufficient local content to meet local regulatory expectations
Establish local contact with the client’s subsidiary working closely with Regional MNBs, ICBs and parent bankers to manage and support growth of local subsidiaries of U.S. based Commercial Bank customers
Ensure necessary oversight and onshore accountability to support local client on-boarding, partnering with local risk management (e.g., Compliance, Legal, Tax, ) and middle/back office teams as needed to support transactional, service or credit activities
Liaise with CB KYC team regionally local teams to facilitate local KYC
Keep Regional origination team members abreast of all local activities market/regulatory changes if any
Promote and sustain engagement and professionalism in dealings with external stakeholders on all matters relating to business operations including but not limited to
Complete credit documentation with the assistance of internal/external lawyers
Cultivate and manage relationships with other areas of the bank to ensure as much cross- selling within the bank as possible, including Wealth Management Services, Discretionary Portfolio Management

Banking Relationship Manager Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Banking Relationship Manager

List any licenses or certifications required by the position: II, CACS, HKSI, HK, CS, CFP, FEDAI, BCSBI

Education for Banking Relationship Manager

Typically a job would require a certain level of education.

Employers hiring for the banking relationship manager job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Business, Finance, Accounting, Management, Business/Administration, Graduate, Communication, Economics, Education, Computer

Skills for Banking Relationship Manager

Desired skills for banking relationship manager include:

Credit and credit quality
Bank products and services
Markets
Analysis
Diverse types of businesses
Credit administration
Credit policy/procedure
Financial and economic concepts
Industries
Cash flow management and business credit underwriting with commercial credit training

Desired experience for banking relationship manager includes:

Strong team player the ability to work on own initiative
Minimum of three years proven and progressive financial service and retail sales experiences or equivalent
Strong communication, client focus and negotiation skills
Sound knowledge of client relationship management system and financial service products and services
Clear view on how to work with Compliance, Credit and Risk, and Internal Control to ensure a balanced risk operating environment
Good at presentation skills

Banking Relationship Manager Examples

1

Banking Relationship Manager Job Description

Job Description Example
Our company is searching for experienced candidates for the position of banking relationship manager. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for banking relationship manager
  • Maintain primary ownership of a portfolio of Islamic Growth Account clients, differentiated by the level of complexity of the client base
  • Source prospects and develop new customer relationships in technology lending
  • Analyze credit-worthiness, structure and negotiate loan transactions, prepare loan proposals, and present credits to the loan committee for approval
  • With assistance of credit analysts, prepare credit write-ups which are complete and adhere to Bank standards
  • Complete understanding of internal Bank departments/process in order to complete banking functions
  • Provides full service banking to high net worth clients
  • Maintain an expertise on Digital Insight' products and services by participation in official training programs self-education on a continuing basis
  • Sources new bank customers through external individual efforts and acquisition channel
  • Develops data base for lead generation, identifies market segments, strategize with acquisition channel
  • Ensures high levels of customer service orientation and application of bank policy in external staff
Qualifications for banking relationship manager
  • Previous relationship management and business development/sales skills are required
  • Understand loan documentation including funding requests, Business Finance Agreements, UCC perfection
  • Direct work experience and knowledge of credit products and processes
  • 10+ years of commercial lending experience in the Business Banking market
  • Completion of formal bank credit training program
  • Experience in spreading deals
2

Banking Relationship Manager Job Description

Job Description Example
Our innovative and growing company is hiring for a banking relationship manager. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for banking relationship manager
  • Relationship Management follows up with client through telecalling, written correspondence and field visits to provide information of the bank’s products and services and seek customer deposits
  • Builds long term personal relationship with clients through relationship calling efforts and social interaction
  • Cross sells existing bank products to customers
  • Plans and conducts special sales initiatives and events for prospective and existing clients
  • Coordinates with other group companies to provide Bank customers with seamless access to other group products
  • Records and responds to customer’s complaints, questions, problems
  • Ensures fast and quality turn-around time for responses
  • MIS generation, maintains records for all acquisition figures and account upgradations
  • Maintains complete relationship record for assigned customer accounts
  • Tracks customer complaints/queries and turnaround times to ensure high level of customer satisfaction and provide information for product and service enhancements
Qualifications for banking relationship manager
  • Years of financial advisory/sales experience in banking, investment, or insurance products and services, preferably in private banking relationship development
  • Experience in sales and services
  • Knowledge of Priority Banking products
  • Commercial lines processes and documents such as endorsements, policy renewal, audits
  • Business Acumen - Know how businesses work
  • Bachelors Degree with 5 years experience in Commercial Banking or sales with at least 2 years
3

Banking Relationship Manager Job Description

Job Description Example
Our growing company is searching for experienced candidates for the position of banking relationship manager. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for banking relationship manager
  • Handle escalated issues or requests from leadership at the Client Shared Services Center and/or Branch
  • Manage independently a client portfolio for the bank ($10MM-$50MM)
  • Independently able to structure loans (term, covenants, collateral, guarantees, ) which appropriately protect the bank
  • Include or introduce Treasury Management Sales Officer and Iberia Wealth Adviors to gather key information to identify Treasury Management and Iberia Wealth Advisors opportunitiesROLES AND RESPONSIBILITIES - LOAN ORIGINATION PROCESSES
  • Uses client feedback to generate integrated client solutions and product improvements to improve revenue
  • Manages and grows a very large and very complex portfolio of corporate loans
  • Proactively plans, controls activities towards attaining goals included but not limited to profiling and tele-consulting
  • Profiles existing customers to maintain and expand banking relationships
  • Makes consumer and small business loans within lending authority
  • Include or introduce Treasury Management Sales Officer and Iberia Wealth Adviors to gather key information to identify Treasury Management and Iberia Wealth Advisors opportunities
Qualifications for banking relationship manager
  • Fair level of experience in a corporate and small and medium enterprise (SME) or business banking environment
  • Demonstrated understanding of small and medium business needs and expectations
  • Ability to work with a team, autonomously and solve problems quickly
  • Experience in fulfilling related qualifications under sales and services industrial and perform relevant regulated activities in Premier Banking product sales
  • Must have diligence in delivering superior customer service
  • Good client engagements ability
4

Banking Relationship Manager Job Description

Job Description Example
Our company is hiring for a banking relationship manager. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for banking relationship manager
  • Meet assigned customer acquisition targets through proactive solicitation of new customers and seeking referrals from existing customers
  • Meeting assigned Assets Under Administration (AUA) target through new assets from existing new customers
  • Deliver an outstanding experience to our customers
  • Engage customers and increase average number of products held by each client under portfolio in ensuring customer’s financial objectives are met
  • Help meet and exceed the Correspondent Banking Group's Budgeted Operating Profit
  • Help develop and grow responsibly new credit opportunities within our underwriting guidelines
  • Help develop and grow new deposit opportunities across our footprint
  • Seek cross-sell opportunities to grow fee income and develop business across all bank partners
  • Help monitor and manage any existing clients with the RM's portfolio with quarterly client reviews, annual reviews, and renewals
  • Conducting periodic interviews and working to further penetrate the ustomer's use of Bank services
Qualifications for banking relationship manager
  • Relevant background in a business related field
  • Strong knowledge of financial statement and credit assessment skills incorporation (background of sound business lending, trade, market, deposit and cash management products and services)
  • Results-oriented displaying strong perseverance
  • Managing a designated portfolio of Business Banking customers and building great relationships to identify, understand and support their ambitions and financial needs
  • Managing financial health checks with customers, identifying and promoting the best service options for customers, including self-serve channels such as online banking
  • Developing strong working partnerships with branch colleagues to create a constant pipeline of potential new customers to the Business portfolio
5

Banking Relationship Manager Job Description

Job Description Example
Our innovative and growing company is looking for a banking relationship manager. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for banking relationship manager
  • Is responsible for active market coverage of prospective clients to achieve new client acquisition goals to generate new and incremental margin and fee-based revenue from both credit and non-credit ancillary product sales, including capital markets products and services offered by the Bank
  • Minimum 10 years of demonstrated sales and business development experience of HNW/UHNW clients with proven results
  • Demonstrated strong or advanced knowledge of Investments, Trust and Credit
  • Highly effective in making referrals to and collaborating with internal professionals including, trust advisors, home lending officers, financial advisors and commercial officers to address client needs and grow the overall relationship
  • Excellent verbal and written communication skills, preferably bilingual (English and Spanish)
  • FINRA Series 6 and Series 63 Licenses are required
  • Extensive experience in leading ecommerce projects, experience partnering with technology teams in delivery of customer-focused mobile functionality
  • Prioritize projects based on data analytics and by developing financial models and business benefits
  • Familiar with prevailing digital trends, ecommerce and digital vendors and applications in the financial services or ecommerce
  • Bring customer obsession to simplify onboarding, use and engagement journeys for Digital banking
Qualifications for banking relationship manager
  • Sound knowledge of financial service products and services and client relationship management system
  • Will require highly developed communication skills and the ability to influence others by persuasively presenting thoughts and ideas to gain commitment and agreement for proposed ideas and solutions
  • Must be enthusiastic, resilient, and energetic
  • To ensure internal and external customer satisfaction
  • Should have strong relationship building as need to interact with various RL Branches & DSA/Channels for business
  • Job Knowledge- The candidate would need to handle Sales for a gamut of products like Unsecured BL, BLOD & FCCR

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