Commercial Banking Manager Resume Samples

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HW
H Wehner
Hallie
Wehner
704 Carter Row
San Francisco
CA
+1 (555) 596 2941
704 Carter Row
San Francisco
CA
Phone
p +1 (555) 596 2941
Experience Experience
Detroit, MI
Commercial Banking Manager
Detroit, MI
Kemmer, Maggio and Emmerich
Detroit, MI
Commercial Banking Manager
  • Manage sales process, set call and sales goals, and coach Commercial Relationship Managers in all relationship development efforts
  • Develops and implements cross-selling strategies with an established store network
  • Perform general management duties, exercising usual authority concerning staff, performance appraisals, promotions and terminations
  • Proven track record of success in developing new clients and business, including prospecting, sourcing and networking
  • Identifies, hires, performance manage, motivates and retains top talent
  • Perform sales activities, both personally and through subordinates, to develop new relationships with business clients
  • Coordinates with marketing resources, treasury management services and other product/service providers within the company
Detroit, MI
Commercial Banking Customer Due Diligence Onboarding Manager
Detroit, MI
Purdy Group
Detroit, MI
Commercial Banking Customer Due Diligence Onboarding Manager
  • Work effectively in partnership with other Corporate/CMB teams and product providers to deepen customer relationships and support/diversify revenue streams
  • Manage the team to provide support to the RM in delivering a relationship management service which provides value-added advice and guidance to customers, prospects and professionals
  • Keeping up-to-date on knowledge of HSBC’s capabilities
  • Deliver all aspects of the operating plan, with emphasis on the recognition, monitoring & mitigation of both operational & credit risk
  • Adopt and ensure fully effective utilization of all tools and systems provided by the bank to assist in risk management, service and sales delivery, avoiding any reliance upon manually created sales MI
  • Take a hands-on approach to sales and performance management
  • Minimize impairment charges
present
Los Angeles, CA
Senior Manager Operational Excellence Commercial Banking
Los Angeles, CA
Cronin LLC
present
Los Angeles, CA
Senior Manager Operational Excellence Commercial Banking
present
  • Creating planning sessions to create an environment of continuous improvements and enhancements
  • Identifying process improvement opportunities utilizing Lean methodology
  • Building relationships with users and partners to obtain further suggestions for ongoing improvements
  • Develop strategies and recommendations, including business benefits and costs, implementation and training strategies/plans by
  • Provide Adoption and Sustainment by
  • Obtaining ongoing feedback for continious improvements by
  • Utilizing Lean methodology to assist in prioritizing new initiatives
Education Education
Bachelor’s Degree in Business
Bachelor’s Degree in Business
Baylor University
Bachelor’s Degree in Business
Skills Skills
  • Excellent planning and organization skills with the ability to change course (adaptable) at a moment’s notice
  • Strong analytical ability with effective written and verbal communication skills
  • Thorough knowledge of Federal and State regulations covering commercial banking activities
  • Strong sales management skills
  • Strong interpersonal skills
  • Proficiency with personal computers and related software packages such as Word and Excel, and other business machines
  • A great network of centers of influence
  • Experience managing and developing others and ability to build and maintain relationships
  • Significant experience and in-depth knowledge of commercial lending or finance industry
  • Excellent written and verbal communication skills
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8 Commercial Banking Manager resume templates

1

Commercial Banking Valuation Manager Resume Examples & Samples

  • Reporting to the Head of Loan Products, the VM provides primary support to the Portfolio Head and Bankers for the development and evaluation of borrowers’ projected financial results and enterprise valuation. It is critical that analytically robust projections and enterprise valuation analysis are executed in line with all Citi Enterprise Valuation methodologies
  • Participate in meetings with the Portfolio Head, Independent Risk, Fundamental Credit Review, and Internal Auditors to support the accuracy and compliance with Citi’s Enterprise Valuation policies and procedures and operate as a subject matter expert on this topic
  • Review and facilitate underwriting requests for enterprise valuations for new transactions, credit extensions, quarterly reviews and annual reviews. Proactively identify issues and/or concerns and potential solutions, if any, to the identified issues and concerns
  • Provides initial enterprise valuation approval within the CCB Loan Products platform of transactions
  • Assist with the preparation of reports, information requests, credit inquiries, Greenlight memos, term sheets, and other special requests from the Portfolio Head, Independent Risk, business leaders and bankers
  • Perform industry, regulatory and corporate finance research and other due diligence as needed to support projections and valuation
  • Recommend changes to process to achieve greater efficiency
  • Oversees activities of and coaches the junior staff, as well as ensuring relevant activities are completed with quality control
  • Bachelor’s degree in finance, economics or accounting; Master’s degree in finance or accounting (preferred)
  • Demonstrated corporate finance skills; valuation, capital pricing model; WACC
  • Significant proficiency using Excel for computer modeling
  • Evidence of the ability to create projected operating results for a company and its enterprise valuation
  • At least 5 years of experience working in a financial institution in a credit or regulatory role involving financial modeling
  • Understanding and awareness of the current commercial banking regulatory environment
  • Experience with customers with commercial credit needs within the CCB’s target market (Companies with revenue between $200MM - $3BN)
  • Understanding of the Bank Loan Syndication marketplace and its impact on the assessment of credit and market risk
  • Exposure to the broad array of capital market products including leveraged loans, high yield notes, convertible bonds and private and public equity
  • Skills in partnering with risk professionals and industry regulators
  • Highly proficient in spreadsheet and word processing applications (Excel and Word are preferred), including the use of graphs and charts
  • Strong analytical skills including the ability to read and assess individual and company financial statements, cash flow, industry and competitive analysis and projections
  • Experience in cash flow, borrowing base and ABL structures
  • Demonstrated understanding of legal documentation
  • Ability to act independently with respect to discussions with internal accounting staff and senior management
  • Demonstrated knowledge of intermediate accounting theory and its practical application in the enterprise valuation process
  • Excellent organizational skills, attention to detail, and the ability to complete assignments in a timely manner
  • Excellent written and verbal communication skills that allow for interaction with internal and external clients during the ongoing client relationship
  • Strong problem recognition and resolution skills
  • Self-motivated with ability to work independently as well as in a team
  • Must be able to formulate questions and address issues/concerns in a team environment and also on an independent and stand-alone basis
2

Commercial Banking Senior Client Manager Resume Examples & Samples

  • 8 - 10+ years Commercial Lending, Business Development, Commercial Credit and Portfolio Management experience in the business banking or middle market sector
  • Management of an extensive portfolio of clients with annual revenues of $10 - $50 million
  • Proven track record of prospecting new business and enhancing existing relationships. Proven sales skills and experience. Must be able to assess and analyze financial conditions of clients and the industry trends
  • Must have excellent verbal and written communication skills and demonstrated leadership ability. Familiarity with sales force automation, such as ACT and other systems, a plus
  • Undergraduate degree in business, finance or economics preferred. Capable of organizing, facilitating, leading and negotiating with team of bank associates to solve client issues
3

Commercial Banking Treasury Sales G&hhn Regional Group Manager West Resume Examples & Samples

  • Manage a Treasury Sales team -providing leadership, coaching and development on all aspects needed to achieve successful performance including partner management and customer retention
  • Cultivate larger prospect relationships that are regional/national in scope
  • Develop, monitor and analyze performance metrics to evaluate regional effectiveness relative to key metric performance and goals
  • 7+ years experience in Treasury Services, Financial Services or related business experience
4

Commercial Banking Portfolio Manager Resume Examples & Samples

  • CMB is at the heart of the Group’s strategy to be the Leading International Bank. Within this framework CMB is positioned as the Leading International Trade and Business Bank. The remit of this role covers our top-end CMB business, i.e. Corporate segment. The business operates in a highly competitive banking environment competing for international business where we have a “right to win”
  • The role holder will operate within the Bank’s risk and operational guidelines and is responsible for ensuring that organisational standards are maintained and that the Banks policies and procedures are adhered to throughout the CBC in order to mitigate risk
  • Strong Knowledge of Bank’s structures, products and procedures
  • Strong knowledge of the changing economic, social and governmental environment and industries/sectors in US
  • Proven track record in a corporate client and financial sponsor focused environment and an ability to anticipate clients’ needs and tailor service delivery to them
  • Proven record in decision making
  • Proven ability to work with a variety of levels including senior executives both internal and within client hierarchies
  • Minimum of 5 years’ experience ideally in the Commercial or Corporate environment
  • Proven leadership skills including coaching, motivation and the ability to project/engender ownership of corporate goals in others and communications skills to inspire others
  • Strong analytical and financial skills
5

Global Commercial Banking Business Control Manager Resume Examples & Samples

  • Initial focus will emphasize oversight of the GCB High Risk Process / QAQC program followed by execution of changes to align the GCB High Risk Process / QAQC program with revised Enterprise guidance
  • Maintains procedures, program summary documents and evidence of GCB’s process control routines for the Operational Risk program(s) supported
  • Works directly with GCB High Risk Process team(s) to create, maintain and monitor status of High Risk Process and Quality Assurance/Quality Control (QA/QC) program deliverables
  • Provides input to Senior Leadership messaging re: program performance and status including creation of scorecards
  • Maintains SharePoint tools used to track GCB High Risk Process / QAQC program status
  • Participate in discussions with Risk, Audit and Compliance partners as needed related to program status
  • Works closely with the GCB RCSA Program Lead to provide input to semi-annual RCSA process
  • Support other management routines as required related to Line of Business’ internal control discipline and operational excellence efforts
  • Operational Risk program experience
  • Strong influence skills
  • Demonstrated ability to drive data driven decision making and communicate findings succinctly
  • Excellent communication skills with multiple levels of management
  • Ability to review, understand and summarize Operational Risk data into meaningful business impacts
  • Ability to drive for execution in a changing environment
  • Proficient in SharePoint (including ability to create sites with advanced functionality), Excel, PowerPoint and Visio environment
  • Global Commercial Banking experience including a working knowledge of GCB process and systems
  • Experience with the bank’s QAQC program and/or the development and monitoring of test plans
  • Green Belt certified
  • Facilitation skills
6

Senior Manager Operational Excellence Commercial Banking Resume Examples & Samples

  • Review, analyze and identify opportunities for efficiency improvement and service optimization by
  • Identifying process improvement opportunities utilizing Lean methodology
  • Engaging business partners to collaborate on opportunities and efficiency savings
  • Researching existing procedures, systems, structures, volume and time standards
  • Completing the reviews, and understanding and quantifying existing workflows and workloads
  • Summarizing findings and quantifying the size of the opportunity and the potential benefits
  • Working with users to obtain feedback and suggestions for any necessary refinements for a recommended solution
  • Creating business proposals for process and structure changes, with pragmatic recommendations (process, people and technology) which include potential benefits, risks/mitigations and feedback from users and partners
  • Developing an implementation plan along with adoption and sustainment requirements
  • Championing the change with leadership and partners to obtain necessary approvals
  • Develop strategies and recommendations, including business benefits and costs, implementation and training strategies/plans by
  • Completing a cost/benefit analysis
  • Obtaining stakeholder's agreement to the solution and strategy
  • Coordinating and developing pilot/proof of concept as required
  • Participating in presentations and meetings with senior management
  • Initiate, lead, manage and deliver projects by
  • Completing and coordinating project plan activities and tracking progress in concert with other team members and stakeholders
  • Obtaining stakeholder agreement to implement rollout
  • Keeping management and stakeholders informed through periodic status reports and through immediate advice of significant issues
  • Managing costs to within budget
  • Provide Adoption and Sustainment by
  • Working with Training partners to ensure skills and capabilities are addressed
  • Working with Communication partners to ensure awareness is clearly delivered
  • Creating required documentation in a clear and concise format
  • Developing a program to ensure engagement of the changes, includes tracking results and guaging behaviour shifts
  • Providing guidance and support to users, resolving issues and anchoring changes as required
  • Obtaining ongoing feedback for continious improvements by
  • Building relationships with users and partners to obtain further suggestions for ongoing improvements
  • Creating planning sessions to create an environment of continuous improvements and enhancements
  • Utilizing Lean methodology to assist in prioritizing new initiatives
  • Assisting team members and partners on Lean methodology
  • Solid understanding of strategic and operational aspects of Commercial Banking and interrelated business line partners, i.e. policies, procedures, operational processes, systems and technology etc
  • Six Sigma and PMP Designation is preferred
  • Highly organized and able to handle a large number of concurrent high priority activities and requests
  • Strong negotiating and influencing skills to engage and influence stakeholders collaboratively at all levels of the organization
  • Thorough proficiency in project management, organizational, analytical and creative problem solving skills and techniques, with a systematic approach to setting priorities and dealing with changing deadlines
  • Experience leading multiple complex projects in a fast paced environment
  • Good budget planning, forecasting, and management skills
  • Strong research capabilities to obtain background information and insight for projects that cover wide variety of operational processes, credit risk and cash management products with which the incumbent may or may not be thoroughly familiar
  • Strong working knowledge of PC's and department-related software including Microsoft Project, Microsoft Office (with particular attention on Excel and Powerpoint), VISIO
7

Commercial Banking Group Manager Resume Examples & Samples

  • Revenue Responsibility: Responsible for growing the net interest income and fee income for the team
  • Serves as the front line of management to implement objectives and policies as may be developed and provides feedback to management of the Commercial Bank as to customer activity, competitive trends and other relevant issues
  • Risk Management: Responsible for the credit quality of the team and keeping senior management abreast of deteriorating credits and identification of trends. Provide oversight of negotiations for all transactions handled by the team. Negotiate,structure and approve loans and terms within lending limits. Serves as the key negotiator in complex credit transactions, both internally and externally, and coordinates appropriate risk management practices for the Group
  • Staff Development: Responsible for training and coaching, goal setting and performance assessments the team. Provide support to RMs for their development. Build bench strength within the group. Exercise the authority of a manager concerning staffing, performance appraisals, promotions, salary recommendations and terminations
  • Sales Management: Responsible for managing the sales process and complex customer relationships. Develops expertise as a subject matter expert in one or more industries by virtue of customer concentrations within the Group's collective portfolio of account relationships
  • Represents the Bank in the local community through civic and volunteer efforts with minimal expectations for service on at least one civic or charitable board
  • Interacts with other Commercial Bank personnel to affect the highest levels of sales, service and productivity and coordinates across business lines to ensure that all facets of the Bank work in a coordinated manner for the best interests of the customers and shareholders
  • Exercise the usual authority of a manager with respect to staffing, performance management and communications
8

Senior Manager Aboriginal Commercial Banking Resume Examples & Samples

  • Supporting and driving the development, implementation and tracking of integrated client-focused solutions designed to drive and improve Aboriginal business results within the Commercial Bank and across relevant business lines; and
  • Providing competitive and sustainable customer value through the support, development and execution of coordinated Aboriginal-specific initiatives
  • Product Management:Design, Development, Implementation and Promotion
  • Through the application of strong credit knowledge, identify and lead/support product and service initiatives that focus on maintaining or enhancing our competitive position, growing the balance sheet profitably, and deepening Aboriginal customer relationships
  • Proactively identify opportunities to support business line efforts to achieve their Aboriginal business objectives and ensure alignment of initiatives with Aboriginal Banking and Bank strategies
  • Identify and monitor Aboriginal segment trends and developments for applicability to the Canadian Aboriginal markets
  • Analyze customer, product and competitive data, identify trends and execute opportunities to improve tailored products, product profitability, net interest income and non-interest revenues, and reduce costs
  • Evaluate and support development of potential new products, enhancements, trends, positioning alternatives, and product distribution systems
  • Assess and resolve highly complex issues and interdependencies (credit, product, channel, process and system) to effectively and efficiently deliver initiative projects
  • Influence business partners in efforts to deliver projects that maximize profit and/or strengthen the Aboriginal customer experience
  • Lead revenue initiative projects and achieve planned revenue targets
  • Business Operation Management, Process Improvement, and Communication
  • Identify product education needs and deliver multi-channel programs for Aboriginal Banking and business line sales teams to accelerate sales growth and meet customer needs
  • Identify innovative product development opportunities, prepare opportunity assessments to articulate the business concept, and obtain stakeholder buy-in
  • Develop and review comprehensive business requirements for new or enhanced product/operational/systems development
  • Prepare compelling business cases documenting the business concept and cost/benefit
  • Lead project teams and take responsibility for achieving specific milestones to ensure targets are met
  • Lead the development of systems and operational changes that result in increased sales capacity or assist in better meeting the needs and expectations of Aboriginal customers
  • Support and oversee the development of promotional plans and marketing material to effectively position Aboriginal banking products and accelerate sales
  • Evaluate progress of projects, and identify and resolve issues to ensure objectives are met or surpassed
  • Support the effective communication of product updates through publication channels to ensure effective delivery of new and/or enhanced products, programs, and processes to the sales force/branch network
  • Improve the underlying delivery procedures and programs of the Bank’s Aboriginal portfolio with a view to enhancing business line efficiency
  • Provide expertise (credit/product/channel/policy/process/system) and guidance to sales staff and distribution channels to drive Aboriginal business sales and support operational excellence
  • Support the development, maintenance and use of product and process measurement tools and models to align sales objectives
  • Oversee the management, design, development and implementation of business guidelines/policies and procedures in order to streamline internal processes and alignment and mitigate operating risk and protect the Bank's legal interests (privacy, disclosure, etc)
  • Business Plans and Strategy
  • Develop business plans and contribute to developing the strategic direction of Aboriginal Banking, while supporting and aligning with the Bank’s Corporate Social Responsibility mandates
  • Develop mid and long term strategies for product development and optimization
  • Contribute to the annual profit planning process to establish revenue and sales forecasts for all distribution channels and business lines, with guidance from the National Director, Aboriginal Financial Services and heads of business lines
  • Support the design and communication of key long and short term strategic initiatives within Aboriginal Banking to grow the Aboriginal book of business by
  • Establishing and maintaining strategic relationships with internal and external partners and centers of influence to drive customer acquisitions
  • Reviewing and analyzing existing service offerings to ensure customer needs are being met
  • Working with appropriate stakeholders to ensure the materials created for new service offerings for target segment and tactics developed, address opportunities and barriers
  • Ensuring a client-centric approach is embedded in all material communicated
  • Maintain an understanding of competitive best practices around strategies/tactics by
  • Ensuring research/tracking of competitive strategies/tactics is undertaken
  • Maintaining lines of communication with business lines and branch network about competitive trends
  • Advising relevant stakeholder groups on the impact of competitor service strategies/tactics
  • Maintaining regular contact with business lines, channels and other areas of the Bank to secure a current understanding of key issues, concerns and opportunities
  • Support business lines and support areas in the development of communications and provide guidance by
  • Supporting the retail distribution network, including branches, and act as a conduit of communication between the branches, Aboriginal Banking and relevant business lines
  • Effectively promoting and implementing the advancement of diversity within the Bank
  • Ensuring a high standard of service and professionalism to maintain existing and acquire new client and partner relationships
  • Support business line and channel line management understanding and acceptance of Aboriginal Banking strategies by assisting with the development and communication of relevant and actionable performance metrics for the Aboriginal market segment by
  • Collaborating with business lines and creating/using the appropriate metrics to track Aboriginal Banking performance against strategic objectives
  • Discussing Aboriginal market segment performance, and related impacts to business lines and channels, with business lines and customer-facing sales/service management, as required
  • Support ongoing processes and activities by
  • Assisting in the development of scope and deliverables for various initiatives
  • Provide support in the management of the financial and budgeting process including business case financials, in support of the Aboriginal Banking group
  • Representing Aboriginal Banking at social and community events to increase the visibility and obtain feedback to develop future strategies
  • Performing all other necessary activities to support the success of the Aboriginal Banking strategy
  • Aligning technology with business strategies, as required
  • 2+ years of commercial credit experience is a requirement
  • 5+ years of business banking experience in product development and management a strong asset, and commercial banking experience, a benefit
  • Thorough working knowledge of commercial banking and commercial credit
  • Thorough understanding of Aboriginal culture and/or an innate cross-cultural sensitivity and interest in working with and furthering Aboriginal initiatives and communities
  • In-depth knowledge of outside market and competitive products
  • Proficiency to conduct research and numerical analysis with a high attention to detail
  • Excellent communication/interpersonal/negotiating skills, proven project management ability and strong problem identification and resolution skills
  • Self-motivated, efficient, able to take initiative and work independently with minimal direction
  • Ability to work under tight deadlines and conflicting priorities, and react quickly to resolve business problems to meet deadlines
  • High level of flexibility to adapt quickly to business environment undergoing constant changes
  • PC Windows & Microsoft Office literate with excellent skills related to Business Planning
  • University degree in business/commerce and/or Aboriginal studies or global development
9

Commercial Banking Market Manager Healthcare & Institutions Resume Examples & Samples

  • Reports to regional market executive
  • Partners closely with teammates across the business
  • Recruits, coaches and develops associates to maximize effectiveness and results
  • Participates with regional leadership in setting direction and priorities for sales and other business related activities
  • Ensures CMP disciplines and guidelines are being adhered to by the team
  • At least 10+ years of broad based commercial lending/healthcare lending experience
  • Undergraduate degree required: Majors in business, finance or economics preferred. MBA desirable
  • Displays a positive attitude to champion change and ensure changes are effectively implemented
  • Complex problem resolution abilities
  • Fast learner able to understand and assimilate new information rapidly
10

Commercial Banking Senior Client Manager Resume Examples & Samples

  • 5–10+ years Commercial Lending, Business Development, Commercial Credit and Portfolio Management experience in the commercial banking or middle market sector
  • Management of an extensive portfolio of clients with annual revenues of $10-$50 million
  • Completion of formal credit training required
11

Manager, Broadway & Commercial Banking Centre Resume Examples & Samples

  • Creating a positive working environment
  • Championing CIBC in the Community
  • Acting as a steward of good business practices, and of the Bank’s assets and reputation in the community
  • Improve the overall client experience by role modeling how to deepen client relationships, meet clients financial needs and provide a high standard of customer service
  • Coach employees to introduce clients to the employee best able to meet their needs or to refer them to the appropriate partner (e.g. Wood Gundy, CIBC Private Investment Counsel) for their needs
  • Encourage clients to adopt self-service channels in order to better meet their transaction needs
  • Encourage employees to quickly resolve client complaints, and to escalate where necessary
12

Commercial Team Manager, Business Banking Resume Examples & Samples

  • College degree or an equivalent combination of education and work experience
  • 5 years of experience
  • Credit, Treasury Management, Private Wealth Management and sales training
  • Completion of Formal Credit Training Program
13

Commercial Banking Regional Sales & Marketing Manager Resume Examples & Samples

  • 5 years corporate experience related to sales or marketing
  • Professional experience in sales or marketing in a financial organization
  • College degree in marketing, finance or general business
14

Commercial Banking Manager Resume Examples & Samples

  • Manages a portfolio of clients; performs and mentors relationship managers on deal negotiations, credit structuring and cross selling; attends and conducts client meetings
  • Monitors and manages deposit and loan portfolio initiatives such as overdrafts, financial/collateral exceptions, and past due payments
  • Project manages the sales cycle including assigning deals and managing workload of lenders, monitoring production results, implementing process and performance improvements, and reviewing underwriting for approval
  • Monitors, evaluates, and coaches performance of staff; approves timesheets and time-off requests; makes decisions in personnel matters such as hiring, promotions and disciplinary actions
  • Researches and remains current and aware of lending regulatory and market changes that may impact the organization’s compliance and competitiveness; incorporates any changes into department’s policies, pricing, and processes
  • Serves on various internal committees; participates in civic and charitable bank boards and events on behalf of the Bank
  • Prepares documentation and participates in internal and external audits and examinations
  • Solid technology skills, including intermediate proficiency with Microsoft office (Outlook, Word, Excel, SharePoint, Power Point) and banking software applications (Bancline, Mozart, LQAS)
  • Strong planning and organizational skills, with an ability to establish a strategic direction and subsequently develop and manage supporting initiatives
  • Strong leadership and relationship management skills; ability to build consensus across diverse teams and achieve results through the effort of others
  • Excellent customer service skills with the ability to maintain a high degree of confidentiality, diplomacy, tact and salesmanship
  • Excellent presentation and communication skills, both written and verbal
  • Mastery of advanced sales and negotiating techniques
  • Strong practical knowledge of lending products and services, regulatory guidelines, and industry practices
  • Demonstrated ability to research and interpret changes in government regulations and market trends
  • 10-15 years of credit management, lending and depository experience in the financial services or banking industry
  • 7-10 years in a sales management role
  • 2 or more direct reports
15

Commercial Banking Manager Resume Examples & Samples

  • Leads the commercial sales process for assigned Commercial Banking Center including selling and business development activities and direct contact with business referral sources and clients
  • Coordinates with marketing resources, treasury management services and other product/service providers within the company
  • Develops and implements cross-selling strategies with an established store network
  • Promotes and maintains efficient operations processes designed to achieve the highest levels of customer service quality
  • Manages and maintains credit quality standards
  • Creates, manages, and maintains controls to ensure the highest quality standards are maintained in regard to account management (past due loans) and timely follow-up
  • Achieves outstanding credit exams
  • Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities – knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes. Follows all Bank policies and procedures, compliance regulations, and completes all required annual required or job-specific training. May be asked to coach, mentor, or train others and teach coursework as subject matter expert. Actively learns, demonstrates, and fosters the Umpqua corporate culture in all actions and words. Takes personal initiative and is a positive example for others to emulate. Embraces our vision to become "The World's Greatest Bank."
  • Requires a Master’s degree or equivalent, and proven track record in developing business in the commercial industry
  • 10+ years of relevant commercial lending experience in addition to 3-5 years previous management or commercial banking management experience or equivalent
  • Experience directing and controlling the activities of a broad functional area through several department managers within the company having overall responsibility for planning, budgeting, implementing, and maintaining costs, methods, and associates
  • Experience interacting with senior management or executive levels on matters concerning several functional areas, divisions and/or customers. Interactions normally involve controversial situations, customer negotiations, or influencing and persuading other senior-level managers
  • Excellent relationship management and business development abilities, analytical and problem solving skills, sales skills, and credit and credit quality skills with prior lending authority experience
  • Expert knowledge of commercial C&I bank products and services that result in successfully capitalizing on all opportunities to cross-sell the bank’s products
  • Proficiency with personal computers and related software packages such as Word and Excel
16

Lead Portfolio Manager Iv-commercial Banking Resume Examples & Samples

  • May provide advice and counsel to clients regarding trends and conditions of the business environment, capital markets and general banking trends
  • Monitor loan repayment activities and financial condition of borrowing clients and take necessary action to collect past due accounts and ongoing repayment ability of all other accounts. May assume overall responsibility for the credit quality of the loan portfolio
  • Manage the renewal process by working with the Relationship Manager the client and the credit department
  • Responsible for identifying cross sales opportunities of all bank products including Treasury Management, International Banking, Private Banking, Private Client and Institutional Services, Employee Benefit Services, and AFG, Capital markets to our existing client base as well as prospects
  • Participates in community and business functions/groups to ensure a positive image for the bank within the region’s marketplace
17

Commercial Banking Marketing Manager Resume Examples & Samples

  • Manage marketing activities in the daily execution of marketing programs/campaigns; direct response/digital initiatives, and other go-to-market strategies
  • Working with key partners, facilitate and oversee the analysis of the customer/client and prospect universe within assigned business units in order to provide strategic insight and market opportunities for the lines of business
  • 7-10 years Marketing experience, either within a mid-tier financial services company or equivalent marketing experience in a related industry (advertising agency, database marketing firms, etc.) Required
18

Commercial Banking Prospect Manager Resume Examples & Samples

  • Bachelors degree, or equivalent work experience
  • Three to five years of sales management experience
  • Strong marketing, relationship management, and business development/sales skills
  • Thorough knowledge of financial business products
  • Basic knowledge of commercial credit and underwriting practices
  • Excellent presentation, interpersonal, verbal and written communication skills
  • Proficient contact management software skills, including Siebel, etc
19

Commercial Banking Portfolio Manager Team Leader Resume Examples & Samples

  • Leadership: Coaches; counsels; creates and maintains culture based on teamwork, transparency, innovation and desire to win. Creates a positive and productive partnership with the corporate banking team. Mentors new employees and fosters career paths as portfolio management serves as an important entry point for the organization. Actively participates in design and implementation of regional banking strategy with fellow management team members
  • Quality Assurance: Adheres to bank policies and procedures and complies with legal and regulatory requirements. Accountable for risk management, compliance and audit performance for area(s) of responsibility. Establishes or works with management to develop effective controls and processes to ensure risks are measured, monitored and controlled and compliance requirements are adhered to on an on-going basis. If applicable, ensures staff is properly trained, provided with appropriate resources and motivated to adhere to risk management principles. Maintains current knowledge of risk-related changes that may impact assigned area(s) of responsibility
  • Administrative: develops work schedules; responsible for hiring, terminations, salary adjustments and/or disciplinary actions; conducts regular performance reviews and actively implements "pay for performance" culture. Establishes/communicates portfolio management strategy
  • Minimum of 7 years of proven successful underwriting and documentation experience in commercial lending required
  • Bachelor's degree is required
20

Commercial Banking Manager Resume Examples & Samples

  • Supervise team members within a large commercial banking platform ensuring that they are trained, motivated and supported properly to ensure that they achieve sales goals and/or manage a geographic market serving as the Bank’s representative for all lines of business
  • May serve as market manager for your community; representing First Midwest Bank in the market, soliciting business from local governmental agencies, responding to community requests for donations and supporting local opportunities for Community Investment Act programs
  • May serve as the manager of a specific line of business with the Commercial Banking Division as assigned by the Commercial Banking Group Manager
  • Serve as financial partner/advisor for business people in the community
  • Make and service all types of commercial loans to large businesses in and around the communities we serve
  • May serve as chairperson of Banking Center Loan Committee
  • Insure the Commercial Banking Department is staffed with properly trained personnel, coordinating with the Area Sales Manager and Employee Resources on employee performance ratings, promotions, salary recommendations, terminations and other personnel matters
  • Responsible for strategic planning involved in meeting department’s goals and objectives
  • Analyze complex credits and prepare clear, complete written and oral presentations without assistance
  • Manage commercial banking portfolio of business clients, assessing and meeting their business and personal needs
  • Effective monitoring, administration and maintenance of existing commercial banking portfolio in accordance with Bank’s standards
  • Perform sales activities, both personally and through subordinates, to develop new relationships with business clients
  • Maintain credit quality in accordance with Bank guidelines and take direct responsibility for credit quality of the entire commercial banking platform’s commercial loan portfolio
  • Participate in all required training sessions for compliance
  • Maintain adequate controls to ensure compliance with consumer protection statutes/regulations in a defined area of responsibility
  • Implement bank-directed policy and changes relating to regulatory amendments
  • Conduct regular Sales Meetings and prepare monthly sales, production and budget variance reports
  • Ensure proper loan documentation is prepared and monitor and eliminate exceptions in a timely manner
  • Attend all Regional Loan Committee Meetings and participate accordingly
  • Involvement in various community activities and organizations to enhance the position of the bank
  • Bachelor’s degree in a business related field
  • Minimum 10 years commercial sales experience
  • Sales Management experience
  • Strong team building skills
  • Thorough knowledge of Federal and State regulations covering commercial banking activities
  • Strong sales management skills
21

Commercial Banking Loan Documentation Manager Resume Examples & Samples

  • Supervises Loan Documentation and Quality Assurance staff in their performance of daily tasks, holding them accountable for quantifiable results. Monitors and reports on Service Level Standards performance and other KPI’s. Coordinates and distributes work to teams and individuals based on active and accurate understanding of their ability and experience, and the team and individual’s workload pipelines
  • Provides technical support and assistance to quality assurance staff, helping to troubleshoot, and determines how and when to escalate issues; ensures staff perform their activities in compliance with bank policies and procedures. Supports Loan Production management in the development of new and revised procedures, methods, and forms that relate to loan production
  • Provides supervision to and directs the activities of loan documentation and quality assurance employees; performs supervisory tasks such as performance appraisals, disciplinary actions, and interviewing candidates for employment; develops work schedules; provides necessary training and coaching
  • Bachelor’s degree (BA) or equivalent from a college or university and 3 or more years related experience or, 6 or more years related experience. Work related experience should consist of relevant experience in the financial industry
  • Intermediate knowledge of general banking, including understanding of bank products, services, and regulations, policies and procedures, with an emphasis in loan origination, production/servicing or a combination
  • Intermediate knowledge of core banking and loan processing software and systems including LASERPRO, FISERV, FIS, etc
  • Previous experience supervising a small group of employees (at least 3-5) preferred
22

Commercial Banking Global Standards Manager Resume Examples & Samples

  • While the role is CMB operations focused, knowledge of applicable AML/BSA policy and procedures is required
  • This role provides risk-based decision on CMB’s new and existing customers on money laundering and terrorist financing
  • Minimum of four years proven and progressive financial, audit or compliance experience or equivalent
  • Minimum of an Associate’s degree in business, finance, accounting, related field or equivalent experience
  • Strong interpersonal, organizational, communications, and analytical skills
  • Thorough knowledge of CMB products, services, operations and systems
  • Good knowledge of legal and regulatory matters, specific to AML preferred
  • Proficiency with personal computers and pertinent software packages
  • Thorough understanding of HNAH’s AML/BSA policy, CMB’s LOB procedures as well as other relevant regulatory and industry matters
23

Commercial Banking Wholesale Lending Services Operations Manager Resume Examples & Samples

  • Partner with WLS management, WLS Risk & Control and LOB partners to develop & deliver a quality control program for the Credit Administration Monitoring function
  • Build & manage a staff of approximately 15 Credit Compliance Quality Review Specialists responsible for review and re-performance of the work performed to monitor customers’ compliance with loan agreements
  • Develop a structure and process for communication of issues & error trends, including correction, escalation and reporting
  • Work in conjunction with the other members of Credit Services to perform root cause analysis and drive process and/or system enhancement to reduce failure rates
  • Lead oversight and coordination for continuous improvement opportunities identified from quality control reviews including, but not limited to, process and procedure improvement, training and communication, individual performance management feedback and LOB partner feedback forums
  • Develop and continually refine quality control reporting and analytics
  • Explore opportunities to increase team productivity through automation tools, process streamlining, standardization and continuous improvement methodologies
  • Partner with staff across Credit Administration to incorporate feedback, promote quality discipline and organizational cultural acceptance of the quality framework
  • Provide advice and expertise on quality control design, testing and MIS
  • Lead, or participate in, projects related to quality improvement
  • 5 years financial services experience with a minimum of 3 years of quality control, quality assurance or audit experience and 3 years management / supervisory experience
  • Demonstrated knowledge of quality assurance testing methodologies
  • Knowledge of financial documents including financial statements, accounts receivable and inventory reports, etc. with ability to identify inadequacies and irregularities
  • Demonstrated ability to interact and communicate (both written and verbal) effectively to multiple levels of management
  • Strong influencing, negotiation and relationship management skills
  • Strong analytical skills, ability to isolate root cause and drive items to conclusion
  • Knowledge of the Firm’s or similar financial institution’s Credit Policy (preferred)
24

Regional Commercial Banking Manager Resume Examples & Samples

  • Proficient credit underwriting and structuring skills
  • Requires proven managerial ability with 15+ years of Commercial Banking experience
  • Strong presentation, negotiation, and interpersonal capability
  • Demonstrated success at new business development and sales coaching
  • Ability to handle several complex tasks simultaneously
  • Strong product knowledge and analytical ability
  • Maintain compliance with regulatory requirements
25

Commercial Banking Portfolio Manager Resume Examples & Samples

  • Strong relationship management and business development abilities, with thorough knowledge of credit products
  • Ability to work effectively with individuals and groups across the company to manage customer relationships
  • Well-developed written communication and verbal presentation skills
26

Commercial Banking Portfolio Manager Resume Examples & Samples

  • Responsible for spreading and analyzing financial statements, addressing industry risks, collateral requirements, loan structuring and pricing, credit analysis, monitoring credit performance and loan presentations
  • Reports on loan activities related to past dues, documentation and collateral exceptions, financial performance updates, portfolio profitability, etc
  • Maintains existing relationships
  • Assists Relationship Managers and Branch Center Managers with credit requests
  • Responsible for expanding, building, and maintaining client relationships, providing the highest level of customer service
  • Cross sell other bank products
  • Knowledge of commercial loans, credit and/or related lending processes and procedures
  • Knowledge of commercial credit analysis, spreading and analyzing financial statements, credit scoring, documentation, etc
27

Commercial Banking Portfolio Manager Resume Examples & Samples

  • Provide support to commercial Relationship Managers (RMs) through underwriting, policy knowledge, credit structuring and risk assessment in credit request packages to be submitted for pre-screening discussions, co-approval, or credits approved within the RM’s lending authority. Ensure packages are complete, accurate and thoroughly documented
  • Connect with CSU on credit offers accepted by the client to assist in an effective closing process. Drive accurate ordering of real estate valuations, environmental assessments and Uniform Commercial Code (UCC) searches. Act as liaison with Commercial Fulfillment and Commercial Sales Assistant (CSA). Ensure loans are booked as approved
  • Understand and can articulate all BB&T Commercial Credit policies, procedures and processes. Recommend credit within the Bank’s risk appetite, including documenting when and why to make exceptions. Also recommend ongoing servicing, including covenants. May require specialized underwriting skills for Commercial and Industrial, Commercial Real Estate, Corporate Banking, Working Capital and other BB&T product offerings
  • Support RMs, Market Presidents and Regional Presidents in administration of business portfolio of Region in order to achieve desired results of quality, profitability and growth. Recommend pricing when underwriting credits. Specifically look for opportunities to drive a relationship approach when underwriting new business and looking for Integrated Relationship Management (IRM) opportunities
  • Participate in the relationship risk management process by completing and documenting the following
  • Bachelor’s degree in Finance, Accounting, Economics or Business, or equivalent education and related training
  • Successful completion of a formalized credit program
28

Commercial Banking Group LMO, Manager Resume Examples & Samples

  • Manage a team handling commercial loan due diligence, documentation and compliance activities for all loan types within the assigned Division. Make decisions on escalated matters
  • Supervise loan administration and documentation cycle times to ensure that customer and field office expectations are met
  • Implement and refine "deal team" staffing model to ensure familiarity and trust between administrative and field office staff
  • Manage routing / triage model for incoming loans with complex diligence or documentation needs based on administration staff expertise and capacity
  • Manage hiring, training, promotion and career path opportunities to optimize staff expertise and recruit / retain high-performing staff administrators
  • Report directly to Head of CBG Loan Operations (with dotted-line reporting to Heads of their respective Business Lines to ensure that field offices are appropriately serviced)
  • Bachelor’s Degree - Required
  • Master’s/Advanced Degree - Preferred
  • Requires practical knowledge in leading and managing the execution of processes, projects and tactics within one area. Typically has advanced knowledge and skills within a specific technical or professional discipline with understanding of the impact of work on other areas of the organization
  • Requires 10 years minimum prior relevant experience
  • Extensive knowledge of commercial real estate loan documentation and legal terms
  • Extensive knowledge of commercial real estate loan collateral and due diligence processes
  • Familiarity with commercial real estate loan compliance requirements
  • 10+ Years experience in a commercial real estate lending operations
  • Management of commercial real estate loan administration and / or documentation functions
29

Commercial Banking Wholesale Lending Services Operations Manager Executive Director Resume Examples & Samples

  • Lead discussion on framework and the implementation of WLS plan for shared service team
  • Directly shape operational and/or functional execution of consolidation and standardization strategies across functions and how they are accomplished
  • Oversee new processes and enhancements while ensuring proper controls/oversight is in place to mitigate risk
  • Effectively manage resolution of escalations received from Account Managers and the WLS management team
  • Exhibit ownership in managing partnerships with multiple stakeholders across WLS management and key business partners in order to deliver results in a complex environment
  • Actively participate in WLS initiatives working with WLS management to identify process improvements and controls
  • Integrate effective change management and training techniques to drive enhanced standardization
  • Manage and monitor all exception reporting; escalating appropriately
  • Manage a team of approximately 30-35 employees
  • 7+ years financial services experience with minimum 5 years of management experience
  • Ability to foster positive and proactive approach to process assessment and improvement and to identify trends and improve processes for both the customer and the business
  • Working knowledge of loan operations environment and accounting
30

Commercial Banking Treasury Services Manager Finance VP Resume Examples & Samples

  • Act as a strong partner to TS Product Leadership team and provide financial analysis and reporting on a monthly basis as well as quarterly business reviews
  • Provide ongoing tracking of investments and their benefits
  • Stay current on changes impacting TS profitability tools and provide timely updates
  • Lead costing discussions with Service providers, provide thoughtful impact analysis to TS leadership team
  • Ensure processes are in place to provide the proper level of transparency on expenses with a focus on key drivers
  • 5-7+ years of industry related experience with a major financial services company, in one or more of the areas of finance, control and audit and business management
  • Strong working knowledge of MS Excel
  • Superior analytical abilities
  • Leadership, relationship-building and influencing skills to drive agenda across a number of functions
  • Bachelor’s degree or equivalent required
31

Commercial Banking Portfolio Manager Resume Examples & Samples

  • Utilizes a high degree of critical thinking skills in managing a large portfolio of diverse and complex commercial relationships
  • Involved in customer and targeted customer prospect calling activities with RM as appropriate (especially those with active new credit opportunities)
  • In certain circumstances, PM may serve as the primary advisor for a specific number of commercial relationships, ensuring a high level of customer satisfaction and retention. In such circumstances, PM will work with Team Leader on a semi-annual basis to assure that all appropriate products and services are being cross-sold to those relationships
  • Handles customer service requests for existing relationships, including loan renewals and modifications
  • Works with RM’s on credit requests, including general underwriting, loan structuring, negotiating/pricing, collateral, and analyzing industry/credit risk
  • Completes all requirements of loan booking, including negotiating terms, the review of loan documentation and assisting in the closing process
  • Manages annual credit review schedule for team of Relationship Managers. Prepares loan presentations and credit reviews as necessary
  • Handles reporting on loans, involving such things as past dues, documentation and collateral exceptions, financial performance updates, portfolio profitability, etc
  • Works with respective RM’s in the credit management of all Watch List credits
  • Ensures compliance with all bank policies, procedures, regulations, and laws
  • Thorough knowledge of full range of commercial products, credit policies, procedures and terminology
  • Well-developed negotiation skills
  • Good independent decision making skills, but requires some management oversight
  • 3-5 years of commercial banking experience
32

Commercial Banking Wholesale Lending Services Operations Manager VP Resume Examples & Samples

  • Clearly defines process objectives and develops governance roadmap for each line of business
  • Defines implementation plan and oversees the execution of that plan
  • Has strong knowledge of end-to-end processes in order to ensure consistency across lines of business (as needed)
  • Owns process documentation including standard operating procedures, job aids and process maps
  • Drives consistency in how production is measured and reported, including service level agreements, backlogs, capacity plans and other Key Performance Indicators (KPIs)
  • Collaborates with the Risk & Controls group to design quality scorecards and ensure consistent review with the ability to accurately report results
  • Main point of contact for any proposed process changes resulting from Legal, Regulatory or Policy updates
  • Coordinates data scrubs and related activities to ensure audit preparedness
  • Evaluates whether operating model changes are needed to enhance control processes and data
  • Coordinates and approves changes in systems and/or operating model that will impact processes and procedures
  • Continuously looks for process improvements and best practices across functions
  • Integrates effective change management and training techniques to drive end user adoption
  • Attends partner meetings within WLS in order to provide status updates
  • Minimum 7 years of program or project management or related experience
  • Demonstrated ability to partner and communicate effectively to multiple levels of management, both written and verbal
  • Experience in status reporting and strong analytical skills
  • Working knowledge of loan products and of loan operations environment
  • Strong PC skills in Microsoft Suite (e.g. Word, Excel, PowerPoint)
33

Commercial Banking Wholesale Loan Operations Operations Manager Executive Director Resume Examples & Samples

  • Develop, scope and execute on internal initiatives as assigned for business unit strategic plan
  • Directly shape functional execution of business unit strategies including regulatory driven efforts, process efficiency initiatives, etc
  • Oversee projects, evaluate progress and quality, manage issue resolution process, take appropriate action as needed and while ensuring proper oversight to mitigate risk
  • Exhibit ownership in managing partnerships with multiple stakeholders across business unit and key business partners such as legal, compliance audit and risk groups) in order to deliver results in a complex environment
  • Communicate with senior management regarding project progress and recommendations/decisions and develop effective presentations
  • Review budget related activities (e.g. headcount forecasting/reconciliation for the unit)
  • Manage and direct business review processes
  • Provide reporting capability for business unit (non-financial) to measure results, production, performance and efficiency
  • Coordinate activities related to general services, staffing, planning, etc
  • BS/BA Degree
  • 10+ years financial services, loan operations and/or loan technology experience
  • Strong team-orientation, leadership skills and proven ability to develop strong client relationships
  • Ability to lead, challenge and adapt to changing business landscapes
  • Strong organization, attention to detail, time management, planning skills and the ability to handle multiple competing priorities
  • Ability to foster positive and proactive approach to process assessment and improvement and identify trends and improve processes for both the business and business partners
  • Excellent working knowledge of operations and risk concepts and the ability to interpret and understand the impact of decisions, as well as identify and convey potential problem areas
  • Ability to review documentation and provide executive summary overviews and trending analyses for senior audience
  • Proficient with Microsoft Project, PowerPoint and Excel
  • Compliance or Regulatory experience
34

Commercial Banking Manager Resume Examples & Samples

  • Identifies, hires, performance manage, motivates and retains top talent
  • Requires a master’s degree or equivalent, and proven track record in developing business in the commercial industry
  • Experience setting production goals and ensuring achievement goals
  • Experience developing and managing incentive plans including ensuring accurate tracking and application of required modifiers to plan payouts
  • Significant experience and in-depth knowledge of commercial lending or finance industry
  • Experience directing and controlling the activities of International Banking, footprint-wide, through several department managers within International Banking, having overall responsibility for planning, budgeting, implementing, and maintaining costs, methods, and associates
  • Experience interacting with executive levels on matters concerning several functional areas, divisions and/or customers. Interactions normally involve controversial situations, customer negotiations, or influencing and persuading other senior-level managers
35

Commercial Banking Resource Manager Resume Examples & Samples

  • Hosting regular industry events, such as networking sessions
  • Helping to drive our inclusion agenda – particularly at senior managerial level – by identifying and opening communication with key talent
  • Using up-to-date resourcing market knowledge to inform innovative solutions and activities
  • Acting as a recognised expert within RBS for direct sourcing
  • Experience of hosting events for commercial banking candidates
  • Well-developed influencing skills
  • Outstanding communication skills and rapport building
  • Comfortable working autonomously
36

Commercial Banking Group Manager Resume Examples & Samples

  • Supports Division's operational efforts such as new business development, cross sales, project management, audits. Supports product development with industry trends, process forecasting and cost evaluation related to new product roll outs and product updates. Enhances communication throughout the division
  • Provides ongoing critical examinations of current business processes with the Division and providing recommendations on process improvements. Oversees Business analytics; reviews/analyses metrics; identifies future business trends. Maintain a consistent distribution of reporting and notification to Senior Management and when needed BNP Paribas, other business groups and the Bank, and authorized external parties, for purposes of risk management, business development, FTE metrics, portfolio management, compliance, audit, etc
  • Partners with executives in product and field management positions to incorporate business unit insights and objectives into program design, and to ensure organizational alignment around and support for program strategies and tactics. Provides business analytics; reviews/analyzes metrics; identifies future business trends and supports the Division with overall Strategy. Maintain a consistent distribution of reporting and notification to Senior Management and when needed BNPP, other parts of the Group and the Bank
  • Identifies and refines business goals, and develops and implements jointly with Corporate Marketing projects and programs to achieve those goals. Defines and executes creative strategies that reflect and reinforce the strategic direction of the Division while fulfilling tactical program objectives
  • Makes decisions based upon financial and analytical insights. Develops pro-forma program budgets, and manages projects to budget and timelines. Reviews back-end results to assess project economics and define next steps
  • Researches programs, capabilities and processes of best-in-class competitors, vendors and industry experts to identify best practices that will improve Division efficiency and effectiveness. Defines and deliver projects to introduce and institute those best practices
  • Is responsible for the overall administration of human resources related issues within the Division. This includes, but is not limited to, administering, overseeing, or assisting in incentive plan design and payout recommendations, salary studies, phantom stock, long term incentive plan, and routine salary actions on merit, promotional and special increases. Analyzes Division's staffing and recommends re-organization, contracting and transfers when needed. Recommends Open Requisitions to CBG, along with specific employment offers to fill them. Coordinates with CBG Risk, Strategy and Administration (RSA) and Human Resources (HR)
  • Directs development of work plans, schedules, resource plans, and status reports. Provides overall leadership to project teams comprised of staff from various departments within the Bank and Vendors affected by a project. May conduct vendor negotiations and develop contract proposals
  • Assists Division Managers with central issues, policies and procedures, white papers, porfolio reports, etc. When required, works jointly with other Division Managers on selected specific projects
  • Within an overall CBG framework, administers Division's office facilities, including expansion, relocation and contraction. Resolve issues with Corporate Real Estate, IT, leasing, FF&E, telecommunications, HRD, and other Divisions of the Bank
  • Oversees Division business process improvement initiatives including establishing performance measurements for various operational functional areas and reports performance to Division and Group
  • LI-JM1
  • High School - Required
  • Bachelor’s Degree in BS or BA, Finance or Marketing – Required
  • Master’s/Advanced Degree in Business Administration – Preferred
  • Requires broad management and leadership knowledge to lead project teams multiple job areas. Typically has mastery level knowledge and skills within a specific technical or professional discipline with broad understanding of other areas within the job function
  • Requires 12-15 years minimum prior relevant experience
37

Commercial Banking Customer Due Diligence Onboarding Manager Resume Examples & Samples

  • The role is a key part of the CMB Onboarding Team and is responsible for supporting the S/CBMs in providing exceptional customer service whilst delivering income growth, improving efficiencies and embracing Corporate initiatives
  • The role holder will operate within the Bank’s risk and operational guidelines and is responsible for ensuring that organizational standards are maintained and that the Banks policies and procedures are adhered to throughout the CMB Onboading Team in order to mitigate risk
  • Awareness of the changing economic, social and regulatory environment in the US
  • Experienced knowledge and use of HORIS and Client Vision systems (including reporting) and complex MI
  • Minimum of five years proven and progressive commercial and/or customer service experience or equivalent
  • Competent professional who maintains and develops professional knowledge to bring best practice ideas to the business
  • Strong prioritizing, organizational and time management abilities
38

Regional Manager Md-commercial Banking Resume Examples & Samples

  • Leadership and Management; Must have 5+ years of direct team management experience in Commercial Banking
  • Business Origination; Able to develop relationships with clients in San Francisco Bay Area. This individual will be tasked with growing CBG’s client portfolio with the objective of increasing net revenue; and leading a team of RM’s doing likewise. This individual will have relationship management responsibilities, and will lead an aggressive calling plan on prospective clients within the assigned geographical region. S/He will be involved in cross-sell opportunities with other groups within Bank of the West, as must maintain a network of industry peers. This role is strategic in nature and will involve developing and growing profitable client relationships
  • Implements policies and procedures throughout defined market area to comply with fundamental business and credit priorities of the Bank. Ensures a high standard of credit quality through the process of credit approval and aggressive portfolio monitoring and management. May or may not have delegated lending authority depending on the size and scope of the assigned market area
  • Assumes responsibilities for carrying out operations in accordance with federal and state laws and regulations, securing professional counsel when necessary. Ensures that their assigned market area’s operating procedures are in compliance with the approved policies and procedures of the Bank. Maintains a positive, customer-focused attitude achieving stated service standards
  • Participates in community and business functions/groups to ensure a positive image for the Bank within the designated marketplace. Ensures compliance with CRA outreach program. Represents the Bank as appropriate in its relationships with joint ventures, major customers, suppliers, competitors, government agencies, professional societies and similar groups
  • 15+ years of direct experience in commercial banking commercial coverage
  • 5+ years of supervisor/managerial experience
  • Thorough knowledge of commercial lending, sales, and financial service needs of upper-middle market and corporate companies across several industries
  • Analytical and business minded
  • Sales and marketing skills