Jobs
>
San Francisco

    Sr. Commercial Relationship Manager - San Francisco, United States - Fifth Third Bank, N.A.

    Fifth Third Bank, N.A.
    Fifth Third Bank, N.A. San Francisco, United States

    3 weeks ago

    Default job background
    Description
    Make banking a Fifth Third better

    We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.

    GENERAL FUNCTION:


    Responsible for profitable business development as well as monitoring the quality of an largest existing portfolio of companies with annual gross sales of at least $50MM and generally less than $500MM within a specific geographic area.

    Ability to develop trusted advisory relationships with the Senior Executives ( e.g. CEO, CFO, COO) of the Company.

    Capable to lead and coordinate with One Bank Partners to create and implement a relationship strategy for very large, complex assigned clients and prospects.

    This position requires a strong understanding of credit, commercial products and financial statement analysis, in order to offer beneficial banking solutions (e.g. loans, treasury management, capital markets) based on clients and prospects needs. This role is expected to solicit participation in public debt issuance for clients. Some incumbents may specialize in a specific industry such as Health Care. This role is expected to activity participate in community activities.

    Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined.

    Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience.

    While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.


    ESSENTIAL DUTIES AND RESPONSIBILITIES:
    Business Development
    Work independently to identify and develop profitable new "lead left" client relationships by leveraging centers of influence, existing clients, & referral sources
    Effective grow long term profitable "lead left" relationships
    Work closely with assigned Fifth Third internal partners to deepen existing relationships and acquire new high value prospective relationships.

    Attend community and/or specific industry forums, conferences and/or meetings in order to broaden relationship networks, referral sources and continually deepen knowledge of trends, practices, services and the competitive landscape.

    #LI-JB1
    Portfolio Management

    Work with One Bank partners (Treasury Management., Capital Markets, and Wealth Management etc.) analyze, evaluate and develop a tailored relationship strategy for each client or prospect.

    Responsible for planning and conducting relationship strategy review meetings with internal Fifth Third Business Partners and Client's trusted advisors (e.g. attorney, accountants)

    Ensure that customer relationships are managed to maximize the opportunity for the bank, while taking into account Bank risk and customer needs.

    Client Experience
    Meet with customers on a regular basis to enhance the trusted advisor relationship and ensure business needs are being met
    Lead and coordinate all client facing activities, including credit support, treasury management, and capital markets
    Utilize the Bank's Customer Relationship Management (CRM) system for client activity tracking, call reports and pipeline management. Reinforce use of CRM for assigned Fifth Third partners for monitoring pre-call and post-call activities
    Utilize consultative sells skills, commercial playbook principals and call reporting plans to enhance the client experience
    Credit Excellence
    Analyze the financial information provided to determine the questions to ask to decide on the credit request that should be pursued

    Partner with Portfolio Managers and Credit Officers on credit requests and adhere to established Portfolio Management guidelines (i.e., delinquencies, documentation preparation, financial statement tracking exceptions, matured loans).

    Monitor, on an ongoing basis, information concerning customer financial performance, condition, and industry trends to determine that any credit exposure is at an acceptable risk, and priced accordingly.


    SUPERVISORY RESPONSIBILITIES:
    No formal supervisory responsibilities. Expected to provide guidance to Commercial RM I & II

    MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:
    Bachelor's or Master's in Business (e.g. Business Administration, Finance, Accounting) or equivalent work experience preferred.
    Minimum of 10 years Commercial Banking experience.
    9 years of relationship account management experience preferred.
    Formalized commercial credit training or equivalent credit experience required.
    Underwriting experience preferred.
    Proven track record of partnership with investment bankers to provide strategic and capital market advice.
    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.
    Exhibits strong presentation skills in both large and small group settings. Proven ability to communicate with impact. U

    Understands the audience and adjust communication as is appropriate level of detail for the audience; captures and holds the audience's 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 desired outcomes.

    Proven track record of exploring options for a prospective client or existing buyer/COI's prior to advocating for a solution.
    Influences client decision regarding strategy and product solutions-Engages in joint business planning with internal partners and buyers.
    Determines task and resources and project requirements by breaking them down into task and defining roles and responsibilities.

    Scans the internal and external environment to identify the relationships that should be initiated or improved to achieve business goals and fulfill clients needs.

    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; familiarity with prospecting and CRM sales tools preferred.
    Regional /local travel
    Sr. Commercial Relationship ManagerTotal Base Pay Range 116, ,300.00 USD AnnualLOCATION San Francisco, California

    94111


    Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.

    #J-18808-Ljbffr
  • East West Bank

    Business Relationship Manager

    1 week ago

    East West Bank San Francisco, United States

    Introduction: · Since 1973, East West Bank has served as a pathway to success. With over 120 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and communi ...

  • Citi

    Vp, Relationship Manager

    3 days ago

    Citi San Francisco, United States

    We are seeking a Relationship Manager to join our growing Healthcare vertical within Citi's Commercial Bank (CCB). This Relationship Manager will be part of the Life Sciences Group within the Emerging Corporates Group. Target market includes private and public emerging growth com ...

  • California Bank & Trust

    Commercial Banking Relationship Manager

    3 days ago

    California Bank & Trust San Francisco, United States

    California Bank & Trust is looking for a Commercial Banking Relationship Manager to join our team in Walnut Creek, CA and San Francisco, CA. · Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and oppor ...

  • Bloomberg

    Core Terminal Relationship Manager, Enterprise

    3 days ago

    Bloomberg San Francisco, United States

    Bloomberg is a global leader in business and financial information, news and insight, and we use innovative technology to deliver trusted data and bring transparency to the financial markets. Our customers around the globe rely on us for the information and tools they need to mak ...

  • PNC Financial Services Group

    Commercial Banking Relationship Manager Iii- Dealer

    1 week ago

    PNC Financial Services Group San Francisco, United States

    Job Profile · Position Overview · At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where ...

  • Fidelity Investments

    Relationship Manager

    2 weeks ago

    Fidelity Investments Palo Alto, United States

    **Relationship Manager**: · As a Relationship Manager, you will be facilitating relationships with Fidelity's most valuable clients. Through your honesty and integrity, we know you will inspire client dedication and engagement in order to develop long-lasting, positive relationsh ...

  • Heartland, a Global Payments company

    Relationship Manager

    1 week ago

    Heartland, a Global Payments company San Francisco, United States

    Every day, Heartland, a Global Payments Company, makes it possible for millions of people to move money between buyers and sellers using our products and unmatched services. Simply, we create meaningful technology centered experiences that enable our customers to prosper. If you ...

  • U.S. Bank

    Relationship Manager

    1 day ago

    U.S. Bank San Francisco, United States

    At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each ...

  • NodeFlair

    Relationship Manager

    2 weeks ago

    NodeFlair San Francisco, United States

    Job Description: · OverviewThe Client Coverage team is made up of professional, ambitious, detail-oriented, proactive and self-directed individuals responsible for successfully developing and maintaining strong client relationships across their growing client base, with the goal ...

  • NodeFlair

    Relationship Manager

    1 week ago

    NodeFlair San Francisco, United States

    Job Description · Job DescriptionOverview · The Client Coverage team is made up of professional, ambitious, detail-oriented, proactive and self-directed individuals responsible for successfully developing and maintaining strong client relationships across their growing client bas ...

  • BANK OF MARIN

    Relationship Manager

    1 week ago

    BANK OF MARIN San Francisco, United States

    Job Description · Job DescriptionBank of Marin, voted by our employees as one of the "Best Places to Work" in the North Bay Business Journal, is seeking a Relationship Manager to join our Commercial Banking Office in San Francisco. · The Relationship Manager is responsible for th ...

  • Arc Technologies

    Relationship Manager

    2 weeks ago

    Arc Technologies San Francisco, United States Full time

    Arc is the future of startup finance. · Are you passionate about revolutionizing startup banking and empowering founders to manage, run, and grow their businesses with confidence? · Join Arc as we redefine the financial landscape for startups. · We're on a mission to provide foun ...

  • WrapManager

    Wealth Managers and Relationship Managers

    1 week ago

    WrapManager Mill Valley, United States

    Our work is highly personalized, so we encourage an **atmosphere where people can be people**, _not just workers_. We always keep our ears and eyes open for bright, personable talent. · If WrapManager sounds like a cultural fit for you — and if you're seeking a wealth management ...

  • PNC Financial Services Group

    Relationship Manager I

    2 weeks ago

    PNC Financial Services Group Walnut Creek, United States

    Job Profile · Position Overview · At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where ...

  • Citi

    VP, Relationship Manager

    2 weeks ago

    Citi San Francisco, CA, United States Full time

    We are seeking a Relationship Manager to join our growing Healthcare vertical within Citi's Commercial Bank (CCB). This Relationship Manager will be part of the Life Sciences Group within the Emerging Corporates Group. Target market includes private and public emerging growth com ...

  • Citi

    Relationship Manager, VP

    3 weeks ago

    Citi San Francisco, CA, United States

    The Relationship Manager will be reporting into the Digital, Tech & Comms (DT&C) segment within Citi's Commercial Bank and will be focused on banking privately held emerging-growth software companies that are VC-backed (Series A or later-stage) US-headquartered companies with rev ...

  • Citi

    SVP, Relationship Manager

    3 weeks ago

    Citi San Francisco, CA, United States Full time

    We are seeking a Senior Relationship Manager to join our growing Healthcare vertical within Citi's Commercial Bank (CCB). This Relationship Manager will be part of the Life Sciences Group within the Emerging Corporates Group. Target market includes private and public emerging gro ...

  • Unavailable

    Business Relationship Manager

    2 weeks ago

    Unavailable San Francisco, United States

    Introduction · Since 1973, East West Bank has served as a pathway to success. With over 120 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and communi ...

  • Tripoint Search

    Client Relationship Manager

    2 weeks ago

    Tripoint Search San Francisco, United States

    Location: San Francisco, California · Type: Direct Hire · Job #592 · Salary: $140,000 · Position: · Client Relationship Manager · Location: · San Francisco, CA | Washington, D.C. | New York, NY | Seattle, WA | Santa Monica, CA · Compensation: · Base salary up to $160,000 plu ...

  • Ernest

    Client Relationship Manager

    3 weeks ago

    Ernest West Valley City, United States

    Ernest is currently in search of a Client Relationship Manager (outside B2B sales) for our division located in Salt Lake City, UT. This is a full time position that offers a competitive base salary, commissions, bonuses, along with benefits and a wonderful company culture. · For ...