- Independently handling all relationship types, including relationships with complex loan structures.
- Gaining knowledge of all bank products including Cash Management, Wealth Management, International and partner with Product Specialists to sell products to clients and prospects.
- Providing leadership to other bankers within the group.
- Generating New Business development.
- Preparing and supervising loan packages for presentation to Senior Management and Loan Committee.
- Assuming full responsibility for quality, completeness and accuracy of all loan documentation in the loan portfolio, proactively manages loan asset quality.
- Contributing to the Bank's and Group's overall management objectives by participating in meetings and supporting Bank goals.
- Participating in community-oriented and professional organizations to provide additional networking and referral opportunities.
- Bachelor's degree from a four-year college or university in Finance or a related field.
- Formal credit training
- Seven or more years related experience and/or training.
- Personal Computer (PC) proficient in Word/Excel required; other Microsoft programs a plus.
- Ability to read, analyze and interpret financial reports and legal documents.
- Ability to respond to inquiries/requests from clients and/or prospects.
- Ability to effectively present information to top management, public groups and/or boards of directors.
- Ability to define problems, collect data, establish facts and draw valid conclusions.
- Ability to interpret financial data provided.
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Relationship Manager - Sacramento, United States - First Bank
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Description
Relationship Manager - Middle Market Banking
A Relationship Manager develops and maintains a client relationship portfolio for a given market area. Drawing on your superior communication and interpersonal talents, you will independently generate a portfolio size between $75 to $100MM.
What You Will Be Doing
What you will need