- Generate and sustain a pipeline of prospective banking relationships by meeting with business owners, controllers, CFOs, attorneys, CPAs, and other centers of influence.
- Be active in the community and represent the bank at various trade functions and events.
- Business Development for Commercial Loans, Business Loans and Private Banking Loans
- Business Development for Business Bank Accounts and Individual Bank Accounts (deposit selling)
- Cross-sell cash management and other deposit products and services to achieve bank goals.
- Effectively collaborate with credit analysts and others in the credit approval chain to grow the commercial banking loan portfolio as well as maintain good asset quality.
- Present written and verbal presentations to the bank's loan committee.
- Respond to the client's needs, resolve problems, and coordinate solutions with other departments of the bank.
- Monitor existing portfolio, including managing overdrafts, past dues, monthly borrowing bases, problem loans, to adequately protect the bank and limit loan policy exceptions.
- Work with other internal departments to successfully complete the sales cycle.
- Strong ethics and in alignment with all applicable banking laws and regulations.
- Interacts with senior management team members to continually recommend new/better ways to generate new commercial accounts.
- Ability to work through complex problems and provide solutions as needed.
- Other duties as assigned.
- Bachelor's degree (BA) from a college or university, at least 5 years Commercial and/or Private Banking experience.
- Advanced knowledge of Commercial Lending, Business Lending and Private Banking Lending.
- Strong credit skills with an understanding of bank ratios, loan covenants, and loan policy.
- Excellent communication (oral and written), including the ability to negotiate terms and conditions with prospective clients.
- Knowledge of SBA financing (7a and 504) a plus.
- Understanding of cash management products and services.
- Strong computer skills, including Microsoft Excel, Word, and Outlook.
- Outstanding organizational skills, problem-solving abilities and time management skills.
- Provides clients with courteous, friendly service, which exceeds their expectations while processing transactions promptly, efficiently, and accurately.
- Ability to deal with complex problems involving multiple facets and variables in non-standardized situations.
- Ability to work with minimal or no supervision while performing duties.
- Current driver's license and a vehicle with appropriate insurance coverage is required to drive in the course of performing assigned duties and responsibilities
- Hybrid Work Schedule
- Competitive Pay
- Paid Time Off (PTO)
- Paid Holidays (11 of them)
- Medical, Dental, & Vision
- 401K
- Life Insurance
- Transportation Stipend
- & Many More
-
Relationship Manager
1 week ago
WaFd Bank Boise, United StatesMin · USD $85,000.00/Yr. · Max · USD $130,000.00/Yr. · Job Summary · A Relationship Manager is responsible for developing a business plan to maintain and grow existing relationships and is responsible for developing new relationships that meet our client selectivity and risk ...
-
Relationship Manager
3 weeks ago
Fidelity TalentSource LLC Boise, United StatesJob Description: · 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, posit ...
-
Client Relationship Manager
3 weeks ago
Idaho State Job Bank Boise, United StatesClient Relationship Manager at UMB Bank in Boise, Idaho, United States Job Description As a Client Relationship Manager I, you will manage overall customer relationships for Institutional Custody, acting as the primary contact for Institutional Custody clients. How you'll spend y ...
-
Partner Relationship Manager
1 week ago
Idaho State Job Bank Boise, United StatesPartner Relationship Manager at Stoneridge Software in Boise, Idaho, United States Job Description Levridge Inc. is a leading ag-tech firm specializing in providing transformative business technology solutions for the agricultural enterprise built on the cloud-based Microsoft pla ...
-
IT Business Relationship Manager
3 weeks ago
Idaho State Job Bank Boise, United StatesIT Business Relationship Manager - Finance and Business Development at Amentum in Boise, Idaho, United States Job Description Amentum is seeking a Finance and Business Development IT Business Relationship Manager A dynamic leader whose role is to ensure Information Systems techno ...
-
Account and Relationship Manager
3 weeks ago
Idaho State Job Bank Boise, United StatesAccount and Relationship Manager at Wolters Kluwer in Boise, Idaho, United States Job Description Wolters Kluwer is a global leader in professional information services that combines deep domain knowledge with specialized technology. Our portfolio offers software tools coupled wi ...
-
Client Relationship Manager
3 weeks ago
Ernest Packaging Solutions Boise, United StatesFor over 77 years, Ernest has been committed to the success of our extended family, our customers, our employees, and the packaging industry itself. When you work with Ernest, you'll enjoy the advantages of learning proven methods of success, a proactive approach, and having fun ...
-
Manager, Account and Relationship Management
3 weeks ago
Idaho State Job Bank Boise, United StatesManager, Account and Relationship Management at Wolters Kluwer in Boise, Idaho, United States Job Description Job Purpose: 'Lead the People - Manage the Processes - Drive Sales Revenue' of Medical Education and Allied Health SaaS solutions. This position is a sales leader that wi ...
-
Commercial Banking Relationship Manager
3 weeks ago
Idaho State Job Bank Boise, United StatesCommercial Banking Relationship Manager at Northwest Bank in Boise, Idaho, United States Job Description About Northwest Bank Northwest Bank serves the business and professional communities of Idaho, Oregon, Utah and Washington. We were founded in 2008 on the idea that experience ...
-
Community Banking Relationship Manager
1 week ago
Zions Bank Boise, United StatesCommunity Banking Relationship Manager - Boise, ID · Zions Bank recognizes that its success comes from the dedication, experience, and talents of its diverse employee base. As we build upon our 150-year legacy and usher in the next generation of banking, we're committed to being ...
-
Community Banking Relationship Manager
1 week ago
Zions Bancorporation Boise, United StatesZions Bank recognizes that its success comes from the dedication, experience, and talents of its diverse employee base. As we build upon our 150-year legacy and usher in the next generation of banking, we're committed to being the premier employer of choice. We're proud to have r ...
-
Consultant, Bank Relationship Management
1 week ago
Idaho State Job Bank Boise, United StatesConsultant, Bank Relationship Management at Lincoln Financial Group in Boise, Idaho, United States Job Description Alternate Locations: Work from Home; Atlanta, GA (Georgia); Austin, TX (Texas); Bakersfield, CA (California); Baltimore, MD (Maryland); Baton Rouge, LA (Louisiana); ...
-
Commercial Relationship Manager-Boise
3 weeks ago
MRI Spokane Boise, United StatesBank - Commercial RM · About the job · WHY WORK WITH US · We have a deep professional commitment to our clients and take pride in providing superior service to meet their unique financial needs. You will have the opportunity to work with incredible co-workers, along with continu ...
-
Commercial Relationship Manager II/III
3 weeks ago
Idaho State Job Bank Boise, United StatesCommercial Relationship Manager II/III at Washington Trust Bank in BOISE, Idaho, United States Job Description Description Location: Boise Financial Center - 901 West Bannock Street, Boise, ID 83702 Annual salary plus performance-based incentive program. Hiring salary based on ex ...
-
Senior Business Banking Relationship Manager
1 week ago
KeyCorp Boise, United StatesSenior Business Banking Relationship Manager page is loaded · Senior Business Banking Relationship Manager · Apply · locations · Boise, ID · time type · Full time · posted on · Posted 3 Days Ago · job requisition id · R-25372 · Location: · 702 W Idaho - Boise, Idaho 83 ...
-
Idaho State Job Bank Boise, United StatesAssociate Director, Account and Relationship Management at Wolters Kluwer in Boise, Idaho, United States Job Description Job Purpose : 'Lead the People - Manage the Processes - Drive Sales Revenue' - this position is a sales leader that will run an organization with communication ...
-
Healthcare Business Banking Relationship Manager
3 weeks ago
Idaho State Job Bank Boise, United StatesHealthcare Business Banking Relationship Manager at U.S. Bank in Boise, Idaho, United States Job Description 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 ...
-
Senior Business Banking Relationship Manager
1 week ago
KeyCorp Boise, United StatesLocation:702 W Idaho - Boise, Idaho 83702 Job Description Preview. Job Summary. Serves as the Relationship Manager and Financial Advisor to clients with moderately complex needs, introducing a full range of core Business Banking products, differentia Relationship Manager, Relatio ...
-
Senior Business Banking Relationship Manager
4 days ago
KeyBank Boise, United StatesJob Description · Location: · 702 W Idaho - Boise, Idaho 83702Job Description Preview · Job Summary · Serves as the Relationship Manager and Financial Advisor to clients with moderately complex needs, introducing a full range of core Business Banking products, differentiated capa ...
-
Senior Business Banking Relationship Manager
1 week ago
Key Bank Boise, United StatesLocation: · 702 W Idaho - Boise, Idaho 83702 · Job Description Preview · Job Summary · Serves as the Relationship Manager and Financial Advisor to clients with moderately complex needs, introducing a full range of core Business Banking products, differentiated capabilities an ...
Senior Vice President, Relationship Manager - Boise, United States - Idaho Trust Bank
Description
WHY WORK WITH US
Idaho Trust Bank, headquartered in beautiful Boise, Idaho, is listed as one of America's Best Business and Private Bank's while also being named one of the top 200 healthiest banks in America. We have a deep professional commitment to our clients and take pride in providing superior service to meet their unique financial needs.
You will have the opportunity to work with incredible co-workers, along with continued learning and educational opportunities. Professionalism, mutual respect, and a sense of humor are traits we value and exhibit.
If you are looking for a place to prove yourself in a rewarding work environment with a company that believes a great culture is the key to success, we just might be the place for you. Come grow with us
SUMMARY
Idaho Trust Bank is looking to hire a SVP, Relationship Manager. This person will be a part of a team of professionals responsible for attracting, growing, and retaining a designated portfolio of high net worth customers for the Bank. Requires direct day to day contact with customers in various capacities, understanding their unique needs and requirements, and providing comprehensive banking solutions specifically tailored for each customer.
PRIMARY RESPONSIBILITIES
THE SKILLS WE ARE LOOKING FOR
These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines.
BENEFITS WE OFFER
Senior Vice President, Relationship Manager professionals in Boise
-
Christopher Verner
Channel Sales Executive & Solution Architect
-
trevor wilford
Data Scientist / System Architect
-
Ryan McDaniel
Project Manager