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Cre Relationship Manager I
3 weeks ago
The Provident Bank of New Jersey Plymouth Meeting, United States**__** · Under general direction, this CRE position is responsible for origination, evaluation and structuring of complex loan requests and transactions. Additional responsibilities will include portfolio management for team portfolio assisting senior lenders with loan production ...
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Commercial Lending Relationship Manager
2 weeks ago
The Provident Bank of New Jersey Plymouth Meeting, United States**__** · Under general direction, this position is responsible for origination, evaluation and structuring of complex loan requests and transactions. Additional responsibilities will include portfolio management and cross-selling other Bank products and increasing the bank's visi ...
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Business Banking Relationship Manager
1 day ago
Firstrust Bank Conshohocken, United States PermanentObjective: · Develop, expand and retain more complex business banking relationships. Within the Business Banking target market, this role is responsible for sales, relationship management, cross-sell, and credit Risk of the most profitable Business Banking clients. Ensure that as ...
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Client Relationship Manager
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GemHarvest Cherry Hill, United States**Client Relationship Manager** · **Boutique RIA** · **Cherry Hill, NJ** · Established and Growing Independent Wealth Management firm in the Cherry Hill, NJ area seeks aClient Relationship Manager to support the Financial Advisory team in providing excellent Client Service and re ...
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Commercial Relationship Manager
3 weeks ago
FirsTrust Conshohocken, United StatesObjective · As a Relationship Manager, you will own the client experience for commercial prospects, clients, and centers of influence. Through exceptional relationship building, thorough knowledge of well capitalized financing, and customization of solutions, you will develop, ex ...
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Commercial Relationship Manager
3 weeks ago
Firstrust Bank Conshohocken, United StatesObjective: · As a Relationship Manager, you will own the client experience for commercial prospects, clients, and centers of influence. Through exceptional relationship building, thorough knowledge of well capitalized financing, and customization of solutions, you will develop, e ...
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Commercial Relationship Manager
3 weeks ago
Firstrust Bank Conshohocken, United StatesObjective: · As a Relationship Manager, you will own the client experience for commercial prospects, clients, and centers of influence. Through exceptional relationship building, thorough knowledge of well capitalized financing, and customization of solutions, you will develop, ...
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Manager, Strategic Relationship Management
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IQVIA Philadelphia, United States**On-site 2-3 days/week** · **Job Overview** · Provides support and assistance in the planning, execution and management of outsourcing for services associated with global clinical trials. The Manager minimizes regulatory, legal, and financial risks as it pertains to outsourcing ...
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Relationship Sales Manager
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Restoration Cleanup Service Cherry Hill, United StatesJob Overview: · We are a water damage restoration company specializing in mold, fire, smoke, and water damage. We're looking for sales managers who can focus on a specific territory and build networking and relationships to generate leads. You get paid commission on top of your s ...
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Social Media Relationship Manager
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Pond Lehocky Philadelphia, United StatesPond Lehocky Giordano is looking for a strategically minded **Social Media Relationship Manager** to join the team. · This is not a typical social media position - we already have a social media manager and an in-house videographer. Your primary responsibility will be to work wit ...
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Client Relationship Manager
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Rockefeller Financial Bridgeport, United StatesAbout Rockefeller Capital Management: · Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ult ...
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Gcm Relationship Manager Iii
1 week ago
M&T Bank Wilmington, United StatesOverview: · Manages client relationships and daily administration of assigned Global Capital Markets (GCM) accounts that may have significant complexity and risk, including all administrative, operational and risk management activities for GCM transactions. Serves as main point o ...
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Business Banking Relationship Manager
3 weeks ago
FIRSTRUST SAVINGS BANK Conshohocken, United StatesBusiness Banking Relationship Manager Location · US-PA-Conshohocken Job ID · Positions · 1 · Pay Status Salaried / Exempt · Objective · Develop, expand and retain more complex business banking relationships. Within the Business Banking target market, this role is responsible for ...
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Business Banking Relationship Manager
3 weeks ago
Firstrust Bank Conshohocken, United StatesObjective: · Develop, expand and retain more complex business banking relationships. Within the Business Banking target market, this role is responsible for sales, relationship management, cross-sell, and credit Risk of the most profitable Business Banking clients. Ensure that a ...
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Agricultural Relationship Manager
3 weeks ago
State Bank Financial Sparta, United StatesAre you interested in growing your career with a local financial institution committed to the agriculture and agribusiness sector? State Bank Financial is seeking an Agricultural Banker who is serious about growing a portfolio of ag business as well as growing their career. · Po ...
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Agricultural Relationship Manager
1 week ago
State Bank Financial Sparta, United StatesJob Description · Job DescriptionAre you interested in growing your career with a local financial institution committed to the agriculture and agribusiness sector? State Bank Financial is seeking an Agricultural Banker who is serious about growing a portfolio of ag business as we ...
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Gcm Relationship Manager Ii
2 days ago
M&T Bank Wilmington, United StatesOverview: · Manages client relationships and daily administration of assigned Global Capital Markets (GCM) accounts of varying complexity and importance, including all administrative, operational and risk management activities for GCM transactions. Serves as main point of contact ...
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CRE Relationship Manager I
3 weeks ago
Provident Bank Plymouth Meeting, United StatesPOSITION SUMMARY · Under general direction, this CRE position is responsible for origination, evaluation and structuring of complex loan requests and transactions. Additional responsibilities will include portfolio management for team portfolio assisting senior lenders with loan ...
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CRE Relationship Manager II
1 week ago
Provident Bank Plymouth Meeting, United StatesPOSITION SUMMARY · Under general direction, this CRE position is responsible for origination, evaluation and structuring of complex loan requests and transactions. Additional responsibilities will include portfolio management for team portfolio assisting senior lenders with loan ...
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Commercial Lending Relationship Manager
3 weeks ago
Provident Bank Plymouth Meeting, United StatesHow would you like to join one of the most highly regarded community-focused financial institutions in the Tri-State area? Provident Bank is a high-performing, $14 billion company that continues to expand with branches in New Jersey, Eastern Pennsylvania and New York. Our longevi ...
Business Banking Relationship Manager - Conshohocken, United States - FirsTrust
2 weeks ago
Description
ObjectiveDevelop, expand and retain more complex business banking relationships.
Within the Business Banking target market, this role is responsible for sales, relationship management, cross-sell, and credit Risk of the most profitable Business Banking clients.
Ensure that assigned assets and liabilities are properly accounted for, serviced and protected from loss or impairment in compliance with applicable laws, regulations, bank policies and sound banking practices.
Firstrust Bank is an Affirmative Action Contractor and is an Equal Opportunity Employer.Minority/Female/Disabled/Veteran
Responsibilities/Duties
Develop new business for Firstrust through prospecting, COI cultivation and deepening relationships with existing customer base. Develop, maintain and expand these relationships by actively selling and promoting banking products to potential and existing customers. The primary focus is to successfully originate new client loans and to retain and organically grow the assigned relationships.
Possesses knowledge of loan, deposit and cash management products in order to suggest products to new customers and cross sell existing customers.
Analyze, structure, recommend and submit loans for approval to appropriate approving authority.Act as the primary lending officer to a large portfolio of commercial loan and deposit relationships.
Partner with Credit Analysts to assist with the administration of this portfolio including delinquency, document follow up, covenant compliance, financial reporting, and renewals.
Provide a differentiated, relationship centric experience to your portfolio.Properly document and close approved loan requests in compliance with applicable laws, regulations, bank policies and sound banking practices.
Represents Firstrust in the Community by actively developing referral sources and centers of influence.
Responsible for hitting goals and meeting expectations as set by the SVP, Director of Business Banking.
Assists in the development of new business for Firstrust. Is alert to expressed customer/prospect needs to suggest appropriate services. Directs customers to appropriate person to establish business relationships.
Other duties as assigned.
Essential Functions
While performing the essential functions of this position, the employee is regularly required to drive a motor vehicle, attending meetings at various venues, including but not limited to customers' offices and/or properties, restaurants and other meeting locations, and ascend/descend stairs and or ladders occasionally to perform inspections.
The employee may be required to lift files/materials up to 20 pounds to take to various locations. The incumbent will be expected to operate a computer terminal and exchange information. The ability to utilize standard office including phone, fax and copier are essential.Knowledge - Skills & Abilities
Bachelor's degree in finance, Accounting or Related Field preferred.
Participation in a formal credit training program required.
5 to 7 years Commercial Banking experience.
Good business development skills within the framework of carrying a large portfolio of accounts.
Sound knowledge of commercial lending practices, compliance issues, and underwriting skills.
Strong interpersonal skills and good oral and written communication skills
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