Jobs
>
Columbus

    Relationship Manager II - Columbus, United States - Wright-Patt Credit Union

    Wright-Patt Credit Union
    Wright-Patt Credit Union Columbus, United States

    3 weeks ago

    Default job background
    Description


    The Relationship Manager II ("RM2") is responsible for creating and servicing productive relationships with business owners resulting in active participation in the services of the credit union, specifically to include business l oans and deposits, and other related business services.


    Works with member-owned businesses and business prospects throughout the communities that the credit union serves to provide new business loans, deposits, and related products and services resulting in the achievement of established annual goals.

    Ensures proper policies, procedures, risk mitigation activities, and operating controls are followed. Reports gaps in policies, procedures, and operating controls to leadership to ensure member impact and risk is mitigated. (40%)

    Analyzes and prepares documentation related to new business requests.

    Coordinates with internal credit union partners (support coordinators, underwriters, and treasury specialist) and external partners (title companies, attorneys, brokers/realtors) to efficiently book new business requests.

    (20%)


    Manages and services an existing portfolio of business member relationships to include conducting annual reviews, processing annual renewals, responding to a variety of business member requests, and assessing ongoing credit quality.

    (15%)


    Provides member business services support and training to a group of assigned member centers to include making regular visits to the member centers, attending member center staff meetings as requested, and promptly responding and providing follow up to loan referrals.

    (10%)

    Identifies opportunities and assists in the cross-selling of other credit union products and services to member-owners/businesses and prospects. Facilitates introduction of member or prospect to the related credit union partner. (5%)

    Actively participates or volunteers on community events/organizations. (5%)

    Completes various administrative tasks as identified related to reports, training, and reviews in a timely manner. (5%)

    Required Skills

    The RM2 possesses the following knowledge and skills:
    A Bachelor's degree in Finance, Accounting or Business related field preferred.


    Minimum of 5 years of experience in a Business Lending (involving "relationship selling" and "cold calling") environment; or a minimum of 5 years' experience as a credit analyst and/or portfolio manager.

    At least 7 years of successful relationship building experience and a track record of effectively selling products in financial services setting,

    Demonstrated ability to build effective relationships with business owners and key executives.

    Strong communication skills, both verbal and written, including ability to share negative information in a positive manner.


    Demonstrated ability to understand and analyze information in order to review credit packages, including working knowledge of income statements, balance sheets and other corporate documents.

    Proven ability to learn complex or sophisticated concepts and apply them appropriately is required.

    Demonstrated ability to learn and utilize the necessary software to complete job functions.


    Understanding the Credit Union movement, the "WPCU difference", as well as knowledge of WPCU products and services and the ability to understand and effectively communicate these differences is preferred.

    Valid driver's license and ability to operate a motor vehicle.

    Required Experience
  • Santander Bank

    Dealer Relationship Manager

    3 weeks ago

    Santander Bank Columbus, United States

    Dealer Relationship Manager - Akron, OH · Columbus, United States of America · The Dealer Relationship Manager (Sr. Specialist, Dealer Sales) is responsible for developing and maintaining relationships with dealers in their assigned territory, advising on the Company's underwri ...

  • InsideHigherEd

    Senior Relationship Manager

    2 weeks ago

    InsideHigherEd Columbus, United States

    Screen reader users may encounter difficulty with this site. For assistance with applying, please contact hr- If you have questions while submitting an application, please review these frequently asked questions. · Current Employees and Students:If you are currently employed or e ...

  • PNC Bank NA

    Relationship Manager I

    5 days ago

    PNC Bank NA Columbus, United States Full time

    Description · Handles relationship management activities with new and/or existing clients in a book of business to grow sales, revenue and market share with relevant sales goals. Typically works with clients with basic levels of risk and complexity of needs. Generally works with ...

  • Huntington National Bank

    Associate Relationship Manager

    3 weeks ago

    Huntington National Bank Columbus, United States Full time

    Description · Summary: · Associate will be a part of a fast-growing Native American team, working closely with senior bankers in overall relationship management support · Preparing presentations and other materials for clients · Maintaining deal flow and relationship metrics · ...

  • Amentum

    IT Business Relationship Manager

    1 week ago

    Amentum Columbus, United States

    Amentum · IT Business Relationship Manager – Procurement and Legal · Oklahoma City , · Oklahoma · Apply Now · IT Business Relationship Manager - Procurement & Legal · Seeking a dynamic leader whose role is to ensure Information Systems technology meets the current and future ...

  • Allstate - Skip Ivery

    Allstate Relationship Manager

    2 weeks ago

    Allstate - Skip Ivery Columbus, United States

    Job Description · Job DescriptionSIGN ON BONUSES FOR CURRENTLY LICENSED AGENTS · Our on-site Relationship Manager position will involve much more than merely answering phones, setting appointments, and processing payments for existing customers. This is not a remote position. Our ...

  • Allstate - Skip Ivery

    Allstate Relationship Manager

    2 weeks ago

    Allstate - Skip Ivery Columbus, United States

    Job Description · Job Description · SIGN ON BONUSES FOR CURRENTLY LICENSED AGENTS · Our on-site Relationship Manager position will involve much more than merely answering phones, setting appointments, and processing payments for existing customers. This is not a remote position ...

  • Allstate Insurance Agency - Skip Ivery Agency

    Allstate Relationship Manager

    4 weeks ago

    Allstate Insurance Agency - Skip Ivery Agency Columbus, United States

    Benefits: · 401(k) matching · Competitive salary · Dental insurance · Health insurance · Opportunity for advancement · Paid time off · Signing bonus · Training & development · Vision insurance · Are you looking for a meaningful career in a local business that has nation ...

  • Huntington Bancshares, Inc.

    Commercial Relationship Manager, Sr

    1 week ago

    Huntington Bancshares, Inc. Columbus, United States

    The Commercial Relationship Manager, Sr -Aerospace and Defense is responsible for building and servicing a sound and profitable portfolio of commercial business relationships and loans, and satisfying and exceeding customer needs and expectations, as Relationship Manager, Relatio ...

  • Impressia Bank

    Regional Relationship Manager, Officer

    2 weeks ago

    Impressia Bank Columbus, United States

    Job Description · Job DescriptionDescription:In March of 2023, Impressia Bank launched as a sixth bank division of CNB Bank, with a targeted focus on women in business. Regional Relationship Managers focus on building relationships with women owned and women led businesses. The r ...

  • Huntington Bancshares, Inc.

    Regional Banking Relationship Manager IV

    4 weeks ago

    Huntington Bancshares, Inc. Columbus, United States

    · Summary: · The Regional Banking Relationship Manager IV is responsible for acquiring new business relationships to Huntington and the continued development and deepening of the relationships with existing customers. This is done by providing insights and guidance to business o ...

  • Santander US

    Dealer Relationship Manager

    2 weeks ago

    Santander US Columbus, United States

    Dealer Relationship Manager - Akron, OH · Columbus, United States of America · The Dealer Relationship Manager (Sr. Specialist, Dealer Sales) is responsible for developing and maintaining relationships with dealers in their assigned territory, advising on the Company's underwriti ...

  • Kforce

    Client Relationship Manager

    4 weeks ago

    Kforce Columbus, United States

    Kforce is a solutions firm specializing in technology, finance & accounting, and professional staffing services. Each year, we help more than 30,000 people find work. We partner with more than 3,000 companies, including a significant majority of the Fortune 500, to find solutions ...

  • Telhio Credit Union

    Workplace Banking Relationship Manager I

    4 weeks ago

    Telhio Credit Union Columbus, United States

    Position: Workplace Banking Relationship Manager I Location: Columbus, OH Job Id: 659 · of Openings: · 1 Formed in 1934, Telhio Credit Union began as a credit union for Columbus Telephone Company (now AT&T) employees. Over 85 years later, Telhio now serves over 70,000 member-owne ...

  • Kodi

    Business Relationship Manager

    4 days ago

    Kodi Columbus, United States

    Seeking a Business Relationship Manager demonstrate learning agility to use and develop business process knowledge and define how technology will be designed to enable it. · Interview: Teams · Location: Columbus, OH · Posting: 738010 · Work: Hybrid / Part Time · Role and Experien ...

  • The Ohio State University

    Senior Relationship Manager

    2 weeks ago

    The Ohio State University Columbus, OH, United States

    If you have questions while submitting an application, please review these frequently asked questions . Current Employees and Students: If you are currently employed or enrolled as a student at The Ohio State University, please log in to Workday to use the internal application pr ...

  • Synchrony

    AVP, Relationship Management

    2 weeks ago

    Synchrony Ohio, United States OTHER

    Job Description: · Role Summary/Purpose: · The principal responsibility of the Relationship Manager will be to partner with the GM, Client Leaders & Cross Functional teams to drive organic sales growth for contractual partners Abt, ABC Warehouse, Kanes, Haynes, & Morris in the H ...

  • CNB Bank

    Impressia Bank, Regional Relationship Manager, Officer

    3 weeks ago

    CNB Bank Columbus, United States

    Job Type · Full-time · Description · In March of 2023, Impressia Bank launched as a sixth bank division of CNB Bank, with a targeted focus on women in business. Regional Relationship Managers focus on building relationships with women owned and women led businesses. The role in ...

  • Telhio Credit Union

    VP Commercial Relationship Manager, Team Lead

    4 weeks ago

    Telhio Credit Union Columbus, United States

    At Telhio, we believe proud, valued employees create proud, valued members. · We are committed to developing a pathway of growth for our employees that provides the opportunity for a career—not just a job—where you can develop your skills and be promoted from within, whether work ...

  • Fifth Third Bank, N.A.

    Preferred Relationship Manager

    2 weeks ago

    Fifth Third Bank, N.A. Bexley, United States

    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: · A sales position responsible for the acquisition, growth, and retention of bank custome ...