Jobs
>
San Diego

    Commercial Relationship Manager IV - San Diego, United States - Fifth Third

    Fifth Third
    Fifth Third San Diego, United States

    2 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 $20MM 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
    Commercial Relationship Manager IV

    Total Base Pay Range 120, ,300.00 USD Annual

    LOCATIONSan Diego, California 92130

    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.
  • Citizens Business Bank

    Relationship Manager

    1 day ago

    Citizens Business Bank San Diego, United States

    Exact compensation may vary based on skills, experience and/or education, and location. This position is also eligible for an annual bonus. · - **SUMMARY** · The Relationship Manager is responsible for developing and managing a portfolio of Commercial and/or Commercial Real Estat ...

  • PNC Financial Services Group

    Relationship Manager Ii

    2 days ago

    PNC Financial Services Group San Diego, 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 ...

  • PNC

    Relationship Manager II

    4 days ago

    PNC San Diego, United States

    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 all of our emp ...

  • First Republic Bank

    Construction Relationship Manager

    5 days ago

    First Republic Bank San Diego, United States

    Duties and ResponsibilitiesAt First Republic, we care about our people. Founded in 1985, we offer extraordinary client service in private banking, private business banking and private wealth management. We believe that personal connections are everything and our success is driven ...

  • PNC Financial Services Group

    Relationship Manager II

    2 days ago

    PNC Financial Services Group San Diego, 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 wher ...

  • ICW Group

    Business Relationship Manager

    1 week ago

    ICW Group San Diego, United States

    ** Business Relationship Manager (Customer Experience)** · **Job Category****:** Customer Experience **Requisition Number****:** BUSIN005280 Showing 1 location **Job Details** · **Description** · An ICW **Business Relationship Manager (BRM)** serves an integral role in promoti ...

  • Pacific Premier Bank

    Sr Relationship Manager

    1 week ago

    Pacific Premier Bank San Diego, United States

    The Sr. Relationship Manager is responsible for creating, developing, and managing commercial (C&I) middle market banking relationships. The incumbent in this position will provide expert level advice and education to customers on opportunities to utilize the Bank's deposit and l ...

  • Divergent Enterprises

    Client Relationship Manager

    2 weeks ago

    Divergent Enterprises San Diego, United States

    Job Description · Job Description · We are an innovative firm that has transformed and redefined the meaning of a brand experience. We utilize the human connection to create consequential interactions that solve a customer's need and form a long-lasting buyer for the brand. We ...

  • Ernest

    Client Relationship Manager

    6 days ago

    Ernest San Diego, United States

    1 day ago · Be among the first 25 applicants · Save this job with your existing LinkedIn profile, or create a new one. · Save this job with your existing LinkedIn profile, or create a new one. · Your job seeking activity is only visible to you. · Email · Welcome back · Sign ...

  • PNC Financial Services Group

    Relationship Manager II

    1 week ago

    PNC Financial Services Group San Diego, United States

    Relationship Manager II - Business Banking page is loaded · Relationship Manager II - Business Banking · Apply · locations · CA - San Diego · time type · Full time · posted on · Posted 2 Days Ago · job requisition id · R160835 · Position Overview · At PNC, our people ...

  • MRI Spokane

    Senior Relationship Manager

    1 week ago

    MRI Spokane San Diego, United States

    Job Type · Full-time · Description · CORE VALUES Committed to making a difference in every interaction, every day · Relationship driven with customers and staff members · Demonstrated trustworthiness and integrity · Hold yourself to a higher standard and demand excellence · ...

  • Divergent, inc

    Client Relationship Manager

    1 week ago

    Divergent, inc San Diego, United States

    Job Description · Job DescriptionWe are an innovative firm that has transformed and redefined the meaning of a brand experience. We utilize the human connection to create consequential interactions that solve a customer's need and form a long-lasting buyer for the brand. We are f ...

  • PNC Financial Services Group

    Relationship Manager II

    6 days ago

    PNC Financial Services Group San Diego, United States

    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 all of our em ...

  • Divergent, inc

    Client Relationship Manager

    1 week ago

    Divergent, inc San Diego, United States

    Job Description · Job DescriptionWe are an innovative firm that has transformed and redefined the meaning of a brand experience. We utilize the human connection to create consequential interactions that solve a customer's need and form a long-lasting buyer for the brand. We are f ...

  • CIT

    Director Relationship Manager-MMB

    2 days ago

    CIT San Diego, CA, United States

    OverviewAs a Director Middle Market Relationship Manager, you will play a meaningful role in the growth of an exciting new strategy. This position is responsible for acquiring and nurturing a portfolio of middle market banking relationships. In this role, you will deliver a full ...

  • First Citizens Bank

    Associate Relationship Manager-MMB

    1 week ago

    First Citizens Bank San Diego, United States

    Overview: · The Associate Relationship Manager position works with senior team members to acquire, manage and expand established MMB relationships, to develop client and prospect outreach plans and to build quality referral sources. The Associate RM serves as a supporting contac ...

  • Fifth Third

    Commercial Relationship Manager IV

    1 week ago

    Fifth Third San Diego, 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: · Responsible for profitable business development as well as monitoring the quality of ...

  • Fifth Third Bank, N.A.

    Commercial Relationship Manager IV

    6 days ago

    Fifth Third Bank, N.A. San Diego, 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: · Responsible for profitable business development as well as monitoring the quality of a ...

  • U.S. Bank

    Business Banking Relationship Manager

    1 week ago

    U.S. Bank San Diego, 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 ...

  • KORE1

    Customer Relationship Management Administrator

    1 week ago

    KORE1 San Diego, United States

    KORE1, a nationwide provider of staffing and recruiting solutions, has an immediate opening for · CRM/CCaaS Administrator · Location: San Diego, CA · No 3rd Parties · Onsite: Hybrid · Must be Authorized to Work in USA, No sponsorship · Compensation: $89,100-$116,800 annual sala ...