Global Recruiters of West Palm Beach
Relationship Manager III-Space Coast, FL 59CF-3442
Global Recruiters of West Palm Beach, Florida, New York, United States
Relationship Manager III-Space Coast, FL
Space Coast, FL
Required Experience:
Minimum of 7-10 years of experience in commercial real estate and C&I banking.
Required Education: Bachelor’s degree in Finance, Business Administration, Economics, or related field.
A well-established regional bank with a strong commitment to personalized customer service and community-focused financial solutions is seeking a Relationship Manager III to join its team and help drive growth for their Space Coast Area.
The Relationship Manager III candidate will be responsible for managing and growing a portfolio of commercial real estate and commercial and industrial (C&I) client relationships, providing tailored financial solutions, and ensuring exceptional customer service. This role requires a strong of banking products, excellent communication skills, and a proactive approach to identifying client needs and business opportunities.
Key Duties, Activities and Responsibilities:
Client Relationship Management: Build and maintain strong, long-term relationships with clients, including individuals, commercial real estate developers, C & I businesses, and high-net-worth clients.
Financial Solutions: Assess clients’ financial needs and recommend appropriate banking products and services, including loans, mortgages, investment products, and deposit accounts.
Portfolio Growth: Proactively identify commercial real estate and C & I opportunities to expand client relationships through cross-selling and upselling banking products and services.
Risk Management: Ensure compliance with all regulatory requirements and internal policies while managing client accounts and transactions.
Business Development: Develop and implement strategies to attract new commercial real estate and C & I clients and grow the bank’s customer base.
Financial Analysis: Conduct financial analysis to evaluate clients’ financial health and provide customized solutions to meet their goals.
Collaboration: Work closely with internal teams, such as credit, wealth management, and commercial banking, to deliver comprehensive solutions to clients.
Customer Support: Address client inquiries, resolve issues, and provide ongoing support to ensure a positive banking experience.
Market Awareness: Stay informed about market trends, economic conditions, and competitor offerings to provide clients with relevant and timely advice.
Loan Management: Screen loan requests for all types of loans and manage large or complex commercial loans as needed.
Knowledge & Skills Work Experience, Skills and Education Required:
Education: Bachelor’s degree in Finance, Business Administration, Economics, or related field.
Experience: Minimum of 7-10 years of experience in commercial real estate and C&I banking.
Knowledge, Skills and Abilities:
Strong interpersonal and excellent communication skills to build trust and rapport with clients.
Strong understanding of local market dynamics and customer demographics.
In-depth knowledge of banking products, services, and regulations.
Excellent analytical and problem-solving skills.
Ability to work independently and as part of a team.
Proficiency in CRM software and Microsoft Office Suite.
Working knowledge of general lending procedures, financial statement analysis, and the credit decision process.
Ability to adapt to a flexible work schedule to meet the demands of bank’s hours and promotions.
Ability to withstand varying degrees of stress.
Ability to travel locally to meet with clients as needed.
Certifications: Significant training in current banking products and sales.
Attributes: Client-centric mindset, results-driven, detail-oriented, and adaptable to a fast-paced environment.
GRN West Palm Beach 9897 Lake Worth Road, Suite 202 Lake Worth, FL 33467 USA
#J-18808-Ljbffr
Required Education: Bachelor’s degree in Finance, Business Administration, Economics, or related field.
A well-established regional bank with a strong commitment to personalized customer service and community-focused financial solutions is seeking a Relationship Manager III to join its team and help drive growth for their Space Coast Area.
The Relationship Manager III candidate will be responsible for managing and growing a portfolio of commercial real estate and commercial and industrial (C&I) client relationships, providing tailored financial solutions, and ensuring exceptional customer service. This role requires a strong of banking products, excellent communication skills, and a proactive approach to identifying client needs and business opportunities.
Key Duties, Activities and Responsibilities:
Client Relationship Management: Build and maintain strong, long-term relationships with clients, including individuals, commercial real estate developers, C & I businesses, and high-net-worth clients.
Financial Solutions: Assess clients’ financial needs and recommend appropriate banking products and services, including loans, mortgages, investment products, and deposit accounts.
Portfolio Growth: Proactively identify commercial real estate and C & I opportunities to expand client relationships through cross-selling and upselling banking products and services.
Risk Management: Ensure compliance with all regulatory requirements and internal policies while managing client accounts and transactions.
Business Development: Develop and implement strategies to attract new commercial real estate and C & I clients and grow the bank’s customer base.
Financial Analysis: Conduct financial analysis to evaluate clients’ financial health and provide customized solutions to meet their goals.
Collaboration: Work closely with internal teams, such as credit, wealth management, and commercial banking, to deliver comprehensive solutions to clients.
Customer Support: Address client inquiries, resolve issues, and provide ongoing support to ensure a positive banking experience.
Market Awareness: Stay informed about market trends, economic conditions, and competitor offerings to provide clients with relevant and timely advice.
Loan Management: Screen loan requests for all types of loans and manage large or complex commercial loans as needed.
Knowledge & Skills Work Experience, Skills and Education Required:
Education: Bachelor’s degree in Finance, Business Administration, Economics, or related field.
Experience: Minimum of 7-10 years of experience in commercial real estate and C&I banking.
Knowledge, Skills and Abilities:
Strong interpersonal and excellent communication skills to build trust and rapport with clients.
Strong understanding of local market dynamics and customer demographics.
In-depth knowledge of banking products, services, and regulations.
Excellent analytical and problem-solving skills.
Ability to work independently and as part of a team.
Proficiency in CRM software and Microsoft Office Suite.
Working knowledge of general lending procedures, financial statement analysis, and the credit decision process.
Ability to adapt to a flexible work schedule to meet the demands of bank’s hours and promotions.
Ability to withstand varying degrees of stress.
Ability to travel locally to meet with clients as needed.
Certifications: Significant training in current banking products and sales.
Attributes: Client-centric mindset, results-driven, detail-oriented, and adaptable to a fast-paced environment.
GRN West Palm Beach 9897 Lake Worth Road, Suite 202 Lake Worth, FL 33467 USA
#J-18808-Ljbffr