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Mansueto Ventures is home to two of the most iconic and vibrant brands in business publishing: Inc. and Fast Company. Every day, the content, awards, and events produced help entrepreneurs and innovators succeed by providing useful insights, sparking essential conversations, and offering much-needed inspiration.

Inc. is the voice of the American entrepreneur, inspiring and documenting the risk-takers and ultra-driven go-getters who represent the most dynamic force in the American economy.
Fast Company is the world’s leading business media brand, focusing on innovation in technology, leadership, and design to inspire readers to shape the future of business.

","New York, NY","coloredLogo","logoAttachment","thumbnail","thumbnailAttachment","hexCode","#080D0C","headline","Publisher of Inc. and Fast Company, empowering innovators and entrepreneurs.","/companies/mansueto-ventures-careers","hasJobSubmission","isSavedJob","similarJobs",[521,541,561,581,594],{"_435":434,"_439":522,"_470":471,"_462":523,"_248":524,"_446":525,"_433":434,"_113":526,"_437":199,"_438":199,"_472":471,"_448":199,"_449":527,"_431":533,"_473":534,"_436":120,"_487":535,"_478":536,"_489":526,"_490":537,"_492":538,"_494":539,"_496":540},["D",1773896400000],"BOK Financial","Relationship Manager IV - Commercial

BOK Financial provides a comprehensive suite of financial and investment solutions for businesses, organizations, municipalities, and nonprofits. For over 100 years, we have been dedicated to helping our clients manage operations, mitigate risk, and seize growth opportunities when the time is right. Come help us shape the future of commercial banking!\nThe Relationship Manager IV Commercial Banking is primarily responsible for the sales of various financial products and the servicing of commercial loans to middle-market privately owned businesses. This position requires strong knowledge of the commercial underwriting approval processes. Advanced knowledge of Wealth Management products, Treasury Services, deposit offerings and the other bank services. Responsible for managing portfolios, which include the largest, most profitable customer relationships. Provides more junior officers with functional guidance.\nOur commercial banking team thrives on a culture of integrity, collaboration, and innovation. We believe in building and nurturing strong client relationships, ensuring every interaction is meaningful and tailored to our clients' unique needs. Our team is supportive, where your insights are valued, and your career can flourish. Here, you'll find a place where your contributions make a real impact, and your professional journey is supported every step of the way.\nHow You'll Spend Your Time:\nDevelop and execute relationship management and business development plans for customers and prospects.\nSchedule business development calls and manage customer and prospect databases.\nIdentify needs and solutions during appointments and monitor existing customer relationships.\nIssue and negotiate new relationship and cross-selling proposals, focusing on Wealth Management, Treasury Services, and deposit attraction.\nMonitor and manage existing credit relationships, including renewals, financial analysis, and compliance.\nServe as the primary link for all financial services to individual clients and resolve operational problems.\nOversee credit approval, documentation, and booking processes, including loan proposals and presentations to loan committees.\nProvide training and serve as a resource for less experienced loan officers, and participate in community activities to enhance the bank's image.\nEducation & Experience Requirements:\nThis level of knowledge is normally acquired through completion of a Bachelor's degree and 8-10 years' experience in commercial lending or 14-16 years' equivalent experience.\nExtensive knowledge and understanding of commercial lending practices and loan documentation, and loan servicing requirements.\nThorough knowledge of accounting principles and practices.\nDemonstrated capacity to sell products/services within the financial services industry.\nAdvanced understanding of credit underwriting, documentation, loan policy, and regulations.\nAdvanced knowledge of financial analysis including ratio and trend analysis and projections.\nSpecialized knowledge of specific markets in order to serve defined territories.\nAdvanced knowledge of Wealth Management and Treasury Services products.\nAbility and knowledge to sell the entirety of the bank.\nExcellent communication skills with the ability to prepare and deliver persuasive oral and written reports and presentations.\nGood PC skills including knowledge of word processing and spreadsheet applications.\nBOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career! Apply today and take the first step towards your next career opportunity! The companies in BOK Financial Corporation Group are equal opportunity employers. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, pregnancy status, sexual orientation, genetic information or veteran status.\nPlease contact recruiting_coordinators@bokf.com with any questions.\n","Relationship Manager IV - Commercial

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The Relationship Specialist IV responsibilities include a variety of commercial banking support activities as an essential contributor to the success of the Wholesale Banking Line of Business. Team members in this role directly interact with Wholesale Banking clients and closely collaborate with Wholesale Banking Relationship Managers, Credit Portfolio Managers, Treasury Management, Loan Services, and other bank personnel to efficiently originate and service loans and deposit accounts in the assigned portfolio(s). Additionally, the Relationship Specialist implements and facilitates client relationship management tasks to ensure a consistently high-quality banking experience. The Relationship Specialist IV also provides support to the Manager of Wholesale Support and/or the Group Leader, Wholesale Support in training and mentoring junior Relationship Specialists.

Position Accountabilities

Manages and responds to daily incoming client requests and inquiries in a timely and professional manner. Performs necessary research and maintenance to provide or facilitate solutions, and if applicable, logs and resolves customer complaints and dissatisfactions in accordance with Bank policies and procedures.

Works proactively to identify potential problems and/or compliance concerns to maximize customer satisfaction and encourage relationship expansion.

Executes and adheres to all federal and state regulations governing bank operations including BSA/AML requirements, as well as the Bank’s loan and deposit origination, documentation, and administration policies and procedures. Exercises discretion and ensures confidentiality of all customary and proprietary materials and data.

Opens, services, and maintains wholesale deposit accounts in adherence to state and federal regulations and Bank policies and procedures.

Maintains a strong working knowledge of the Bank’s Treasury Management products and services as they relate to receivables, payables, fraud prevention, and liquidity to be a subject matter expert for other Relationship Specialists.

Monitors daily non-sufficient funds and unposted transaction reports, obtains necessary approvals and processes decisions, and communicates with clients and Bank personnel to facilitate timely and accurate postings.

Processes payments and advances on loan accounts and transfers and stop payments on deposit accounts.

Gathers, images, and files financial statements and documents as needed.

Orders and/or requests pre-closing due diligence items including, but not limited to lien searches, flood certifications, business valuations, appraisals, and environmental reports. Ensures accurate completion of all required flood documentation.

Completes detailed due diligence in accordance with associated regulatory requirements and bank policies and procedures to ensure quality account documentation and prevent exceptions.

Collects information and/or documentation to comply with BSA/AML requirements for customer identification, customer due diligence, and beneficial ownership information including entity organizational documents, orders OFAC and Identity Verification searches, and completes associated quality assurance to ensure compliance with state and federal regulations and Bank policies and procedures.

Works directly with Centralized Doc Prep to request internally prepared loan documents and ensures loan documents are reviewed for accuracy and completeness prior to closing, funding, and boarding of loans.

Handles internal loan closings and coordinates external loan closings, to include engaging and working with Bank counsel, closing attorneys, and title companies, as applicable, throughout the loan document preparation and closing process.

Funds and boards loans, to include reviewing requests for accuracy and preparing physical loan packages for imaging and record retention shipment.

Prepares tickets, online transaction entries (OTEs), and wire transfers as needed.

Manages and/or assists in the management of construction and/or development loans with oversight from the Construction Loan Specialists Group and Wholesale Banking Relationship Managers to update and maintain construction funding budgets, order inspections and title updates, and process draw requests.

If in Commercial Real Estate, the Relationship Specialist will assist in the management of Builder Lines of Credit, including but not limited to managing inventory and tracking allowable exposure based on the credit approval documents, which requires granular oversight.

Maintains a strong working knowledge of specialized loans, including but not limited to modified builder lines, LIHTC loans, asset-based loans, SWAPs, participations, syndications, loans to government contractors, and loans to government entities to serve as a subject matter expert to others.

Assists with reporting and clearing exceptions associated with loan and deposit accounts.

Prepares loan account payoff quotes and coordinates collateral releases as applicable.

Assists with the preparation of client presentation materials.

Assists with maintaining data integrity for the CRM and other critical bank systems by facilitating accurate source system account assignments.

Serves as subject matter expert to assist other Relationship Specialists with reviewing loan documentation prior to closing.

Assists with mentoring, coaching, and training new and existing Relationship Specialists.

Completes all assigned training, including but not limited to compliance training, on or before the due date.

Serves as a back-up for other Relationship Specialists to ensure a balanced workload.

Assists the Wholesale Support Manager/Group Leader in training, problem solving, and mentoring junior Relationship Specialists; assists with prioritizing workflow and redirecting or handling of surplus workload as needed.

May participate in projects and initiatives and assist with maintaining, updating, and creating procedures; assists with creating common knowledge and consistent practices within

This role provides opportunities to begin assisting with financial statement interpretation, industry trend identification, risk rating analysis, as well as the introduction to entry level commercial underwriting concepts.

Promotes an environment that supports diversity, equity, inclusion, and belonging and reflects the Atlantic Union Bank brand and culture.

Performs other duties as assigned.

Organizational Relationship

This position reports to either a Manager of Wholesale Support or a Group Leader, Wholesale Support

Position Qualifications

Education & Experience

High school diploma or equivalent, college degree preferred

Seven plus years of wholesale or consumer banking or industry related experience required

Three plus years of commercial loan and deposit experience required

Knowledge & Skills

Exceptional customer service and problem-solving proficiency

Superior time management

Excellent oral, written, and interpersonal communication

Very organized and detail oriented

Expert proficiency in reading and interpreting Title Policies and understanding of Real Estate Collateral

Expert proficiency in reading and interpreting UCC lien and judgment search results

Ability to prioritize and manage multiple priorities

Flexible, able to adapt to change

Ability to work independently as well as within a team environment

Outstanding analytical skills

First-rate computer skills relevant to Microsoft 365 Suite

Expert proficiency in commercial loan documentation, including specialized loans, Master Title Policies and Masters Deeds of Trust

Strong working knowledge of business deposit accounts

Extensive and strong working knowledge of banking software programs

Experience with Construction Management software, bank loan documentation software, loan origination software, CRM platforms, Core bank applications, and business online banking platforms are preferred.

Management and mentor experience are beneficial.

Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting https://www.atlanticunionbank.com/about/careers/benefits .

We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace.

Qualifications

Skills

Behaviors

Motivations

Education

Experience

Licenses & Certifications

Equal Opportunity Employer\nThis employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.

#J-18808-Ljbffr\n","Hilltop Bldg\n1580 Laskin Rd\nVirginia Beach, VA 23451, USA

The Relationship Specialist IV responsibilities include a variety of commercial ...","Wholesale Relationship Specialist IV",[548],{"_458":459,"_454":549,"_452":550,"_456":551,"_460":552},"Virginia Beach","Virginia Beach, VA, United States, 23450","VA","23450",["B","2903971422"],"Work at Atlantic Union Bank","6 days ago","/jobs/2903971422-wholesale-relationship-specialist-iv","Virginia Beach, VA, United States","/jobs?keyword=Atlantic+Union+Bank","/jobs?location=Virginia+Beach%2C+VA%2C+United+States","/jobs?keyword=Wholesale+Relationship+Specialist+IV",{"_435":283,"_439":562,"_470":471,"_462":563,"_248":564,"_446":565,"_433":434,"_113":566,"_437":199,"_438":199,"_472":471,"_448":199,"_449":567,"_431":573,"_473":574,"_436":120,"_487":575,"_478":576,"_489":566,"_490":577,"_492":578,"_494":579,"_496":580},["D",1773511200000],"Huntington Bank","Regional Banking Relationship Manager Senior page is loaded## Regional Banking Relationship Manager Seniorremote type:

Officelocations:

Columbus, OHtime type:

Full timeposted on:

Posted Todayjob requisition id:

R0070282# **Description****Summary:**The Regional Banking Relationship Manager Sr. is responsible for acquiring new business relationships to Huntington as well as maintaining and deepening business relationships with existing customers. This is done by providing insights and guidance to business owners.

Depending on market assigned portfolio size recommended as 30 to 60 clients Target market is businesses with sales sizes $2 MM to $50 MM and credit exposures up to $25 MM. This role serves a senior level sales position within Regional Banking with heavy focus on business with greater than $25 MM in sales and functions as the back-up to the Market Manager while providing credit and mentoring guidance to junior colleagues.**Duties and Responsibilities:*** Acquires new, profitable business relationships through aggressive prospecting, networking and providing insights and advice. Builds and maintains a robust network of local market COI relationships, both external and internal.* Analyze, structure and close profitable loan transactions of the most complex nature in Regional Banking.* Maintain and confirm credit worthiness of customers. Gather, review and track appropriate documentation from applicants.* Manages and maintains strong relationships with a book of existing business customers by providing insights and advice. Segment target markets are businesses between $2-$50 million in sales size with aggregate credit exposures up to $25million. Heavy focus on businesses above $25 MM in sales size.* Deepens existing relationships through active engagement of internal partnerships and providing insightful advice and guidance to customers. Delivers the entire bank to customers.* Responsible for Portfolio Management in varying sizes in terms of complexity of credits and number of accounts to include quarterly portfolio reviews, and CAR and collecting of necessary document.* Works with the Huntington Loan Center and Commercial Loan Servicing department to ensure accuracy and completeness of credit packages and delivery.* Represents the bank within the community through representation on keyboards and at business and community functions.* Works well within a team environment and collaborates closely with internal partners to deliver customer solutions.* Partner with more junior Regional Banking colleagues on more complex credits.* Performs other duties as assigned.**Basic Qualifications:*** Bachelor’s degree or equivalent (4 year of education and Business Banking/ Commercial lending experience)* 10+ years of Business Banking/Commercial Banking experience**Preferred Qualifications:*** Well-versed in complex commercial credits with 10+ years Business Banking or Commercial sales experience**Exempt Status: (Yes** = not eligible for overtime pay) (**No** = eligible for overtime pay)Yes**Workplace Type:**OfficeOur Approach to **Office** Workplace TypeCertain positions outside our branch network may be eligible for a flexible work arrangement. We’re combining the best of both worlds:

in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.Huntington is an Equal Opportunity Employer.Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.**Note to Agency Recruiters:**Huntington Bank will not pay a fee for any placement resulting from the receipt of an unsolicited resume.

All unsolicited resumes sent to any Huntington Bank colleagues, directly or indirectly, will be considered Huntington Bank property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.\n#J-18808-Ljbffr\n","Regional Banking Relationship Manager Senior page is loaded## Regional Banking Relationship Manager Seniorremote type:

Officelocations:
Officelocations:

Dallas, TXtime type:

Full timeposted on:

Posted Todayjob requisition id:

R0070360# **Description****Summary:**The Regional Banking Relationship Manager Sr. is responsible for acquiring new business relationships to Huntington as well as maintaining and deepening business relationships with existing customers. This is done by providing insights and guidance to business owners.

Depending on market assigned portfolio size recommended as 30 to 60 clients Target market is businesses with sales sizes $2 MM to $50 MM and credit exposures up to $25 MM. This role serves a senior level sales position within Regional Banking with heavy focus on business with greater than $25 MM in sales and functions as the back-up to the Market Manager while providing credit and mentoring guidance to junior colleagues.**Duties and Responsibilities:*** Acquires new, profitable business relationships through aggressive prospecting, networking and providing insights and advice. Builds and maintains a robust network of local market COI relationships, both external and internal.* Analyze, structure and close profitable loan transactions of the most complex nature in Regional Banking.* Maintain and confirm credit worthiness of customers. Gather, review and track appropriate documentation from applicants.* Manages and maintains strong relationships with a book of existing business customers by providing insights and advice. Segment target markets are businesses between $2-$50 million in sales size with aggregate credit exposures up to $25million. Heavy focus on businesses above $25 MM in sales size.* Deepens existing relationships through active engagement of internal partnerships and providing insightful advice and guidance to customers. Delivers the entire bank to customers.* Responsible for Portfolio Management in varying sizes in terms of complexity of credits and number of accounts to include quarterly portfolio reviews, and CAR and collecting of necessary document.* Works with the Huntington Loan Center and Commercial Loan Servicing department to ensure accuracy and completeness of credit packages and delivery.* Represents the bank within the community through representation on keyboards and at business and community functions.* Works well within a team environment and collaborates closely with internal partners to deliver customer solutions.* Partner with more junior Regional Banking colleagues on more complex credits.* Performs other duties as assigned.**Basic Qualifications:*** Bachelor’s degree or equivalent (4 year of education and Business Banking/ Commercial lending experience)* 10+ years of Business Banking/Commercial Banking experience**Preferred Qualifications:*** Well-versed in complex commercial credits with 10+ years Business Banking or Commercial sales experience**Exempt Status: (Yes** = not eligible for overtime pay) (**No** = eligible for overtime pay)Yes**Workplace Type:**OfficeOur Approach to **Office** Workplace TypeCertain positions outside our branch network may be eligible for a flexible work arrangement. We’re combining the best of both worlds:

in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.Huntington is an Equal Opportunity Employer.Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.**Note to Agency Recruiters:**Huntington Bank will not pay a fee for any placement resulting from the receipt of an unsolicited resume.

All unsolicited resumes sent to any Huntington Bank colleagues, directly or indirectly, will be considered Huntington Bank property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.\n#J-18808-Ljbffr\n",[585],{"_458":459,"_454":586,"_452":587,"_456":588,"_460":589},"Dallas","Dallas, TX, United States, 75215","TX","75215",["B","2881853406"],"/jobs/2881853406-regional-banking-relationship-manager-senior","Dallas, TX, United States","/jobs?location=Dallas%2C+TX%2C+United+States",{"_435":434,"_439":595,"_470":471,"_462":596,"_248":597,"_446":598,"_433":434,"_113":599,"_437":199,"_438":199,"_472":471,"_448":199,"_449":600,"_431":606,"_473":607,"_436":120,"_487":608,"_478":609,"_489":599,"_490":610,"_492":611,"_494":612,"_496":613},["D",1772856000000],"Columbia Bank (WA, OR & ID)","Middle Market Relationship Manager

Serves as the key banking relationship manager for assigned middle market client relationships. Accountable for prospecting new business and working with Client Solution Managers to deepen client relationships. Maintains a \"trusted advisor\" role, engaging in dialogue with Executive-level client contacts to assess holistic banking needs and to provide customized banking insights and solutions. Drives financial performance through profitable revenue and growth and quality credit. At this level, the relationship manager generally supports a portfolio of mid-size middle market clients with $25MM or more in annual revenue, with varying levels of complexity.\nIdentifies, attracts and secures new Middle Market relationships to grow bank's Commercial and Industrial (C&I) market share. Achieves individual production goals for loans, deposits and core fee income, to support the bank in achieving its overall financial targets.\nServes as a trusted advisor to clients, functions as the Middle Market client \"expert\" in providing differentiating consult, ideas, and options. Champions and leads business development efforts by developing a clear and holistic understanding of the client's or prospect's business and industry. Performs client reviews to ensure the bank provides relevant solutions as clients grow and adapt.\nDevelops focused strategies for acquiring, retaining and growing select clients. Develops and maximizes established referral network. Proactively prospects for new clients and identifies ways to expand existing relationships in collaboration with Client Solutions Manager and internal partners. Identifies opportunities and partners to structure, coordinate and sponsor credit and non-credit solutions.\nIn partnership with the Client Solutions Manager, assembles and leads cross-functional team to quickly respond to customer request and identified needs. Utilizes team of experts to creatively present the full breadth of the bank.\nMaintains active prospecting effort and pipeline for consistent production. Studies middle market industrial, economic and financial situations relating to new or existing business as part of prudent business development and portfolio management disciplines.\nDemonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes.\nFollows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training. Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description.\nMay be asked to coach, mentor, or train others and teach coursework as subject matter expert. Actively learns, demonstrates, and fosters the Columbia corporate culture in all actions and words. Takes personal initiative and is a positive example for others to emulate. Embraces our vision to become \"Business Bank of Choice\". May perform other duties as assigned.\nBachelor's degree in business, finance, related field (or equivalent experience) required. Master's degree in business administration (MBA), or related field of study preferred. 7-10 years of relevant commercial banking experience and/or proven track record of exceeding performance in developing business in the commercial industry required. Less than 2 years serving Middle Market clients with $15MM+ annual revenue preferred.\nThe pay range for this role is $113,000.00 to $170,000.00. The pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation, and those details will be provided during the recruitment process.\nPrimary Location: Ability to work fully onsite at posted location(s).\n790 E Colorado Blvd Suite 150 Pasadena CA 91101\nWe are proud to offer a competitive total rewards package including base wages and comprehensive benefits. We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly.\nColumbia Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics.\n","Middle Market Relationship Manager

Serves as the key banking relationship manager for assigned middle market client relationships. Account...","Relationship Manager II - Middle Market",[601],{"_458":459,"_454":602,"_452":603,"_456":604,"_460":605},"Pasadena","Pasadena, CA, United States, 91122","CA","91122",["B","2806470078"],"Work at Columbia Bank (WA, OR & ID)","15 days ago","/jobs/2806470078-relationship-manager-ii-middle-market","Pasadena, CA, United States","/jobs?keyword=Columbia+Bank+%28WA%2C+OR+%26+ID%29","/jobs?location=Pasadena%2C+CA%2C+United+States","/jobs?keyword=Relationship+Manager+II+-+Middle+Market","actionData","errors"]