Wednesday, 27 November 2013

Job: BUSINESS BANKING RELATIONSHIP MANAGER- WESTCHESTER

Job Summary

Company
Fran Rogers Personnel
Location
Tarrytown, NY 10591
Job Type
Full Time
Employee
Years of Experience
2+​ to 5 Years
Education Level
Bachelor's Degree
Career Level
Experienced (Non-Manager)
Salary
100,000.​00 - 125,000.​00 $ /​year
40,000

About the Job

  • FOCUS ON NEW ACCOUNT ACQUISITION AND EXPANDING SHARE OF WALLET OF EXISTING PORTFOLIO OF BUSINESSES WITH REVENUES OF $3- 20 MILLION.
  • HANDLE CREDITS/ LOANS UP TO $3 MILLION.
  • DEVELOP CENTERS OF INFLUENCE IN THE MARKETPLACE (WESTCHESTER, ROCKLAND OR DUTCHESS COUNTIES).
  • DEVELOP RELATIONSHIPS WITH ALL BUSINESS BANKING UNITS IN THE BANK.
  • EFFECTIVELY MANAGE THE CLIENT RELATIONSHIP BY SELLING AND PROMOTING VARIOUS FINANCIAL PRODUCTS AND SERVICES, PROVIDING IMPORTANT FINANCIAL INFORMATION TO CLIENTS AND IDENTIFYING CROSS SELLING OPPORTUNITIES.
  • DEVELOP AND MAINTAIN AN IN-DEPTH KNOWLEDGE OF BANKING PRODUCTS AND SERVICES.
  • EMPLOY A DISCIPLINED APPROACH TO BUSINESS DEVELOPMENT / SALES.
  • ACTIVELY PARTICIPATE IN COMMUNITY EVENTS TO SOURCE BUSINESS DEVELOPMENT OPPORTUNITIES.
  • DEVELOP A COMPREHENSIVE UNDERSTANDING OF THE CLIENTS' NEEDS.
  • KEEP CLIENTS INFORMED OF PRODUCTS, SERVICES, SPECIAL PROMOTIONS THROUGH PROACTIVE CONTACT.
  • MAKE JOINT CALLS WITH BANKING BUSINESS PARTNERS.
  • ENSURE THAT ALL RELATIONSHIPS MEET ALL COMPLIANCE REQUIREMENTS- BANK AND REGULATORY.

REQUIREMENTS:
  • FIVE YEARS EXPERIENCE IN COMMERCIAL LENDING/ BUSINESS BANKING.
  • DEMONSTRATED TRACK RECORD OF SUCCESSFUL BUSINESS DEVELOPMENT AND SALES.
  • STRONG CUSTOMER SERVICE SKILLS.
  • FORMAL CREDIT TRAINING PREFERRED, AND MUST DEMONSTRATE STRONG ANALYTICAL/ CREDIT SKILLS.
  • IN DEPTH KNOWLEDGE OF FINANCIAL PRODUCTS AND BANKING REGULATIONS/ COMPLIANCE.
  • BROAD UNDERSTANDING OF COMMERCIAL AND PERSONAL FINANCIAL STATEMENTS.
  • STRONG PRESENTATION, VERBAL AND WRITTEN SKILLS.

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