Relationship Manager II
Company: Independent Financial
Location: Longmont
Posted on: October 16, 2021
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Job Description:
The Relationship Manager is responsible for developing and
managing commercial banking relationships to maximize profitability
to the bank with acceptable risk; through relationship management,
credit management, and business development. Responsibilities: Manages moderately large relationships that require more complex
analysis Deliver meaningful, sustainable value to customers by
anticipating needs and expectations and providing appropriate
value-add solutions Ensures integrity and timeliness of customer information,
documentation, and data Ensures each relationship is profitable and represents
appropriate risk Credit Management For new loan requests, assess borrower credit-worthiness in
accordance with credit policy Present loan opportunities to the appropriate credit approvers
that include analysis and structure that are well articulated and
well-reasoned Ensure that loans are documented in accordance with credit
approvals Manage enterprise risk for products and services, including
depository services and treasury management products as well as
fraudulent activity Business Development Maintain high-level knowledge of commercial banking products &
services Demonstrate an active calling effort in order to maintain a
comprehensive pipeline of new business opportunities Actively work with Sr Relationship Managers to perfect business
development efforts Provide existing and prospective customers with appropriate
financial services and advice Assist less experienced Relationship Managers by providing
insight and recommendations regarding marketing and deal flow
management Initiate e community visibility and involvement through active
and strategic relationships with centers of influence and
organizations Maintain a pipeline of business leaders and prospects Qualifications: Education Requirements Bachelor’s degree Minimum Experience Minimum 6 years of experience in commercial lending as a credit
analyst, underwriting specialist or portfolio manager Minimum 2 years of experience as a relationship manager Advanced familiarity with treasury management services and other
banking products Knowledge/ Skills/ Abilities Thorough accounting & finance knowledge Strong technical skills Thorough knowledge of laws and regulations, and compliance
related to commercial lending Demonstrated ability to negotiate on behalf of the bank and
borrower while appropriately balancing risk and shareholder
value Strong verbal, written, and interpersonal skills, as well as
analytic and problem solving skills Ability to work in a team environment and demonstrate
flexibility as business dictates Ability & willingness to investigate, resolve, and recommend
process improvement opportunities Job Details:
Relationship Management
Keywords: Independent Financial, Longmont , Relationship Manager II, Other , Longmont, Colorado
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