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Business relationship manager Jobs in Charlotte, NC

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Business relationship manager • charlotte nc

Last updated: 3 days ago

Assistant Relationship Manager ARM

servis first bankCharlotte, NC, United States
Full-timeFull-time

Assistant Relationship Manager.At ServisFirst, Our Name is Our Mission.The Assistant Relationship Manager is responsible for conducting financial analysis of credit for loan requests as well as ass... Show more

Regional Strategic Relationship Manager

asset markCharlotte, NC, United States
$100,000.00–$120,000.00 yearly$100,000.00–$120,000.00 yearly
Full-timeFull-time

Regional Strategic Relationship Manager.The Regional Strategic Relationship Manager is a sales-driving role responsible for owning an assigned territory, expanding AssetMark's presence, and generat... Show more

Business Relationship Manager - BFSI

united itCharlotte, NC, United States
Full-timeFull-time

Business Relationship Manager - BFSI (Corporate Banking, Lending, Capital Markets).Location: Charlotte, NC/New York, NY - Onsite.Desired Skills: Customer Relationship Management.Client Relationship... Show more

Flexible Benefits Client Relationship Manager

marsh mc lennan agencyCharlotte, NC, United States
$64,700.00–$120,400.00 yearly$64,700.00–$120,400.00 yearly
Full-timeFull-time

Flexible Benefits Relationship Manager.Award-winning, inclusive, Top Workplace culture doesn't happen overnight.It's a result of hard work by extraordinary people.The industry's brightest talent dr... Show more

Relationship Manager III - C&IB

pncCharlotte, NC, United States
Full-time +1Full-time +1

Relationship Manager III - C&IB.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 cust... Show more

Pharmacy Relationship Manager

america s pharmacy groupCharlotte, NC, US
$85,000.00–$100,000.00 yearly$85,000.00–$100,000.00 yearly
Full-timeFull-time
Quick Apply

Whether you are working in a Pharmacy looking for additional income, an established healthcare sales professional, or looking to break into Medical Sales, Healthcare Marketing Group, LLC is a great... Show more

HOA Relationship Manager

amherstCharlotte, NC, United States
Full-timeFull-time

Open the door to your dream job and join #TeamMainStreet.With more than 40,000 homes in 30 markets, Main Street Renewal is one of the largest providers of single-family rental homes across the coun... Show more

Future Opening: Relationship Manager

com for careCharlotte, NC, United States
Full-timeFull-time

Live Your Best Life Possible While Helping Others Live Theirs.At ComForCare Home Care, we value our employees like family.We celebrate success and have fun.Our focus is to help our clients and empl... Show more

Sr. Relationship Manager (US)

td waterhouseCharlotte, NC, United States
$148,720.00–$223,080.00 yearly$148,720.00–$223,080.00 yearly
Full-timeFull-time

C&I Senior Relationship Manager.Ready to make an impact? Join our high-performing commercial banking team!.We are seeking a proven C&I Senior Relationship Manager to play a key role in growing and ... Show more

AVP, Technology Vendor Relationship Manager

lpl financialCharlotte, NC, United States
$103,927.00–$173,246.00 yearly$103,927.00–$173,246.00 yearly
Full-timeFull-time

Assistant Vice President, Technology Vendor Relationship Manager.Build a career that matches all your initiative with an impressive dose of innovation.From cutting-edge resources and a collaborativ... Show more

Business Relationship Manager - Outsourcing

clifton larson allenCharlotte, NC, United States
Full-timeFull-time

CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory... Show more

Flexible Benefits Client Relationship Manager

guy carpenterCharlotte, NC, United States
$64,700.00–$120,400.00 yearly$64,700.00–$120,400.00 yearly
Full-timeFull-time

Flexible Benefits Relationship Manager.Award-winning, inclusive, Top Workplace culture doesn't happen overnight.It's a result of hard work by extraordinary people.The industry's brightest talent dr... Show more

Relationship Manager- Retirement

lincoln financialCharlotte, NC, US
Full-timeFull-time

Atlanta, GA (Georgia); Chicago, IL (Illinois); Cincinnati, OH (Ohio); Cleveland, OH (Ohio); Columbia, SC (South Carolina); Columbus, OH (Ohio); Detroit, MI (Michigan); Durham, NC (North Carolina); ... Show more

Strategic Relationship Manager

jack henry associatesCharlotte, NC, United States
$110,000.00–$160,000.00 yearly$110,000.00–$160,000.00 yearly
Full-timeFull-time

Strategic Relationship Manager (SRM).At Jack Henry, we're more than a technology company, we're a force for good in financial services.We're redefining how community banks and credit unions connect... Show more

Relationship Manager- Wealth Management

vanguardCharlotte, NC, US
Full-timeFull-time

Are you ready to take the next step in your financial services relationship management career? Vanguard is seeking passionate and driven individuals to join our growing Advice & Wealth Management d... Show more

Relationship Manager - East Coast

r h wine coCharlotte, NC, United States
$50,000.00–$65,000.00 yearly$50,000.00–$65,000.00 yearly
Full-timeFull-time

East Coast Business Development Representative.Ready to grow business in a high-impact territory? The East Coast Business Development Representative helps drive IPMG's expansion across NC, GA, SC, ... Show more

Flexible Benefits Client Relationship Manager

marsh mc lennanCharlotte, NC, United States
$64,700.00–$120,400.00 yearly$64,700.00–$120,400.00 yearly
Full-timeFull-time

Flexible Benefits Relationship Manager At Marsh Agency.Award-winning, inclusive, Top Workplace culture doesn't happen overnight.It's a result of hard work by extraordinary people.The industry's bri... Show more

Sr. Relationship Manager (US)

tdCharlotte, North Carolina
Full-timeFull-time

Ready to make an Impact? Join our High- Performing Commercial Banking Team!.We are seeking a proven C&I Senior Relationship Manager to play a key role in growing and deepening our commercial bankin... Show more

Flexible Benefits Client Relationship Manager

oliver wymanCharlotte, NC, United States
$64,700.00–$120,400.00 yearly$64,700.00–$120,400.00 yearly
Full-timeFull-time

Flexible Benefits Relationship Manager At Marsh Agency.Award-winning, inclusive, Top Workplace culture doesn't happen overnight.It's a result of hard work by extraordinary people.The industry's bri... Show more

Flexible Benefits Client Relationship Manager

mercer franceCharlotte, NC, United States
$64,700.00–$120,400.00 yearly$64,700.00–$120,400.00 yearly
Full-timeFull-time

Flexible Benefits Relationship Manager.Award-winning, inclusive, Top Workplace culture doesn't happen overnight.It's a result of hard work by extraordinary people.The industry's brightest talent dr... Show more

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The cities near Charlotte, NC that boast the highest number of business relationship manager jobs are:
Assistant Relationship Manager ARM

Assistant Relationship Manager ARM

servis first bankCharlotte, NC, United States
25 days ago
Job type
  • Full-time
Job description

Assistant Relationship Manager

At ServisFirst, Our Name is Our Mission.

Duties and Responsibilities

The Assistant Relationship Manager is responsible for conducting financial analysis of credit for loan requests as well as assisting Bank Officers by performing the following duties.

The incumbent will:

  • Conduct financial analysis of credit for new and existing clients and prospects
  • Generate spreads, term sheets, and other information for loan requests and conduct underwriting
  • Determine the strength and/or weakness of credit requests to determine the terms of the loan and ability to repay
  • Build profiles and loan requests in nCino for approval
  • Contact Loan Officers and/or clients to request necessary financial information for analysis such as balance sheets, tax returns, financial statements, etc.
  • Generate reports to determine past or current maturities that are not yet cleared and request any necessary information
  • Prepare memos outlining financial information for approvals from the appropriate parties
  • Track maturity for renewals monthly
  • Be actively involved in understanding documentation and closing process
  • Attend sales appointments with Officers as requested
  • Work on term sheets / commitment letters as directed by supervisors
  • Assist Loan Officers and Credit Officers with various functions needed such as clearing collateral exceptions, reporting information, implementing new systems, etc.
  • Responsible for being familiar with all compliance regulations and policies that are applicable to this position and follow and ensure compliance with these regulations and policies

Note: Reasonable accommodation may be made to enable otherwise qualified associates/applicants with disabilities to perform the essential functions of the job.

Note: Additional duties and responsibilities may be assigned.

Minimum Qualifications

  • Bachelor's degree in Finance, Accounting or a related field
  • Two (2) years of related experience
  • Excellent written and verbal communication skills
  • Experience using Microsoft Outlook, Word and Excel
  • Experience in a position requiring attention to detail and data analysis
  • Excellent organizational skills and ability to multi-task
  • RMA and/or Moody training is a plus

Physical Requirements and Environmental Conditions

  • Sustained standing and sitting
  • Frequent use of PC, including typing or sustained attention to monitor
  • Occasional presentations requiring public speaking to small groups
  • Occasional lifting of basic office files or equipment up to 20 lbs
  • Normal office environment with comfortable internal temperatures and low level noise

EOE/AA