Finance / Accounting - Investment Management
CBG Relationship Manager II
Seattle Washington
Exp 5-7 yrs
Deg Bachelors
Relo
Bonus
Occasional Travel
Responsible for the sourcing, securing, developing, and retaining profitable banking relationships within the assigned region. Primary focus is on finding new business opportunities to sell the Bank's products and services. Responsible for contributing to the assigned Region's credit portfolio quality and participates in processing of requests for credit extension, ensuring credit facilities are properly structured, priced and documented. Maintains and grows current relationships by presenting new lending opportunities, cross selling, and other business to existing clients. Takes primary responsibility as the assigned officer for a portfolio of moderate to complex relationships including direct lending, smaller club-deals or agented syndicated facilities, and/or complex participation bought relationships. This position is the mid-level of the Relationship Manager job family.
Position Accountabilities
Serves as primary contact with assigned prospective and current customers for all of the financial, banking, and investment counseling needs. Primary focus is on finding new business opportunities to sell the Bank's products and services. Conducts interviews with applicants to thoroughly understands current and prospective customer's needs and their financial situation to market and sell additional Bank products and services. Visits applicants at their place of business to verify and better assess their current situation and future needs.
Identifies business needs and corresponding sales opportunities bank-wide and actively promotes ways to increase customer reliance on bank products and services, capitalizing on the unique and comprehensive capabilities of the bank. This would include Cash Management, Syndication, and the Capital Market Group.
Assists in obtaining financial statements, tax returns, and other credit information and maintaining individual credit files for all existing customers. Participates in analysis of pertinent credit information and/or credit checks.
Collaborates in write up of all Credit Requests, Variances and other correspondence related to the relationship. Presents credits at loan committee.
Works with loan administration in the review and negotiation of loan documents
Manages existing portfolio and stays informed on their condition is aware of developing trends in the market which may impact credit quality. Prepares quarterly loan reports on existing portfolio.
Performs other job duties as assigned.
Qualifications
Job Specification
Education
Required Education or Equivalent Experience
High School Diploma or GED
Bachelor's Degree in Business or Finance
Master's/Advanced Degree in Business or Finance Preferred
Required Experience
Five or more years of directly related experience
Administrative/Technical Skills/ Other Information
Solid understanding of underwriting and analysis for companies of all sizes and complexities.
Strong comfort and familiarity with use and application of commercial lending principles.
All your information will be kept confidential according to EEO guidelines. Direct Staffing Inc
CBG Relationship Manager II • Seattle, WA, US
Team Lead Business Banking Relationship Manager.Location: 1101 Pacific Avenue - Tacoma, Washington 98402.Job Brief (Purpose): The Team Lead Business Banking Relationship Manager reports to the Busi... Show more
Manage relationships with accounts to maximize account profitability and expand revenue.The Senior Regulatory Consultant, under limited supervision, will use specialized knowledge and skill obtaine... Show more
Recruiting Business Partner II.As a Recruiting Business Partner II, you will play a crucial role in the talent acquisition process by recruiting, interviewing, checking references, making offers, a... Show more
Heritage Bank has an exciting opportunity to join our organization! We are seeking a Relationship Banking Assistant to join our Tacoma, WA team! The relationship banking assistant works in partners... Show more
Bilingual Sales Representative (Sales, Customer Service).Job Category: Sales Requisition Number: BILIN038557.Full-Time Everett, WA 98201, USA.Sign-On Bonus Opportunity of up to $4,000*.Total compen... Show more
Next Generation Business Relationship Manager.Being the next generation Business Relationship Manager at East West Bank means you are part of a world-class team that focuses on delivering a high qu... Show more
Small Business Financial Solutions Representative.This job is responsible for providing comprehensive financial solutions to small businesses with annual revenues up to $20 million while actively m... Show more
Business Banking Relationship Manager.A Business Banking Relationship Manager is responsible for developing a calling plan to maintain and grow existing relationships and is responsible for develop... Show more
Licensed Marriage and Family Therapist (LMFT).Licensed Marriage and Family Therapist — Are you ready to launch or expand your private practice? .Headway is here to help you start accepting insuranc... Show more
The C&I Relationship Manager is responsible for originating, managing, and growing a portfolio of Commercial & Industrial (C&I) clients by providing tailored financing, deposit, and treasury soluti... Show more
LPL Financial collaborates with banks to provide a comprehensive suite of financial services tailored to their clients' needs.This exciting opportunity at Mechanics Bank invites you to join our emp... Show more
Banking Relationship Manager (Financial Services Sales).Develops and services comprehensive personal financial relationships within affluent target market through a professional sales effort.Identi... Show more
Financial Solutions Advisor Stage I.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.We do this by driving Responsible... Show more
The Relationship Manager plans and implements financial institution sales and marketing programs targeted toward the business community and examine, evaluate, and authorize or recommend approval of... Show more
CA-WA Private Mortgage Banker (SAFE).Wells Fargo is seeking a CA-WA Private Mortgage Banker (SAFE) in Consumer Lending as part of Home Lending.Learn more about our career areas and lines of busines... Show more
About Kyyba: Founded in 1998 and headquartered in Farmington Hills, MI, Kyyba has a global presence delivering high-quality resources and top-notch recruiting services, enabling businesses to effec... Show more
Finance / Accounting - Investment Management.Responsible for the sourcing, securing, developing, and retaining profitable banking relationships within the assigned region.Primary focus is on findin... Show more
Licensed Marriage and Family Therapist (LMFT).Licensed Marriage and Family Therapist — Are you ready to launch or expand your private practice? .Headway is here to help you start accepting insuranc... Show more
Mechanics Bank is currently searching for a full time Sr.Relationship Manager to join our team at our Seattle Administrative Offices.Here at Mechanics Bank, we value connection, partnership, long t... Show more
Who wants to make some good money? At Credit Corp Solutions, we’re not your typical collections company.With over 2,000 employees worldwide, we’ve built a culture of growth, respect, and opportunit... Show more
