Senior Client Account Manager

Senior Client Account Manager

The Senior Client Account Manager is responsible for portfolio management, credit monitoring and basic underwriting of Commercial Banking relationships. Primary responsibilities include analyzing financial data to determine the merits of loan requests, recommending structure, as well as identifying cross selling / referring opportunities of other services.

Responsibilities

• Manage and oversee the deposit / loan portfolio, in partnership with Relationship Managers
• Primary day-to-day contact to respond to requests and questions from existing clients
• Gather and analyze portfolio data for senior management, in partnership w team head and RMs
• Work with Relationship Managers to identify potential opportunities for cross-sell including deposit, trade, treasury management, foreign exchange, private banking, asset management, and other services to both existing and prospective clients; provide advice to clients regarding general banking needs
• Perform other duties and special projects as needed

Qualifications

Compensation

The base pay range for this position is USD $90,000.00 / Yr. - USD $150,000.00 / Yr. Exact offers will be determined based on job-related knowledge, skills, experience, and location.