C&I Relationship Manager III

Union First Market Bank Herndon , VA 20171

Posted 8 months ago

Position Description

The C&I Relationship Manager III assumes the overall responsibility, development and management of their borrowing and non-borrowing portfolio. The Relationship Manager is responsible for marketing a range of products and services to medium and large commercial clients and services and originates more challenging and complex C & I loans. Manages and develops a portfolio of commercial relationships and ensures retention of total client assets, credit quality and net growth in relationships. The Relationship Manager will play a vital role in the growth and development of the commercial banking portfolio and market share. Primary focus will be to profile and sell/cross-sell commercial products to our existing client base, as well as prospects. The Relationship Manager will build deposits, loans, fee income and refer appropriate customers and prospects to business partners.

Position Accountabilities:

  • Work closely with internal partners to facilitate the development of new business relationships as well as develop prospects through lead lists and Centers of Influence (COI). Responsible for retaining and expanding existing customer relationships.

  • Develop and maintain a quality loan portfolio with an emphasis on companies with revenues between $10 - $60 million, obtaining deposits and cross-selling other Bank products and services along with building strong customer relationships.

  • Prepare correspondence, commitment letters, loan memorandums and associated documents as required.

  • Monitor loan portfolio and maintain updated financial information.

  • Expand existing knowledge base of commercial and other products and services, including loan policy, documentation, structuring and regulatory requirements.

  • Ensure the portfolio administration and risk management of each client relationship is in compliance with established credit policy, procedure and business strategy as well as commercial and regulatory guidelines.

  • Identify and successfully capitalize on cross-sell opportunities and makes appropriate referrals.

  • Execute a call program to acquire, retain and expand customer relationships.

  • Maintain pipeline of existing relationships and new prospects.

  • Collect and maintain financial information on borrowers and interact with customers to ensure that all banking needs are being met.

  • Assist in mentoring teammates, to include credit analysis, financial spreading and underwriting.

  • Provide financial advice to customers and profitably sell appropriate products and services to those prospects and clients.

  • Work with Treasury staff to solicit treasury services and deposit accounts.

  • Prepare correspondence, commitment letters, and loan memorandums and associated documents as required.

  • Ensure that own work is in compliance with applicable policies, procedures, laws, regulations and guidelines.

  • Participate in organizations and projects to establish referral contacts and Centers of Influence (COI) within the community.

  • Other Duties as Assigned

Organizational Relationship:

This position typically reports to a Team Leader, Group Leader or Regional President

Requirements Position Qualifications

Education & Experience

  • Bachelor's degree in Business, Economics, or finance preferred or equivalent banking experience

  • Minimum 5-8 years of commercial banking experience and a proven track record of generating deposit and fee income

Knowledge & Skills

  • Strong credit skills evident

  • Ability to service and originate more challenging and complex C&I loans

  • Proficient in analyzing complex financial statements and credit applications.

  • Strong professional writing skills, can articulate a customer's business needs succinctly and accurately in credit packages

  • Demonstrates effective problem solving and excellent collaboration and inter-personal communication skills

  • Possesses excellent C&I lending and product knowledge and organization skills

  • Ability to make knowledgeable loan decisions based on information supplied by the customer verified through a rigorous underwriting process, strong ability to structure loans

  • Proven track record with sales and new business development in conjunction with exceeding sales goals.

  • Ability to work well in a sales driven environment.

  • Ability to manage multiple tasks at one time without supervision

  • Knowledge of applicable laws and regulatory compliance related to commercial lending

  • Proficient computer skills with good working knowledge of Microsoft Office programs including Excel, Word and Outlook.

No Search assistance.

We are proud to be an EEO/AA employer, Minority/Female/Disability/Veteran. We maintain a drug-free workplace. Apply On-line Send This Job to a Friend


icon no score

See how you match
to the job

Find your dream job anywhere
with the LiveCareer app.
Mobile App Icon
Download the
LiveCareer app and find
your dream job anywhere
App Store Icon Google Play Icon
lc_ad

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Project Manager III F1072019d

Syapps

Posted 1 week ago

VIEW JOBS 10/9/2019 12:00:00 AM 2020-01-07T00:00 SyApps is a Technology and Management Consulting Services firm based in Greater Washington area, with focus on solutions in the area of Strategy, Process, Technology and Management support. As a diverse end-to end IT and Management solution Provider, SyApps offers a range of expertise aimed at helping customers re-engineer and re-invent their business to compete successfully in an ever-changing marketplace. Please visit us at www.syapps.com. Job Description Responsibilities: Seeking a motivated and customer-oriented Scrum Master to work with agile teams in a complex enterprise software development environment. As the Scrum Master, you will be empowered to help guide an experienced cross functional team and be responsible for leading Agile best practices using Scrum/Kanban. In addition to leading daily Scrum and other Agile meetings, you will also be responsible to ensure Scrum is understood and enacted, work with team(s) to solve problems and to drive continuous improvement and business owner satisfaction. Responsibilities: * Organize and facilitate all scrum related meetings (stand-ups, retrospectives, reviews, demos, etc.). * Work with the team to develop project plans, roadmaps and manage backlog. Communicate team plans, report impediments for escalation, identify risks/concerns to relevant stakeholders to help resolve. * Monitor team backlog daily and ensure it accurately reflects the current state of the sprint. * Work with product owners and stakeholders to refine vision and establish goals and metrics. * Track and communicate team velocity and sprint progress to all affected teams and management. * Organize and facilitate the product release by following all the governance standards. * Experience working in SAFe (Scaled Agile Framework) methodology * 4+ years of experience leading both Scrum and Kanban Agile Teams * 4+ years of experience as software Release Train Engineer or Scrum of Scrums Master * Current professional certification in Agile Methodologies (RTE, Scrum Master) from a recognized SAFe Agile certifier Location: Herndon, VA Tax Term: Contract SyApps LLC is a Winner of the SmartCEO/Grant Thornton Future 50 Award for being recognized as one of 50 fastest growing companies in the Greater Washington Area. We are proud of our diverse environment, Equal Opportunity Employer. SyApps is committed to a policy of equal employment opportunity. SyApps participates in E-Verify. Syapps Herndon VA

C&I Relationship Manager III

Union First Market Bank