8 дней назад
Relationship Manager, I - Small Business Banking
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Relationship Manager, I - Small Business Banking (Client Relationship Management and Credit Products): Managing and expanding small-business client relationships, originating credit and non-credit products, and identifying sales opportunities with an accent on financial analysis, customer engagement, and credit risk. Focus on acquiring and retaining clients, presenting banking solutions, and evaluating and mitigating regulatory, operational, reputational, and credit risks.
Location: In-office in Hatboro, PA, or at Country Line Road in Warminster, PA
Company
Banking organization providing financial products and services to small-business clients.
What you will do
- Manage new and existing small-business client relationships to grow sales, revenue, and market share.
- Acquire, expand, and retain client relationships while deepening share of wallet.
- Originate, analyze, negotiate, and document credit and non-credit products and services.
- Identify client opportunities and recommend solutions based on financial needs and well-being.
- Build internal, community, and industry networks to acquire clients and improve the client experience.
- Analyze and mitigate regulatory, reputational, operational, and credit risks using internal policies.
Requirements
- Bachelor’s degree.
- 3+ years of relevant or direct industry experience, or a comparable combination of education, certifications, and experience.
- Experience with client relationship management, prospecting, selling, and identifying sales opportunities.
- Knowledge of credit processes, credit products, financial analysis, and credit risk mitigation.
- Effective communication, decision-making, business acumen, customer experience management, and technology skills.
- Ability to work in the office in Hatboro or Warminster, Pennsylvania; employment visa sponsorship is not provided.
Culture & Benefits
- Inclusive workplace focused on customer service, respect, and employee contribution.
- Medical, prescription, dental, vision, life insurance, and disability coverage options.
- 401(k) matching, pension, stock purchase plans, and dependent care support.
- Educational assistance, wellness programs, and financial incentives.
- Paid parental leave, up to 11 paid holidays, occasional absence days, and 15–25 vacation days depending on career level.
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