6 часов назад
Business Banking Treasury Management Advisor - Relationship Manager I
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Business Banking Treasury Management Advisor - Relationship Manager I (Treasury Management and Credit): Managing and expanding small-business client relationships, originating financial products, and analyzing credit and non-credit opportunities with an accent on client engagement, financial analysis, and risk management. Focus on identifying sales opportunities, mitigating regulatory and credit risks, and delivering integrated banking solutions.
Location: Jacksonville, Florida, United States; in-office role
Company
provides banking products and services to business and individual customers.
What you will do
- Manage relationships with new and existing small-business clients in the $2MM–$10MM segment.
- Acquire, expand, and retain client relationships to grow revenue and share of wallet.
- Originate, analyze, negotiate, and document credit and non-credit products and services.
- Identify client opportunities and present relevant products and services.
- Build internal, community, and industry relationships to acquire clients and improve customer experience.
- Assess and mitigate regulatory, reputational, operational, and credit risks.
Requirements
- Bachelor’s degree or a comparable combination of education, certifications, and experience.
- 3+ years of relevant or direct industry experience.
- Knowledge of credit fundamentals, credit processes, financial analysis, and credit products.
- Strong client relationship management, communication, selling, prospecting, and decision-making skills.
- Ability to manage risk and work with client financial information.
- Employment visa sponsorship and STEM OPT participation are not available.
Culture & Benefits
- In-office work environment with an inclusive and supportive workplace culture.
- Medical, prescription, dental, and vision coverage options.
- 401(k) matching, pension, stock purchase plans, and financial wellness incentives.
- Paid parental leave, holidays, occasional absence days, and 15–25 vacation days depending on career level.
- Educational assistance, wellness programs, and dependent care support.
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