Business Relationship Manager
MetaOption LLC · New York, NY · 2 mo ago
On-siteEducationFull-time
Responsibilities
- Achieve quarterly/annual goals through business generation of C&I, CRE, mortgages, SBA, treasury management, deposits, investments, and international and other commercial and consumer products offered
- Collaborate with Regional Manager and/or Branch Manager to develop and implement customer-centric strategic marketing plans and generate new business through prospecting, outside calling, networking, and referrals
- Maintain and apply a thorough understanding of the bank’s credit policy, client eligibility and all necessary business practices to ensure the submission of accurate and complete commercial and consumer loan packages
- Actively participate in local and regional business functions; coordinate and organize targeted campaigns and events
- Provide management with input regarding current policies and practices of competition, when appropriate
- Educate customers on how to use our digital platforms to bank and invest when, where and how they want
- May perform other duties as assigned
Requirements
- Bachelor’s degree preferred
- 5+ years in commercial lending and/or private banking with proven sales track record
- Strong understanding of C&I loans, SBA loans and/or industry-focused lending
- In-depth knowledge of banks, credit and deposit products; experience in international activities between U.S. and Greater China preferred
- Strong analytical, marketing/sales, consulting and negotiating skills
- Strong written and verbal communication
- High energy, results-oriented, and work well in a team environment
- Strong desire and capability to influence, educate and connect team, partners and customers to technology
Qualifications
None specified
Skills
None specified
Benefits
None specified
Pay
Not specified
Schedule
Not specified