Jobs · Education · New York

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

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