Business Relationship Manager Not for Profit - Vice President

About the role

As a Business Relationship Manager (BRM) Senior Not-for-Profit in Business Banking, you'll manage existing client relationships and develop new business strategies focused on client selection. You'll provide an outstanding client experience while maintaining adherence to the regulatory, legal, and risk management frameworks unique to these client segments.

Responsibilities

• Build collaborative internal and external relationships to provide the best in client advice and service, developing the business to ensure a seamless experience for clients with multiple products and services.
• Serve as a trusted advisor to clients by delivering comprehensive and customized business banking products and solutions tailored to the financial needs of Not-for-Profit clients.
• Manage a portfolio of 50-65 clients; grow the portfolio by prospecting for new clients and deepening relationships with existing clients.
• Manage credit opportunities within the assigned portfolio up to $40 million.
• Utilize extensive referral networks and centers of influence to identify and pursue potential new clients, cultivating long-term relationships.
• Build relationships by calling on existing clients to understand their organizations, analyze product and service growth opportunities, and ensure profitability of the Not-for-Profit portfolio.
• Protect the firm by following sound risk management protocols and adhering to regulatory requirements.

Requirements

• Minimum of 8 years' experience in a business banking relationship management role or related business lending experience.
• Bachelor's degree in Finance or a related field, or equivalent work experience.
• Knowledge of the unique requirements, laws, regulations, and risk management for the Not-for-Profit client base; familiarity with the formal Request for Proposal (RFP) process and due diligence.
• Able to identify innovative solutions to best serve clients and/or manage risk.
• Demonstrate seasoned judgment to offer comprehensive and customized solutions that best meet client needs; monitor and research segment trends to anticipate client needs and present proactive solutions.
• Strong current business network; viewed as a leader in community organizations such as Chambers of Commerce and Non-Profit boards.

Preferred Qualifications

• Expert knowledge of business and credit underwriting with commercial credit training.

Benefits

• Competitive total rewards package including base salary determined by role, experience, skill set, and location.
• Commission-based pay and/or discretionary incentive compensation for eligible roles, awarded in cash and/or forfeitable equity.
• Comprehensive health care coverage, on-site health and wellness centers, and a retirement savings plan.
• Backup childcare, tuition reimbursement, mental health support, and financial coaching.