Relationship Manager Sr - Fiduciary Banking/Specialty Deposits

New Business Origination

• Develop and maintain relationships to generate direct deal flow.
• Coordinates the team approach to approving and closing new deals to grow deposits and revenues while optimizing profitability (ROE).

Relationship Management

• Works with assigned treasury management personnel and portfolio managers, engage with clients on idea generation and relevant opportunities to expand our relationship.
• Stays abreast of industry trends and market conditions in specialty deposits that could impact the assigned portfolio of relationships.
• Attends conferences and participates in speaking opportunities as a subject matter expert related to the intersection of specific specialty industry and banking.

Credit Quality And Onboarding

• When client/prospect lending needs arise, work with assigned portfolio managers to ensure pro-active monitoring of the credit quality of the portfolio through timely financial statement gathering, monitoring client’s compliance with ongoing required reporting, properly analyzing financial information and taking or recommending appropriate corrective actions based on acceptable levels.
• Ultimately responsible for managing the bank's risk exposure to acceptable levels.
• Maintains Knowledge Stays abreast of industry trends and market conditions that could impact the assigned portfolio of relationships and borrowers.
• Uses independent judgement and discretion to make decisions. Analyzes and resolves problems.

Job Requirements

• Education level required: High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent.
• Minimum experience required: 10+ Years as a Commercial Relationship Manager and/or commercial depository and treasury management sales. Some experience in commercial treasury management may substitute for production experience.
• Experience specific to specialty deposits industries; including treasury management, Investment Banking, or Capital Markets experience.

Preferred Qualifications

• Education level preferred: Undergraduate Degree (4 years or equivalent) in business, finance or related field.