Wholesale Client Relationship Manager

Profile

Develops and facilitates the client’s engagement through managing customer relationships, customer service interaction, credit and deposit services processes and other client/internal support responsibilities.

Position Accountabilities

• Portfolio maintenance and management, including new originations, renewals, modifications, risk rating review, problem loan management, etc.
• Credit and deposit services processes
• Manage new account deposit openings
• Facilitate cross sales with other products and other areas of the bank
• Process advances on loans, account maintenance, research on client accounts and clearing exceptions as needed
• Work directly with Centralized Doc Prep (as appropriate) on preliminary loan closing requirements such as flood certifications, credit reports, appraisals, environmental reports, UCC searches or other reports as needed
• Work with outside counsel as appropriate on loan closings
• Work with Centralized Commercial Credit (CCC) for approvals as appropriate

Organizational Relationship

This position reports to the (relevant) Group or Team Leader as determined by the Group President.

Position Qualifications

• Education & Experience: College degree or relevant industry training (i.e. credit program, CCIM certification, RMA/ABA training)
• Knowledge & Skills: Familiarity with AUB platforms very important – Horizon XE, nCino, Precision Lender, etc
• Customer Service: Superior customer service skills
• Computer Skills: Strong computer skills relevant to Microsoft Office Suites
• Communication: Strong communication skills
• Organization: Well organized with attention to detail
• Time Management: Ability to prioritize and manage multiple priorities and large customer loads
• Adaptability: Flexible, able to adapt to change
• Problem Solving: Superior time management and problem solving skills
• Independence: Ability to work independently as well as within a team environment
• Analysis: Analytical skills

Pay

Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc.

Schedule

N/A

Benefits

We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace.