Business Banking Relationship Manager I
Company: Atlantic Union Bank
Location: Williamsburg
Posted on: June 21, 2022
Job Description:
DescriptionThe Business Banking Relationship Manager I calls on
businesses and business owners with revenue up to $5,000,000. This
role is focused on new business development and actively profiles
clients and prospects in their market to generate loan, deposit and
treasury services opportunities. The BBRM I is additionally
actively focused on cross-sell referrals to various groups within
the bank.
Position Accountabilities
- Generate new business to assist in meeting Business Banking
line of business goals established by the Head of Business Banking
and in line with the company's organizational growth and profit
goals.
- Actively assess needs of potential prospects and clients and
provide appropriate financial solutions.
- Ensure proper loan underwriting and structuring is achieved
through enforcement of the bank's Business Banking and Corporate
loan policies and ensure that loans are properly approved in
accordance with defined loan authorities and in conjunction with
the centralized underwriting units.
- Make calls on high potential prospects and business banking
customers to sell and service all banking needs (loans, deposits,
investments & wealth management services, etc.). In addition,
promotes and cross-sells other bank products and services to meet
customer requirements as customer profiles are reviewed.
- Manage and monitor loan portfolio, all exceptions and past dues
in accordance with loan policy. Proactively manage the loan
portfolio regarding renewals to avoid matured loan
facilities.
- Maintain a high level of customer satisfaction by providing
ongoing relationship servicing, including the resolution of service
issues of clients. Work closely with Relationship specialists,
Business Banking Leaders to achieve sales and service
targets.
- Assist in directing public relations activities and the
coordination of contacts within the community including activity in
local Community Reinvestment Act organizations.
- Coordinate business activities with our branch network to help
set business product sales and service objectives.
- Develop and maintain constructive relations with all company
departments, including, but not limited to retail banking,
commercial banking, centralized underwriting units, treasury
management, investments/wealth management, mortgage, loan
operations, deposit operations, client call center, etc.
- Adhere to the necessary individual and group training for
business banking relationship managers in regard to sales
techniques, calling strategies, presentation skills and business
banking practices and procedures.
- Perform assigned responsibilities in compliance with all
job-relevant legal and regulatory requirements.
- Maintain current operating knowledge of all job-relevant legal
and regulatory requirements through the successful completion of
mandatory compliance and regulatory training and attendance at all
mandatory
regulatory compliance activities.
- Actively manage and maintain a pipeline for borrowing and
non-borrowing customer opportunities.
Organizational Relationship
This position reports to the local Business Banking Leader
Position Qualifications
Education & Experience
- Bachelor's degree in related field
- Formal credit analysis training
- One to five years business banking and/or lending
experience
- Up to five years comprehensive sales experience
Knowledge & Skills
- Proven track record of high performance and success in a
sales/service driven banking or financial services
environment
- Effective leadership skill set
- Excellent interpersonal, public relations and client service
skills
- Excellent organizational and verbal/written communication and
sales presentation skills
- Proven ability to solve problems and make sound business
decisions
- Some training and development experience
We are proud to be an EEO/AA employer,
Minority/Female/Disability/Veteran. We maintain a drug-free
workplace.
Keywords: Atlantic Union Bank, Newport News , Business Banking Relationship Manager I, Executive , Williamsburg, Virginia
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