Corporate Banking Relationship Manager (Miami)
Relationship manager job at BankUnited
Location: Miami Lakes, FL SUMMARY: A Corporate Banking Relationship Manager is responsible for originating commercial loans and for cross-selling BankUnited products to commercial accounts. Incumbents are expected to meet or exceed production goals. ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties and special projects may be assigned.
Interviews loan applicants, and collects and analyzes financial and related data to determine the general creditworthiness of the prospect and the merits of the specific loan request.
Establishes, and negotiates terms under which credit will be extended, including the costs, repayment method, and schedule and collateral requirements.
Collects and analyzes information that reflects the current creditworthiness of customers and the current merits of existing loans. May obtain information through direct inspection of the applicant's business and/or collateral, review of interim financial reports, personal interview, and other means.
Presents loan requests to the executive loan committee when the proposed loan dollar volume exceeds the department's lending authority.
Authorizes or rejects overdrafts in depository account within established authorities.
Monitors loan repayment activities and takes necessary action to collect from past-due accounts.
Advise customers, where possible, concerning business management and financial matters.
Serves as a contact officer for non-borrowing accounts and loan customers for matters relating to other bank services.
Develops new business by contacting prospects and customers, cross-sells bank services.
Prepares lending activity reports for department management.
Keeps abreast of local and national economic, financial, political and legislative events and climates which could have an impact on corporate and commercial lending activities.
Participates in community affairs to increase the bank's visibility and to enhance new business opportunities.
Maintains professional and community relations to increase the bank's visibility and new business opportunities, and to further personal development.
Adheres to and complies with applicable, federal and state laws, regulations and guidance, including those related to anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.).
Adheres to Bank policies and procedures and completes required training.
Identifies and reports suspicious activity.
EDUCATION Bachelor's Degree in business administration and/or finance required
EXPERIENCE
7-9 Years of commercial lending experience required
CERTIFICATES, LICENSES, REGISTRATIONS
DL NUMBER - Driver License, Valid and in State required
ADDITIONAL INFORMATION
Candidates residing in locations within BankUnited's footprint may be given preference.
MTEFC Relationship Manager
Remote
Manage existing MTEFC (M&T Equipment Finance Corporation) business relationships in conjunction with senior management.
Primary Responsibilities:
Manage existing MTEFC (M&T Equipment Finance Corporation) business relationships in conjunction with senior management, communicating with the customer to satisfy their financing needs.
Solicit the existing customer base to originate new financing opportunities, including through bid letters and job awards on publicly funded projects.
Leverage our value-add approach of superior service and industry and equipment knowledge to expand business relationships and deliver sufficient margins.
Assess experience, financial condition, and collateral of customers to identify their individual needs to provide appropriate financing solutions.
Provide industry and customer intelligence provided by surety, suppliers, and vendors to senior management to resolve potential delinquencies.
Assist senior management with sales training on a regular basis through sales meetings, conference calls, tradeshows and scheduled one-on-one phone calls.
Work with management and support teams to drive success and efficiency, using public data sources that give MTEFC a competitive advantage.
Represent the organization in the marketplace and work with other areas within MTEFC to contribute to new business opportunities.
Understand and adhere to the Company's risk and regulatory standards, policies, and controls in accordance with the Company's Risk Appetite. Identify risk-related issues needing escalation to management.
Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.
Complete other related duties as assigned.
Scope of Responsibilities:Supervisory/Managerial Responsibilities:
Not Applicable
Education and Experience Required:
Bachelor's degree and a minimum of 7 years' relevant work experience, or in lieu of a degree, a combined minimum of 11 years' higher education and/or work experience, including a minimum of 7 years' relevant work experience
Education and Experience Preferred:
Prior credit underwriting experience
Strong verbal and written communication skills
Strong organizational skills
Strong analytical skills
Physical Requirements:M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $107,500.00 - $179,100.00 Annual (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation. The range listed above corresponds to our national pay range for this role. The specific pay range applicable to you may vary based on your location.LocationClanton, Alabama, United States of America
Auto-ApplyDealer Commercial Services - Senior Relationship Manager (WI/IL/MN)
Remote
Responsible for developing and managing a portfolio of auto, boat, and RV dealers/dealer group(s) with highly complex lending and financial requirements. Establishes/strengths relationships with these major large dollar amount dealership/dealer groups while promoting financial products, services and opportunities intended to improve their profitability with minimal risk to M&T Bank. Adheres to pricing and credit policies while soliciting new business, and servicing existing business.
Location: This position will cover a territory in Wisconsin, Minnesota, and Illinois. The selected candidate must sit within this market or must be willing to relocate as this role will require regular travel to new and existing clients within the market.
Primary Responsibilities:
Services customers seeking loan and/or deposit relationships with the Bank, interviewing applicants to develop information concerning their businesses and requirements, evaluating credit information and making relationship recommendations.
Participates and assesses the effectiveness of formal call program(s) targeting new loan and deposit business.
Evaluate requests for dealer commercial services, commercial real estate, and commercial loan financing for auto, boat, and RV dealers. Also evaluates loan requests for dealer principals and partners. Analyze each applicant's financial condition, cash flow, and credit history in order to make appropriate loan decisions within lending guidelines. Approve loans up to maximum lending authority; prepares and presents loan requests to senior credit officers and credit committees when appropriate.
Keep abreast of the industry, follows market trends and developments etc. and develop/implement strategies that will increase the Bank's business in saturated, developing and emerging markets. Establish and maintain contacts in the professional services community (accountants, attorneys) and within industry organizations (NADA, etc).
Work with Sales Managers and Credit Managers to gather information and receive recommendations on potential customers. Works closely with Sales Managers and Credit Manager to structure and price credits in order to maximize the bank's return while minimizing risk.
Maximizes the Department's profitability through the maintenance of a high quality loan portfolio. Follows current loans to ensure conformity with terms; maintains current and complete credit file. Has credit authority within established limit. Responsible for assisting Sales Managers and Credit Manager with the renewal of credits. Monitor customer deposit accounts. Monitor Dealer commercial services audits and dealer commercial services statements to ensure compliance.
Understand product pricing and cost structure, as well as understand and manage product risk.
Provide guidance and technical knowledge to less experiences dealer commercial services relationship managers.
Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.
Complete other related duties as assigned.
Scope of Responsibilities:
Results and/or actions impact the Bank's annual operations, revenues or profitability.
Scope of Responsibilities:
May mentor and/or supervise lower level Relationship Managers.
Education and Experience Required:
Bachelor's Degree and minimum of 7 years Dealer Commercial Services and/or Commercial Lending experience or in lieu of a degree, a combined minimum of 11 years higher education and/or work experience to include a minimum of 7 years Dealer Commercial Services and/or Commercial Lending experience.
Education and Experience Preferred:
Master's degree. Superior relationship management, sales, and business development skills required. Must possess strong credit analysis and commercial lending skills.
Strong knowledge of financial statements, tax returns, and credit reports. Thorough knowledge of bank/PC software programs utilized by the department.
Excellent presentation skills. Strong negotiation skills. Superior organizational, written and verbal communication, and presentation skills.
Strong ability to handle conflict without alienating people. Ability to work with peers and gain their cooperation. Must possess the ability to interact professionally with all levels of personnel. Demonstrated leadership skills in prior roles. Self-motivated, well-organized individual. Ability to work under critical time constraints.
#LI-111
M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $123,600.00 - $206,000.00 Annual (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation. The range listed above corresponds to our national pay range for this role. The specific pay range applicable to you may vary based on your location.LocationClanton, Alabama, United States of America
Auto-ApplyCorporate Mortgage Finance -Sr. Relationship Manager
Columbus, OH jobs
Senior Relationship Manager for CSG - Corporate Mortgage Finance, will be an integral component to the building out of the Corporate Mortgage Finance Group vertical for Huntington Bank and will serve as a point person in determining the customer's needs, meeting them through the seamless delivery of the bank's products, services and associated resources.
You will personally originate, service and maintain an assigned Commercial Loan Portfolio within the Corporate Mortgage Finance Group; work collaboratively with the group's RM Team Lead, other Banker/RMs, Portfolio Managers and other internal colleagues to support current and prospective client relationship growth.
The Senior Relationship Manager requires a proven track record of success in industry relevant commercial business development and cross-bank relationship building, strong client relationship risk management experience with deep and specific knowledge of the industry and sub-sectors assigned to be covered for the group; proven negotiation and communication skills, strong evidence of collaboration, and the ability to thrive in a fast-paced environment, managing a portfolio of clients while generating new business.
This position reports to the RM Team Lead, or another senior leader determined by the Head of the group. Note: This position is open to remote work.
In this role, as a Senior Relationship Manager, you will be performing the following responsibilities:
Deliver on team and personal growth strategies to attract and retain an increasing number of clients for Corporate Mortgage Finance and across the bank.
Execute upon senior management approved team strategy to meet assigned goals, mitigate and maintain risk oversight of the assigned credit relationships; operate at a level of proficiency to become a critical member of the CMF group.
Ensure all team members, relationships and transactions in your assigned portfolio are in strategic alignment with the risk profile and credit policies of the Bank, including all front-end guidance and senior management directives.
Initiate and deepen client relationships by leveraging capabilities in other areas of the bank (e.g., CSG, commercial banking, capital markets), thereby gaining market share and developing new areas of opportunity across the bank's footprint.
Monitor and provide needed analysis, action plans and successful implementation of new and existing credit portfolio to identify trends and opportunities, including but not limited to:
Sourcing additional cross-sell and relationship deepening opportunities
Stress Testing/Forecasting/Concentration Analysis
Macroeconomic and industry evaluations
Conduct portfolio reviews with RM Team Lead and portfolio management
Manage special projects as assigned in coordination with management
Maintain up-to-date knowledge of market/industry trends and keep management fully informed on all key factors of the bank, the portfolio, client relationships, market trends and the competitive environment.
Credit Performance: Responsible for maintaining acceptable levels of credit quality of an assigned portfolio consistent with the Bank and CMFG credit policies, procedures, and guidelines. The Sr. RM will ensure the following:
Satisfactory loan review, audit and OCC review results of all assigned credit relationships.
Immediate and concise communication of actual or potential counter-party performance, compliance or facility level credit or operational problems.
Effective oversight and active surveillance of assigned facilities, potential or identified deteriorating credit risk profile situations, and actively remain engaged in working through any problem accounts, along with other internal and external parties at management's direction.
Non-credit risk management and mitigation, including effective and proper collaboration with other internal team members involved with each specific client relationship
Ensure the Risk Grading accuracy of assigned portfolio and provide timely recommendations of potential re-grades when appropriate.
Additional Responsibilities:
Build relationships and deliver new business development results in the CMFG space. Coverage areas include:
Mortgage Servicing Assets(“MSAs), ie. MSR financing, Servicing Advance Facilities, Early Buyout lines and related collateral/financing structures.
Mortgage Warehouse Financing, including residential agency, non-agency, Non-QM; business purpose and multi-family collateral/financing structures
Originate and participate in the structure, underwrite, the closing processes for direct lend bilateral and/or syndicated, complex MSA credit facilities, as well as warehouse lines and other mortgage related asset-backed and SPE collateralized credit facilities.
Be a key member of an assigned deal team with responsibility for the preparation and successful presentation of credit approval memorandums and recommendations in compliance with CMFG and bank requirements, acceptable to CMFG leadership and the appropriate level of first- and second-line credit administration. This includes new credit requests, modification requests, annual reviews, renewals, portfolio reviews and criticized asset reviews
Review and negotiate loan documentation in consultation with legal counsel, the RM Team Lead Underwriter/Portfolio Manager and CMFG leadership
Manage a portfolio of commercial customers in partnership with the assigned UW/Portfolio Manager
Manage risk on an ongoing basis by monitoring customer creditworthiness and facility covenant and compliance, adherence to loan terms and general business conditions, etc.
Originate, analyze, structure and close profitable loan transactions.
Maintain and confirm credit worthiness of customers. Gather, review and track appropriate documentation from applicants. Make appropriate decisions on matters within own authority levels and appropriately escalate matters needing higher level involvement.
Participate in the underwriting of loan requests for new and existing customers. Due diligence would include verifying financial information provided, analyzing financial statements, conducting credit checks and assuring loan meets all policy and regulatory requirements.
Promote and cross-sell other bank products and services as appropriate to customer requirements.
Keep management fully informed on all key factors of the bank, the portfolio, client relationships, and the competitive environment.
Ensure timely and accurate upline communication and visibility of material market and current and prospective client related topics
Promote the organization's values, encourage superior performance, and reward revenue growth and productivity through appropriate incentives.
Basic Qualifications:
Bachelor's Degree or 5 or more years industry equivalent experience
5+ years' experience in mortgage related asset-backed lending experience.
Preferred Qualifications:
Proven ability to lead strategic client dialogue and business development/relationship management.
7+ years' experience working directly as a Mortgage Finance Relationship Manager with deep subject matter expertise, with experience with complex Mortgage Warehouse and MSA-related transactions
Extensive network of relationships with middle market and large target market clients and referral sources
Proven ability to generate revenue growth through new client acquisition and cross-selling other banking services, including capital markets, treasury management, wealth management
Excellent communication, organization and project management skills and ability to articulate and demonstrate thoughtful rationale in design decisions
Ability to analyze corporate financial statements, client business needs and make appropriate recommendations on credit structure and facility terms.
Must have knowledge of the Capital Markets (Debt and Equity) and understand how to succeed in a multi-bank/syndicated credit facility environment.
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
Yes
Workplace Type:
Office
Our Approach to Office Workplace Type
Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Compensation Range:
$93,000.00 - $189,000.00 Annual Salary
The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO).
Huntington is an Equal Opportunity Employer.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
Auto-ApplyNet Zero and Sustainability Relationship Manager - Vice President
Tampa, FL jobs
The Technology Lead Business Analyst is a senior-level position responsible for liaising between business users and technologists to exchange information in a concise, logical and understandable way in coordination with the Technology team. The overall objective of this role is to contribute to continuous iterative exploration and investigation of business performance and other measures to gain insight and drive business planning.
**Responsibilities:**
+ Develop creative technical solutions to meet business needs and manage complex, high volume applications in partnership with business partners and stakeholders
+ Contribute to formulation of strategies/processes for Product Road map, Development and Governance and contribute to defining standards and new automation initiatives
+ Provide advice and counsel related to the technology or operations of the business and filter, prioritize and validate potentially complex material from multiple sources
+ Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
+ Liaison between Global Solutions Operations (GSO), Real Estate Services (RES), and Citi business users
+ Provide RES Net Zero/Sustainability related process and system expertise to RES, business stakeholders, and its end users.
+ Develop and maintain complete greenhouse gas emissions inventory documentation inclusive of process flow, activity data (i.e. energy, waste, other utilities), emissions factors, and calculation methodologies.
+ Develop and maintain business workflows, integrations, and downstream system feeds related to Net Zero and supporting Sustainability data.
+ Develop and maintain data quality plan and support annual third-party assurance and attestation process.
+ Develop strategic plans for future system and process enhancements in support of RES strategic Net Zero/Sustainability initiatives
+ Provides cross training for other GSO Relationship Managers.
+ Participate in testing process, including the development of testing scripts that represent both business and technical requirements.
+ Approve Request for Change (RFC)/ System Administration Request (SAR) content
+ Partner and collaborate with training team to develop training content and programs for GSO team and end users.
+ Partner and collaborate with reporting team to deliver accurate reports that align to the business needs/requests
+ Partner and collaborate with 3rd party vendor and regional data quality managers to support Data Quality initiatives.
+ Partner and collaborate with production support to resolve technical issues.
+ Develop and maintain business workflows, integrations, and downstream system feeds related to Net Zero and supporting Sustainability data.
**Qualifications:**
+ 6-10 years of experience in business analysis or systems analysis
+ Demonstrated expertise in presenting and using planning tools
+ Proven diplomatic and analytical skills
+ Proven ability to manage complex and variable issues with substantial potential impact by weighing various action plans and balancing potentially conflicting needs
**Education:**
+ Bachelor's degree/University degree or equivalent experience
+ Ability to work flexibly in a highly dynamic, demanding and fast-paced environment.
+ Ability to work independently and unsupervised, but with willing to communicate and collaborate with peers.
+ Ability to handle short-term deadlines & conflicting priorities.
+ Excellent organizational, communication, negotiation, interpersonal and influencing skills.
+ Commitment to accuracy, quality, attention to detail, and adherence to process and compliance guidelines.
+ Strong organizational & process documentation skills.
+ Strong and proven technical aptitude. Willingness to take ownership of requests; prioritize and meet deadlines.
+ Experience in information security administration is a plus.
+ Knowledge of Citi Business and Systems a plus.
+ Knowledge of Corporate Real Estate a plus.
+ Bilingual skills considered as a plus.
------------------------------------------------------
**Job Family Group:**
Technology
------------------------------------------------------
**Job Family:**
Business Analysis / Client Services
------------------------------------------------------
**Time Type:**
Full time
------------------------------------------------------
**Primary Location:**
Tampa Florida United States
------------------------------------------------------
**Primary Location Full Time Salary Range:**
$103,920.00 - $155,880.00
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
------------------------------------------------------
**Most Relevant Skills**
Please see the requirements listed above.
------------------------------------------------------
**Other Relevant Skills**
For complementary skills, please see above and/or contact the recruiter.
------------------------------------------------------
**Anticipated Posting Close Date:**
Nov 19, 2025
------------------------------------------------------
_Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._
_If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi (*************************************************************************** ._
_View Citi's EEO Policy Statement (*********************************************** and the Know Your Rights (*********************************************************************************************** poster._
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
Wealth Relationship Manager - Miami Center Hub (Multilingual Skills Required)
Miami, FL jobs
The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and workflow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills required. Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits. Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area directly affected by the performance of the individual.
**Responsibilities** :
+ Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment with financial planning and excellent discovery and profiling skills.
+ Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools based on client profiling.
+ With the support of product specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals to provide holistic financial solutions.
+ Provide regular value-added engagement with clients- High touch, face-to-face meetings at client's preferred location, consistent communication, access to seminars, etc.
+ Master referral opportunities to grow portfolio.
+ Proactively source, acquire and expand high value customer relationship by maximizing sale and service opportunities.
+ Refer opportunities to segment partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc.)
+ Organize client events to enhance client bonding.
+ Acquire new clients through converting referral leads
+ Manage client follow-up and adhere to all Regulatory and Compliance operating procedures.
+ Ensure that KYC/AML and other compliance norms are strictly adhered.
+ Partner with all roles on branch team to ensure all clients have a positive in-branch experience.
+ Appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
**Qualifications** :
+ 5-8 years of experience.
+ Strong analytical and financial skills.
+ Strong verbal and written communication skills.
+ Organized with strong attention to details.
+ Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience using Money Guide Pro, or NaviPlan Select, or similar financial planning software preferred.
+ Basic understanding of investment and financial planning strategies preferred.
+ Must be a self-starter, problem solver and a goal-oriented team player able to work without direction.
+ Required current US FINRA Registration: SIE, Series 6, 63, and 65 OR Series 7 and 66 or equivalent.
+ Must meet ALL US FINRA Registration requirements within 150 days of starting in the role.
+ Insurance Group 1 required.
+ Must meet ALL Insurance Group 1 requirements within 150 days of starting in the role.
+ This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before referring interested clients to Citibank for their mortgage needs, to maintain and renew that registration on an annual basis, to update registration information with the Registry on a timely basis, and to provide that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures.
**Education** :
+ Bachelor's/University degree or equivalent experience
------------------------------------------------------
**Job Family Group:**
Private Client Coverage
------------------------------------------------------
**Job Family:**
Financial Planning Services
------------------------------------------------------
**Time Type:**
------------------------------------------------------
**Primary Location:**
Miami Florida United States
------------------------------------------------------
**Primary Location Full Time Salary Range:**
$72,880.00 - $109,320.00
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
------------------------------------------------------
**Most Relevant Skills**
Please see the requirements listed above.
------------------------------------------------------
**Other Relevant Skills**
For complementary skills, please see above and/or contact the recruiter.
------------------------------------------------------
**Anticipated Posting Close Date:**
Oct 03, 2025
------------------------------------------------------
_Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._
_If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi (*************************************************************************** ._
_View Citi's EEO Policy Statement (*********************************************** and the Know Your Rights (*********************************************************************************************** poster._
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
Commercial Relationship Manager III
Fort Myers, FL jobs
Develops new customer prospects and business with commercial clients, with the potential to manage a portfolio of commercial clients. Makes and services a wide variety of business and individual loans to build long-term and profitable customer relationships in order to maximize portfolio revenue growth and asset quality. Manages complex accounts or has an assigned market region of a complex nature.
Key Responsibilities Include
* Maintains a client portfolio for the bank
* Expand existing client relationships which generate incremental revenue for the bank while developing new client relationships which generate acceptable returns for the bank
* Work with the Management and Underwriters to analyze the credit strengths and weaknesses of prospective borrowers and make loan decision recommendations, make recommendations on loan pricing which are competitive with the marketplace and achieve an acceptable return for the bank, and structure loans (term, covenants, collateral, guarantees, etc.) which appropriately protects the bank
* Work with Management to recognize client needs and matching the bank's capabilities to meet these needs
* Maintain a thorough knowledge of bank's lending policies and regulatory requirements
* Provide mentoring and training to other bank associates
* Maintain proper house-holding of relationships
* Continually upload financial information and client detail into central repository throughout the underwriting process.
* Gather financials for new and renewal opportunities with clients.
* Prepare Opportunity Memos (with Management) as needed for new and renewal requests to initiate underwriting process.
* Work directly with the underwriter to ensure accurate reflection of financials and to ensure accurate preparation of Loss Given Default, Probability of default and Risk Adjusted Return on Capital models at time of new/renew requests.
* Coordinate deal team meetings between Relationship Manager, Market President, Senior Credit Officer, and Underwriter
* CRM and Underwriter work together to appropriately ensure accuracy of underwriting package
* Finalize term sheets to meet client and bank needs
* Engage underwriting to update results of term sheet accordingly and as needed to be reviewed by deal team
* Builds and maintains a portfolio mix of targeted high value and high potential clients.
* Acts as a financial advisor by educating the customer about financial strategies (e.g. Financial planning, investments, insurance, credit, market trends) based on customer profile and financial plan, and matching customer needs with appropriate products and services. Monitors customer information/products, financial plan and market trends to identify new customer needs and opportunities to deliver further customer value.
* Work with Manager to coordinate credit decision with Market President, Senior Credit Officer, Executive Credit Officer, Chief Credit Officer and Chief Operations Officer. Create/Prepare Commitment Letter with Management supervision
* Finalize any required conditions precedent as needed to ensure Loan Closing has all items needed
* Responsible for reviewing closing documents, communicating with clients and identifying portfolio weaknesses and trends and alerting management (Group Manager, Market President, Senior Credit Officer) to deteriorating portfolio conditions
* Ensures client adherence to covenants with review of calculations, key provisions, and recommendations according to policy
* Performs all other duties as assigned
Qualifications Include
* Bachelor (4-year college) degree
* 6-8 years of experience or an equivalent combination of education and experience
* Experience with Microsoft Outlook, Word, and Excel
About Us
First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at *********************
Benefit Highlights
* Medical with wellness incentives, dental, and vision
* HSA with company match
* Maternity and parental leave
* Tuition reimbursement
* Mentor program
* 401(k) with 6% match
* More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits
Follow Us
Facebook
X formerly Twitter
LinkedIn
Instagram
YouTube
Commercial Relationship Manager III
Coral Gables, FL jobs
Commercial Relationship Managers are the client-facing key to our core business of commercial banking. You'll nurture banking relationships with high revenue generating organizations to help them achieve mutually beneficial business goals and strengthen our communities. CRMs service a wide variety of business and individual loans to build long-term and profitable customer relationships in order to maximize portfolio revenue growth and asset quality. The most successful individuals in this role are able to build on existing relationships, pursue new clients, and ensure we deliver the highest level of service while providing sound asset stewardship through a balance of risk and credit decisions.
**Key Responsibilities Include**
+ Expand existing client relationships which generate incremental revenue for the bank while developing new client relationships which generate acceptable returns for the bank
+ Work with the Management and Underwriters to analyze the credit strengths and weaknesses of prospective borrowers and make loan decision recommendations, make recommendations on loan pricing which are competitive with the marketplace and achieve an acceptable return for the bank, and structure loans (term, covenants, collateral, guarantees, etc.) which appropriately protects the bank
+ Work with Management to recognize client needs and matching the bank's capabilities to meet these needs
+ Maintain a thorough knowledge of bank's lending policies and regulatory requirements
+ Maintain proper house-holding of relationships
+ Gather financials for new and renewal opportunities with clients.
+ Prepare Opportunity Memos (with Management) as needed for new and renewal requests to initiate underwriting process.
+ Work directly with the underwriter to ensure accurate reflection of financials and to ensure accurate preparation of Loss Given Default, Probability of default and Risk Adjusted Return on Capital models at time of new/renew requests.
+ Coordinate deal team meetings between Relationship Manager, Market President, Senior Credit Officer, and Underwriter
+ Finalize term sheets to meet client and bank needs
+ Engage underwriting to update results of term sheet accordingly and as needed to be reviewed by deal team
+ Builds and maintains a portfolio mix of targeted high value and high potential clients.
+ Acts as a financial advisor by educating the customer about financial strategies (e.g. Financial planning, investments, insurance, credit, market trends) based on customer profile and financial plan, and matching customer needs with appropriate products and services. Monitors customer information/products, financial plan and market trends to identify new customer needs and opportunities to deliver further customer value.
+ Work with Manager to coordinate credit decision with Market President, Senior Credit Officer, Executive Credit Officer, Chief Credit Officer and Chief Operations Officer. Create/Prepare Commitment Letter with Management supervision
+ Finalize any required conditions precedent as needed to ensure Loan Closing has all items needed
+ Responsible for reviewing closing documents, communicating with clients and identifying portfolio weaknesses and trends and alerting management (Group Manager, Market President, Senior Credit Officer) to deteriorating portfolio conditions
+ Ensures client adherence to covenants with review of calculations, key provisions, and recommendations according to policy
+ Performs all other duties as assigned
**Qualifications Include**
+ Bachelor (4-year college) degree
+ 6-8 years of experience or an equivalent combination of education and experience
+ Experience in the management of Syndicated loans as well as in Middle Market Lending in the South Florida market concentrating on Miami-Dade county
+ Experience with Microsoft Outlook, Word, and Excel
**About Us**
First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ******************** (https://urldefense.com/v3/\_\_https:/********************/\_\_;!!Cz2fjcuE!hpq9hPnrucZCPIAVPojVESItIq-FPzhurNdCrQ3JE8Rkx3gMd70nIk6\_kmPxl66\_oJCEsXs0gNunPowMAMHCmBYPOtUxUGI$) .
**Benefit Highlights**
- Medical with wellness incentives, dental, and vision
- HSA with company match
- Maternity and parental leave
- Tuition reimbursement
- Mentor program
- 401(k) with 6% match
- More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits
**Follow Us**
Facebook (******************************************
X formerly Twitter
LinkedIn (***************************************************
Instagram
YouTube (**********************************************************
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights (**************************** notice from the Department of Labor.
Private Client Relationship Manager
Orlando, FL jobs
As a Private Client Relationship Manager (PCRM), you are responsible for new business development with High-Net-Worth Clients. You are responsible for advising your clients on building, preserving, and managing their wealth, risk management solutions, business transition strategies, etc. You will utilize our financial planning strategy to advise high net worth individuals on all aspects of their balance sheet to assist clients with meeting their stated goals and objectives. You will be part of a local team and supported by a platform that has the resources, specialists, and intellectual capital to help you advise clients on achieving their desired goals.
**ESSENTIAL DUTIES AND RESPONSIBILITIES**
+ Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
+ Meet revenue growth, profitability and client retention goals by acquiring new clients through business development and expanding services and marketing new products to prospective and existing clients.
+ Self-acquires new business by being active and well connected in the community.
+ Expected to be the expert level "market moving" advisor with ability to handle the most challenging, sensitive and complex wealth relationships.
+ Focuses on targeted prospecting and developing relationships with external referral sources; effectively work with various specialists and partners who are designated to support client service and business development efforts (e.g. credit, mortgage, planning, investment, trust and fiduciary services, and insurance services) in a manner that promotes client retention and prospect referrals. This includes effectively executing on the specialist delivery model utilizing both centralized and regionalized partners to appropriately protect the inherent cost-to-serve requirements of the corporation.
+ Uses advanced credit knowledge to help lead the conversation and advice delivery model with clients and prospects.
+ Partners with wealth and banking specialists, including investments, trust, mortgage, insurance, etc., using a team approach to deliver solutions to client's financial needs and to enhance existing relationships.
+ Thrives in a team-based approach to deliver the full suite of First Horizon's solutions.
+ Team and peer group role model for other Private Client Relationship Managers.
+ Continuously act as a culture champion that is aligned with First Horizon Bank's Purpose, Mission and Values.
+ Establish and maintain mutually beneficial business relationships with internal and external centers of influence as well as the regional leadership team, outside Certified Public Accountants (CPA), attorneys, civic associations and other individuals and organizations to enhance the marketing efforts of the team.
+ Stays updated and abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting affluent clients. Serve as a personal financial planning/advisory resource for clients, their attorneys and CPAs.
+ Maintain appropriate legal, operating and regulatory controls to manage risk and compliance. Works within the existing audit, compliance and regulatory framework to ensure a high quality, compliant portfolio of relationships.
+ Using sound judgment on expense and operational efficiency
**QUALIFICATIONS**
+ Bachelor's Degree Required.
+ FINRA: Maintains proper licenses including Series 7, Series 66, the Securities Industry Essentials (SIE) Exam as applicable Life, Health, and Variable insurance licenses. Ensures that appropriate continuing education requirements are met where needed.
+ 5 or more years of sales and client management experience in Wealth Management and a demonstrated ability to manage a portfolio of high net and ultra-high net worth clients with complex credit and banking needs.
+ Successful track record using interpersonal, sales, presentation and relationship management skills previously demonstrated in the high-net-worth marketplace.
+ Advanced and reputable credit knowledge with a proven track record working complex credit deals and/or in tandem with a senior credit advisor.
+ Advanced and proven working knowledge of deposit, credit and investment products.
+ Successful background working in a goal based, results-driven, sales environment that uses tools such as leaderboards, pipeline reporting and other sale management tools to be successful.
+ Ability to thrive and be an active participate on a team.
+ Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.
+ As part of the employment process for this position, you will have to meet the requirements of a background credit check. This position requires compliance with the S.A.F.E Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements.
The requirements listed above are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
**About Us**
First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ******************** (https://urldefense.com/v3/\_\_https:/********************/\_\_;!!Cz2fjcuE!hpq9hPnrucZCPIAVPojVESItIq-FPzhurNdCrQ3JE8Rkx3gMd70nIk6\_kmPxl66\_oJCEsXs0gNunPowMAMHCmBYPOtUxUGI$) .
**Benefit Highlights**
- Medical with wellness incentives, dental, and vision
- HSA with company match
- Maternity and parental leave
- Tuition reimbursement
- Mentor program
- 401(k) with 6% match
- More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits
**Follow Us**
Facebook (******************************************
X formerly Twitter
LinkedIn (***************************************************
Instagram
YouTube (**********************************************************
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights (**************************** notice from the Department of Labor.
Private Client Relationship Manager
Tampa, FL jobs
As a Private Client Relationship Manager (PCRM), you are responsible for new business development with High-Net-Worth Clients. You are responsible for advising your clients on building, preserving, and managing their wealth, risk management solutions, business transition strategies, etc. You will utilize our financial planning strategy to advise high net worth individuals on all aspects of their balance sheet to assist clients with meeting their stated goals and objectives. You will be part of a local team and supported by a platform that has the resources, specialists, and intellectual capital to help you advise clients on achieving their desired goals.
**ESSENTIAL DUTIES AND RESPONSIBILITIES**
+ Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
+ Meet revenue growth, profitability and client retention goals by acquiring new clients through business development and expanding services and marketing new products to prospective and existing clients.
+ Self-acquires new business by being active and well connected in the community.
+ Expected to be the expert level "market moving" advisor with ability to handle the most challenging, sensitive and complex wealth relationships.
+ Focuses on targeted prospecting and developing relationships with external referral sources; effectively work with various specialists and partners who are designated to support client service and business development efforts (e.g. credit, mortgage, planning, investment, trust and fiduciary services, and insurance services) in a manner that promotes client retention and prospect referrals. This includes effectively executing on the specialist delivery model utilizing both centralized and regionalized partners to appropriately protect the inherent cost-to-serve requirements of the corporation.
+ Uses advanced credit knowledge to help lead the conversation and advice delivery model with clients and prospects.
+ Partners with wealth and banking specialists, including investments, trust, mortgage, insurance, etc., using a team approach to deliver solutions to client's financial needs and to enhance existing relationships.
+ Thrives in a team-based approach to deliver the full suite of First Horizon's solutions.
+ Team and peer group role model for other Private Client Relationship Managers.
+ Continuously act as a culture champion that is aligned with First Horizon Bank's Purpose, Mission and Values.
+ Establish and maintain mutually beneficial business relationships with internal and external centers of influence as well as the regional leadership team, outside Certified Public Accountants (CPA), attorneys, civic associations and other individuals and organizations to enhance the marketing efforts of the team.
+ Stays updated and abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting affluent clients. Serve as a personal financial planning/advisory resource for clients, their attorneys and CPAs.
+ Maintain appropriate legal, operating and regulatory controls to manage risk and compliance. Works within the existing audit, compliance and regulatory framework to ensure a high quality, compliant portfolio of relationships.
+ Using sound judgment on expense and operational efficiency
**QUALIFICATIONS**
+ Bachelor's Degree Required.
+ FINRA: Maintains proper licenses including Series 7, Series 66, the Securities Industry Essentials (SIE) Exam as applicable Life, Health, and Variable insurance licenses. Ensures that appropriate continuing education requirements are met where needed.
+ 5 or more years of sales and client management experience in Wealth Management and a demonstrated ability to manage a portfolio of high net and ultra-high net worth clients with complex credit and banking needs.
+ Successful track record using interpersonal, sales, presentation and relationship management skills previously demonstrated in the high-net-worth marketplace.
+ Advanced and reputable credit knowledge with a proven track record working complex credit deals and/or in tandem with a senior credit advisor.
+ Advanced and proven working knowledge of deposit, credit and investment products.
+ Successful background working in a goal based, results-driven, sales environment that uses tools such as leaderboards, pipeline reporting and other sale management tools to be successful.
+ Ability to thrive and be an active participate on a team.
+ Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.
+ As part of the employment process for this position, you will have to meet the requirements of a background credit check. This position requires compliance with the S.A.F.E Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements.
The requirements listed above are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
**About Us**
First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ******************** (https://urldefense.com/v3/\_\_https:/********************/\_\_;!!Cz2fjcuE!hpq9hPnrucZCPIAVPojVESItIq-FPzhurNdCrQ3JE8Rkx3gMd70nIk6\_kmPxl66\_oJCEsXs0gNunPowMAMHCmBYPOtUxUGI$) .
**Benefit Highlights**
- Medical with wellness incentives, dental, and vision
- HSA with company match
- Maternity and parental leave
- Tuition reimbursement
- Mentor program
- 401(k) with 6% match
- More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits
**Follow Us**
Facebook (******************************************
X formerly Twitter
LinkedIn (***************************************************
Instagram
YouTube (**********************************************************
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights (**************************** notice from the Department of Labor.
Private Client Relationship Manager
Tampa, FL jobs
As a Private Client Relationship Manager (PCRM), you are responsible for new business development with High-Net-Worth Clients. You are responsible for advising your clients on building, preserving, and managing their wealth, risk management solutions, business transition strategies, etc. You will utilize our financial planning strategy to advise high net worth individuals on all aspects of their balance sheet to assist clients with meeting their stated goals and objectives. You will be part of a local team and supported by a platform that has the resources, specialists, and intellectual capital to help you advise clients on achieving their desired goals.
ESSENTIAL DUTIES AND RESPONSIBILITIES
* Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
* Meet revenue growth, profitability and client retention goals by acquiring new clients through business development and expanding services and marketing new products to prospective and existing clients.
* Self-acquires new business by being active and well connected in the community.
* Expected to be the expert level "market moving" advisor with ability to handle the most challenging, sensitive and complex wealth relationships.
* Focuses on targeted prospecting and developing relationships with external referral sources; effectively work with various specialists and partners who are designated to support client service and business development efforts (e.g. credit, mortgage, planning, investment, trust and fiduciary services, and insurance services) in a manner that promotes client retention and prospect referrals. This includes effectively executing on the specialist delivery model utilizing both centralized and regionalized partners to appropriately protect the inherent cost-to-serve requirements of the corporation.
* Uses advanced credit knowledge to help lead the conversation and advice delivery model with clients and prospects.
* Partners with wealth and banking specialists, including investments, trust, mortgage, insurance, etc., using a team approach to deliver solutions to client's financial needs and to enhance existing relationships.
* Thrives in a team-based approach to deliver the full suite of First Horizon's solutions.
* Team and peer group role model for other Private Client Relationship Managers.
* Continuously act as a culture champion that is aligned with First Horizon Bank's Purpose, Mission and Values.
* Establish and maintain mutually beneficial business relationships with internal and external centers of influence as well as the regional leadership team, outside Certified Public Accountants (CPA), attorneys, civic associations and other individuals and organizations to enhance the marketing efforts of the team.
* Stays updated and abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting affluent clients. Serve as a personal financial planning/advisory resource for clients, their attorneys and CPAs.
* Maintain appropriate legal, operating and regulatory controls to manage risk and compliance. Works within the existing audit, compliance and regulatory framework to ensure a high quality, compliant portfolio of relationships.
* Using sound judgment on expense and operational efficiency
QUALIFICATIONS
* Bachelor's Degree Required.
* FINRA: Maintains proper licenses including Series 7, Series 66, the Securities Industry Essentials (SIE) Exam as applicable Life, Health, and Variable insurance licenses. Ensures that appropriate continuing education requirements are met where needed.
* 5 or more years of sales and client management experience in Wealth Management and a demonstrated ability to manage a portfolio of high net and ultra-high net worth clients with complex credit and banking needs.
* Successful track record using interpersonal, sales, presentation and relationship management skills previously demonstrated in the high-net-worth marketplace.
* Advanced and reputable credit knowledge with a proven track record working complex credit deals and/or in tandem with a senior credit advisor.
* Advanced and proven working knowledge of deposit, credit and investment products.
* Successful background working in a goal based, results-driven, sales environment that uses tools such as leaderboards, pipeline reporting and other sale management tools to be successful.
* Ability to thrive and be an active participate on a team.
* Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.
* As part of the employment process for this position, you will have to meet the requirements of a background credit check. This position requires compliance with the S.A.F.E Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements.
The requirements listed above are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
About Us
First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at *********************
Benefit Highlights
* Medical with wellness incentives, dental, and vision
* HSA with company match
* Maternity and parental leave
* Tuition reimbursement
* Mentor program
* 401(k) with 6% match
* More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits
Follow Us
Facebook
X formerly Twitter
LinkedIn
Instagram
YouTube
Senior Business Banking Relationship Manager
Doral, FL jobs
As a Business Banker (BB), you are responsible for business development of small-mid size companies as well as professional associations including Law Firm, CPA and Healthcare Practices. You are responsible for advising these clients on their overall banking needs by providing depository, treasury management, lending as well as working together with Private Banking partners to assist company owners and senior executives with their individual banking and wealth management needs. You will be part of a local team and supported by a platform that has the resources, specialists, and intellectual capital to help you advise clients on achieving their desired goals.
**ESSENTIAL DUTIES AND RESPONSIBILITIES**
+ Bring in new relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
+ Generate business results and acquire new assets, both from new client acquisition
+ Advise clients on their overall balance sheet including credit and banking needs
+ Partner with internal specialists to provide interdisciplinary expertise to clients when needed
+ Connect your clients across all lines of business
+ Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term
+ Strictly adhere to all risk and control policies, regulatory guidelines and security measures
+ Performs all other duties as assigned.
**QUALIFICATIONS**
+ 5 plus years of work experience in Business or Commercial Banking
+ Bachelor's Degree and formal bank credit training preferred
+ Proven sales success and strong business acumen
+ Strong community presence with an established network
+ Experience or demonstrated understanding of credit and banking concepts
+ Focuses on the client experience and works tirelessly on the client's behalf
**PREFERRED QUALIFICATIONS**
+ Proactive, takes initiative, and uses critical thinking to solve problems
+ Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
+ Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business
**About Us**
First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ******************** (https://urldefense.com/v3/\_\_https:/********************/\_\_;!!Cz2fjcuE!hpq9hPnrucZCPIAVPojVESItIq-FPzhurNdCrQ3JE8Rkx3gMd70nIk6\_kmPxl66\_oJCEsXs0gNunPowMAMHCmBYPOtUxUGI$) .
**Benefit Highlights**
- Medical with wellness incentives, dental, and vision
- HSA with company match
- Maternity and parental leave
- Tuition reimbursement
- Mentor program
- 401(k) with 6% match
- More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits
**Follow Us**
Facebook (******************************************
X formerly Twitter
LinkedIn (***************************************************
Instagram
YouTube (**********************************************************
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights (**************************** notice from the Department of Labor.
Senior Business Banking Relationship Manager
Orlando, FL jobs
The Business Banking Relationship Manager, Sr is a high-level banker role responsible for developing, managing, and expanding business relationships for a portfolio of small to midsized businesses. Provides a full range of banking services to small businesses and manages the more complex accounts.
Key Responsibilities Include
* Makes retention and business development calls on existing and potential new customers.
* Develops new customer prospects and business for the Bank.
* Maintains prospect lists and business pipeline.
* As needed, interview applicants, completes required documentation and recommends loan
products to customers.
* Determines best loan structure for customer and submits package for underwriting and
approval.
* Verifies loan documents are complete and accurate according to approval.
* Coordinates and attends loan closings.
* Recognizes opportunities to offer customer(s) additional bank products and services to meet
their needs.
* Develops new small business relationships through calling on targeted potential clients
* Develops sales plans and strategies
* Works closely with other departments and fulfills cross-sell opportunities
* Finalizes and helps structure and close deals with high close rate
* Builds and maintains a portfolio mix of targeted high value and high potential small business
clients; determines Strategy and focus for the small business department and region.
* Acts as a financial advisor by educating the customer about financial strategies (e.g. Financial
planning, investments, insurance, credit, market trends) based on customer profile and financial
plan, and matching customer needs with appropriate products and services.
* Monitors customer information/products, financial plan and market trends to identify new
customer needs and opportunities to deliver further customer value.
* Performs all other duties as assigned
Qualifications Include
* Bachelor (4-year college) degree and 5-8 years of experience or equivalent combination of
education and experience
* Knowledge of cash flow and business credit underwriting with commercial credit training preferred.
* Ability to work effectively with individuals and groups across the company to manage customer relationships.
* Excellent presentation, verbal and written communication skills.
* Demonstrated business acumen with knowledge of diverse types of businesses, industries, markets, financial and economic concepts.
* Microsoft Office suite
About Us
First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at *********************
Benefit Highlights
* Medical with wellness incentives, dental, and vision
* HSA with company match
* Maternity and parental leave
* Tuition reimbursement
* Mentor program
* 401(k) with 6% match
* More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits
Follow Us
Facebook
X formerly Twitter
LinkedIn
Instagram
YouTube
Business Banking Relationship Manager II
Boca Raton, FL jobs
**Location:** On site in Palm Beach Lakes, FL; Fort Lauderdale, FL; Boca Raton, FL; West Palm Beach, FL At First Horizon, our Business Banking Relationship Manager plays a pivotal role improving the lives of our clients and the well-being of their businesses through financial solutions, education, achieving their financial goals. In this role you will, provide a full range of banking services to businesses with annual sales between $5M to $25M with a focus on client experience and risk management.
**ESSENTIAL DUTIES AND RESPONSIBILITIES**
+ Responsible for loan and deposit growth through client portfolio, centers of influence and other proactive measures to grow market share.
+ Develops new small business relationships through calling on potential clients as well as retain/grow existing portfolio.
+ Builds and maintains a portfolio mix of targeted high value and high potential small business clients; determines Strategy and focus for the small business department and region.
+ Broad knowledge of bank products and services that results in successfully identifying appropriate opportunities to sell the bank's products.
+ Determines best loan structure for prospects/customers' financial needs, and present solutions to sell bank services. Is responsible for timely and adequate preparation of annual reviews and recommendation.
+ Works closely with other departments and fulfills cross-sell opportunities.
+ Acts as a financial advisor by educating the customer about financial strategies (e.g. Financial planning, investments, insurance, credit, market trends) based on customer profile and financial plan, and matching customer needs with appropriate products and services.
+ Monitors customer information/products, financial plan and market trends to identify new customer needs and opportunities to deliver further customer value.
+ Active involvement in local civic and nonprofit organizations to promote goodwill, bank's commitment to the communities it serves and to support bank's CRA objectives.
+ Performs all other duties as assigned.
**QUALIFICATIONS**
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Additionally, the qualifications listed below are representative of the knowledge, skills, and/or abilities required in this position:
+ Bachelor's degree in Business, Finance or related field or equivalent work experience strongly preferred.
+ 3-5 years of experience in banking relationship management role or related business lending experience.
+ Knowledge of cash flow and business credit underwriting with commercial credit training preferred.
+ Ability to work effectively with individuals and groups across the company to manage customer relationships.
+ Excellent presentation, verbal and written communication skills.
+ Demonstrated business acumen with knowledge of diverse types of businesses, industries, markets, financial and economic concepts.
**About Us**
First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ******************** (https://urldefense.com/v3/\_\_https:/********************/\_\_;!!Cz2fjcuE!hpq9hPnrucZCPIAVPojVESItIq-FPzhurNdCrQ3JE8Rkx3gMd70nIk6\_kmPxl66\_oJCEsXs0gNunPowMAMHCmBYPOtUxUGI$) .
**Benefit Highlights**
- Medical with wellness incentives, dental, and vision
- HSA with company match
- Maternity and parental leave
- Tuition reimbursement
- Mentor program
- 401(k) with 6% match
- More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits
**Follow Us**
Facebook (******************************************
X formerly Twitter
LinkedIn (***************************************************
Instagram
YouTube (**********************************************************
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights (**************************** notice from the Department of Labor.
Business Banking Relationship Manager II
Fort Lauderdale, FL jobs
**Location:** On site in Palm Beach Lakes, FL; Fort Lauderdale, FL; Boca Raton, FL; West Palm Beach, FL At First Horizon, our Business Banking Relationship Manager plays a pivotal role improving the lives of our clients and the well-being of their businesses through financial solutions, education, achieving their financial goals. In this role you will, provide a full range of banking services to businesses with annual sales between $5M to $25M with a focus on client experience and risk management.
**ESSENTIAL DUTIES AND RESPONSIBILITIES**
+ Responsible for loan and deposit growth through client portfolio, centers of influence and other proactive measures to grow market share.
+ Develops new small business relationships through calling on potential clients as well as retain/grow existing portfolio.
+ Builds and maintains a portfolio mix of targeted high value and high potential small business clients; determines Strategy and focus for the small business department and region.
+ Broad knowledge of bank products and services that results in successfully identifying appropriate opportunities to sell the bank's products.
+ Determines best loan structure for prospects/customers' financial needs, and present solutions to sell bank services. Is responsible for timely and adequate preparation of annual reviews and recommendation.
+ Works closely with other departments and fulfills cross-sell opportunities.
+ Acts as a financial advisor by educating the customer about financial strategies (e.g. Financial planning, investments, insurance, credit, market trends) based on customer profile and financial plan, and matching customer needs with appropriate products and services.
+ Monitors customer information/products, financial plan and market trends to identify new customer needs and opportunities to deliver further customer value.
+ Active involvement in local civic and nonprofit organizations to promote goodwill, bank's commitment to the communities it serves and to support bank's CRA objectives.
+ Performs all other duties as assigned.
**QUALIFICATIONS**
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Additionally, the qualifications listed below are representative of the knowledge, skills, and/or abilities required in this position:
+ Bachelor's degree in Business, Finance or related field or equivalent work experience strongly preferred.
+ 3-5 years of experience in banking relationship management role or related business lending experience.
+ Knowledge of cash flow and business credit underwriting with commercial credit training preferred.
+ Ability to work effectively with individuals and groups across the company to manage customer relationships.
+ Excellent presentation, verbal and written communication skills.
+ Demonstrated business acumen with knowledge of diverse types of businesses, industries, markets, financial and economic concepts.
**About Us**
First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ******************** (https://urldefense.com/v3/\_\_https:/********************/\_\_;!!Cz2fjcuE!hpq9hPnrucZCPIAVPojVESItIq-FPzhurNdCrQ3JE8Rkx3gMd70nIk6\_kmPxl66\_oJCEsXs0gNunPowMAMHCmBYPOtUxUGI$) .
**Benefit Highlights**
- Medical with wellness incentives, dental, and vision
- HSA with company match
- Maternity and parental leave
- Tuition reimbursement
- Mentor program
- 401(k) with 6% match
- More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits
**Follow Us**
Facebook (******************************************
X formerly Twitter
LinkedIn (***************************************************
Instagram
YouTube (**********************************************************
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights (**************************** notice from the Department of Labor.
CT National Sales Manager
Remote
The Specialty Corporate Trust (SCT) National Sales Manager is responsible for sales and account management under the specialty corporate trust division.
Identify and strategize on the development of new products (municipal and non-municipal).
Assist with the marketing and sales direction and strategy.
Creates and conducts proposal presentations and RFP responses.
Participate in New Business Committee meetings.
Report sales progress and results directly to management.
Strategize with management on new opportunities, products and overall vision of CT.
Monitor own sales pipeline.
Attend industry related conferences.
Maintain professional and technical knowledge by attending educational workshops; reviewing professional publications; establishing personal networks; participating in professional societies.
Knowledge & Skills
MINIMUM:
Excellent verbal and written communication skills
Proven ability to build relationships with peers, cross-functional counterparts, and line of business leadership
Proven ability to build external relationships with industry leaders and clients
Ability to prioritize and effectively manage time
Proven results-oriented sales leadership generating innovative, original solutions
Proven strong decision-making ability based on data and feel for the market
Requirements
MINIMUM:
Bachelor's degree in related field
Seven (7) years sales experience in Financial Services with demonstrated leadership
PREFERRED:
Sales Management experience
Work Environment:
Typical office environment; travel up to 50% may be required
Compensation Range:
$83,200.00 - $178,800.00
The posted compensation range on this listing represents UMB's standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information.
UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary.
Are you ready to be part of something more?
You're more than a means to an end-a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.
UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to ************************* to let us know the nature of your request.
If you are a California resident, please visit our
Privacy Notice for California Job Candidates
to understand how we collect and use your personal information when you apply for employment with UMB.
Auto-ApplyBusiness Banking Relationship Manager II
West Palm Beach, FL jobs
**Location:** On site in Palm Beach Lakes, FL; Fort Lauderdale, FL; Boca Raton, FL; West Palm Beach, FL At First Horizon, our Business Banking Relationship Manager plays a pivotal role improving the lives of our clients and the well-being of their businesses through financial solutions, education, achieving their financial goals. In this role you will, provide a full range of banking services to businesses with annual sales between $5M to $25M with a focus on client experience and risk management.
**ESSENTIAL DUTIES AND RESPONSIBILITIES**
+ Responsible for loan and deposit growth through client portfolio, centers of influence and other proactive measures to grow market share.
+ Develops new small business relationships through calling on potential clients as well as retain/grow existing portfolio.
+ Builds and maintains a portfolio mix of targeted high value and high potential small business clients; determines Strategy and focus for the small business department and region.
+ Broad knowledge of bank products and services that results in successfully identifying appropriate opportunities to sell the bank's products.
+ Determines best loan structure for prospects/customers' financial needs, and present solutions to sell bank services. Is responsible for timely and adequate preparation of annual reviews and recommendation.
+ Works closely with other departments and fulfills cross-sell opportunities.
+ Acts as a financial advisor by educating the customer about financial strategies (e.g. Financial planning, investments, insurance, credit, market trends) based on customer profile and financial plan, and matching customer needs with appropriate products and services.
+ Monitors customer information/products, financial plan and market trends to identify new customer needs and opportunities to deliver further customer value.
+ Active involvement in local civic and nonprofit organizations to promote goodwill, bank's commitment to the communities it serves and to support bank's CRA objectives.
+ Performs all other duties as assigned.
**QUALIFICATIONS**
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Additionally, the qualifications listed below are representative of the knowledge, skills, and/or abilities required in this position:
+ Bachelor's degree in Business, Finance or related field or equivalent work experience strongly preferred.
+ 3-5 years of experience in banking relationship management role or related business lending experience.
+ Knowledge of cash flow and business credit underwriting with commercial credit training preferred.
+ Ability to work effectively with individuals and groups across the company to manage customer relationships.
+ Excellent presentation, verbal and written communication skills.
+ Demonstrated business acumen with knowledge of diverse types of businesses, industries, markets, financial and economic concepts.
**About Us**
First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ******************** (https://urldefense.com/v3/\_\_https:/********************/\_\_;!!Cz2fjcuE!hpq9hPnrucZCPIAVPojVESItIq-FPzhurNdCrQ3JE8Rkx3gMd70nIk6\_kmPxl66\_oJCEsXs0gNunPowMAMHCmBYPOtUxUGI$) .
**Benefit Highlights**
- Medical with wellness incentives, dental, and vision
- HSA with company match
- Maternity and parental leave
- Tuition reimbursement
- Mentor program
- 401(k) with 6% match
- More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits
**Follow Us**
Facebook (******************************************
X formerly Twitter
LinkedIn (***************************************************
Instagram
YouTube (**********************************************************
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights (**************************** notice from the Department of Labor.
Business Development Officer - Capital Finance
Remote
is seeking candidates in the Phoenix, AZ or Los Angeles, CA metropolitan areas**
As the Business Development Officer - Capital Finance, you will be responsible for originating loans consistent with the Company's credit policy; negotiating price and structure of new transactions within set limits; reviewing and approving all transactions before reporting to Executive Management; initiating and maintaining relationships with referral sources and influence centers; assisting in the underwriting process of new client proposals from prospect to client funding; and seeking approval from Executive Management for new client transactions. This key position reports to the EVP/National Marketing Manager and has access to company financial, market, client, and personnel information. . You will market to current and potential referral sources including, but not limited to, the following: Banks, Certified Public Accountants, Attorneys, Private Equity firms, financial firms, Business brokers, and National organizations. You will also visit prospective clients, as well as produce reports needed for new prospects and attend regularly scheduled meetings.
How you'll spend your time:
You will be responsible for originating loans consistent with the Company's credit policy
You will be negotiating price and structure of new transactions within set limits
You will be reviewing and approving all transactions before presenting report to Executive Management
You will be initiating and maintaining relationships with referral sources and influence centers
You will be assisting in the underwriting process of new client proposals from prospect to client funding
You will be seeking approval from Executive Management for new client transactions
You will market to current and potential referral sources including, but not limited to, the following: Banks, Certified Public Accountants, Attorneys, Private Equity firms, Financial firms, Business brokers, and National organizations
You will visit prospective clients
You will produce reports needed for new prospects and attends regularly scheduled meetings
Other duties as assigned
We're excited to talk with you if:
You possess a bachelor's Degree or equivalent work experience
You have 3 years credit experience with 3 years sales experience in a banking, finance or asset-based lending environment
You demonstrate knowledge and experience in the use of marketing tools and methods, including mailings, telemarketing, and other forms of customer outreach
You have the ability to make independent and sound judgments and decisions and have an understanding of how decisions affect business lines and the organization as a whole
You can read and interpret financial and budgetary documents
You possess professional verbal and written communication skills
You are analytical, highly organized, pay attention to detail, handle frequent interruptions with ease, and enjoy a fast-paced work environment
You can meet firm timelines and work under pressure
You show self-motivation and a sense of urgency
You demonstrate intermediate to advanced skills in Microsoft Excel and Word
Compensation Range:
$157,500.00 - $292,572.00
The posted compensation range on this listing represents UMB's standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information.
UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary.
Are you ready to be part of something more?
You're more than a means to an end-a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.
UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to ************************* to let us know the nature of your request.
If you are a California resident, please visit our
Privacy Notice for California Job Candidates
to understand how we collect and use your personal information when you apply for employment with UMB.
Auto-ApplyCT National Sales Manager
Tallahassee, FL jobs
The Specialty Corporate Trust (SCT) National Sales Manager is responsible for sales and account management under the specialty corporate trust division. + Identify and strategize on the development of new products (municipal and non-municipal). + Assist with the marketing and sales direction and strategy.
+ Creates and conducts proposal presentations and RFP responses.
+ Participate in New Business Committee meetings.
+ Report sales progress and results directly to management.
+ Strategize with management on new opportunities, products and overall vision of CT.
+ Monitor own sales pipeline.
+ Attend industry related conferences.
+ Maintain professional and technical knowledge by attending educational workshops; reviewing professional publications; establishing personal networks; participating in professional societies.
**Knowledge & Skills**
MINIMUM:
+ Excellent verbal and written communication skills
+ Proven ability to build relationships with peers, cross-functional counterparts, and line of business leadership
+ Proven ability to build external relationships with industry leaders and clients
+ Ability to prioritize and effectively manage time
+ Proven results-oriented sales leadership generating innovative, original solutions
+ Proven strong decision-making ability based on data and feel for the market
**Requirements**
_MINIMUM:_
+ Bachelor's degree in related field
+ Seven (7) years sales experience in Financial Services with demonstrated leadership
_PREFERRED:_
+ Sales Management experience
**Work Environment:**
Typical office environment; travel up to 50% may be required
**Compensation Range:**
$83,200.00 - $178,800.00
_The posted compensation range on this listing represents UMB's standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information._
UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary.
**Are you ready to be part of something more?**
You're more than a means to an end-a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.
_UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to_ _*************************_ _to let us know the nature of your request._
_If you are a California resident, please visit our_ Privacy Notice for California Job Candidates (*********************************************************************************************************************************** _to understand how we collect and use your personal information when you apply for employment with UMB._
**_Who we are_**
We are more than a company. We are advisors, consultants, problem solvers, friends, community members, experts, and we are here to help you make the best of every moment with a financial foundation that can help you succeed.
Learn more about UMB's vision (******************************************************************************************************
Check out the road to a career at UMB
Business Development Officer - Capital Finance
Tallahassee, FL jobs
is seeking candidates in the Phoenix, AZ or Los Angeles, CA metropolitan areas**** As the **Business Development Officer - Capital Finance** , you will be responsible for originating loans consistent with the Company's credit policy; negotiating price and structure of new transactions within set limits; reviewing and approving all transactions before reporting to Executive Management; initiating and maintaining relationships with referral sources and influence centers; assisting in the underwriting process of new client proposals from prospect to client funding; and seeking approval from Executive Management for new client transactions. This key position reports to the EVP/National Marketing Manager and has access to company financial, market, client, and personnel information. . You will market to current and potential referral sources including, but not limited to, the following: Banks, Certified Public Accountants, Attorneys, Private Equity firms, financial firms, Business brokers, and National organizations. You will also visit prospective clients, as well as produce reports needed for new prospects and attend regularly scheduled meetings.
**How you'll spend your time:**
+ You will be responsible for originating loans consistent with the Company's credit policy
+ You will be negotiating price and structure of new transactions within set limits
+ You will be reviewing and approving all transactions before presenting report to Executive Management
+ You will be initiating and maintaining relationships with referral sources and influence centers
+ You will be assisting in the underwriting process of new client proposals from prospect to client funding
+ You will be seeking approval from Executive Management for new client transactions
+ You will market to current and potential referral sources including, but not limited to, the following: Banks, Certified Public Accountants, Attorneys, Private Equity firms, Financial firms, Business brokers, and National organizations
+ You will visit prospective clients
+ You will produce reports needed for new prospects and attends regularly scheduled meetings
+ Other duties as assigned
**We're excited to talk with you if:**
+ You possess a bachelor's Degree or equivalent work experience
+ You have 3 years credit experience with 3 years sales experience in a banking, finance or asset-based lending environment
+ You demonstrate knowledge and experience in the use of marketing tools and methods, including mailings, telemarketing, and other forms of customer outreach
+ You have the ability to make independent and sound judgments and decisions and have an understanding of how decisions affect business lines and the organization as a whole
+ You can read and interpret financial and budgetary documents
+ You possess professional verbal and written communication skills
+ You are analytical, highly organized, pay attention to detail, handle frequent interruptions with ease, and enjoy a fast-paced work environment
+ You can meet firm timelines and work under pressure
+ You show self-motivation and a sense of urgency
+ You demonstrate intermediate to advanced skills in Microsoft Excel and Word
**Compensation Range:**
$157,500.00 - $292,572.00
_The posted compensation range on this listing represents UMB's standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information._
UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary.
**Are you ready to be part of something more?**
You're more than a means to an end-a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.
_UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to_ _*************************_ _to let us know the nature of your request._
_If you are a California resident, please visit our_ Privacy Notice for California Job Candidates (*********************************************************************************************************************************** _to understand how we collect and use your personal information when you apply for employment with UMB._
**_Who we are_**
We are more than a company. We are advisors, consultants, problem solvers, friends, community members, experts, and we are here to help you make the best of every moment with a financial foundation that can help you succeed.
Learn more about UMB's vision (******************************************************************************************************
Check out the road to a career at UMB