Senior Relationship Manager jobs at UMB Bank - 68 jobs
Business Development Officer - Capital Finance
Umb 4.6
Senior relationship manager job at UMB Bank
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.
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 territory in Georgia and some surrounding states. 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 relationshipmanagers.
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 RelationshipManagers.
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 relationshipmanagement, 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
$123.6k-206k yearly Auto-Apply 46d ago
MTEFC Relationship Manager
M&T Bank 4.7
Remote
Manage existing MTEFC (M&T Equipment Finance Corporation) business relationships in conjunction with seniormanagement.
Primary Responsibilities:
Manage existing MTEFC (M&T Equipment Finance Corporation) business relationships in conjunction with seniormanagement, 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 seniormanagement to resolve potential delinquencies.
Assist seniormanagement 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
$107.5k-179.1k yearly Auto-Apply 48d ago
Key Private Bank Relationship Manager
Keybank 4.4
Columbus, OH jobs
Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing, and investment solutions. The RelationshipManager is at the center of this client promise, acting as the primary client advisor, developing and implementing strategies based on the client's financial goals, and coordinating with the extended KPB relationship team to execute and advise on the client's needs. The RM is responsible for serving high net worth clients in their existing book as well as collaborating with internal and external partners to acquire new and deepen existing KeyBank client relationships.
Essential Functions
Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will help the client achieve their financial goals. Leads, coordinates, and assembles the extended advisory team, including trust, investment and planning strategists, based on complexity of the relationship.
Develops a comprehensive understanding of the client's needs, based on the review and analysis of personal and business financial data gathered through Relationship Reviews, the Customer RelationshipManager (CRM) system, and personal meetings. Captures the client's goals in a financial plan.
Prepares and delivers client presentations, individually and as part of a team, presenting appropriate financial solutions via consultative review and proactive, regular contact.
Meets or exceeds assigned individual sales goals by expanding existing client relationships, closing referrals and/or capturing new business growth.
Employs and maintains a disciplined approach to prospecting and maintains a pipeline by leveraging referrals from internal and external sources.
Actively participates in Community organizations to source business development opportunities and demonstrate Key's commitment to the local community.
Develops and maintains an in-depth knowledge of financial wealth management services and products as well as knowledge of competitors and competitive products.
Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key.
Education
Bachelor's Degree in business related field (preferred)
OR equivalent experience (required)
Work Experience
Minimum of 5 years of demonstrated sales and business development experience with proven results (required)
Licenses and Certifications
FINRA License S7 and
FINRA License S66 (preferred) or
FINRA License S63 and
FINRA License S65 (preferred)
Certified Financial Planner (CFP) (preferred)
Certified Investment Management Analyst (CIMA) (preferred)
Certified Public Accountant (CPA) (preferred)
Chartered Financial Analyst (CFA) (preferred)
Certified Wealth Strategist (preferred)
Licensed Attorney/JD (varies by state) (preferred)
Skills
Ability to build trust by taking a client-centric approach. To prepare for Talent
Demonstrated strong or advanced knowledge of Investments, Trust, and Credit; ability to consult and prioritize client needs.
Demonstrated in-depth knowledge of financial products and banking regulations.
Demonstrated strong client advisory skills.
Demonstrated experience with and broad understanding of personal and commercial financial statements.
Proven experience with and comprehensive understanding of consumer and commercial lending.
Excellent verbal and written communication skills.
Proficient in personal computer applications to drive results.
Core Competencies
All KeyBank employees are expected to demonstrate Key's Values and abide by Key's Code of Conduct.
Physical Demands
General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.
Travel
Occasional travel to include overnight stay.
Driving Requirements
Ability to routinely and frequently operate a motor vehicle with a valid driver's license.
Work Location Category
Hybrid (Sales)
COMPENSATION AND BENEFITS
This position is eligible to earn a base salary in the range of $94,000.00 - $175,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation subject to individual and company performance.
Please click here for a list of benefits for which this position is eligible.
Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.
Job Posting Expiration Date: 01/02/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************.
#LI-Remote
SeniorRelationshipManager 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 SeniorRelationshipManager 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 SeniorRelationshipManager, 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 seniormanagement 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 seniormanagement 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 managementManage 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 ManagerManage 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/relationshipmanagement.
7+ years' experience working directly as a Mortgage Finance RelationshipManager 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.
$93k-189k yearly Auto-Apply 32d ago
Key Private Bank Senior Relationship Manager
Keybank 4.4
Akron, OH jobs
Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing, and investment solutions. The Sr. KPB RelationshipManager (RM) is at the center of this client promise, acting as the primary client advisor, developing and implementing strategies based on the client's financial goals, and coordinating with the extended KPB relationship team to execute and advise on the client's needs. The Sr. RM is responsible for serving high net worth clients in their existing book as well as collaborating with internal and external partners to acquire new and deepen existing Key Bank client relationships.
Essential Functions
Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will help the client achieve their financial goals. Leads, coordinates, and assembles the extended advisory team, including trust, investment and planning strategists, based on complexity of the relationship.
Develops a comprehensive understanding of the client's needs, based on the review and analysis of personal and business financial data gathered through Relationship Reviews, the Customer RelationshipManager (CRM) system, and personal meetings. Captures the client's goals in a financial plan.
Prepares and delivers client presentations, individually and as part of a team, presenting appropriate financial solutions via consultative review and proactive, regular contact.
Meets or exceeds assigned individual sales goals by expanding existing client relationships, closing referrals and/or capturing new business growth.
Employs and maintains a disciplined approach to prospecting and maintains a pipeline by leveraging referrals from internal and external sources.
Actively participates in Community organizations to source business development opportunities and demonstrate Key's commitment to the local community.
Develops and maintains an in-depth knowledge of financial wealth management services and products as well as knowledge of competitors and competitive products.
Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key.
Education
Bachelor's Degree in business related field or equivalent work experience (preferred)
Master's Degree in business related field (preferred)
OR equivalent experience (required)
Work Experience
Minimum of 7 years of demonstrated sales and business development experience with proven results (required)
Licenses and Certifications
FINRA License S7 and
FINRA License S66 (preferred) or
FINRA License S63 and
FINRA License S65 (preferred)
Certified Financial Planner (CFP) (preferred)
Certified Investment Management Analyst (CIMA) (preferred)
Certified Public Accountant (CPA) (preferred)
Chartered Financial Analyst (CFA) (preferred)
Licensed Attorney/JD (varies by state) (preferred)
Certified Wealth Strategist (CWS) (preferred)
Skills
Ability to build trust by taking a proactive client centric approach
Demonstrated expert functional knowledge of Investments, Trust and Credit; ability to advise
Demonstrated expert knowledge of financial products and banking regulations
Demonstrated strong client advisory skills
Demonstrated experience with and broad understanding of personal and commercial financial statements
Proven experience with and comprehensive understanding of consumer or commercial lending
Excellent verbal and written communication skills
Proficient in personal computer applications to drive results
Core Competencies
All KeyBank employees are expected to demonstrate Key's Values and abide by Key's Code of Conduct.
Physical Demands
General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.
Travel
Occasional travel to include overnight stay.
Driving Requirements
Ability to routinely and frequently operate a motor vehicle with a valid driver's license.
Work Location Category
Hybrid (Sales)
COMPENSATION AND BENEFITS
This position is eligible to earn a base salary in the range of $112,000.00 - $210,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation subject to individual and company performance.
Please click here for a list of benefits for which this position is eligible.
Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.
Job Posting Expiration Date: 01/16/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************.
#LI-Remote
$112k-210k yearly Auto-Apply 17d ago
Key Private Bank Relationship Manager
Keybank 4.4
Dayton, OH jobs
Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing and investment solutions. The RelationshipManager is at the center of this client promise acting as the primary client advisor developing and implementing strategies based on the client's financial goals, and by coordinating with the extended KPB relationship team to execute and advise on the client's needs. The RM is responsible for serving high net worth clients in their existing book as well as collaborating with internal and external partners to acquire new and deepen existing Key Bank client relationships.
Responsibilities
Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will help the client achieve their financial goals. Leads, coordinates, and assembles the extended advisory team, including trust, investment and planning strategists, based on complexity of the relationship.
Develops a comprehensive understanding of the client's needs, based on the review and analysis of personal and business financial data gathered through Relationship Reviews, the Customer RelationshipManager (CRM) system, and personal meetings. Captures the client's goals in a financial plan.
Prepares and delivers client presentations, individually and as part of a team, presenting appropriate financial solutions via consultative review and proactive, regular contact.
Meets or exceeds assigned individual sales goals by expanding existing client relationships, closing referrals and/or capturing new business growth.
Employs and maintains a disciplined approach to prospecting and maintains a pipeline by leveraging referrals from internal and external sources.
Actively participates in Community organizations to source business development opportunities and demonstrate Key's commitment to the local community.
Develops and maintains an in-depth knowledge of financial wealth management services and products as well as knowledge of competitors and competitive products.
Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key.
Education Qualifications
Bachelor's Degree in business related field or equivalent work experience (required)
Experience Qualifications
A minimum of 5 years of demonstrated sales and business development experience with proven results (required)
Licenses and Certifications
FINRA Series 7 and 66 (or 63 & 65) (preferred)
Certified Financial Planner (CFP) (preferred)
Certified Investment Management Analyst (CIMA) (preferred)
Certified Public Accountant (CPA) (preferred)
Chartered Financial Analyst (CFA) (preferred)
Certified Wealth Strategist (preferred)
Licensed Attorney/JD (varies by state) (preferred)
Tactical Skills
Ability to build trust by taking a client centric approach
Demonstrated strong or advanced knowledge of Investments, Trust and Credit; ability to consult and prioritize client needs
Demonstrated in depth knowledge of financial products and banking regulations
Demonstrated strong client advisory skills
Demonstrated experience with and broad understanding of personal and commercial financial statements
Proven experience with and comprehensive understanding of consumer and commercial lending
Excellent verbal and written communication skills
Proficient in personal computer applications to drive results
Personal Skills
Collaboration: Demonstrates experience in participating in productive collaborative processes that help solve business problems and meet business goals
Critical Thinking: The ability to identify, obtain, and organize relevant data and ideas and prioritize concerns in the decision-making process
Emotional Intelligence: Identifies relevant EI components, practices, benefits, and development venues and discusses issues and considerations needed to advance one's own EI maturity
Empathy: Leverages active listening skills to understand others' thoughts and emotions and evaluates everybody's side of a disagreement before making decisions; imagines self in other's place and appreciates diverging viewpoints
Influence: Develops basic persuasive arguments and utilizes active listening skills and probing techniques to surface opportunities to influence
Persuasion: Provides persuasive messages using well-reasoned arguments to address audience concerns or reactions; explains others' viewpoints and asks questions to ensure mutual understanding
Resilience: The ability to remain unaffected by the moods and behaviors of others, while remaining empathetic, and demonstrate a strong sense of belief in one's own abilities
Practical Skills
Business Acumen: Participates in business tasks to get things done in own business unit and communicates key considerations for business decision-making processes
Risk Management: Implements or manages risk management for own business unit and documents key steps of the risk management process and associated procedures
Core Competencies
All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies.
Physical Demands
General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.
Travel
Occasional travel to include overnight stay.
Driving Requirements
Ability to routinely and frequently operate a motor vehicle with a valid driver's license.
COMPENSATION AND BENEFITS
This position is eligible to earn a base salary in the range of $94,000.00 - $175,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation subject to individual and company performance.
Please click here for a list of benefits for which this position is eligible.
Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.
Job Posting Expiration Date: 01/02/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************.
#LI-Remote
$94k-175k yearly Auto-Apply 46d ago
ICG Senior Relationship Manager
Us Bank 4.6
Cincinnati, OH jobs
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One.
Job Description
We have an exciting opportunity for a talented RelationshipManager to come in and manage and grow a large and complex portfolio of commercial loans. This sales and relationship focused individual will prospect for and close new business relationships and retain and expand relationships with existing customers. The RelationshipManager will sell appropriate bank products and services to those prospects and clients, identifying and successfully capitalizing on One U.S. Bank and making appropriate referrals. The RelationshipManager provides financial advice to customers, approves loans within assigned limits, manages loans and portfolio credit quality.
Basic Qualifications
* Master's degree in finance, accounting or other related field
* 10 or more years of commercial lending experience
* Three or more years of management experience
Preferred Skills/Experience
* Considerable knowledge and experience in managing and growing a large and complex portfolio of commercial loans
* Strong leadership and strategic management skills
* Excellent verbal and written communication skills
* Well-developed analytical, decision-making and problem-solving skills
Base pay for this role usually falls within $145,000 to $240,000. Additional considerations regarding base pay levels are based on candidate qualifications. Your compensation expectations will be discussed with a U.S. Bank recruiter if you are contacted to discuss the role further.
If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.
Benefits:
Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):
* Healthcare (medical, dental, vision)
* Basic term and optional term life insurance
* Short-term and long-term disability
* Pregnancy disability and parental leave
* 401(k) and employer-funded retirement plan
* Paid vacation (from two to five weeks depending on salary grade and tenure)
* Up to 11 paid holiday opportunities
* Adoption assistance
* Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
E-Verify
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $143,905.00 - $169,300.00
U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
Posting may be closed earlier due to high volume of applicants.
$79k-103k yearly est. 52d ago
ICG Senior Relationship Manager
U.S. Bank 4.6
Cincinnati, OH jobs
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One.
Job Description
We have an exciting opportunity for a talented RelationshipManager to come in and manage and grow a large and complex portfolio of commercial loans. This sales and relationship focused individual will prospect for and close new business relationships and retain and expand relationships with existing customers. The RelationshipManager will sell appropriate bank products and services to those prospects and clients, identifying and successfully capitalizing on One U.S. Bank and making appropriate referrals. The RelationshipManager provides financial advice to customers, approves loans within assigned limits, manages loans and portfolio credit quality.
Basic Qualifications
- Master's degree in finance, accounting or other related field
- 10 or more years of commercial lending experience
- Three or more years of management experience
Preferred Skills/Experience
- Considerable knowledge and experience in managing and growing a large and complex portfolio of commercial loans
- Strong leadership and strategic management skills
- Excellent verbal and written communication skills
- Well-developed analytical, decision-making and problem-solving skills
Base pay for this role usually falls within $145,000 to $240,000. Additional considerations regarding base pay levels are based on candidate qualifications. Your compensation expectations will be discussed with a U.S. Bank recruiter if you are contacted to discuss the role further.
If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.
Benefits:
Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):
Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Pregnancy disability and parental leave
401(k) and employer-funded retirement plan
Paid vacation (from two to five weeks depending on salary grade and tenure)
Up to 11 paid holiday opportunities
Adoption assistance
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
E-Verify
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $143,905.00 - $169,300.00
U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
Posting may be closed earlier due to high volume of applicants.
$79k-103k yearly est. Auto-Apply 60d+ ago
Key Private Bank Relationship Manager
Keybank 4.4
Akron, OH jobs
Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing and investment solutions. The RelationshipManager is at the center of this client promise acting as the primary client advisor developing and implementing strategies based on the client's financial goals, and by coordinating with the extended KPB relationship team to execute and advise on the client's needs. The RM is responsible for serving high-net-worth clients in their existing book as well as collaborating with internal and external partners to acquire new and deepen existing Key Bank client relationships.
Responsibilities
Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will help the client achieve their financial goals. Leads, coordinates, and assembles the extended advisory team, including trust, investment and planning strategists, based on complexity of the relationship.
Develops a comprehensive understanding of the client's needs, based on the review and analysis of personal and business financial data gathered through Relationship Reviews, the Customer RelationshipManager (CRM) system, and personal meetings. Captures the client's goals in a financial plan.
Prepares and delivers client presentations, individually and as part of a team, presenting appropriate financial solutions via consultative review and proactive, regular contact.
Meets or exceeds assigned individual sales goals by expanding existing client relationships, closing referrals and/or capturing new business growth.
Employs and maintains a disciplined approach to prospecting and maintains a pipeline by leveraging referrals from internal and external sources.
Actively participates in Community organizations to source business development opportunities and demonstrate Key's commitment to the local community.
Develops and maintains an in-depth knowledge of financial wealth management and brokerage investment advisory services and products as well as knowledge of competitors and competitive products.
Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key.
Education Qualifications
Bachelor's Degree in business related field or equivalent work experience (required)
Experience Qualifications
5 years of demonstrated sales and business development experience with proven results (required)
Licenses and Certifications
Certified Financial Planner (CFP) (preferred)
Certified Investment Management Analyst (CIMA) (preferred)
Chartered Financial Analyst (CFA) (preferred)
FINRA Series 7 and 66 (or 63 & 65) (required) and
Resident State Insurance Licenses (Life, Variable, and Accident/Health or Life & Disability) (required)
Tactical Skills
Ability to build trust by taking a client centric approach
Demonstrated strong or advanced knowledge of Investments, Trust and Credit; ability to consult and prioritize client needs
Demonstrated in depth knowledge of financial products and banking regulations
Demonstrated strong client advisory skills
Demonstrated experience with and broad understanding of personal and commercial financial statements
Proven experience with and comprehensive understanding of consumer or commercial lending
Excellent verbal and written communication skills
Proficient in personal computer applications to drive results
Personal Skills
Collaboration
Critical Thinking
Emotional Intelligence
Empathy
Influence
Persuasion
Resilience
Practical Skills
Business Acumen
Risk Management
Core Competencies
All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies.
Physical Demands
General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.
Travel
Occasional travel to include overnight stay.
Driving Requirements
Ability to routinely and frequently operate a motor vehicle with a valid driver's license.
Job Posting Expiration Date: 10/20/2025 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************.
$62k-92k yearly est. Auto-Apply 60d+ ago
Key Private Bank Relationship Manager
Keybank 4.4
Toledo, OH jobs
Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing and investment solutions. The RelationshipManager is at the center of this client promise acting as the primary client advisor developing and implementing strategies based on the client's financial goals, and by coordinating with the extended KPB relationship team to execute and advise on the client's needs. The RM is responsible for serving high net worth clients in their existing book as well as collaborating with internal and external partners to acquire new and deepen existing Key Bank client relationships.
Responsibilities
Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will help the client achieve their financial goals. Leads, coordinates, and assembles the extended advisory team, including trust, investment and planning strategists, based on complexity of the relationship.
Develops a comprehensive understanding of the client's needs, based on the review and analysis of personal and business financial data gathered through Relationship Reviews, the Customer RelationshipManager (CRM) system, and personal meetings. Captures the client's goals in a financial plan.
Prepares and delivers client presentations, individually and as part of a team, presenting appropriate financial solutions via consultative review and proactive, regular contact.
Meets or exceeds assigned individual sales goals by expanding existing client relationships, closing referrals and/or capturing new business growth.
Employs and maintains a disciplined approach to prospecting and maintains a pipeline by leveraging referrals from internal and external sources.
Actively participates in Community organizations to source business development opportunities and demonstrate Key's commitment to the local community.
Develops and maintains an in-depth knowledge of financial wealth management services and products as well as knowledge of competitors and competitive products.
Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key.
Education Qualifications
Bachelor's degree in business related field or equivalent work experience (required)
Experience Qualifications
5 years of demonstrated sales and business development experience with proven results (required)
Licenses and Certifications
FINRA Series 7 and 66 (or 63 & 65) (preferred)
Certified Financial Planner (CFP) (preferred)
Certified Investment Management Analyst (CIMA) (preferred)
Certified Public Accountant (CPA) (preferred)
Chartered Financial Analyst (CFA) (preferred)
Certified Wealth Strategist (preferred)
Licensed Attorney/JD (varies by state) (preferred)
Tactical Skills
Ability to build trust by taking a client centric approach
Demonstrated strong or advanced knowledge of Investments, Trust and Credit; ability to consult and prioritize client needs
Demonstrated in depth knowledge of financial products and banking regulations
Demonstrated strong client advisory skills
Demonstrated experience with and broad understanding of personal and commercial financial statements
Proven experience with and comprehensive understanding of consumer and commercial lending
Excellent verbal and written communication skills
Proficient in personal computer applications to drive results
Personal Skills
Collaboration: Demonstrates experience in participating in productive collaborative processes that help solve business problems and meet business goals
Critical Thinking: The ability to identify, obtain, and organize relevant data and ideas and prioritize concerns in the decision-making process
Emotional Intelligence: Identifies relevant EI components, practices, benefits, and development venues and discusses issues and considerations needed to advance one's own EI maturity
Empathy: Leverages active listening skills to understand others' thoughts and emotions and evaluates everybody's side of a disagreement before making decisions; imagines self in other's place and appreciates diverging viewpoints
Influence: Develops basic persuasive arguments and utilizes active listening skills and probing techniques to surface opportunities to influence
Persuasion: Provides persuasive messages using well-reasoned arguments to address audience concerns or reactions; explains others' viewpoints and asks questions to ensure mutual understanding
Resilience: The ability to remain unaffected by the moods and behaviors of others, while remaining empathetic, and demonstrate a strong sense of belief in one's own abilities
Practical Skills
Business Acumen: Participates in business tasks to get things done in own business unit and communicates key considerations for business decision-making processes
Risk Management: Implements or manages risk management for own business unit and documents key steps of the risk management process and associated procedures
Core Competencies
All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies.
Physical Demands
General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.
Travel
Occasional travel to include overnight stay.
Driving Requirements
Ability to routinely and frequently operate a motor vehicle with a valid driver's license.
Job Posting Expiration Date: 07/02/2025 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************.
$62k-91k yearly est. Auto-Apply 60d+ ago
Commercial Relationship Mgr III
Huntington National Bank 4.4
Cleveland, OH jobs
Exciting opportunity to become a Commercial RelationshipManager III and member of the Middle Market Banking group in Cleveland. The candidate will act as a trusted advisor and primary point of contact for existing and prospective commercial banking clients with revenues between $50 million to $1 billion plus. The candidate will have a genuine opportunity to gain valuable experience, develop skills, and position themselves for upward career mobility.
Duties & Responsibilities:
Disciplined and motivated self-starter who can manage business development efforts with minimal management oversight. Develops and deepens relationships with clients and prospective clients through consultative selling and introductions to appropriate bank partners in treasury management, capital markets, insurance, wealth and private banking, and retail banking. Lead team of cross-functional colleagues in collaborative pre-call planning sessions, resulting in memorable client interactions. Bring new ideas to clients and challenge them to consider alternative ways of doing business. Maintains an updated qualified prospect list that aligns with the risk profile of the bank. Maintains an updated pipeline and proactively works to close high probability opportunities. Leverages an established group of Centers of Influence to obtain referrals and continually works to grow this network.
Partners effectively with credit risk colleagues. Ability to identify and mitigate credit risks, make recommendations on appropriate credit structure, and effectively articulate bank recommendations to clients and prospective clients. Adheres to bank policies and procedures and complies with legal and regulatory requirements. Follows processes and procedures to ensure risks are measured, monitored, and controlled, and compliance requirements are adhered to on an ongoing basis. Keeps abreast of risk-related changes that may impact assigned work functions and processes.
Maintains a passion for learning and new skill development and a willingness to mentor colleagues. Interest in and willingness to be actively involved in community service, including potentially serving on the board of directors of a non-profit organization.
Basic Qualifications:
Bachelor's degree or commercial banking experience
8+ years of financial services-related experience
Preferred Qualifications:
12+ years of experience working directly as a Commercial Manager.
Successful track record of recommending and cross-selling important banking services, including Treasury Management, Capital Markets, International Banking, Wealth Management, Private Banking, and Insurance.
Formal credit training and commercial banking underwriting experience.
Master's of Business Administration Degree.
Actively involved in community and/or non-profit volunteering services
Experienced and successful in cultivating new commercial banking relationships.
Ability to analyze corporate financial statements and make recommendations on credit structure.
Strong written and verbal communication and negotiation skills.
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-$189,000 Annually
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.
$93k-189k yearly Auto-Apply 7d ago
Commercial Relationship Mgr III
Huntington National Bank 4.4
Cleveland, OH jobs
Our Commercial Real Estate (CRE) RelationshipManager III will focus on developing, maintaining and expanding new and existing CRE customer relationships. Duties & Responsibilities:
Serves as the point person in determining the customer's needs and meeting them through the seamless delivery of the Bank's products, services and associated resources.
Develops and maintains profitable customer relationships within a specific targeted market segment by coordinating all sales and service efforts.
Maintains knowledge of all Bank products and continually develops product expertise.
Responsible for ensuring the optimizing of all customer relationships which entails developing revenue growth through generation and cross selling of all applicable Bank products including deposits, loans, and services within Huntington's other lines of business.
With proficiency in credit fundamentals, determines the appropriate risks in prospective and existing customers and transactions so that all relationships are entirely in strategic alignment with the risk profile of the Bank.
Represents Indiana CRE in Leadership and Community Development meetings.
Performs other duties as assigned.
Basic Qualifications:
Bachelor's degree
Minimum of 10 years of commercial real estate lending and analysis
Preferred Qualifications:
Advanced sales, negotiation and communication skills.
Credit training and/or experience.
Demonstrated success structuring complex credits: researching, judging and presenting information verbally and in writing, and creating documentation to support the credit and minimize risk.
Knowledge of all bank products and continual development of product expertise.
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.
Huntington is an Equal Opportunity Employer.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Note to Agency Recruiters: Huntington Bank will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington Bank colleagues, directly or indirectly, will be considered Huntington Bank property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
$81k-108k yearly est. Auto-Apply 60d+ ago
Business Banking Relationship Manager
U.S. Bank 4.6
Rocky River, OH jobs
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One.
Job Description
Business Banking RelationshipManagers play a pivotal role in helping our business clients achieve their financial goals. They do this by approaching each and every day with a single purpose - to do the right thing by our business clients to help them achieve their vision for success and the lives they want to lead.
They will have access to an expansive set of products and solutions to better serve your business clients today and into the future.
Strong client relationships are based on trust, assessing and attending to clients' banking needs, obtaining and processing client and account information, educating clients on available deposit and loan products and services, and recommending financial solutions based on each client's unique goals and needs.
U.S. Bank Business Banking RelationshipManagers are the primary advisor for our business clients and are responsible for building, developing, and managing new and existing relationships with business clients and delivering financial expertise and client-centric solutions that build strong, long-term relationships.
Basic Qualifications
- Bachelor's degree, or equivalent work experience
- Three to six years of relevant experience
Preferred Skills/Experience
- Strong relationshipmanagement and business development abilities
- Well-developed analytical and problem-solving skills
- Basic knowledge of credit administration, analysis, and credit policy/procedure
- Knowledge of cash flow management and business credit underwriting with commercial credit training preferred
- Demonstrated understanding of basic financial accounting and analysis
- Some knowledge of bank products and services that results in successfully identifying appropriate opportunities to sell the bank's products
- 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
Location
The role offers a hybrid/flexible schedule. If not prospecting and meeting with clients, there's an in-office expectation of 3 or more days per week with the flexibility to work outside the office location for the other days.
If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.
Benefits:
Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):
Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Pregnancy disability and parental leave
401(k) and employer-funded retirement plan
Paid vacation (from two to five weeks depending on salary grade and tenure)
Up to 11 paid holiday opportunities
Adoption assistance
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
E-Verify
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $75,820.00 - $89,200.00
U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
Posting may be closed earlier due to high volume of applicants.
$75.8k-89.2k yearly Auto-Apply 60d+ ago
Newline Relationship Manager II
Fifth Third Bank, N.A 4.6
Cincinnati, OH jobs
Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Responsible for profitable business development and monitor the quality of an existing portfolio of companies within the bank's Newline vertical. The position requires a strong understanding of the payments industry and will focus on growing relationships that utilize the bank's Newline money movement services and technology, including sponsorship services, instant payment and API connectivity. This includes but is not limited to payroll, payment aggregators, payment facilitators, merchant acquirers, card issues, bill payment and other companies that have developed client facing payment products. Ability to lead and coordinate with One Bank partners to create and implement a relationship strategy for assigned clients and prospects. This position requires a strong understanding of the payments industry, treasury products, payments verticals commercial credit, commercial products and financial statement analysis, in order to offer comprehensive treasury and embedded payment solutions based on clients and prospects needs. The incumbent will have a deeper skill set understanding the needs and requirements of complex payment businesses to call on larger clients and more sophisticated credits. This role is expected to actively participate in industry events/community activities.
Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
+ Strong understanding of the payments industry, faster payments, and Newline industry.
+ Prospect for clients independently by utilizing referral sources, existing clients and centers of influence.
+ Develop and implement business plan to achieve financial goals and qualitative measurements.
+ Work closely with Fifth Third internals "One Bank" partners to deepen existing relationships and acquire new prospective relationships.
+ Attend community and/or specific industry forums, conferences and/or meetings in order to broaden relationship networks, referral sources and continually deepen knowledge of trends, practices, services and the competitive landscape.
+ Work with product , risk and operation partners to analyze, evaluate and develop a tailored relationship strategy for each client or prospect.
+ Ensure that customer relationships are managed to maximize the opportunity for the bank, while taking into account Bank risk and customer needs.
+ Meet with customers on a regular basis to enhance the trusted advisor relationship and ensure business needs are being met.
+ Utilize consultative sales skills, commercial playbook principles and call reporting plans to enhance client experience
+ Utilize the Bank's Customer RelationshipManagement (CRM) system for client activity tracking, call reports and pipeline management.
+ Partner with Credit and on credit requests and adhere to established Portfolio Management guidelines.
+ Analyze and interpret financial information provided to determine the right questions to ask to decide on the credit request that should be pursued.
MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:
+ Bachelor's or Master's degree in Business (e.g. Business Administration, Finance, Accounting) or equivalent work experience preferred.
+ Minimum of 4 years Commercial Banking experience, preferably at least 3 years in a sales role.
+ Formalized commercial banking training or payments industry experience required. Ability to structure for moderately complex financial situations.
+ Proven ability to build new and existing client business translating to increased revenue and provide a positive client experience.
+ Strong business acumen, to include detailed analysis, review of financial statements and understanding of accounting principles.
+ Thorough knowledge of Commercial, Treasury Management, and financing options
+ Ability to assess client needs, drivers of profitability, and corporate/personal life cycle optimizing financial solutions.
+ Ability to build strong "One Bank" internal partnerships to provide holistic solutions for the clients business and personal financial goals.
+ Communicates with impact to a group -Understands the audience and adjust communication as is appropriate level of detail for the audience; captures and holds the audience attention.
+ Proven track record of identification and understanding of business issues, problems, and opportunities and the ability to create relevant options for addressing problems/opportunities to achieve desire red outcomes.
+ Demonstrates strong verbal and written communication skills, with particular emphasis on experience in face-to-face negotiations.
+ Proven ability to work in a team-based sales environment.
+ Must be proficient in all Microsoft Office software; familiarity with prospecting and CRM sales tools preferred.
+ Regional /local travel.
WORKING CONDITIONS:
+ Normal office environment with little exposure to dust, noise, temperature and the like.
+ Extended viewing of CRT screen.
+ Frequent travel possible depending on assignment.
All the above duties and responsibilities are essential job functions for which reasonable accommodation will be made. All job requirements listed indicate the minimum level of knowledge, skills and/or ability deemed necessary to perform the job proficiently. This position description is not to be construed as an exhaustive statement of duties, responsibilities or requirements. Employees may be required to perform any other job-related instructions as requested by their supervisor, subject to reasonable accommodation.
Newline RelationshipManager II
Total Base Pay Range 80,500.00 - 169,100.00 USD Annual
At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.
The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance.
Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner.
LOCATION -- Virtual, Ohio 00000
Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee.
Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
$74k-95k yearly est. 32d ago
Newline Relationship Manager II
Fifth Third Bank 4.6
Ohio jobs
Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.
GENERAL FUNCTION:
Responsible for profitable business development and monitor the quality of an existing portfolio of companies within the bank's Newline vertical. The position requires a strong understanding of the payments industry and will focus on growing relationships that utilize the bank's Newline money movement services and technology, including sponsorship services, instant payment and API connectivity. This includes but is not limited to payroll, payment aggregators, payment facilitators, merchant acquirers, card issues, bill payment and other companies that have developed client facing payment products. Ability to lead and coordinate with One Bank partners to create and implement a relationship strategy for assigned clients and prospects. This position requires a strong understanding of the payments industry, treasury products, payments verticals commercial credit, commercial products and financial statement analysis, in order to offer comprehensive treasury and embedded payment solutions based on clients and prospects needs. The incumbent will have a deeper skill set understanding the needs and requirements of complex payment businesses to call on larger clients and more sophisticated credits. This role is expected to actively participate in industry events/community activities.
Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Strong understanding of the payments industry, faster payments, and Newline industry.
Prospect for clients independently by utilizing referral sources, existing clients and centers of influence.
Develop and implement business plan to achieve financial goals and qualitative measurements.
Work closely with Fifth Third internals "One Bank" partners to deepen existing relationships and acquire new prospective relationships.
Attend community and/or specific industry forums, conferences and/or meetings in order to broaden relationship networks, referral sources and continually deepen knowledge of trends, practices, services and the competitive landscape.
Work with product, risk and operation partners to analyze, evaluate and develop a tailored relationship strategy for each client or prospect.
Ensure that customer relationships are managed to maximize the opportunity for the bank, while taking into account Bank risk and customer needs.
Meet with customers on a regular basis to enhance the trusted advisor relationship and ensure business needs are being met.
Utilize consultative sales skills, commercial playbook principles and call reporting plans to enhance client experience
Utilize the Bank's Customer RelationshipManagement (CRM) system for client activity tracking, call reports and pipeline management.
Partner with Credit and on credit requests and adhere to established Portfolio Management guidelines.
Analyze and interpret financial information provided to determine the right questions to ask to decide on the credit request that should be pursued.
MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:
Bachelor's or Master's degree in Business (e.g. Business Administration, Finance, Accounting) or equivalent work experience preferred.
Minimum of 4 years Commercial Banking experience, preferably at least 3 years in a sales role.
Formalized commercial banking training or payments industry experience required. Ability to structure for moderately complex financial situations.
Proven ability to build new and existing client business translating to increased revenue and provide a positive client experience.
Strong business acumen, to include detailed analysis, review of financial statements and understanding of accounting principles.
Thorough knowledge of Commercial, Treasury Management, and financing options
Ability to assess client needs, drivers of profitability, and corporate/personal life cycle optimizing financial solutions.
Ability to build strong "One Bank" internal partnerships to provide holistic solutions for the clients business and personal financial goals.
Communicates with impact to a group -Understands the audience and adjust communication as is appropriate level of detail for the audience; captures and holds the audience attention.
Proven track record of identification and understanding of business issues, problems, and opportunities and the ability to create relevant options for addressing problems/opportunities to achieve desire red outcomes.
Demonstrates strong verbal and written communication skills, with particular emphasis on experience in face-to-face negotiations.
Proven ability to work in a team-based sales environment.
Must be proficient in all Microsoft Office software; familiarity with prospecting and CRM sales tools preferred.
Regional /local travel.
WORKING CONDITIONS:
Normal office environment with little exposure to dust, noise, temperature and the like.
Extended viewing of CRT screen.
Frequent travel possible depending on assignment.
All the above duties and responsibilities are essential job functions for which reasonable accommodation will be
made. All job requirements listed indicate the minimum level of knowledge, skills and/or ability deemed necessary to
perform the job proficiently. This position description is not to be construed as an exhaustive statement of duties,
responsibilities or requirements. Employees may be required to perform any other job-related instructions as
requested by their supervisor, subject to reasonable accommodation.
Newline RelationshipManager IITotal Base Pay Range 80,500.00 - 169,100.00 USD Annual
At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.
The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance.
Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner.
LOCATION -- Virtual, Ohio 00000
Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee.
Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
$76k-97k yearly est. Auto-Apply 33d ago
Practice Finance Business Development Officer
U.S. Bank 4.6
Cincinnati, OH jobs
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One.
**Job Description**
Take ownership of driving growth in Healthcare Practice Finance within your assigned market. This role is designed for a proactive, results-driven professional who thrives on building relationships and creating opportunities through independent effort and strategic networking.
**Key Responsibilities:**
+ **Self-Sourced Growth:** Independently identify, engage, and convert new healthcare practice clients. Success in this role is built on initiative, persistence, and the ability to uncover opportunities others miss.
+ **Expansive COI Network:** Develop and maintain a broad network of Centers of Influence-including referral partners, industry professionals, and strategic stakeholders-to generate a steady pipeline of new business.
+ **Partnership:** Collaborate with local Healthcare RelationshipManagers in your territory to ensure a seamless client experience. After receiving loan commitment, introduce the relationship and transition the relationship to the local RM for ongoing management and deeper engagement, while positioning the organization as the premier financial partner for healthcare practices.
+ **Tailored Solutions:** Deliver customized financial products and services that meet client needs and drive long-term loyalty.
**What You Bring:**
+ **Entrepreneurial Drive:** Proven ability to self-source business and execute growth strategies independently.
+ **Influence & Connectivity:** Strong networking skills and the ability to cultivate high-value COI relationships.
+ **Technical Expertise:** Advanced knowledge of healthcare practice financing, secured lending, and credit analysis.
+ **Sales & Negotiation Skills:** Ability to close complex deals and provide insights that influence decision-making.
+ **Executive Presence:** Exceptional communication and presentation skills to engage clients and referral sources with confidence.
This is a high-impact individual contributor role for a dynamic professional who excels at creating opportunities, building relationships, and driving growth in the healthcare finance space.
**Typically has a Bachelor's degree or equivalent.**
**Typically has seven plus years of direct experience in practice financing with proven success.**
**This role is posted remote; however, candidates who are located near any one of our locations would be required to work on site at least three days per week.**
If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants (****************************************************************************** .
**Benefits:**
Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):
+ Healthcare (medical, dental, vision)
+ Basic term and optional term life insurance
+ Short-term and long-term disability
+ Pregnancy disability and parental leave
+ 401(k) and employer-funded retirement plan
+ Paid vacation (from two to five weeks depending on salary grade and tenure)
+ Up to 11 paid holiday opportunities
+ Adoption assistance
+ Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
**E-Verify**
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program (********************************************************************** .
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $111,605.00 - $131,300.00
U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
**Posting may be closed earlier due to high volume of applicants.**
$111.6k-131.3k yearly 33d ago
Business Banking Relationship Manager 1
U.S. Bank 4.6
Mayfield Heights, OH jobs
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One.
**Job Description**
Our RelationshipManagers approach each and every day with a single purpose - to do the right thing by our business clients to help them achieve their vision for success and the lives they want to lead.
They have access to an expansive set of products and solutions to serve our business clients today and into the future.
Responsibilities include:
+ 65-70% of time spent on prospecting and developing new business for the bank.
+ Build, develop, cultivate and manage new and existing relationships with business clients.
+ Recommend financial solutions based on each client's unique goals and needs.
+ Be the primary advisor for our business clients.
+ Deliver financial expertise and client-centric solutions that build strong, long-term relationships.
+ Assess and attend to clients' banking needs.
+ Collaborate with internal partners to deliver a One Bank set of solutions to our business clients
**Basic Qualifications**
- Bachelor's degree, or equivalent work experience
- Three to four years of relevant experience
**Preferred Skills/Experience**
- Strong business development and relationshipmanagement skills
- Self-motivation, positive personality, and production driven.
-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
**Location**
The role offers a hybrid/flexible schedule. If not prospecting and meeting with clients, there's an in-office expectation of 3 or more days per week with the flexibility to work outside the office location for the other days.
If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants (****************************************************************************** .
**Benefits:**
Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):
+ Healthcare (medical, dental, vision)
+ Basic term and optional term life insurance
+ Short-term and long-term disability
+ Pregnancy disability and parental leave
+ 401(k) and employer-funded retirement plan
+ Paid vacation (from two to five weeks depending on salary grade and tenure)
+ Up to 11 paid holiday opportunities
+ Adoption assistance
+ Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
**E-Verify**
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program (********************************************************************** .
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $75,820.00 - $89,200.00
U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
**Posting may be closed earlier due to high volume of applicants.**
$75.8k-89.2k yearly 60d+ ago
Business Banking Relationship Manager 1
U.S. Bank 4.6
Mayfield Heights, OH jobs
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One.
Job Description
Our RelationshipManagers approach each and every day with a single purpose - to do the right thing by our business clients to help them achieve their vision for success and the lives they want to lead.
They have access to an expansive set of products and solutions to serve our business clients today and into the future.
Responsibilities include:
65-70% of time spent on prospecting and developing new business for the bank.
Build, develop, cultivate and manage new and existing relationships with business clients.
Recommend financial solutions based on each client's unique goals and needs.
Be the primary advisor for our business clients.
Deliver financial expertise and client-centric solutions that build strong, long-term relationships.
Assess and attend to clients' banking needs.
Collaborate with internal partners to deliver a One Bank set of solutions to our business clients
Basic Qualifications
- Bachelor's degree, or equivalent work experience
- Three to four years of relevant experience
Preferred Skills/Experience
- Strong business development and relationshipmanagement skills
- Self-motivation, positive personality, and production driven.
-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
Location
The role offers a hybrid/flexible schedule. If not prospecting and meeting with clients, there's an in-office expectation of 3 or more days per week with the flexibility to work outside the office location for the other days.
If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.
Benefits:
Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):
Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Pregnancy disability and parental leave
401(k) and employer-funded retirement plan
Paid vacation (from two to five weeks depending on salary grade and tenure)
Up to 11 paid holiday opportunities
Adoption assistance
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
E-Verify
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $75,820.00 - $89,200.00
U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
Posting may be closed earlier due to high volume of applicants.
$75.8k-89.2k yearly Auto-Apply 60d+ ago
Business Development Officer - Capital Finance
UMB Bank 4.6
Senior relationship manager job at UMB Bank
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