Relationship Manager jobs at Wintrust Financial - 36 jobs
Senior Relationship Manager II, Business Banking - SVP
Wintrust 4.9
Relationship manager job at Wintrust Financial
Wintrust provides community and commercial banking, specialty finance and wealth management services through its 16 bank charters and nine non-bank businesses. Wintrust delivers the sophisticated solutions of a large bank while staying true to the relationship-focused, personalized service of our community banking roots. We serve clients in all 50 states with more than 200 branch banking locations in Illinois, southwestern Florida, northwestern Indiana, west Michigan and southern Wisconsin and commercial banking offices in Chicago, Denver, Milwaukee, Grand Rapids, Mich., and in key branch banking locations throughout Illinois. Our people are the heart of our business and we are proud to rank consistently as a top place to work. Wintrust is a $66 billion financial institution based in Rosemont, Illinois, and listed on the NASDAQ Global Select Market under the symbol “WTFC.”
Why join us?
An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 11 years) and Employee Recommended award by the Globe & Mail (past 6 years)
Competitive pay and discretionary or incentive bonus eligible
Comprehensive benefit package including medical, dental, vision, life, a 401k plan with a generous company match and tuition reimbursement to name a few
Family-friendly work hours
Promote from within culture
Position Overview:
The Senior RelationshipManager is responsible for self-sourcing new business, growing a portfolio of commercial banking customers, and expanding customer relationships by promoting products and services, as appropriate, to identify and fulfill customer needs. This position provides exceptional service to build and strengthen customer relationships while working with clients that are $500K - $30M in revenue including C&I, CRE, and SBA. Responsible for new business development through referral sources and cold calling efforts.
What You'll Do
Increase the Bank's profitability by cultivating new commercial business relationships
Maintain and develop existing portfolio by assessing and meeting client's business and personal needs; negotiate proper loan structure and effectively cross sell products
Maintain properly documented files and manage renewals and collection efforts on past dues and defaulted loans
Maintain comprehensive understanding of current commercial products offered in the market and keeps informed of all relevant industry trends and practices
Take ownership of credit sheet content and quality by working closely with credit analysts on their successful and timely completion
Work closely with internal partners to generate internal referrals as wells as developing an external network of centers of influence
Responsible for understanding the impact of lending on the bank's CRA goals
Qualifications
Bachelor's Degree in business, finance, or accounting
7+ years' commercial lending/banking experience
Formal bank credit training is
highly preferred
Solid understanding of general credit and risk principles, mitigates, and banking policies/procedures
Exceptional verbal and written communication skills
Strong interpersonal skills with a proven ability establishing client relationships and working within a team environment
Excellent organizational skills with the ability to proactively manage and prioritize workflow
Benefits:
Medical Insurance • Dental • Vision • Life insurance • Accidental death and dismemberment • Short-term and long-term Disability Insurance • Parental Leave • Employee Assistance Program (EAP) • Traditional and Roth 401(k) with company match • Flexible Spending Account (FSA) • Employee Stock Purchase Plan at 5% discount • Critical Illness Insurance • Accident Insurance • Transportation and Commuting Benefits • Banking Benefits • Pet Insurance
Compensation
The estimated salary range for this role is $98,000-$158,000 along with eligibility to earn an annual bonus. Actual salaries may vary based on several factors, such as a candidate's qualifications, skills and experience.
From our first day in business, Wintrust has been proud to serve a variety of unique communities and people from all walks of life. To build a company that reflects the communities we serve, we believe that fostering a unique and inclusive workplace where everyone feels valued and empowered to succeed will support our ongoing success. Wintrust Financial Corporation, including community banking and financial services subsidiaries, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, disability, veteran status, genetic information, and other legally protected categories.
$98k-158k yearly Auto-Apply 53d ago
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Commercial Banker I - Multi- National Lending
Wintrust Financial 4.9
Relationship manager job at Wintrust Financial
Wintrust provides community and commercial banking, specialty finance and wealth management services through its 16 bank charters and nine non-bank businesses. Wintrust delivers the sophisticated solutions of a large bank while staying true to the relationship-focused, personalized service of our community banking roots. We serve clients in all 50 states with more than 200 branch banking locations in Illinois, southwestern Florida, northwestern Indiana, west Michigan and southern Wisconsin and commercial banking offices in Chicago, Denver, Milwaukee, Grand Rapids, Mich., and in key branch banking locations throughout Illinois. Our people are the heart of our business and we are proud to rank consistently as a top place to work. Wintrust is a $66 billion financial institution based in Rosemont, Illinois, and listed on the NASDAQ Global Select Market under the symbol “WTFC.”
Why join us?
An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 11 years) and Employee Recommended award by the Globe & Mail (past 6 years)
Competitive pay and incentive bonus eligible
Comprehensive benefit package including medical, dental, vision, life, a 401k plan with a generous company match and tuition reimbursement to name a few
Family-friendly work hours
Promote from within culture
The Commercial Banker I - Multi-National Lending is responsible for managing and growing a portfolio of commercial banking customers, expanding existing customer relationships, and developing new business. This position provides exceptional service to build and strengthen customer relationships by promoting products and services as appropriate to identify and fulfill customer needs. Responsible for new business development through referral sources and cold calling efforts.
What You'll Do
Increase the Bank's profitability by cultivating new commercial business relationships within the Multinational Commercial Banking niche business line
Nurture existing client relationships by assessing and meeting client's business and personal needs
Negotiate proper loan structure and effectively cross sell products
Maintain properly documented files and manage renewals and collection efforts on past dues and defaulted loans
Sustain comprehensive understanding of current commercial products offered in the market and keep informed of all relevant industry trends and practices
Build and maintain a professional network of COI's and referral sources to facilitate new business development opportunities
Maintain a stable network of prospective customers with consistent approach to calling
Qualifications
Bachelor's degree in business, finance, economics, or accounting
Solid understanding of general credit and risk principles, mitigates, and banking policies/procedures; formal bank credit training is preferred
Minimum 2 years' Commercial Lending experience with a focus on Multinational banking
Exceptional verbal and written communications skills
Strong interpersonal skills with a proven ability establishing client relationships
Excellent organizational skills with the ability to proactively manage and prioritize workflow
Second language skills are an asset
Benefits
Medical Insurance • Dental • Vision • Life insurance • Accidental death and dismemberment • Short-term and long-term Disability Insurance • Parental Leave • Employee Assistance Program (EAP) • Traditional and Roth 401(k) with company match • Flexible Spending Account (FSA) • Employee Stock Purchase Plan at 5% discount • Critical Illness Insurance • Accident Insurance • Transportation and Commuting Benefits • Banking Benefits • Pet Insurance
Compensation
The estimated salary range for this role is $85,000-$110,000, along with eligibility to earn an annual bonus. Actual salaries may vary based on several factors, such as a candidate's qualifications, skills and experience.
From our first day in business, Wintrust has been proud to serve a variety of unique communities and people from all walks of life. To build a company that reflects the communities we serve, we believe that fostering a unique and inclusive workplace where everyone feels valued and empowered to succeed will support our ongoing success. Wintrust Financial Corporation, including community banking and financial services subsidiaries, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, disability, veteran status, genetic information, and other legally protected categories.
$85k-110k yearly Auto-Apply 58d ago
Portfolio Relationship Manager - Data Centers
Associated Bank-Corp 4.6
Chicago, IL jobs
At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you.
Associated Bank requires you to directly represent yourself and your own experiences during the recruiting and hiring process. Associated Bank conducts a thorough background check on all new hires.
Drive Strategic Lending & Build High-Impact Relationships
Are you ready to take ownership of a growing portfolio and play a critical role in shaping the success of high-profile data center transactions? As a Portfolio RelationshipManager, you'll be at the forefront of our lending operations, working directly with top-tier sponsors, financial institutions, and internal teams to drive deal execution, underwriting, and portfolio growth.
In this role, you'll do more than just manage loans-you'll be a key partner in sourcing new transactions, negotiating complex credit structures, and ensuring seamless execution from origination to funding. You'll also lead a team of talented portfolio managers, mentoring and shaping the next generation of financial professionals.
What You'll Do:
* Be a Dealmaker - Partner with the Group Leader to source, structure, and execute new lending opportunities with sponsors and financial institutions.
* Own the Credit Process - Lead the underwriting and credit approval process, ensuring transactions align with our strategic goals and risk framework.
* Manage High-Value Portfolios - Oversee existing and new transactions, handling loan modifications, compliance tracking, legal documentation, and financial analysis.
* Build Key Relationships - Act as the central point of contact for borrowers, sponsors, legal advisors, risk teams, and internal stakeholders, ensuring a seamless lending experience.
* Lead & Develop Talent - Manage a team of portfolio managers, providing mentorship, training, and oversight to drive operational excellence and career growth.
* Navigate Complex Deals - Leverage your deep industry knowledge to navigate credit structuring, due diligence, and market trends in the data center financing space.
What You Bring:
* 4+years of experience in credit underwriting, financial analysis, and portfolio management.
* 2+ years of strong industry knowledge in data centers, infrastructure, or commercial lending.
* 2+ years of expertise in financial modeling, risk assessment, and loan structuring.
* 2+ years of proven ability to manage client relationships and negotiate deal terms.
* 4+ years of advanced skills in Microsoft Suite (Excel, PowerPoint, Outlook, Word, Access).
* 2+ years of formal credit training (preferred), but strong analytical and structuring skills are key.
* Bachelor's degree Business, Finance, Accounting, Economics or other related discipline, or equivalent related experience required.
Why Join Us?
* High-Impact Role - Be at the center of complex, high-value transactions with direct visibility from leadership.
* Growth & Leadership - Take ownership of your portfolio while mentoring a team and shaping the future of our lending operations.
* Collaborative Culture - Work alongside top-tier professionals in a fast-paced, team-driven environment.
* Exciting Industry - Play a pivotal role in financing the infrastructure that powers the digital world.
If you're a strategic thinker who thrives on structuring deals, building relationships, and leading teams, we want to hear from you. Apply now and take your career to the next level!
In addition to core traditional benefits, we take pride in offering benefits for every stage of life.
Retirement savings including both 401(k) and Pension plans.
Paid time off to volunteer in your community.
Opportunities to connect with others through our diversity-focused Colleague Resource Groups.
Competitive salaries with professional development and advancement opportunities.
Bonus benefits including well-being programs and incentives, parental leave,anemployee stock purchase plan, military benefits and much more.
Personal banking, loan, investmentand insurance benefits.
Associated Bank serves more than 120 communities throughout Wisconsin, Illinois, Minnesota, and Missouri and we consider our colleagues critical to our continued success. See why our colleagues continually vote us a best place to work in the Midwest.Join our community on Facebook,LinkedInandX.
Compliance Statement
Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.
Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report all customer complaints as prescribed and procedure violations to management or HR.
Responsible to report ethical concerns as needed to Associated Bank's anonymous Ethics Hotline.
Associated Bank provides additional assistance throughout the application, interview and hiring process. Please you need an accommodation at any time during the process.
Associated Banc-Corp participates in the E-Verify Program. E-Verify NoticeEnglish or Spanish. Know Your Right to WorkEnglishorSpanish.
Associated Bank is Pay Transparencycompliant.
The pay range represents anticipated base pay for this role. Actual pay may vary based on factors including, but not limited to, work location, skills, experience, education, and qualifications for the role.
$118,860.00 - $203,760.00 per year
$63k-87k yearly est. 2d ago
Relationship Manager Associate
City National Bank 4.9
Charlotte, NC jobs
*RelationshipManager Associate - Southeast Middle Market * WHAT IS THE OPPORTUNITY? Assists in the development and management of middle market relationships corporate clients with revenues typically greater than $200+ million in the Food & Beverage business segment in the Southeast Territory. This may be accomplished through proactive direct calling efforts, attendance at various F&B tradeshows and coordination with various centers of influence (law firms, accountants, etc). Provides responsive, quality support to senior F&B coverage officer(s) in the creation of internal credit documentation as well as external, client facing materials. Assists with various ad-hoc projects at the direction of the senior F&B coverage officer(s) and / or F&B Group Head when needed.
WHAT WILL YOU DO?
* Supports the senior F&B coverage officer(s) in the identification and development of profitable relationships with prospective and existing customers consistent with the objectives of the bank
* Proactively calls on prospective clients in the Southeast region to assist in the business development efforts of senior F&B coverage officer(s)
* Maintains an active database of prospective clients and updates internal CRM tools as appropriate
* Develops a network of Centers of Influence (CoIs) to assist in business development efforts
* Conducts client profitability analysis utilizing bank CRM tools
* Under the direction of the senior F&B coverage officer(s), creates internal credit screening memos and external client-facing materials
* Attends and participates in prospective / existing client meetings at the request of the senior F&B coverage officer(s)
* Responds timely to existing customer inquiries and requests, coordinating with the senior F&B coverage officer(s) and other bank colleagues as needed
* Assists in due diligence, KYC and client onboarding processes
* Conducts industry research and attends various industry tradeshows
* Maintains awareness of competitive products, practices, rates and changes in market conditions
* Completes all required training in a timely manner
* Participates in internal and external community activities as a representative of CNB, promoting and attracting new colleagues and customers
* Interfaces with other Bank departments as necessary. Defines responsibilities and coordinates objectives for all product areas in a relationship or transaction. Resolves all client needs and any internal issues.
WHAT DO YOU NEED TO SUCCEED?
*Required Qualifications**
* Bachelor's Degree or equivalent
* Minimum 2 years of financial services experience required.
* Minimum 2 years of credit experience required
*Additional Qualifications*
* Strong interpersonal, verbal, and written communication skills
* Willingness to cold call on prospective clients and help the senior coverage officer(s) grow the Southeast market
* Sound credit analysis and financial modeling skills with a solid understanding of financial statements and accounting concepts
* Good understanding of bank products and services applicable to target client segment.
* Good knowledge of commercial credit policies and procedures, and bank operations policies and procedures.
* Demonstrated sales and marketing abilities.
* Capable of working well independently and in teams.
* Has the ability to work autonomously in making sound business decisions and exercises appropriate level of authority commensurate with experience and responsibility.
* Must be able to work autonomously in exercising sound decision making commensurate with experience and responsibility.
*WHAT'S IN IT FOR YOU?*
*Compensation*Starting base salary: $87,027 - $138,965 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
*Benefits and Perks*
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
* Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
* Generous 401(k) company matching contribution
* Career Development through Tuition Reimbursement and other internal upskilling and training resources
* Valued Time Away benefits including vacation, sick and volunteer time
* Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
* Career Mobility support from a dedicated recruitment team
* Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our *********************************
ABOUT US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at **********************************
*INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT*
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
\#LI-BD1
$87k-139k yearly 60d+ ago
Relationship Manager Associate
City National Bank 4.9
Atlanta, GA jobs
*RelationshipManager Associate - Southeast Middle Market * WHAT IS THE OPPORTUNITY? Assists in the development and management of middle market relationships corporate clients with revenues typically greater than $200+ million in the Food & Beverage business segment in the Southeast Territory. This may be accomplished through proactive direct calling efforts, attendance at various F&B tradeshows and coordination with various centers of influence (law firms, accountants, etc). Provides responsive, quality support to senior F&B coverage officer(s) in the creation of internal credit documentation as well as external, client facing materials. Assists with various ad-hoc projects at the direction of the senior F&B coverage officer(s) and / or F&B Group Head when needed.
WHAT WILL YOU DO?
* Supports the senior F&B coverage officer(s) in the identification and development of profitable relationships with prospective and existing customers consistent with the objectives of the bank
* Proactively calls on prospective clients in the Southeast region to assist in the business development efforts of senior F&B coverage officer(s)
* Maintains an active database of prospective clients and updates internal CRM tools as appropriate
* Develops a network of Centers of Influence (CoIs) to assist in business development efforts
* Conducts client profitability analysis utilizing bank CRM tools
* Under the direction of the senior F&B coverage officer(s), creates internal credit screening memos and external client-facing materials
* Attends and participates in prospective / existing client meetings at the request of the senior F&B coverage officer(s)
* Responds timely to existing customer inquiries and requests, coordinating with the senior F&B coverage officer(s) and other bank colleagues as needed
* Assists in due diligence, KYC and client onboarding processes
* Conducts industry research and attends various industry tradeshows
* Maintains awareness of competitive products, practices, rates and changes in market conditions
* Completes all required training in a timely manner
* Participates in internal and external community activities as a representative of CNB, promoting and attracting new colleagues and customers
* Interfaces with other Bank departments as necessary. Defines responsibilities and coordinates objectives for all product areas in a relationship or transaction. Resolves all client needs and any internal issues.
WHAT DO YOU NEED TO SUCCEED?
*Required Qualifications**
* Bachelor's Degree or equivalent
* Minimum 2 years of financial services experience required.
* Minimum 2 years of credit experience required
*Additional Qualifications*
* Strong interpersonal, verbal, and written communication skills
* Willingness to cold call on prospective clients and help the senior coverage officer(s) grow the Southeast market
* Sound credit analysis and financial modeling skills with a solid understanding of financial statements and accounting concepts
* Good understanding of bank products and services applicable to target client segment.
* Good knowledge of commercial credit policies and procedures, and bank operations policies and procedures.
* Demonstrated sales and marketing abilities.
* Capable of working well independently and in teams.
* Has the ability to work autonomously in making sound business decisions and exercises appropriate level of authority commensurate with experience and responsibility.
* Must be able to work autonomously in exercising sound decision making commensurate with experience and responsibility.
*WHAT'S IN IT FOR YOU?*
*Compensation*Starting base salary: $87,027 - $138,965 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
*Benefits and Perks*
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
* Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
* Generous 401(k) company matching contribution
* Career Development through Tuition Reimbursement and other internal upskilling and training resources
* Valued Time Away benefits including vacation, sick and volunteer time
* Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
* Career Mobility support from a dedicated recruitment team
* Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our *********************************
ABOUT US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at **********************************
*INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT*
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
\#LI-BD1
$87k-139k yearly 60d+ ago
Relationship Manager Senior ENT Production
City National Bank 4.9
Beverly Hills, CA jobs
WHAT IS THE OPPORTUNITY? Develops new business prospects and manages existing client relationships in the assigned business segment. Works with a variety of product partners to present solutions that address client needs. Is responsible for profitable growth of the assigned portfolio as well as the corresponding risk. Requires active calling efforts, strategic thinking, and a proactive approach.
WHAT WILL YOU DO?
* Actively develop a pipeline of new client prospects consistent with the objectives and risk culture of the Bank.
* Identify opportunities within the existing client base to grow into more profitable relationships.
* Lead retail syndications for large credit relationships in conjunction with the Bank's syndications team.
* Solicit referrals from existing clients, professional contacts, and other industry resources.
* Prepare strategic relationship plans for each client or prospect with clear timing and expectations. These plans include specific calling schedules and objectives (such as cross sell strategy, expected revenue contribution, etc.) for each relationship.
* Leverage industry subject matter expertise to advise clients.
* Negotiate terms, price products within targeted rate of return, structure and document loans, ensure conformity with Bank policy and regulatory requirements.
* Exercise sound risk judgement in accordance with existing policies and procedures.
* Ensure the quality of all business introduced to the Bank.
* Represent the Bank by participating in outside civic and community affairs, business and industry-related organizations, and other professional activities as appropriate.
* Interface with other Bank departments to resolve all client needs as well as any internal issues.
* Coordinate objectives and define responsibilities for product support teams in a relationship or transaction.
* Monitor and analyze account activities. Make recommendations regarding accounts to be further developed or eliminated.
* Prepare reports for management.
* Monitor portfolio for quality, risk, and adherence to policy.
* Maintain awareness of competitive products, practices, rates, and changes in market conditions.
* Develop solutions to minimize any potential loss exposure.
* Provide thought leadership and industry specific guidance to business partners across the Bank.
* Organize workflow to prioritize optimization.
* Fully comply with all operational and credit policies/procedures as well as all regulatory requirements (e.g. Bank Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.).
WHAT DO YOU NEED TO SUCCEED?
*Required Qualifications**
* Bachelor's Degree or equivalent
* Minimum 10 years of lending/credit experience required.
* Minimum 5 years of RelationshipManager experience required.
* Knowledge of corporate entertainment financing structures. Focus on film and TV production financing preferred.
*Additional Qualifications*
* Bachelor's degree required, MBA preferred
* Proficient in Microsoft Office (Word, Excel, Powerpoint, etc.).
* Strong interpersonal, verbal, and written communication skills.
* Capable of working well both independently and in teams. Has the ability to work autonomously as a "self-starter" but must also be able to collaborate with a broader group.
* Strong analytical (e.g. credit, accounting, etc.) and organizational skills.
* Critical skills such as sales/marketing, communication, negotiation, data analysis, and project management are all vital to success in this role.
* Robust understanding of banking products and services applicable to target client segment.
*WHAT'S IN IT FOR YOU?*
*Compensation*Starting base salary: $127,626 - $237,014 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
*Benefits and Perks*
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
* Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
* Generous 401(k) company matching contribution
* Career Development through Tuition Reimbursement and other internal upskilling and training resources
* Valued Time Away benefits including vacation, sick and volunteer time
* Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
* Career Mobility support from a dedicated recruitment team
* Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our *********************************
ABOUT US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at **********************************
*INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT*
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
$127.6k-237k yearly 60d+ ago
Portfolio Relationship Manager - Data Centers
Associated Bank 4.6
Remote
At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you.
Associated Bank requires you to directly represent yourself and your own experiences during the recruiting and hiring process. Associated Bank conducts a thorough background check on all new hires.
Drive Strategic Lending & Build High-Impact Relationships
Are you ready to take ownership of a growing portfolio and play a critical role in shaping the success of high-profile data center transactions? As a Portfolio RelationshipManager, you'll be at the forefront of our lending operations, working directly with top-tier sponsors, financial institutions, and internal teams to drive deal execution, underwriting, and portfolio growth.
In this role, you'll do more than just manage loans-you'll be a key partner in sourcing new transactions, negotiating complex credit structures, and ensuring seamless execution from origination to funding. You'll also lead a team of talented portfolio managers, mentoring and shaping the next generation of financial professionals.
What You'll Do:
• Be a Dealmaker - Partner with the Group Leader to source, structure, and execute new lending opportunities with sponsors and financial institutions.
• Own the Credit Process - Lead the underwriting and credit approval process, ensuring transactions align with our strategic goals and risk framework.
• Manage High-Value Portfolios - Oversee existing and new transactions, handling loan modifications, compliance tracking, legal documentation, and financial analysis.
• Build Key Relationships - Act as the central point of contact for borrowers, sponsors, legal advisors, risk teams, and internal stakeholders, ensuring a seamless lending experience.
• Lead & Develop Talent - Manage a team of portfolio managers, providing mentorship, training, and oversight to drive operational excellence and career growth.
• Navigate Complex Deals - Leverage your deep industry knowledge to navigate credit structuring, due diligence, and market trends in the data center financing space.
What You Bring:
• 4+ years of experience in credit underwriting, financial analysis, and portfolio management.
• 2+ years of strong industry knowledge in data centers, infrastructure, or commercial lending.
• 2+ years of expertise in financial modeling, risk assessment, and loan structuring.
• 2+ years of proven ability to manage client relationships and negotiate deal terms.
• 4+ years of advanced skills in Microsoft Suite (Excel, PowerPoint, Outlook, Word, Access).
• 2+ years of formal credit training (preferred), but strong analytical and structuring skills are key.
• Bachelor's degree Business, Finance, Accounting, Economics or other related discipline, or equivalent related experience required.
Why Join Us?
• High-Impact Role - Be at the center of complex, high-value transactions with direct visibility from leadership.
• Growth & Leadership - Take ownership of your portfolio while mentoring a team and shaping the future of our lending operations.
• Collaborative Culture - Work alongside top-tier professionals in a fast-paced, team-driven environment.
• Exciting Industry - Play a pivotal role in financing the infrastructure that powers the digital world.
If you're a strategic thinker who thrives on structuring deals, building relationships, and leading teams, we want to hear from you. Apply now and take your career to the next level!
In addition to core traditional benefits, we take pride in offering benefits for every stage of life.
Retirement savings including both 401(k) and Pension plans.
Paid time off to volunteer in your community.
Opportunities to connect with others through our diversity-focused Colleague Resource Groups.
Competitive salaries with professional development and advancement opportunities.
Bonus benefits including well-being programs and incentives, parental leave, an employee stock purchase plan, military benefits and much more.
Personal banking, loan, investment and insurance benefits.
Associated Bank serves more than 120 communities throughout Wisconsin, Illinois, Minnesota, and Missouri and we consider our colleagues critical to our continued success. See why our colleagues continually vote us a best place to work in the Midwest. Join our community on Facebook, LinkedIn and X.
Compliance Statement
Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.
Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report all customer complaints as prescribed and procedure violations to management or HR.
Responsible to report ethical concerns as needed to Associated Bank's anonymous Ethics Hotline.
Associated Bank provides additional assistance throughout the application, interview and hiring process. Please contact leavesandaccommodations@associatedbank.com if you need an accommodation at any time during the process.
Associated Banc-Corp participates in the E-Verify Program. E-Verify Notice English or Spanish. Know Your Right to Work English or Spanish.
Associated Bank is Pay Transparency compliant.
The pay range represents anticipated base pay for this role. Actual pay may vary based on factors including, but not limited to, work location, skills, experience, education, and qualifications for the role.
$118,860.00 - $203,760.00 per year
$57k-85k yearly est. Auto-Apply 31d ago
GCM Relationship Manager III - Loan Agency
M&T Bank 4.7
Chicago, IL jobs
As part of the Loan Market Solutions Division, the Loan Agency team provides third party Administrative and Collateral Agent services for sophisticated institutional clients in the syndicated and private credit loan space. Our team is responsible for managing daily loan servicing including transaction onboarding, processing assignments/trades, debt service payments, fundings, loan reprices, etc. Join our dynamic experienced team focused on high touch client service and continuous process improvement. Candidates who are interested in a fast-paced environment with career advancement opportunities should apply.
**Other acceptable locations include Wilmington, DE, Dallas, TX, and Minneapolis, MN**
**Primary Responsibilities:**
+ Daily loan administration including but not limited to transaction onboarding, debt service payments, loan fundings, loan reprices, amendments, terminations, etc.
+ Resolve discrepancies and review trade documents for execution. Process executed trades in the loan system.
+ Partner with relationshipmanagers and other internal parties to oversee portfolio, resolve issues, and foster client relationships.
+ Liaise with clients and other external parties providing excellent customer service, resolving issues, and responding to client requests/questions in a timely manner.
+ Assist with additional special projects and initiatives as requested.
+ Understanding and adhering 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.
+ Maintaining M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.
+ Completing other related duties as assigned.
**Education and Experience Required:**
+ Combined minimum of 7 years' higher education and/or work experience, including a minimum of 5 year relevant work experience with direct client contact
+ **Exposure to Loan Agency**
+ Strong focus on customer service and satisfaction
+ Strong verbal and written communication skills
**Education and Experience Preferred:**
+ Bachelor's degree focused on Finance, Business, Economics or Accounting and a minimum of 5 year relevant work experience with direct client contact
+ **Experience with Loan Agency or LoanIQ**
+ CCTS (Certified Corporate Trust Specialist) certification if corporate trust focus
+ Strong skills in pertinent software applications, with ability to learn new applications
+ Experience working in a team environment
+ Strong interpersonal skills with ability to build significant level of trust with clients
+ Self-confident
+ Proven ability to work well with highly capable and successful individuals
+ Strong analytical ability
+ Demonstrated ability to develop strong working relationships with administrative support areas appropriate to the business unit
+ Experience contributing to positive working relationships and maintaining integrity and professionalism
M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $106,700.00 - $177,900.00 (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.
**Location**
Chicago, Illinois, United States of America
M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer, including disabilities and veterans.
$106.7k-177.9k yearly 60d+ ago
GCM Relationship Manager III - Loan Agency
M&T Bank 4.7
Chicago, IL jobs
As part of the Loan Market Solutions Division, the Loan Agency team provides third party Administrative and Collateral Agent services for sophisticated institutional clients in the syndicated and private credit loan space. Our team is responsible for managing daily loan servicing including transaction onboarding, processing assignments/trades, debt service payments, fundings, loan reprices, etc. Join our dynamic experienced team focused on high touch client service and continuous process improvement. Candidates who are interested in a fast-paced environment with career advancement opportunities should apply.
Other acceptable locations include Wilmington, DE, Dallas, TX, and Minneapolis, MN
Primary Responsibilities:
Daily loan administration including but not limited to transaction onboarding, debt service payments, loan fundings, loan reprices, amendments, terminations, etc.
Resolve discrepancies and review trade documents for execution. Process executed trades in the loan system.
Partner with relationshipmanagers and other internal parties to oversee portfolio, resolve issues, and foster client relationships.
Liaise with clients and other external parties providing excellent customer service, resolving issues, and responding to client requests/questions in a timely manner.
Assist with additional special projects and initiatives as requested.
Understanding and adhering 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.
Maintaining M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.
Completing other related duties as assigned.
Education and Experience Required:
Combined minimum of 7 years' higher education and/or work experience, including a minimum of 5 year relevant work experience with direct client contact
Exposure to Loan Agency
Strong focus on customer service and satisfaction
Strong verbal and written communication skills
Education and Experience Preferred:
Bachelor's degree focused on Finance, Business, Economics or Accounting and a minimum of 5 year relevant work experience with direct client contact
Experience with Loan Agency or LoanIQ
CCTS (Certified Corporate Trust Specialist) certification if corporate trust focus
Strong skills in pertinent software applications, with ability to learn new applications
Experience working in a team environment
Strong interpersonal skills with ability to build significant level of trust with clients
Self-confident
Proven ability to work well with highly capable and successful individuals
Strong analytical ability
Demonstrated ability to develop strong working relationships with administrative support areas appropriate to the business unit
Experience contributing to positive working relationships and maintaining integrity and professionalism
M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $106,700.00 - $177,900.00 (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.LocationChicago, Illinois, United States of America
$106.7k-177.9k yearly Auto-Apply 60d+ ago
Relationship Manager Senior CB
City National Bank 4.9
Springfield, IL jobs
WHAT IS THE OPPORTUNITY? Develops and managesrelationships with commercial clients in the assigned business segment and/or geographic areas. Presents a variety of product solutions to client needs. Provides responsive, quality service. Approves transactions within delegated authority. Manages overall relationship profitability and portfolio risk and is responsible for profitable growth of the portfolio assigned. This may be accomplished through active calling efforts and referrals from existing customers, providing the CNB exemplary level of service, identifying and promoting solutions to customer needs, and maintaining an active calling program.
WHAT WILL YOU DO?
* Identifies develops and builds profitable relationships with prospects and customers consistent with the objectives of the bank.
* Actively works with customers and develops prospects consistent with the credit culture of the bank. Is pro-actively identifying and working with customers to ensure the credit quality standards of the bank.
* Develops relationships and support other CNB departments and colleagues to provided customers and prospects the solutions recommended. Participates in internal and external community activities as a representative of CNB, promoting and attracting new colleagues and customers.
* Prepares a Relationship Plan and calling schedule for each client or prospect in conjunction with the strategic business development program. Identifies business opportunities and solicits referrals of other Bank products or services and/or externally from existing customers, a network of referral sources, and other professionals in the industry. Develops a strong understanding of company, industry, business and needs to assist in customer calling efforts. Sets objectives for each relationship in terms of revenue contribution, etc.
* Calls on existing or prospective clients to discuss and promote all Bank products and services in order to establish a total client banking relationship. Discusses financing opportunities and general business conditions; may assist in forecasting clients' credit needs and develops solutions to serve their financial needs. Brings in product specialists, as necessary, to help problem solve or structure transactions.
* Negotiates transactions; prices loan products within targeted rate of return; documents and closes loan transactions, ensures conformance with Bank policy and regulatory requirements. Exercises sound credit and risk judgement in approving transactions. Recommends approval when transaction size exceeds authority limits. Ensures the quality of all business introduced to the Bank.
* Represents the Bank by actively participating in outside civic and community affairs, business and industry-related organizations, and other professional activities as appropriate.
* Interfaces with other Bank departments as necessary. Defines responsibilities and coordinates objectives for all product areas in a relationship or transaction. Resolves all client needs and any internal issues.
* Monitors and analyzes relationship results and account activities. Determines client profitability. Makes a recommendation regarding accounts to be further developed or eliminated. Prepares reports for management.
* Monitors portfolio for quality, risk and adherence to policy. Works with the appropriate staff departments to resolve issues.
* Maintains awareness of competitive products, practices, rates and changes in market conditions.
* Analyzes problem credits and meets with client to develop solutions to minimize loss exposure.
* May serve as a product specialist acting as a technical consultant to clients and RelationshipManagers in various business segments and geographic locations.
* Relationships in portfolio may contain numerous accounts requiring extensive operational expertise to manage workflow to match client needs, risk control and maximize cross selling potential
WHAT DO YOU NEED TO SUCCEED?
*Required Qualifications**
* Bachelor's Degree or equivalent
* Minimum 5 years of lending experience required.
* Minimum 5 years of credit experience required
*Additional Qualifications*
* Good understanding of all products and services applicable to target client segment.
* Good knowledge of commercial credit policies and procedures, and bank operations policies and procedures.
* Demonstrated sales and marketing abilities.
* Good credit analysis and accounting skills.
* Capable of working well independently and in teams.
* Has the ability to work autonomously in making sound business decisions and exercises appropriate level of authority commensurate with experience and responsibility.
* Strong interpersonal, verbal, and written communication skills.
* Strong demonstrated sales and marketing abilities including cross selling skills.
* Superior client relationship skills.
* Good understanding of commercial credit policies and procedures.
* General knowledge of Bank credit products and underwriting standards required to identify credit opportunities with clients and initiate the credit transaction.
* Sound credit analysis and accounting skills.
* Must be able to work autonomously in making sound business decisions and exercising appropriate level of authority commensurate with experience and responsibility.
* Must be capable of working well independently and in teams.
* Strong interpersonal, verbal, and written communication skills.
*WHAT'S IN IT FOR YOU?*
*Compensation*Starting base salary: $122,535 - $208,715 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
*Benefits and Perks*
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
* Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
* Generous 401(k) company matching contribution
* Career Development through Tuition Reimbursement and other internal upskilling and training resources
* Valued Time Away benefits including vacation, sick and volunteer time
* Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
* Career Mobility support from a dedicated recruitment team
* Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our *********************************
ABOUT US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at **********************************
*INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT*
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
$122.5k-208.7k yearly 60d+ ago
Portfolio Relationship Manager - Data Centers
Associated Bank 4.6
Chicago, IL jobs
At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you.
Associated Bank requires you to directly represent yourself and your own experiences during the recruiting and hiring process. Associated Bank conducts a thorough background check on all new hires.
Drive Strategic Lending & Build High-Impact Relationships
Are you ready to take ownership of a growing portfolio and play a critical role in shaping the success of high-profile data center transactions? As a Portfolio RelationshipManager, you'll be at the forefront of our lending operations, working directly with top-tier sponsors, financial institutions, and internal teams to drive deal execution, underwriting, and portfolio growth.
In this role, you'll do more than just manage loans-you'll be a key partner in sourcing new transactions, negotiating complex credit structures, and ensuring seamless execution from origination to funding. You'll also lead a team of talented portfolio managers, mentoring and shaping the next generation of financial professionals.
What You'll Do:
• Be a Dealmaker - Partner with the Group Leader to source, structure, and execute new lending opportunities with sponsors and financial institutions.
• Own the Credit Process - Lead the underwriting and credit approval process, ensuring transactions align with our strategic goals and risk framework.
• Manage High-Value Portfolios - Oversee existing and new transactions, handling loan modifications, compliance tracking, legal documentation, and financial analysis.
• Build Key Relationships - Act as the central point of contact for borrowers, sponsors, legal advisors, risk teams, and internal stakeholders, ensuring a seamless lending experience.
• Lead & Develop Talent - Manage a team of portfolio managers, providing mentorship, training, and oversight to drive operational excellence and career growth.
• Navigate Complex Deals - Leverage your deep industry knowledge to navigate credit structuring, due diligence, and market trends in the data center financing space.
What You Bring:
• 4+ years of experience in credit underwriting, financial analysis, and portfolio management.
• 2+ years of strong industry knowledge in data centers, infrastructure, or commercial lending.
• 2+ years of expertise in financial modeling, risk assessment, and loan structuring.
• 2+ years of proven ability to manage client relationships and negotiate deal terms.
• 4+ years of advanced skills in Microsoft Suite (Excel, PowerPoint, Outlook, Word, Access).
• 2+ years of formal credit training (preferred), but strong analytical and structuring skills are key.
• Bachelor's degree Business, Finance, Accounting, Economics or other related discipline, or equivalent related experience required.
Why Join Us?
• High-Impact Role - Be at the center of complex, high-value transactions with direct visibility from leadership.
• Growth & Leadership - Take ownership of your portfolio while mentoring a team and shaping the future of our lending operations.
• Collaborative Culture - Work alongside top-tier professionals in a fast-paced, team-driven environment.
• Exciting Industry - Play a pivotal role in financing the infrastructure that powers the digital world.
If you're a strategic thinker who thrives on structuring deals, building relationships, and leading teams, we want to hear from you. Apply now and take your career to the next level!
In addition to core traditional benefits, we take pride in offering benefits for every stage of life.
Retirement savings including both 401(k) and Pension plans.
Paid time off to volunteer in your community.
Opportunities to connect with others through our diversity-focused Colleague Resource Groups.
Competitive salaries with professional development and advancement opportunities.
Bonus benefits including well-being programs and incentives, parental leave, an employee stock purchase plan, military benefits and much more.
Personal banking, loan, investment and insurance benefits.
Associated Bank serves more than 120 communities throughout Wisconsin, Illinois, Minnesota, and Missouri and we consider our colleagues critical to our continued success. See why our colleagues continually vote us a best place to work in the Midwest. Join our community on Facebook, LinkedIn and X.
Compliance Statement
Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.
Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report all customer complaints as prescribed and procedure violations to management or HR.
Responsible to report ethical concerns as needed to Associated Bank's anonymous Ethics Hotline.
Associated Bank provides additional assistance throughout the application, interview and hiring process. Please contact leavesandaccommodations@associatedbank.com if you need an accommodation at any time during the process.
Associated Banc-Corp participates in the E-Verify Program. E-Verify Notice English or Spanish. Know Your Right to Work English or Spanish.
Associated Bank is Pay Transparency compliant.
The pay range represents anticipated base pay for this role. Actual pay may vary based on factors including, but not limited to, work location, skills, experience, education, and qualifications for the role.
$118,860.00 - $203,760.00 per year
$63k-87k yearly est. Auto-Apply 60d+ ago
Business Banking Relationship Manager VP
Associated Bank 4.6
Elgin, IL jobs
At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you.
Associated Bank requires you to directly represent yourself and your own experiences during the recruiting and hiring process. Associated Bank conducts a thorough background check on all new hires.
As a Business Banking RelationshipManager at Associated Bank, you'll have the opportunity to fuel growth for businesses in your community while driving revenue and impact for the bank. In this role, you'll build trusted relationships, provide tailored financial solutions, and collaborate with experts across the organization to help clients achieve their goals. You'll be empowered to grow a portfolio, expand market share, and make meaningful contributions backed by a culture that values listening, teamwork, and a winning spirit. If you're motivated by building relationships, achieving together, and keeping people at the center of your work, this is where your career can thrive.
Open to this position being based in Elgin, Mudelein, Glenview, Gladstone or Chicago. Must have access to reliable transportation and the ability to lawfully drive self, if applicable. by start date.
Key Accountabilities
Grow and manage a portfolio of business banking relationships, driving deposit, loan, and fee income growth.
Develop new business through proactive calling, networking, and centers of influence.
Collaborate with internal partners to cross-sell solutions across treasury management, capital markets, wealth management, and more.
Advise clients with insights on financial trends, lending structures, and tailored banking solutions.
Ensure compliance with risk management, credit policies, and regulatory guidelines.
Represent Associated Bank in the community, strengthening our presence and building lasting connections.
Required Education & Experience
Bachelor's degree in Business, Finance, or Accounting (or equivalent combination of education and experience).
6-9 years of commercial banking or B2B sales experience with proven business development success.
Strong knowledge of lending structures and non-borrowing products.
Demonstrated track record of relationshipmanagement and revenue growth.
In addition to core traditional benefits, we take pride in offering benefits for every stage of life.
Retirement savings including both 401(k) and Pension plans.
Paid time off to volunteer in your community.
Opportunities to connect with others through our diversity-focused Colleague Resource Groups.
Competitive salaries with professional development and advancement opportunities.
Bonus benefits including well-being programs and incentives, parental leave, an employee stock purchase plan, military benefits and much more.
Personal banking, loan, investment and insurance benefits.
Associated Bank serves more than 120 communities throughout Wisconsin, Illinois, Minnesota, and Missouri and we consider our colleagues critical to our continued success. See why our colleagues continually vote us a best place to work in the Midwest. Join our community on Facebook, LinkedIn and X.
Compliance Statement
Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.
Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report all customer complaints as prescribed and procedure violations to management or HR.
Responsible to report ethical concerns as needed to Associated Bank's anonymous Ethics Hotline.
Associated Bank provides additional assistance throughout the application, interview and hiring process. Please contact leavesandaccommodations@associatedbank.com if you need an accommodation at any time during the process.
Associated Banc-Corp participates in the E-Verify Program. E-Verify Notice English or Spanish. Know Your Right to Work English or Spanish.
Associated Bank is Pay Transparency compliant.
The pay range represents anticipated base pay for this role. Actual pay may vary based on factors including, but not limited to, work location, skills, experience, education, and qualifications for the role.
$93,310.00 - $159,960.00 per year
$93.3k-160k yearly Auto-Apply 60d+ ago
Private Banking Officer II
City National Bank 4.9
New York, NY jobs
WHAT IS THE OPPORTUNITY? Provides day-to-day servicing for Private Banking clients, relieving Client Managers and/or Private Bankers from performing account specific operational responsibility. Resolves client inquiries/complaints and identifies cross-selI opportunities by assessing deposit portfolio and client needs. Works directly with clients in all areas of deposit operations (e.g., wires, new deposit accounts, checking and savings account activity, CDs, loan payments and advances, etc.). Provides clients with accurate, timely and extensive information to ensure quality service and client retention. Oversees the risk associated with the operational aspects of client servicing and transaction processing for the portfolio supported.
WHAT WILL YOU DO?
* Risk Management/Compliance
* Within authority, perform deposit operations-related activities within the department. Review and process deposits. Approve checks for cashing. Process deposit fee reversals.
* Maintain up-to-date knowledge of account activity by reviewing various reports and systems. Identify potential problems and take appropriate action necessary to avoid financial loss to the Bank.
* Facilitate new deposit account and small business consumer lending requests by providing disclosures, gathering documents and initiates ongoing communication with the client.
* Complete KYCs for new clients/entities/loans .
* Follow up with client for missing documentation on DARS report.
* Respond timely and accurately to inquiries from the Bank's Financial Intelligence Unit (KYC/AML) and/or other Support Unit's regarding client transactions and account activity.
* Comply with all Bank policies and procedures and ensure adherence to the Bank's regulatory requirements.
* Client Services
* Act as primary liaison between the client and all areas of the bank. Perform follow up with all client requests to ensure completion and satisfaction.
* Resolve client inquiries and complaints and take appropriate action to prevent future problems. Contact clients regarding overdrafts (or other related problems) and perform follow-up necessary to resolve situation. Determine appropriate method of approach.
* Cross Sell
* Analyze client needs in order to cross-sell a wide variety of Bank services. Introduce clients to appropriate area within the Bank such as Wealth Management, International, Treasury Management, or to a Private Banker. Maintain complete knowledge of all bank products and services.
* Participate in cross sell activities independently or with the Private Banker, as appropriate. Channel referrals/warm leads from existing clients to the Private Banker or Private Banker Manager.
WHAT DO YOU NEED TO SUCCEED?
*Required Qualifications**
* Bachelor's Degree or equivalent
* Minimum 7 years of experience in client service, banking operations or Private Banking relationshipmanagement support required.
* Minimum 5 years of experience in a banking or financial services environment required
* Minimum 5 years of experience with bank products and services (e.g. deposits, cash management, international, etc.) required.
*Additional Qualifications*
* Bachelor's Degree preferred.
* Strong risk management and operations knowledge.
* Strong interpersonal, verbal and written communication skills in order to effectively interact with clients and bank colleagues at all levels.
* Solid knowledge of all phases of operations (e.g., installment loans, new accounts, loan payments, statement handling, wires).
* Excellent analytical skills.
* Strong Microsoft Office Suite skills (e.g., Word, Excel, Outlook).
* Achieve digital mastery; demonstrates capabilities to adapt learn, and utilize evolving automation and technology to perform the job
*WHAT'S IN IT FOR YOU?*
*Compensation*Starting base salary: $65,296 - $104,304 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
*Benefits and Perks*
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
* Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
* Generous 401(k) company matching contribution
* Career Development through Tuition Reimbursement and other internal upskilling and training resources
* Valued Time Away benefits including vacation, sick and volunteer time
* Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
* Career Mobility support from a dedicated recruitment team
* Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our *********************************
ABOUT US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at **********************************
*INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT*
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
$65.3k-104.3k yearly 47d ago
GCM Relationship Manager III - Loan Agency
Wilmington Trust 4.4
Chicago, IL jobs
As part of the Loan Market Solutions Division, the Loan Agency team provides third party Administrative and Collateral Agent services for sophisticated institutional clients in the syndicated and private credit loan space. Our team is responsible for managing daily loan servicing including transaction onboarding, processing assignments/trades, debt service payments, fundings, loan reprices, etc. Join our dynamic experienced team focused on high touch client service and continuous process improvement. Candidates who are interested in a fast-paced environment with career advancement opportunities should apply.
Other acceptable locations include Wilmington, DE, Dallas, TX, and Minneapolis, MN
Primary Responsibilities:
Daily loan administration including but not limited to transaction onboarding, debt service payments, loan fundings, loan reprices, amendments, terminations, etc.
Resolve discrepancies and review trade documents for execution. Process executed trades in the loan system.
Partner with relationshipmanagers and other internal parties to oversee portfolio, resolve issues, and foster client relationships.
Liaise with clients and other external parties providing excellent customer service, resolving issues, and responding to client requests/questions in a timely manner.
Assist with additional special projects and initiatives as requested.
Understanding and adhering 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.
Maintaining M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.
Completing other related duties as assigned.
Education and Experience Required:
Combined minimum of 7 years' higher education and/or work experience, including a minimum of 5 year relevant work experience with direct client contact
Exposure to Loan Agency
Strong focus on customer service and satisfaction
Strong verbal and written communication skills
Education and Experience Preferred:
Bachelor's degree focused on Finance, Business, Economics or Accounting and a minimum of 5 year relevant work experience with direct client contact
Experience with Loan Agency or LoanIQ
CCTS (Certified Corporate Trust Specialist) certification if corporate trust focus
Strong skills in pertinent software applications, with ability to learn new applications
Experience working in a team environment
Strong interpersonal skills with ability to build significant level of trust with clients
Self-confident
Proven ability to work well with highly capable and successful individuals
Strong analytical ability
Demonstrated ability to develop strong working relationships with administrative support areas appropriate to the business unit
Experience contributing to positive working relationships and maintaining integrity and professionalism
M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $106,700.00 - $177,900.00 (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.LocationChicago, Illinois, United States of America
$106.7k-177.9k yearly Auto-Apply 60d+ ago
Wealth Relationship Manager SAFE Act
Citigroup 4.6
Orland Park, IL jobs
The Wealth RelationshipManager SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and workflow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills required. Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits. Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area directly affected by the performance of the individual.
**Responsibilities** :
+ Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment with financial planning and excellent discovery and profiling skills.
+ Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools based on client profiling.
+ With the support of product specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals to provide holistic financial solutions.
+ Provide regular value-added engagement with clients- High touch, face-to-face meetings at client's preferred location, consistent communication, access to seminars, etc.
+ Master referral opportunities to grow portfolio.
+ Proactively source, acquire and expand high value customer relationship by maximizing sale and service opportunities.
+ Refer opportunities to segment partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, RelationshipManager, etc.)
+ Organize client events to enhance client bonding.
+ Acquire new clients through converting referral leads
+ Manage client follow-up and adhere to all Regulatory and Compliance operating procedures.
+ Ensure that KYC/AML and other compliance norms are strictly adhered.
+ Partner with all roles on branch team to ensure all clients have a positive in-branch experience.
+ Appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
**Qualifications** :
+ 5-8 years of experience.
+ Strong analytical and financial skills.
+ Strong verbal and written communication skills.
+ Organized with strong attention to details.
+ Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience using Money Guide Pro, or NaviPlan Select, or similar financial planning software preferred.
+ Basic understanding of investment and financial planning strategies preferred.
+ Must be a self-starter, problem solver and a goal-oriented team player able to work without direction.
+ Required current US FINRA Registration: SIE, Series 6, 63, and 65 OR Series 7 and 66 or equivalent.
+ Must meet ALL US FINRA Registration requirements within 150 days of starting in the role.
+ Insurance Group 1 required.
+ Must meet ALL Insurance Group 1 requirements within 150 days of starting in the role.
+ This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before referring interested clients to Citibank for their mortgage needs, to maintain and renew that registration on an annual basis, to update registration information with the Registry on a timely basis, and to provide that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures.
**Education** :
+ Bachelor's/University degree or equivalent experience
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**Job Family Group:**
Private Client Coverage
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**Job Family:**
Financial Planning Services
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**Time Type:**
Full time
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**Primary Location:**
Orland Park Illinois United States
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**Primary Location Full Time Salary Range:**
$78,080.00 - $117,120.00
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
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**Most Relevant Skills**
Please see the requirements listed above.
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**Other Relevant Skills**
For complementary skills, please see above and/or contact the recruiter.
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**Anticipated Posting Close Date:**
Oct 16, 2025
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_Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._
_If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi (*************************************************************************** ._
_View Citi's EEO Policy Statement (*********************************************** and the Know Your Rights (*********************************************************************************************** poster._
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
$78.1k-117.1k yearly 60d+ ago
Business Development Officer Senior SBA
City National Bank 4.9
New York, NY jobs
WHAT IS THE OPPORTUNITY? Performs business development activities in assigned sales territory. Supports City National Bank ("CNB") network of business units. Analyzes needs of prospects and provides information about Bank products and services that can enhance client's financial position specifically through government guaranteed products. Collaborates with CNB Colleagues with the closing of deals and the implementation of banking services. Interacts with Bank colleagues to discuss prospects/referrals and formulate sales strategies. Documents all calling activity and provides reports to management as necessary.
WHAT WILL YOU DO?
* Performs external prospect development activities in assigned territory. Develops relationships with prospects to increase overall level of business done by office or region.
* Ability to review, structure, process and fulfill complex transactions.
* Calls on prospective clients within the framework of a business development program including identification of prospects, suitable method of contact and determination of their needs and appropriate products/services.
* Cultivates referral sources through contacts within the Bank and in the community through involvement in civic activities, philanthropic organizations and community sponsored programs to obtain new business prospects and referrals.
* Builds and develops prospects into clients; discusses and cross sells appropriate products/services specifically in Government Lending products.
* Achieves specific business development goals; establishes account information, tracks and documents sales activities and maintains call reports.
* Works with management to plan business development opportunities. Maintains limited personal contact with new clients and collaborates with relationshipmanagers and other CNB Colleagues with the sales and implementation of banking services. Passes off prospects to RelationshipManagers and CNB Colleagues after the deal is closed. Remains alert to clients' needs in order to makes appropriate referrals to other departments as they arise.
* Interacts with Bank colleagues to discuss prospects/referrals and formulates sales strategies. Makes ongoing calls to develop referral sources and obtain new business development opportunities.
* Assists in training of CNB Colleagues with Small Business Administration ("SBA") and other Government Guaranteed products.
* Continues to raise awareness of SBA/ Government Guaranteed products throughout the Bank.
* It is the individual responsibility of every employee to maintain a current awareness and understanding of appropriate banking laws, regulations, internal policies and procedures, and to comply fully with those laws, regulations, policies and procedures.
* Complies fully with all bank risk management, operational and credit policies and procedures as well as all regulatory requirements (e.g., Bank Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, City National Code of Conduct, etc.)
WHAT DO YOU NEED TO SUCCEED?
*Required Qualifications**
* Minimum 5 years of experience in SBA environment required.
* Minimum 5 years of experience in a direct sales environment required.
* Minimum 5 years of experience working with MS Office (Word, Excel, Power Point, etc.).
*Additional Qualifications*
* Prefer Bachelor's degree or equivalent experience.
* Previous underwriting experience is preferred.
* Excellent knowledge of Bank asset and liability products.
* Thorough understanding of banking services.
* General understanding of the commercial credit underwriting process.
* Excellent analytical and financial analysis skills.
* Strong interpersonal, verbal and written communication skills.
* Demonstrated sales skills.
*WHAT'S IN IT FOR YOU?*
*Compensation*
The base salary range is $125,000 - $140,000 + commissions.
*Benefits and Perks*
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
* Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
* Generous 401(k) company matching contribution
* Career Development through Tuition Reimbursement and other internal upskilling and training resources
* Valued Time Away benefits including vacation, sick and volunteer time
* Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
* Career Mobility support from a dedicated recruitment team
* Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our *********************************
ABOUT US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at **********************************
*INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT*
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
$125k-140k yearly 60d+ ago
Business Development Officer Senior SBA
City National Bank 4.9
Las Vegas, NV jobs
WHAT IS THE OPPORTUNITY? Performs business development activities in assigned sales territory. Supports City National Bank ("CNB") network of business units. Analyzes needs of prospects and provides information about Bank products and services that can enhance client's financial position specifically through government guaranteed products. Collaborates with CNB Colleagues with the closing of deals and the implementation of banking services. Interacts with Bank colleagues to discuss prospects/referrals and formulate sales strategies. Documents all calling activity and provides reports to management as necessary.
WHAT WILL YOU DO?
* Performs external prospect development activities in assigned territory. Develops relationships with prospects to increase overall level of business done by office or region.
* Ability to review, structure, process and fulfill complex transactions.
* Calls on prospective clients within the framework of a business development program including identification of prospects, suitable method of contact and determination of their needs and appropriate products/services.
* Cultivates referral sources through contacts within the Bank and in the community through involvement in civic activities, philanthropic organizations and community sponsored programs to obtain new business prospects and referrals.
* Builds and develops prospects into clients; discusses and cross sells appropriate products/services specifically in Government Lending products.
* Achieves specific business development goals; establishes account information, tracks and documents sales activities and maintains call reports.
* Works with management to plan business development opportunities. Maintains limited personal contact with new clients and collaborates with relationshipmanagers and other CNB Colleagues with the sales and implementation of banking services. Passes off prospects to RelationshipManagers and CNB Colleagues after the deal is closed. Remains alert to clients' needs in order to makes appropriate referrals to other departments as they arise.
* Interacts with Bank colleagues to discuss prospects/referrals and formulates sales strategies. Makes ongoing calls to develop referral sources and obtain new business development opportunities.
* Assists in training of CNB Colleagues with Small Business Administration ("SBA") and other Government Guaranteed products.
* Continues to raise awareness of SBA/ Government Guaranteed products throughout the Bank.
* It is the individual responsibility of every employee to maintain a current awareness and understanding of appropriate banking laws, regulations, internal policies and procedures, and to comply fully with those laws, regulations, policies and procedures.
* Complies fully with all bank risk management, operational and credit policies and procedures as well as all regulatory requirements (e.g., Bank Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, City National Code of Conduct, etc.)
WHAT DO YOU NEED TO SUCCEED?
*Required Qualifications**
* Minimum 5 years of experience in SBA environment required.
* Minimum 5 years of experience in a direct sales environment required.
* Minimum 5 years of experience working with MS Office (Word, Excel, Power Point, etc.).
*Additional Qualifications*
* Prefer Bachelor's degree or equivalent experience.
* Previous underwriting experience is preferred.
* Excellent knowledge of Bank asset and liability products.
* Thorough understanding of banking services.
* General understanding of the commercial credit underwriting process.
* Excellent analytical and financial analysis skills.
* Strong interpersonal, verbal and written communication skills.
* Demonstrated sales skills.
*WHAT'S IN IT FOR YOU?*
*Compensation*
The base salary range is $125,000 - $140,000 + commissions.
*Benefits and Perks*
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
* Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
* Generous 401(k) company matching contribution
* Career Development through Tuition Reimbursement and other internal upskilling and training resources
* Valued Time Away benefits including vacation, sick and volunteer time
* Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
* Career Mobility support from a dedicated recruitment team
* Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our *********************************
ABOUT US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at **********************************
*INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT*
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
$125k-140k yearly 60d+ ago
Preferred Relationship Manager Oak Lawn
Fifth Third Bank 4.6
Oak Lawn, IL 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:
A sales position responsible for the acquisition, growth, and retention of bank customers, with specific focus on our Preferred Program customers and mass affluent prospects. Proactively contact and service customers in the sales and service of bank products, conduct needs-based assessment of the prospective and existing client base, and engage partners to fulfill client financial needs. Utilize and promote the Retail Consultative Sales process, using the prescribed tools and partnering with the financial center team for referral activity. Work closely with internal sales partners to increase referral opportunities and provide needs-based solutions to the customer. Work closely with customers to retain and grow current and next generation wealth.
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 & RESPONSIBILITIES:
Execute on retail strategies and tactics to increase the Preferred Program households, fulfill customer needs, provide an excellent customer experience, while removing roadblocks to achieve goals.
Build deep relationships with customers to earn status as trusted advisor by leveraging our consultative sales and service process.
Demonstrate ability to simplify and communicate complex financial concepts.
Maintain the sales and service environment by actively participate in financial center huddles and meetings to support the sales and motivational activities. Provide guidance to the Financial Center team in the referral/sales process with a specific focus on Preferred customers.
Maintain a well-developed working knowledge of the complete line of products and services offered, taking responsibility to keep up to date and request assistance for further development needs.
Consistently meet or exceed brokerage sales and referral goals as set by management, working in partnership with Investment Executive.
Initiate and maintain customer and prospect contact through a variety of methods, including but not limited to customer interaction in the financial center, telemarketing, and leading and/or participating in various seminars and community events.
Keep current on activity within business industry and economic environment to enhance ability for anticipated needs of the customer, and proactively providing new solutions for current and future financial needs.
SUPERVISORY RESPONSIBILITIES: None
MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:
College degree or equivalent combination of education and experience required.
Experience in a sales environment; experience in financial industry
Pass consultative selling skills certification and complete ongoing educational requirements as prescribed.
Series 6, 63 and insurance licenses required.
Series 65 must be obtained within 90 calendar days of hire with a maximum of two attempts within the 90 calendar day period.
Have demonstrated ability to build and maintain a revenue-producing book of business, utilizing internal and external sources of customers, in the mass affluent segment.
Position involves contact with the public, necessitating the ability to present a professional image.
This role may work with one or more FCs, which will require some local travelling.
This position requires SAFE Act registration at the time of employment through the Nationwide Mortgage Licensing System ("NMLS").
WORKING CONDITIONS:
Normal office environment.
Extending viewing of computer screens.
Occasional local and overnight travel as required.
Preferred RelationshipManager Oak LawnTotal Base Pay Range 54,400.00 - 111,500.00 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 -- Oak Lawn, Illinois 60453
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.
$78k-99k yearly est. Auto-Apply 7d ago
Commercial Relationship Manager IV
Fifth Third Bank 4.6
Chicago, IL 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 as well as monitoring the quality of an largest existing portfolio of companies with annual gross sales of at least $50MM and generally less than $500MM within a specific geographic area. Ability to develop trusted advisory relationships with the Senior Executives ( e.g. CEO, CFO, COO) of the Company. Capable to lead and coordinate with One Bank Partners to create and implement a relationship strategy for very large, complex assigned clients and prospects. This position requires a strong understanding of credit, commercial products and financial statement analysis, in order to offer beneficial banking solutions (e.g. loans, treasury management, capital markets) based on clients and prospects needs. This role is expected to solicit participation in public debt issuance for clients. Some incumbents may specialize in a specific industry such as Health Care. This role is expected to activity participate in 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:
Business Development
Work independently to identify and develop profitable new "lead left" client relationships by leveraging centers of influence, existing clients, & referral sources
Effective grow long term profitable "lead left" relationships
Work closely with assigned Fifth Third internal partners to deepen existing relationships and acquire new high value 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.
Portfolio Management
Work with One Bank partners (Treasury Management., Capital Markets, and Wealth Management etc.) analyze, evaluate and develop a tailored relationship strategy for each client or prospect.
Responsible for planning and conducting relationship strategy review meetings with internal Fifth Third Business Partners and Client's trusted advisors (e.g. attorney, accountants)
Ensure that customer relationships are managed to maximize the opportunity for the bank, while taking into account Bank risk and customer needs.
Client Experience
Meet with customers on a regular basis to enhance the trusted advisor relationship and ensure business needs are being met
Lead and coordinate all client facing activities, including credit support, treasury management, and capital markets
Utilize the Bank's Customer RelationshipManagement (CRM) system for client activity tracking, call reports and pipeline management. Reinforce use of CRM for assigned Fifth Third partners for monitoring pre-call and post-call activities
Utilize consultative sells skills, commercial playbook principals and call reporting plans to enhance the client experience
Credit Excellence
Analyze the financial information provided to determine the questions to ask to decide on the credit request that should be pursued
Partner with Portfolio Managers and Credit Officers on credit requests and adhere to established Portfolio Management guidelines (i.e., delinquencies, documentation preparation, financial statement tracking exceptions, matured loans).
Monitor, on an ongoing basis, information concerning customer financial performance, condition, and industry trends to determine that any credit exposure is at an acceptable risk, and priced accordingly.
SUPERVISORY RESPONSIBILITIES:
No formal supervisory responsibilities. Expected to provide guidance to Commercial RM I & II
MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:
Bachelor's or Master's in Business (e.g. Business Administration, Finance, Accounting) or equivalent work experience preferred.
Minimum of 10 years Commercial Banking experience.
9 years of relationship account management experience preferred.
Formalized commercial credit training or equivalent credit experience required.
Underwriting experience preferred.
Proven track record of partnership with investment bankers to provide strategic and capital market advice.
Strong business acumen, to include detailed analysis, review of financial statements and understanding of accounting principles.
Thorough knowledge of Commercial, Treasury Management, and alternative lending and financing options.
Ability to assess client needs, drivers of profitability, and corporate/personal life cycle optimizing financial solutions.
Exhibits strong presentation skills in both large and small group settings. Proven ability to communicate with impact. U
Understands the audience and adjust communication as is appropriate level of detail for the audience; captures and holds the audience's 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 desired outcomes.
Proven track record of exploring options for a prospective client or existing buyer/COI's prior to advocating for a solution.
Influences client decision regarding strategy and product solutions-Engages in joint business planning with internal partners and buyers.
Determines task and resources and project requirements by breaking them down into task and defining roles and responsibilities.
Scans the internal and external environment to identify the relationships that should be initiated or improved to achieve business goals and fulfill clients needs.
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
Commercial RelationshipManager IVTotal Base Pay Range 119,500.00 - 256,900.00 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 -- Chicago, Illinois 60606
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.
$78k-99k yearly est. Auto-Apply 41d ago
Commercial Banker II
Wintrust Financial 4.9
Relationship manager job at Wintrust Financial
Wintrust provides community and commercial banking, specialty finance and wealth management services through its 16 bank charters and nine non-bank businesses. Wintrust delivers the sophisticated solutions of a large bank while staying true to the relationship-focused, personalized service of our community banking roots. We serve clients in all 50 states with more than 200 branch banking locations in Illinois, southwestern Florida, northwestern Indiana, west Michigan and southern Wisconsin and commercial banking offices in Chicago, Denver, Milwaukee, Grand Rapids, Mich., and in key branch banking locations throughout Illinois. Our people are the heart of our business and we are proud to rank consistently as a top place to work. Wintrust is a $66 billion financial institution based in Rosemont, Illinois, and listed on the NASDAQ Global Select Market under the symbol “WTFC.”
What You'll Do
Increase the Bank's profitability by cultivating new commercial business relationships
Nurture existing client relationships by assessing and meeting client's business and personal needs
Negotiate proper loan structure and effectively cross sell products
Maintain properly documented files and manage renewals and collection efforts on past dues and defaulted loans
Sustain comprehensive understanding of current commercial products offered in the market and keep informed of all relevant industry trends and practices
Build and maintain a professional network of COI's and referral sources to facilitate new business development opportunities
Maintain a stable network of prospective customers with consistent approach to calling
Qualifications
Bachelor's degree in business, finance, economics, or accounting
Solid understanding of general credit and risk principles, mitigates, and banking policies/procedures; formal bank credit training is preferred
5+ years' Commercial Lending experience with a focus on C&I
Exceptional verbal and written communications skills
Strong interpersonal skills with a proven ability establishing client relationships and working within a team environment
Excellent organizational skills with the ability to proactively manage and prioritize workflow
Benefits:
Medical Insurance • Dental • Vision • Life insurance • Accidental death and dismemberment • Short-term and long-term Disability Insurance • Parental Leave • Employee Assistance Program (EAP) • Traditional and Roth 401(k) with company match • Flexible Spending Account (FSA) • Employee Stock Purchase Plan at 5% discount • Critical Illness Insurance • Accident Insurance • Transportation and Commuting Benefits • Banking Benefits • Pet Insurance
Compensation:
The estimated annual salary range for this role is $98,000-$132,000, along with eligibility to earn an annual bonus. Actual salaries may vary based on several factors, such as a candidate's qualifications, skills, and experience.
From our first day in business, Wintrust has been proud to serve a variety of unique communities and people from all walks of life. To build a company that reflects the communities we serve, we believe that fostering a unique and inclusive workplace where everyone feels valued and empowered to succeed will support our ongoing success. Wintrust Financial Corporation, including community banking and financial services subsidiaries, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, disability, veteran status, genetic information, and other legally protected categories.