Relationship Manager

Vaga não está no LinkedIn

🕒 5 dias atrás

🏄 California – Remoto

🏄 California – Remote

💵 $90.000 - $180.000 / ano

⏰ Tempo Integral

🟡 Pleno

🟠 Sênior

💰 Gerente de Contas

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FFB Bank

SiteLinkedInTodas as Vagas

51 - 200 funcionários

🏦 Bancário

Banking

O FFB Bank é uma instituição financeira que oferece uma ampla gama de serviços bancários para necessidades pessoais e empresariais. Seus serviços incluem contas correntes e de poupança empresarial, empréstimos comerciais, contas correntes e de poupança pessoal, empréstimos pessoais e crédito, bem como diversas opções de banco online e móvel. O banco enfatiza uma relação colaborativa e de confiança com seus clientes, visando o crescimento mútuo ao entender os clientes além de suas demonstrações financeiras. O FFB Bank se orgulha de oferecer tanto um atendimento ao cliente personalizado quanto a conveniência dos serviços bancários virtuais, como serviços de comércio, pagamento de contas online e captação de depósitos remota. Eles foram reconhecidos como um dos melhores bancos do Centro da Califórnia várias vezes, destacando a satisfação dos clientes e o compromisso com a comunidade.

Descrição

• Develop, manage, and expand deposit, loan, and merchant relationships within designated markets • Source new business, identify client needs, and structure and negotiate financial solutions • Generate new leads through outbound calls, emails, networking, and in-person meetings • Build and maintain relationships with prospective and existing clients • Use CRM systems to track interactions, update customer records, and manage pipeline activity • Develop and manage client portfolios by identifying financial needs and delivering tailored banking solutions • Lead the full sales lifecycle, including prospecting, solution design, proposal development, negotiation, closing, and funding • Create and deliver proposals and RFP responses • Gather and analyze business and financial information for underwriting, pricing, and approval • Achieve or exceed sales volume, revenue, margin, fees, and cross-sell goals • Maintain accurate pipeline, prospecting, and sales activity records • Develop and execute an annual business plan with leadership • Participate in business development, community engagement, and professional networking • Monitor market trends, competitive offerings, and regulatory requirements • Collaborate with internal partners to deliver a seamless client experience • Expand existing client relationships through cross-selling • Mentor and support junior Relationship Managers at more senior levels • Complete administrative tasks and required Bank Compliance Training • Respond to internal and external inquiries professionally • Represent the Bank through ethical conduct and community involvement • Ensure adherence to Bank policies, applicable laws, regulations, confidentiality, data privacy, and AML/CFT responsibilities • Travel up to 75% for client locations, sales presentations, conferences, corporate events, and training

🎯 Requisitos

• Bachelor’s degree from an accredited college or university preferred (e.g., Business, Finance, or related) • Minimum 3–5 years of related experience in banking, financial services, or relevant industry required • Proficiency with Microsoft Office Suite (Excel, Word, Outlook) required • Demonstrated ability to cross-sell and explain all products and services with confidence and authority • Knowledge of commercial banking products and services • Strong understanding of federal compliance regulations required • Ability to take initiative and effect change through consensus building, negotiation, and conflict resolution • Effective oral, written, and interpersonal communication skills • Strong organizational and time management abilities with attention to detail • Strong teamwork and relationship skills • Willingness to take on special projects and perform other duties as assigned • Commitment to continuous learning and professional development • Ability to maintain authenticity and integrity in professional interactions • Ability to manage multiple priorities and meet deadlines • Ability to work independently with minimal supervision and as part of a team • Proven ability to adapt to changing priorities and procedures • Current driver’s license and a vehicle with appropriate insurance coverage if required to drive while performing assigned duties and responsibilities

🏖️ Benefícios

• Employee ownership through our ESOP program • A collaborative, close-knit culture • Opportunities to participate in community and networking events • Medical, dental, and vision coverage • Life insurance • Paid vacation • 401(k) retirement plan • Training & development opportunities • Tuition reimbursement • Employee Assistance Program • Internal job postings and referral program • Performance-based incentives through participation in an incentive plan