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FirstBank
, PA, United States
Description Position Summary: The Relationship Manager (RM) generates and manages consumer, Corporate & Industrial (C&I) and Commercial Real Estate (CRE) loan and deposit portfolios, fosters a balance between loan production and credit quality, and minimizes risk through adherence of established bank policies. Retains, strengthens and develops re
Job Source: FirstBankCubeSmart
, PA, United States
Overview This is a hybrid role based in Malvern, PA. CubeSmart is currently seeking a Relationship Manager to join the Third Party Management team at our corporate office in Malvern, PA. The Relationship Manager serves as the primary contact and first line of support for third party management owners. Who we are: At CubeSmart, we’re intentional ab
Job Source: CubeSmartAscensus
, PA, United States
Newport, an Ascensus company, helps employers offer their associates a more secure financial future throughretirement plans,insuranceandconsulting services. Newport offers comprehensive plan solutions and consulting expertise to plan sponsors and the advisors who serve them. As a provider and partner, Newport is independent, experienced, and respon
Job Source: AscensusBrown Brothers Harriman & Co.
Philadelphia, PA, United States
At BBH we value diverse backgrounds, so if your experience looks a little different from what we've outlined and you think you can bring value to the role, we will still welcome your application! What You Can Expect At BBH: If you join BBH you will find a collaborative environment that enables you to step outside your role to add value wherever y
Job Source: Brown Brothers Harriman & Co.Greenberg Traurig LLP
Philadelphia, PA, United States
Greenberg Traurig, a global law firm, currently has an excellent opportunity for a Client Relationship Manager in our Atlanta, Austin, Boston, Chicago, Dallas, Houston, Miami, Philadelphia, or Washington, DC office. We offer competitive compensation and an excellent benefits package. Position Summary The Client Relationship Manager collaborates c
Job Source: Greenberg Traurig LLPAmerica's Pharmacy Group, LLC
Philadelphia, PA, United States
Whether you are working in a Pharmacy looking for additional income, an established healthcare sales professional, or looking to break into Medical Sales, Healthcare Marketing Group, LLC is a great opportunity for you. As a Pharmacy Relationship Manager, you will help drive the growth of our company through building and retaining customer relation
Job Source: America's Pharmacy Group, LLCState Bank Financial
, PA, United States
About NORD The National Organization for Rare Disorders (NORD) is the leading independent nonprofit organization representing all patients and families affected by rare diseases. Come join our team and be part of the transformation and acceleration of research, and the development of evidence-based policy, care support and awareness campaigns to i
Job Source: State Bank FinancialAmerica's Pharmacy Group, LLC
Philadelphia, PA, United States
Whether you are working in a Pharmacy looking for additional income, an established healthcare sales professional, or looking to break into Medical Sales, Healthcare Marketing Group, LLC is a great opportunity for you. As a Pharmacy Relationship Manager, you will help drive the growth of our company through building and retaining customer relations
Job Source: America's Pharmacy Group, LLCCherry Hill Township, NJ, United States
At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and more. We are the region's locally headquartered bank and wealth management company. We are honored to consistently be named a Top Workplace by our Associates, who make a difference every day for the people, businesses, and Communities we serve. We Stand For Service is more than part of our name, it’s our mission and our purpose.
The Relationship Manager will manage commercial banking relationships for companies with annual sales typically between $5-$150MM+ total exposures of $5-30M. Companies will primarily be family-owned but also PE-owned, and the incumbent needs to be comfortable working with companies who have alternative tranches of capital. The incumbent has overall responsibility for retaining and expanding existing commercial relationships, as well as developing new commercial relationships. This may involve the sale and servicing of credit and non-credit products.
Job Responsibilities:
Partner with credit Associates such as Portfolio Managers in the development and analysis of financial background data for new or renewed loans.
Attends to the needs of customers seeking loans or lines of credit on terms that involve significant amounts of credit secured by mortgages and other business collateral.
Sell and service non-credit products, including cash management, Capital Markets (Interest Rate Derivatives, FX and Trade Finance) and Wealth products and services.
Serve as the "gatekeeper" for other Bank products and services.
Iinterview customers and prospects to understand information concerning their business needs, financial condition and performance to determine whether a loan may be an acceptable risk as defined by the Bank's credit policy.
Make decisions on loans and terms within assigned individual lending limits, partners with line of business or credit administration personnel to approve credit under dual signature authority, or makes recommendations to senior loan committee for approval.
Call on businesses to develop new relationships with prospective clients, as well as retain existing business, and promote additional bank services to current clients.
Self-generate referral sources (i.e., CPAs, attorneys, investment banks) to develop new opportunities.
In collaboration with a dedicated Portfolio Manager, the incumbent will track existing loan portfolio to ensure complete conformity with terms and covenants, monitor and identify developing trends or early warning signs of problem credits, perform timely risk assessment based upon this information, update loan systems and customer credit files with assessments, and perform annual reviews.
Bachelor's Degree is required, preferably in a business related field. MBA preferred.
Strong knowledge of commercial and consumer loan and deposit products is required.
Commercial loan training, consisting of financial statement analysis, loan structuring and training is required.
Must have a minimum of 5 years of experience in commercial lending and/or banking.
Must be proficient using nCino and Salesforce applications.
Must have superior Customer Service skills.
Must be proficient using Microsoft Office, including Excel.
Excellent oral and written communication skills are required.
WSFS Bank is inclusive and supportive of individual needs. If you have a physical or other impairment that might require an accommodation, including technical assistance with the WSFS Bank Careers website or submission process, please contact us via email at [email protected].
WSFS is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Notice to Third-Party Recruiters Third-party recruiters and agencies should not contact Associates of WSFS Financial Corporation, WSFS Bank, or its subsidiaries directly. WSFS does not accept unsolicited candidate submissions from third-party recruiters and agencies.
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Email Alert for Relationship Manager jobs in Cherry Hill Township, NJ, United States
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