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M&T Bank
Philadelphia, PA, United States
Overview: Responsible for an assigned portfolio of loan and deposit relationships with small business clients. Solicit new business; manage risk and credit decisions; and service existing clients through the bank's relationship management program. Work with branch partners to effectively sell to the business customer and cross-sell other bank prod
Job Source: M&T BankM&T Bank
Philadelphia, PA, United States
Overview: Responsible for an assigned portfolio of loan and deposit relationships with small business clients. Solicit new business; manage risk and credit decisions; and service existing clients through the bank’s relationship management program. Work with branch partners to effectively sell to the business customer and cross-sell other bank prod
Job Source: M&T BankCitizens
Fort Washington, PA, United States
Description At Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, you’ll deepen relationships with your clients by collaborating with peers across banking, lending and investing, helping them with short- and long-term fina
Job Source: CitizensCitizens
Mount Laurel
Description At Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, you’ll deepen relationships with your clients by collaborating with peers across banking, lending and investing, helping them with short- and long-term finan
Job Source: CitizensCitizens Financial Group, Inc.
Fort Washington, PA, United States
Description At Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, you'll deepen relationships with your clients by collaborating with peers across banking, lending and investing, helping them with short- and long-term fina
Job Source: Citizens Financial Group, Inc.Bank of America
Philadelphia, PA, United States
Business Banking Relationship Manager/Senior Relationship Manager – Blue Bell, PA Blue Bell, Pennsylvania;Philadelphia, Pennsylvania Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for
Job Source: Bank of AmericaBank of America Corporation
Philadelphia, PA, United States
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place t
Job Source: Bank of America CorporationBank of America
Cherry Hill Township, NJ, United States
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to
Job Source: Bank of AmericaCherry Hill Township, NJ, United States
Description Bethpage has a commitment to excellence and the highest standards of member service. Our values and behaviors are critical to the success and growth of the business and they were all created with a unique cultural foundation. To review our values and behaviors, please visit The Brand is You.
Responsibilities Include: (Please summarize the 4-8 main responsibilities/accountabilities of the position. List responsibilities in the order of importance and time spent.)
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Development and acquisition of new business deposit relationships and ultimately maintaining a portfolio of business deposit members. In this capacity, the Senior Business Banking Relationship Manager will be expected to develop and execute a formalized sales plan focusing on target markets, revenue size, referral sources and centers of influence while managing and executing on their individual pipeline.
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Partner with branch team(s) and lead effort in new markets to achieve business growth goals. Responsible for leading deal teams and partner interactions to deliver an exceptional member experience.
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Develop and maintain relationships with centers of influence: accountants, attorneys, community leaders, professional and/or social organizations. Attend networking, charity and corporate functions for prospecting and establishment of relationships.
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Identify opportunities for growth of additional revenue streams to the Credit Union via the expansion of existing member relationships through cross-selling of additional products and services such as cash management, lending, merchant services, investment & insurance, and retail deposit/loan products & services. Partner effectively with other departments to identify calling and business development opportunities around existing member relationships as well as through referrals. Utilize proactive and needs based selling techniques to identify and refer opportunities.
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Overall responsibility for Know Your Member ("KYM") execution and compliance requirements of his/her members. Comply with all aspects of Bank Secrecy Act (BSA)/Anti-Money Laundering (AML) and Office of Foreign Asset Control (OFAC) regulatory requirements as it relates to this position.
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Responsible for member retention, satisfaction and ensuring extraordinary service delivery.
Communicate with business members about their accounts and any other issues pertaining to their
business relationships and perform site visits as necessary
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Provide up-to-date weekly sales and prospect reporting by utilizing SalesForce CRM platform
Qualifications
Behaviors Detail Oriented - Capable of carrying out a given task with all details necessary to get the task done well
Team Player - Works well as a member of a group
Education Bachelors of Business (required)
Experience 10 - 15 years: Growing, acquiring and building new business relationships (required)
10 - 15 years: Established referral sources and book of business to meet/exceed growth goals (required)
Skills Detail Oriented (preferred)
Collaborative (preferred)
Commercial Lending Product Knowledge (preferred)
Communication Written (preferred)
Communication Verbal (preferred)
Analytical (preferred)
Business Intelligence (preferred)
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Email Alert for Senior Business Banking Relationship Manager jobs in Cherry Hill Township, NJ, United States
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