CBG Relationship Manager II

Finance / Accounting - Investment Management

CBG Relationship Manager II

Seattle Washington

Exp 5-7 yrs

Deg Bachelors

Relo

Bonus

Occasional Travel

Job Description

Responsible for the sourcing, securing, developing, and retaining profitable banking relationships within the assigned region. Primary focus is on finding new business opportunities to sell the Bank’s products and services. Responsible for contributing to the assigned Region’s credit portfolio quality and participates in processing of requests for credit extension, ensuring credit facilities are properly structured, priced and documented. Maintains and grows current relationships by presenting new lending opportunities, cross selling, and other business to existing clients. Takes primary responsibility as the assigned officer for a portfolio of moderate to complex relationships including direct lending, smaller club-deals or agented syndicated facilities, and/or complex participation bought relationships. This position is the mid-level of the Relationship Manager job family.

Position Accountabilities

Serves as primary contact with assigned prospective and current customers for all of the financial, banking, and investment counseling needs. Primary focus is on finding new business opportunities to sell the Bank’s products and services. Conducts interviews with applicants to thoroughly understands current and prospective customer's needs and their financial situation to market and sell additional Bank products and services. Visits applicants at their place of business to verify and better assess their current situation and future needs.

Identifies business needs and corresponding sales opportunities bank-wide and actively promotes ways to increase customer reliance on bank products and services, capitalizing on the unique and comprehensive capabilities of the bank. This would include Cash Management, Syndication, and the Capital Market Group.

Assists in obtaining financial statements, tax returns, and other credit information and maintaining individual credit files for all existing customers. Participates in analysis of pertinent credit information and/or credit checks.

Collaborates in write up of all Credit Requests, Variances and other correspondence related to the relationship. Presents credits at loan committee.

Works with loan administration in the review and negotiation of loan documents

Manages existing portfolio and stays informed on their condition is aware of developing trends in the market which may impact credit quality. Prepares quarterly loan reports on existing portfolio.

Performs other job duties as assigned.

Qualifications

Job Specification

Education

Required Education or Equivalent Experience

High School Diploma or GED

Bachelor’s Degree in Business or Finance

Master’s/Advanced Degree in Business or Finance Preferred

Required Experience

Five or more years of directly related experience

Administrative/Technical Skills/ Other Information

Solid understanding of underwriting and analysis for companies of all sizes and complexities. 

Strong comfort and familiarity with use and application of commercial lending principles.

All your information will be kept confidential according to EEO guidelines.

Direct Staffing Inc