Commercial Relationship Manager
Location: Jacksonville
Posted on: February 25, 2021
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Job Description:
GENERAL FUNCTION: Responsible for profitable
business development as well as monitoring the quality of an
extensive existing portfolio of companies with annual gross sales
of at least $5 million with more emphasis on customers with higher
revenues(i.e.at least $20 million). Ability to lead and coordinate
with One Bank Partners to create and implement a relationship
strategy for assigned clients and prospects. This position requires
a strong understanding of credit, commercial products
andfinancialstatement analysis, in order to offer beneficial
banking solutions (e.g. loans, treasury management, capital
markets) based on clients and prospects needs. The incumbent will
have extensive knowledge and experience working with high
revenue,morecomplex relationships. This role is expected to solicit
participation in public debt issuance for clients. This role is
expected to activity participate in community
activities.
ESSENTIAL DUTIES & RESPONSIBILITIES:
Business Development
. Work independently to identify and develop profitable new "lead
left" client relationships by leveraging centers of influence,
existing clients, & referral sources.
. Develop and implement a business plan to achieve financial goals
and qualitative measures.
. Work closely with Fifth Third internal partners to deepen
existing relationships and acquire new 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 product partners (Treasury Mgmt., Capital Markets, and
Wealth Mgmt etc.) analyze, evaluate and develop a tailored
relationship strategy for each client or prospect. Ensure that
customer relationships are managed to maximize the
opportunityforthe 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
. Utilize consultative sells skills, commercial playbook principals
and call reporting plans to enhance the client
experience
. Utilize the Bank''s Customer Relationship Management (CRM) system
for client activity tracking, call reports and pipeline
management.
Credit Excellence
Analyze financial information provided to determine the credit
request that should be pursued
. 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.
. 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).
SUPERVISORY RESPONSIBILITIES: No formal supervisory
responsibilities. Expected to provide guidance to Commercial RM I &
II
Keywords: , Jacksonville , Commercial Relationship Manager, PR / Public Relations , Jacksonville, Florida
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