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Relationship Manager

Company: Robertson & Company
Location: Syracuse
Posted on: December 4, 2019

Job Description:

The Client:Our client is 28th on the list of largest banks in the United States. Their customer base spans retail, small business, corporate, and investment clients
Job description
This position serves as the account executive for commercial clients and develops/maintains a trusted relationship with clients based on knowledgeable advice that is aligned to the clients' business objectives and lifecycle. Develops new business and builds strong relationships with prospects. Drives financial performance through profitable revenue growth and quality credit.What you will achieve in this role:
The position serves as the Trusted Financial Advisor to clients, and functions as the Commercial Banking client "expert" and the go- to person for the client. Develops focused strategies for acquiring, retaining and growing select clients. Leads all business development efforts for specific client and/or prospect base. Drives a focused business development effort by developing a clear and holistic understanding of the client's or prospect's business/industry. Analyzes data and topical information relevant to the client's business and industry. Viewed by the client as a business partner (financial strategist), is able to share a valuable financial perspective. Prepares for client reviews, identifying opportunities for presenting unsolicited solutions/advice. Provides the client with knowledge in key product areas (cash management, derivatives, equipment finance, etc.) and educates the client on Bank's capabilities. Maintains active prospecting effort, including identification, qualification and calling. Consistently balances prospecting efforts and quality client maintenance responsibilities. Develops active Center of Influence referral network. Assembles cross- functional team to quickly respond to customer requests when not able to address requests personally. Knows when and how to bring in teams of experts. Identifies cross- sell opportunities and partners with Product Specialists to structure, coordinate and sponsor credit and non- credit products/services. Solves internal obstacles for the client with a sense of urgency and finds the right way to get things done for the client. Acts as client advocate while adhering to sound business practices. Drives a culture of creative and strategic thinking to arrive at multiple potential ways to achieve identified client goals. Maximizes profitability of assigned portfolio by effectively selling the value Bank provides. Improves functional/technical sales and credit expertise continuously and transfers this knowledge to team members. Partners effectively with Credit Officers, as the first level sponsor for credit decisions. Leads and participates in credit processes and assumes ultimate accountability for all portfolio activities/issues ensuring sound asset quality, including underwriting, structuring and portfolio management activities. Directs the preparation of all Asset Quality Reports and new Risk Rating models to assure accurate risk assessment of assigned portfolio. Resolves out of formula situations on borrowing base facilities.What you must bring to this role:


  • Bachelor's Degree or equivalent experience in accounting, finance, or related field.
  • Minimum 5 - 7 years of financial services related experience.
  • Established business development skills.
  • Extensive knowledge of bank products.
  • Proven outstanding credit skills, analytical skills and financial acumen.
  • Demonstrated excellent written and verbal communication skills.
  • Confirmed superior client relationship and internal partnering skills.
  • Ability to use applicable equipment, which may include: PC, Microsoft Office and various Key proprietary systems e.g. Desktop, etc.

    Only those who are qualified will be contacted.

Keywords: Robertson & Company, Syracuse , Relationship Manager, Executive , Syracuse, New York

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