Business Relationship Manager
Core
Drive growth for commercial and consumer banking clients by delivering financial solutions, education, and advice across all touchpoints.
Role type
Senior Business Relationship Manager (Commercial Banking)
Builds
Commercial and consumer loan packages, strategic marketing plans, and long-lasting customer relationships.
Domain
Financial Services / Commercial Banking
Required skills
Commercial lending expertise, sales strategy execution, credit policy application, market prospecting, digital platform education, stakeholder collaboration, financial product knowledge, international market navigation, analytical thinking, negotiation
Preferred skills
Experience in Greater China markets, industry-focused lending knowledge, advanced digital acumen
Technologies
Digital banking platforms, CRM systems, loan origination systems
Responsibilities
Achieve quarterly/annual goals through business generation of C&I, CRE, mortgages, SBA, treasury management, deposits, investments, and international products; Collaborate with Regional Manager and/or Branch Manager to develop and implement customer-centric strategic marketing plans and generate new business through prospecting, outside calling, networking, and referrals; Maintain and apply a thorough understanding of the bank's credit policy, client eligibility and all necessary business practices to ensure the submission of accurate and complete commercial and consumer loan packages; Actively participate in local and regional business functions; coordinate and organize targeted campaigns and events; Educate customers on how to use our digital platforms to bank and invest when, where and how they want
Seniority
Senior, hands-on IC