Virtual Banking Relationship Manager
Core
Virtual Commercial Relationship Banker managing portfolios of 250+ relationships for clients with $1M-$20M revenue, delivering customized banking insights and solutions to CEOs/CFOs.
Role type
Senior Commercial Relationship Manager
Builds
Commercial banking products and services (loans, deposits, fee income) for mid-market clients
Domain
Commercial Banking / Financial Services
Required skills
commercial banking relationship management, credit analysis and underwriting, financial statement analysis, sales and new business development, cross-selling strategies, regulatory compliance knowledge, team leadership and mentoring, Salesforce proficiency, cash management expertise
Preferred skills
knowledge of industrial/commercial economic situations, community networking, coaching and training others
Technologies
Salesforce, Microsoft Word, Microsoft Excel
Responsibilities
Manage and grow commercial client portfolio up to 250 relationships; conduct quarterly business reviews for retention and revenue; analyze client financial data to deliver integrated financial services; achieve annual production goals for deposits, fees, and loans; build client referral pipelines; coach and mentor team members; maintain compliance with bank regulations and policies.
Seniority
Senior, hands-on IC with leadership potential