Virtual Banking Relationship Manager
Core
Virtual Commercial Relationship Banker managing a portfolio of up to 250 relationships for clients with revenues between $1M-$20M, focusing on loans, deposits, and fee income.
Role type
Senior Commercial Relationship Manager
Builds
Commercial banking portfolio (loans, deposits, core fee income) for existing and new 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
Preferred skills
Knowledge of competitors and competitive products, community networking, Salesforce proficiency
Responsibilities
Manage and grow client portfolio up to 250 relationships, conduct quarterly business reviews, achieve annual production goals for deposits/fees/loans, lead and coordinate team members, maintain high-touch client connections, refer clients to cross-markets, coach and mentor others
Seniority
Senior, hands-on IC with team lead potential