Newline Relationship Manager II
Core
Drive profitable business development and manage the quality of an existing portfolio of companies within the bank's Newline vertical, focusing on growing relationships that utilize the bank's Newline money movement services and technology.
Role type
Senior IC commercial banking relationship manager (payments)
Builds
Treasury and embedded payment solutions for complex payment businesses
Domain
Banking / Payments industry
Required skills
Payments industry expertise, commercial banking sales, financial statement analysis, treasury products knowledge, commercial credit assessment, consultative sales, CRM management, internal partnership building
Preferred skills
Master's degree in Business, formalized commercial banking training, prospecting and CRM sales tools proficiency
Technologies
Newline money movement services, API connectivity, Microsoft Office, CRM systems
Responsibilities
Prospect for clients independently, develop and implement business plans to achieve financial goals, coordinate with internal partners to create relationship strategies, attend industry forums to broaden networks, analyze financial information to decide on credit requests, meet with customers to enhance trusted advisor relationships
Seniority
Mid-Senior, hands-on IC