Banking Relationship Manager (Financial Services Sales)

Mackenzie Health Care; Tacoma (WA); On-site; USD 90,000 - 120,000; Full time

Job summary

A leading healthcare recruitment firm is seeking a Banking Relationship Manager in Tacoma, Washington. This full-time role involves developing and managing financial relationships with affluent clients, identifying and contacting potential clients, and providing high-quality personal service. Qualifications include a college degree or equivalent work experience and a minimum of 6 years in commercial lending. The ideal candidate should possess a strong knowledge of financial statements and an understanding of the affluent market segment. Competitive compensation is offered.

Qualifications

• A minimum of 6 years of experience in commercial lending.
• Competent knowledge of personal and business financial statements and tax returns.
• Proficient understanding of financial products and services for the affluent market.

Responsibilities

• Develops and manages personal financial relationships.
• Identifies and contacts qualified potential clients.
• Advises clients to maximize service usage and investment opportunities.

Skills

Commercial lending experience

Knowledge of financial statements

Understanding affluent market segment

Education

College degree or equivalent work experience

Job description

Banking Relationship Manager (Financial Services Sales)

Full-time

Great talent is both rare and valued... the ability to recognize great talent is even more rare!

The Mackenzie Search Group knows how to position US & International companies for success, from Start-Up Ventures to Small & Medium size organizations to Multi-Divisional International Conglomerates, and builds companies with their most important asset. Talent, with a strict focus in these niche areas: LifeSciences (Pharmaceutical, Scientific, Medical Device, Diagnostics, Biotech, Research, Lab) HealthCare (Executives, Physicians, Pharmacists, Nurses, Assisted Living, LTC, PT, OT, Speech), Information Technology,Consulting, Homeland Security, Clean Technology, Energy, B2B, Manufacturing, Engineering, Six Sigma/Lean, Finance/Accounting, Sales, and Marketing, Mobile Technology and Social Media.

With a National Network and Stable of Recruiters (and over 500 years of experience on our team) that specialize in Niche Industries, Mackenzie can assist and manage your Recruitment needs throughout North America

Growing Strong Companies with the very best talent from the C-suite to the Field & on both the Business Operations & Manufacturing sides of an organization, is what Principals and Consultants at Mackenzie Search know best, are most passionate about, and have done since 1992. Just ask our Client references and LinkedIn recommendations, they can tell the story better than we can.

Develops and services comprehensive personal financial relationships within affluent target market through a professional sales effort. Identifies qualified potential clients. Initiates contacts, assesses needs, presents array of products and services, and closes sales. Responsible for the management and total servicing of the client relationship, and for the growth and profitability of large, more complex and profitable relationships in the unit. Proactively advises and consults with clients to maximize their service usage, trust and investment opportunities, and monitors client portfolio to ensure profitability. Responsible for analyzing clients' credit needs and then making appropriate recommendations. This is an experienced level Relationship Manager whose clients expect their banker to provide high quality financial information and personal service.

Qualifications

• College degree or equivalent work experience.
• A minimum of 6 years commercial lending experience.
• Competent knowledge of personal and business financial statements and tax returns.
• Proficient understanding of the financial acumen as it pertains to the affluent market segment. All consumer and business products and services as it relates to the affluent market segment, including operations, loan policies and procedures.