Commercial Relationship Manager

John Marshall Bank; Washington (District of Columbia); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Medical

Dental

401K Retirement Plan

Vision

Employee Assistance Program

Flexible Spending

Transit Reimbursement

Dependent Day Care

Long Term Care

Paid Time Off

Life and Disability Coverage

Job summary

John Marshall Bank is seeking a Relationship Manager to join the Commercial Lending team in Washington, DC. The role focuses on maintaining and growing existing customer relationships while actively prospecting and developing new business and consumer deposit relationships.

You will collaborate with Commercial Lenders, local branches, and other teams to maximize depository and treasury management opportunities, analyze financials, and cross-sell additional financial services.

Qualifications

• Bachelor’s degree or equivalent work experience in business, finance, or accounting.
• 5 years of bank sales and relationship management experience.
• Familiarity with the commercial lending process.
• Ability to handle confidential information with tact and discretion.

Responsibilities

• Work closely with Commercial Lenders and Local Branch Office to maximize depository/treasury management opportunities.
• Assist in sales efforts and help explain and obtain acceptance of concepts.
• Build a large book of business by participating in community organizations and networking groups.
• Engage in business development outreach to generate new deposit and loan business and maintain a pipeline.
• Maintain regular communication with customers and coordinate with bank personnel and third parties involved in the customer's business affairs.
• Prepare sales proposals for Lending and Branch Teams.
• Analyze customer financials to provide product/service recommendations.
• Work with existing clients to deliver exceptional service and cross-sell financial services.
• Interact with customers to address non-routine service matters or risk issues.
• Collaborate with teams to set up new accounts and treasury management services.

Skills

Relationship management

Business development

Customer service

Communication skills

Interpersonal skills

Education

Bachelor's degree in business, finance, or accounting

Job description

Description

John Marshall Bank is looking for a Relationship Manager to join the Commercial Lending team in Washington, D.C. to maintain and grow existing customer relationships while actively prospecting and developing new Business and Consumer Deposit relationships.

In this role you will:

• Work closely with Commercial Lenders and Local Branch Office to assure that they have maximized depository/treasury management opportunities with their clients and prospects.


• Assist in the sales efforts of others, and effectively identify, explain and obtain acceptance of concepts which may involve controversial issues or represent significant change.


• Participate regularly in outside community organizations and events to increase the Bank's local presence and build a significant book of business; Be actively involved with local chamber, civic groups and/or networking groups to include serving on local boards and interact with local community leaders.


• Engage in, promote and execute effective business development outreach practices that result in new deposit and loan business for the Bank, maintaining a pipeline of prospects, calls and activities.


• Maintain regular communication with customers as appropriate in the management of customer relationships. You will be actively engaged in on-going communication with customers, various JMB personnel and appropriate third parties involved in the customer's business affairs.


• Prepare Sales Proposals to present to Lending and Branch Teams


• Analyze customer financials and statements and provide appropriate product/service recommendations to further expand the deposit relationships.


• Work with existing clients on an on-going basis to ensure that the Bank is providing them with exceptional customer service and seek opportunities to cross-sell additional financial services when appropriate.


• Interact with customers independently to address non-routine service matters or other risk related issues.


• Work with various other teams and departments to set up clients' new accounts and treasury management services

Requirements

Required

• Bachelor’s degree in business, finance, or accounting or equivalent work experience and/or training


• 5 years of experience in bank sales and relationship management


• Familiarity with the commercial lending process


• Ability to handle confidential information with tact and discretion

Preferred

• 8 years of experience in bank sales and relationship management


• Strong interpersonal skills, including ability to work across a variety of departments


• Ability to work closely with and anticipate the needs of the Commercial Lending Team by acting proactively in problem resolution


• Excellent problem-solving skills and attention to detail


• Ability to be a self-starter and work independently to achieve sales goals


• Ability to multi-task

Compensation for this role ranges from $90,000.00-$120,000.00, commensurate with your experience and qualifications.

At John Marshall Bank, we pride ourselves on being able to attract the best talent in the industry, therefore we offer a comprehensive benefits package which includes:

• Medical


• Dental


• 401K Retirement Plan w/ an Employer Match


• Vision


• Employee Assistance Program


• Flexible Spending


• Transit Reimbursement


• Dependent Day Care


• Long Term Care


• Paid Time Off


• Life and Disability Coverage

John Marshall Bank is an Equal Opportunity Employer.

At this time, John Marshall Bank will not sponsor a new applicant for employment authorization for this position.