Relationship Manager III-Space Coast, FL 59CF-3442

Global Recruiters of West Palm Beach (GRN); Florida; Sur place; USD 90 000 - 120 000; Plein temps

Résumé du poste

GRN West Palm Beach is seeking a Relationship Manager III for the Space Coast,FL region to grow a portfolio of commercial real estate and C&I clients. You will analyze financial needs, tailor banking solutions, and drive new business while maintaining exceptional service and compliance with banking regulations.

The role requires 7–10 years CRE and C&I banking, a Bachelor's in Finance or related field, and strong communication.

Qualifications

• Bachelor’s degree in Finance, Business Administration, Economics, or related field.
• Minimum of 7-10 years of experience in commercial real estate and C&I banking.
• Strong interpersonal and communication skills to build trust with clients.
• Knowledge of local market dynamics and customer demographics.
• Deep understanding of banking products, services, and regulations.
• Analytical and problem-solving abilities.
• Ability to work independently and in a team.
• Familiarity with CRM software and MS Office.

Responsabilités

• Client Relationship Management: Build and maintain long-term relationships with clients, including CRE developers, C&I businesses, and high-net-worth individuals.
• Financial Solutions: Recommend banking products and services including loans, mortgages, investments, and deposits.
• Portfolio Growth: Identify opportunities to expand client relationships and cross-sell banking products.
• Risk Management: Ensure compliance with regulatory requirements and internal policies.
• Business Development: Attract new CRE and C&I clients and grow the bank’s customer base.
• Financial Analysis: Conduct financial analysis to evaluate clients’ financial health and tailor solutions.
• Collaboration: Work with credit, wealth management, and commercial banking teams to deliver comprehensive solutions.
• Customer Support: Address inquiries, resolve issues, and provide ongoing support.
• Market Awareness: Stay informed on market trends and economic conditions.
• Loan Management: Screen loan requests and manage complex commercial loans when needed.

Connaissances

Interpersonal skills

Communication skills

Local market knowledge

Banking product knowledge

Analytical thinking

Independent and teamwork

Lending procedures knowledge

Credit evaluation understanding

CRM familiarity

Client relationship management

Formation

Bachelor’s degree in Finance, Business Administration, Economics, or related field

Banking certifications or relevant training

Outils

CRM software

Microsoft Office

Description du poste

Relationship Manager III-Space Coast, FL
Space Coast, FL

Required Experience

Minimum of 7-10 years of experience in commercial real estate and C&I banking.

Required Education

Bachelor’s degree in Finance, Business Administration, Economics, or related field.

Job Details

A well-established regional bank with a strong commitment to personalized customer service and community-focused financial solutions is seeking a Relationship Manager III to join its team and help drive growth for their Space Coast Area.

The Relationship Manager III candidate will be responsible for managing and growing a portfolio of commercial real estate and commercial and industrial (C&I) client relationships, providing tailored financial solutions, and ensuring exceptional customer service. This role requires a strong understanding of banking products, excellent communication skills, and a proactive approach to identifying client needs and business opportunities.

Key Duties, Activities and Responsibilities

• Client Relationship Management: Build and maintain strong, long-term relationships with clients, including individuals, commercial real estate developers, C & I businesses, and high-net-worth clients, to ensure client satisfaction and retention. Ensure quality customer service by adhering to the Bank’s customer service standards. Achieve customer service and sales objectives by counseling customers, explaining bank products and services, and identifying needs. Ensure customers’ needs are always met while displaying a genuinely friendly attitude.
• Financial Solutions: Assess clients’ financial needs and recommend appropriate banking products and services, including loans, mortgages, investment products, and deposit accounts. Cross-sell Bank products and services.
• Portfolio Growth: Proactively identify commercial real estate and C & I opportunities to expand client relationships through cross-selling and upselling banking products and services. Interview applicants for commercial loans. Be proficient in all areas of lending.
• Risk Management: Ensure compliance with all regulatory requirements and internal policies while managing client accounts and transactions.
• Business Development: Develop and implement strategies to attract new commercial real estate and C & I clients and grow the bank’s customer base. Make appropriate referrals to further the bank mission and profitability. Represent the Bank and provide leadership in community activities.
• Financial Analysis: Conduct financial analysis to evaluate clients’ financial health and provide customized solutions to meet their goals.
• Collaboration: Work closely with internal teams, such as credit, wealth management, and commercial banking, to deliver comprehensive solutions to clients. Make recommendations to management on product improvements or changes.
• Customer Support: Address client inquiries, resolve issues, and provide ongoing support to ensure a positive banking experience. Provide feedback to staff regarding customer service issues. Service customer needs on all bank products, including the most complex services and transactions. Using in-depth knowledge of bank data systems, minimize referring customers to another department or individual for resolution.
• Market Awareness: Stay informed about market trends, economic conditions, and competitor offerings to provide clients with relevant and timely advice.
• Loan Management: Screen loan requests for all types of loans. Present requests to management and loan committee when the proposed loan is beyond the departmental lending authority. Recommend loan terms and conditions. Manage large or complex commercial loans, as needed, and counsel loan customers on loan management and beneficial financial strategies.

Knowledge & Skills

Work Experience, Skills and Education Required:

• Education: Bachelor’s degree in Finance, Business Administration, Economics, or related field.
• Experience: Minimum of 7-10 years of experience in commercial real estate and C&I banking.
• Knowledge, Skills and Abilities:
  • Strong interpersonal and excellent communication skills to build trust and rapport with clients.
  • Strong understanding of local market dynamics and customer demographics.
  • In-depth knowledge of banking products, services, and regulations.
  • Excellent analytical and problem-solving skills.
  • Ability to work independently and as part of a team.
  • Proficiency in CRM software and Microsoft Office Suite.
  • Working knowledge of general lending procedures, financial statement analysis, and the credit decision process.
  • Ability to adapt to a flexible work schedule to meet the demands of bank’s hours and promotions.
  • Ability to withstand varying degrees of stress.
  • Ability to travel locally to meet with clients as needed.
• Certifications: Significant training in current banking products and sales.
• Attributes: Client-centric mindset, results-driven, detail-oriented, and adaptable to a fast-paced environment.

GRN West Palm Beach

9897 Lake Worth Road, Suite 202
Lake Worth, FL 33467 USA