Senior Banking Relationship Manager

First American Bank; Vernon Hills (IL); On-site; USD 90,000 - 130,000; Full time

Job summary

First American Bank in Illinois seeks a Client Relationship Officer to drive proactive business development, focusing on new relationships with businesses, professionals, and not-for-profits. You will manage loan, deposit and revenue growth by expanding existing relationships and sourcing new ones beyond the branch.

The role requires building partnerships with branch personnel and business partners, traveling to client sites, and presenting financial solutions.

Qualifications

• Bachelor's degree preferred, but commensurate sales and proven business development experience is acceptable.
• 10+ years of banking, lending and sales experience.
• Strong interpersonal, verbal, written and presentation skills are essential.

Responsibilities

• Develops and executes an individual business plan to achieve new relationship acquisition, business partner referrals and existing relationship expansion.
• Collects and analyzes client financial information.
• Provides guidance on complex financial solutions and transactions to both business and individual clients.
• Introduces appropriate partners to market the bank's investment services, financial planning services, commercial product offerings and retail products and services.
• Proactively contacts prospects and centers of influence to generate new relationships.
• Majority (80%) of time is spent sourcing new relationships outside of the branch to meet or exceed assigned sales goals.
• Develops and maintains strong working relationships with branch personnel and business partners.
• Maintains relevant knowledge as it relates to economic conditions, competitive offerings, product and service solutions, and market activities.
• Participates in community, business, and networking groups to promote the overall image of FAB both during and after business hours.
• Consistently communicates with the Manager regarding product improvement recommendations, escalating customer concerns and business development issues.
• Responsible for reporting sales activity and outbound efforts to the Client Relations Sales Development Manager.

Skills

Interpersonal skills

Verbal communication

Written communication

Presentation skills

Detail oriented

Organizational skills

Project management

Education

Bachelor's degree or commensurate experience

Tools

Microsoft 365

Banking systems proficiency

Software/database applications

Job description

First American Bank in Illinois seeks a Client Relationship Officer to drive proactive business development, focusing on new relationships with businesses, professionals, and not-for-profits. You will manage loan, deposit and revenue growth by expanding existing relationships and sourcing new ones beyond the branch.

The role requires building partnerships with branch personnel and business partners, traveling to client sites, and presenting financial solutions.