A leading financial institution is seeking a Sr. Relationship Manager to serve as a trusted advisor for healthcare and education clients. The role involves managing an extensive portfolio and providing tailored financial solutions. Strong experience in commercial lending, relationship management, and client solutions is essential. Candidates should demonstrate leadership skills and a proven ability to enhance client relationships while understanding financial landscapes. A robust network within local community organizations is highly desirable.
Qualifications
10+ years’ experience in broad based commercial lending/corporate finance/relationship management experience.
Demonstrates management capability of an extensive portfolio of Healthcare, Education and NFP clients with revenues greater than $50 million.
Proven track record of prospecting new business and closing profitable transactions.
Outstanding oral and written communication skills.
Responsibilities
Manage an extensive portfolio of HENFP clients and prospects with annual revenues of $50 million and above.
Acquire and deepen profitable client relationships through sales and prospecting.
Understand and interpret financial and cash flow statements.
Collaborate with domestic and international teammates throughout the bank.
Skills
Client Management
Client Solutions Advisory
Prospecting
Relationship Building
Risk Management
Financial Analysis
Leadership Development
Project Management
Referral Identification
Sales Performance Management
Business Development
Client Experience Branding
Continuous Improvement
Data and Trend Analysis
Pipeline Management
Education
Undergraduate degree in related field or equivalent work experience
MBA desirable
Job description
A leading financial institution is seeking a Sr. Relationship Manager to serve as a trusted advisor for healthcare and education clients. The role involves managing an extensive portfolio and providing tailored financial solutions. Strong experience in commercial lending, relationship management, and client solutions is essential. Candidates should demonstrate leadership skills and a proven ability to enhance client relationships while understanding financial landscapes. A robust network within local community organizations is highly desirable.