Strategic Banking Relationship Manager

World Business Atlas; Florida; On-site; USD 70,000 - 100,000; Full time

Job summary

World Business Atlas is seeking a Relationship Manager to develop and sustain client relationships by understanding financial needs and delivering appropriate banking solutions. The role emphasizes managing a client portfolio, spotting opportunities, and collaborating with product specialists to support clients' financial objectives.

The successful candidate will prioritize client satisfaction, retention, and growth while upholding risk controls and bank policy compliance across all account

Qualifications

• Bachelor's degree in finance, business, economics, marketing, or a related field.
• Strong relationship-building skills with the ability to understand client needs and establish trust.
• Knowledge of banking products and services, including deposits, lending, payments, and investment solutions.
• Ability to manage a client portfolio, identify opportunities, and achieve business targets.
• Understanding of credit assessment, customer due diligence, and risk management principles.
• Strong communication, presentation, and negotiation skills.

Responsibilities

• Develop and maintain client relationships by understanding financial needs and providing suitable banking solutions.
• Manage a client portfolio, identify business opportunities, and coordinate with product specialists to deliver services.
• Focus on client satisfaction, retention, and business growth while maintaining sound risk management practices.
• Review client needs, resolve service issues, and ensure recommendations and account activities follow bank policies and requirements.

Skills

Relationship-building

Communication

Negotiation

Strategic thinking

Problem solving

Education

Bachelor's degree in finance

Business or related field

Tools

CRM systems

Job description

World Business Atlas is seeking a Relationship Manager to develop and sustain client relationships by understanding financial needs and delivering appropriate banking solutions. The role emphasizes managing a client portfolio, spotting opportunities, and collaborating with product specialists to support clients' financial objectives.

The successful candidate will prioritize client satisfaction, retention, and growth while upholding risk controls and bank policy compliance across all account