Firstrust Bank · 1 month ago
Relationship Manager - Business Banking
Firstrust Bank is one of the region’s foremost community banking institutions, dedicated to fostering leadership and providing exemplary customer service. The Relationship Manager is responsible for developing, expanding, and retaining complex business banking relationships, focusing on sales, relationship management, and credit risk for profitable clients.
BankingCommercialFinanceFinancial Services
Responsibilities
Develop new business for Firstrust through prospecting, COI cultivation and deepening relationships with existing customer base. Develop, maintain and expand these relationships by actively selling and promoting banking products to potential and existing customers. The primary focus is to successfully originate new client loans and to retain and organically grow the assigned relationships
Possesses knowledge of loan, deposit and cash management products in order to suggest products to new customers and cross sell existing customers
Analyze, structure, recommend and submit loans for approval to appropriate approving authority
Act as the primary lending officer to a large portfolio of commercial loan and deposit relationships. Partner with Credit Analysts to assist with the administration of this portfolio including delinquency, document follow up, covenant compliance, financial reporting, and renewals. Provide a differentiated, relationship centric experience to your portfolio
Properly document and close approved loan requests in compliance with applicable laws, regulations, bank policies and sound banking practices
Represents Firstrust in the Community by actively developing referral sources and centers of influence
Responsible for hitting goals and meeting expectations as set by the SVP, Director of Business Banking
Assists in the development of new business for Firstrust. Is alert to expressed customer/prospect needs to suggest appropriate services. Directs customers to appropriate person to establish business relationships
Other duties as assigned
Qualification
Required
Participation in a formal credit training program required
Goal oriented with 5 to 7 years Commercial Banking experience
Good business development skills within the framework of carrying a large portfolio of accounts
Sound knowledge of commercial lending practices, compliance issues, and underwriting skills
Strong interpersonal skills and good oral and written communication skills
Preferred
Bachelor's degree in finance, Accounting or Related Field preferred
Benefits
Great benefits
Performance-based pay
Company
Firstrust Bank
For over 90 years, Firstrust has served the banking needs of our commercial and retail customers in the Philadelphia region.
Funding
Current Stage
Growth StageRecent News
Business Wire
2024-02-13
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