Financial Staffing LLC · 1 month ago
Commercial Relationship Manager II
San Antonio, Texas Metropolitan Area
Full-time
Hybrid
Senior Level
5+ years expFinancial Staffing LLC is seeking a Commercial Relationship Manager II to generate new business and manage existing commercial clients. The role involves developing market strategies, cross-selling bank products, and managing portfolios for medium to large-sized businesses while ensuring strong client relationships.
Staffing & Recruiting
Hiring Manager
Jeff Chapkin, MBA
Responsibilities
Responsible for generating new business while managing existing commercial clients in appropriate market segment
Develop and execute market strategies for development, growth, and retention
Execute the strategy with calls, visits, client qualification and meeting follow-up to maintain, enhance and expand client relationships
Actively cross-sell Bank products
Make financing proposals
Negotiate terms and conditions for loans, leases, etc
Interact with Loan Review
Exercise strong credit and pricing skills
Make both credit and pricing recommendations for above assigned authority and decisions for credits within assigned authority
Use skill to analyze small business financial statements and credit information to discuss client needs and recommend Bank services and solutions
Sponsor loan requests through the appropriate credit approval process
Respond promptly to client issues, questions and concerns
Manage administrative tasks, including credit analysis and processing
Stay actively involved in the community and area functions
Responsible for management of portfolios for medium to large-sized businesses
May include other tasks and responsibilities as needed
Qualification
Required
Exceptional client interaction skills
Possesses strong background and understanding of corporate finance and business acumen
Demonstrates mastery of the spectrum of Bank products including credit, international, cash management, leasing, and consumer products
Ability to organize and lead sales initiatives, including generating complex, customized proposals
Professional sales skills and experience, including planning, execution, and follow-up
Strong problem-solving skills
Outstanding verbal and written communication skills
Bachelor's Degree or Equivalent Education & work experience
5+ years experience in banking new business development sales
Ability to travel
Benefits
Flexible schedule, autonomy
No micro-management
In-house credit department and loan administration personnel
Company
Financial Staffing LLC
Bringing a decade of industry experience, our team at Financial Staffing LLC excels in placing top bankers in community banks.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase