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TAB Bank · 4 months ago

ABL Relationship Manager

OGDEN, Utah, United States

Full-time

Onsite

Senior Level

5+ years exp

TAB Bank is a financial institution seeking a Relationship Manager to nurture and grow medium to high profile client relationships. The role involves managing client accounts, analyzing trends, preparing credit summaries, and promoting TAB's services while maintaining high-quality client interactions.

BankingFinanceFinancial ServicesFinTech

Growth Opportunities

No H1B

Responsibilities

Manage multiple client relationships with outstanding customer support while adhering to TAB’s credit policy

Analyze account trends, manage collateral, disburse funds, and manage client availability

Critically evaluate information gathered from multiple sources, reconcile conflicts, decompose high-level information into details, and distinguish client requests from the underlying true needs

Retain existing clients

Work with various departments to continuously improve the working capital product

Respond in a positive manner to constructive criticism from managers and peers

Meet with clients at their place of business to build lasting relationships

Promote and cross sell TAB’s products and services to existing clients

Develop a thorough understanding of the every client’s business and credit risk profile

Engage in multiple initiatives simultaneously

Deepen existing client relationships while generating incremental business through cross-selling bank products

Drive and challenge internal and external business units on their assumptions of how they will successfully execute their plans

Work well with and demonstrate respect for colleagues at all levels while consistently contributing to a positive work environment

Seek opportunities from team lead or mentor to increase skills and/or learn new aspects of the business

Mentor junior staff

Demonstrate an ability to work with coworkers and managers to prioritize workload

Write error-free client e-mails, credit summaries, memos, and other deliverables that can go directly to loan committee or client with near zero revision

Present credit summaries at Bank Loan Committee and/or Director Loan Committee

Complete all required client reporting as defined by management

Outstanding judgment, and superior client service skills as demonstrated by frequent and unsolicited positive feedback from client

A demonstrated ability to successfully move into problem-solving mode whenever challenges or concerns arise

Complete all assigned bank compliance training

Strictly adhere to TAB’s credit policy

Other duties as assigned

Qualification

B2B experienceFinancial services knowledgeMicrosoft ExcelAnalytical skillsCustomer relationship managementCommunication skillsLeadership skills

Required

Bachelor's degree in a business discipline or the equivalent experience

A minimum of 5 years working in a business-to-business (B2B) environment

Experience in financial services and/or banking

Demonstrated ability to work in a self-directed and fast paced environment

Superior skills with the Microsoft Office package, particularly Excel

Strong analytical and product management skills required, including a thorough understanding of how to interpret customer business needs and translate them into operational requirements

Confidence, tact, and a persuasive manner with team members and customers

Identifies critical issues with ease

Excellent verbal and written communication skills including the ability to interact professionally with a diverse group of individuals ranging from executives, managers, and subject matter experts

Generate enthusiasm among team members

Proactively seek opportunities to serve in leadership roles

Challenge others to develop as leaders while serving as a role model

Develop relationships with customer personnel that foster customer ties

Continually seek opportunities to increase customer satisfaction and deepen customer relationships

Suggests areas for improvement in internal processes along with possible solutions