Manager, Client Relations jobs in United States
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Webster Bank · 20 hours ago

Manager, Client Relations

Webster Bank is a leading commercial bank founded in 1935, dedicated to helping individuals, families, and businesses achieve their financial goals. The Client Relations Manager will partner with Relationship Managers to manage the onboarding of new Business Banking credit clients and support cross-selling into the existing portfolio.

Banking

Responsibilities

Partners with Relationship Manager(s) to manage the onboarding of new business clients
Liaison to Business Credit Center and Operations in gathering all required documentation from prospective borrowers and helping to execute third party reports
Drafts Letters of Intent (LOIs) for deals in consultation with Relationship Manager
Provides client service, outreach to prospects and builds upon to client relations, sells appropriate solutions and services to prospects and clients, and identifies and capitalizes on cross-sell opportunities and makes appropriate referrals
Creates, implements, and monitors the sales effort and strategy within territories
Develops more complex analyses to measure the trends, efficiencies and effectiveness of sales representatives' marketing and sales resource allocation and utilization

Qualification

Business credit acumenClient relationship managementRegulationsSales strategy developmentTeam buildingInterpersonal skillsCommunication skills

Required

Bachelor's Degree in finance, business, accounting, economics, or related field required
7+10 years of experience
Business credit acumen -- Credit trained and/or experience in credit requirements
Requires good understanding of products, services and sales campaigns
Proven ability to develop and cultivate customer relationships
Excellent interpersonal, team building, and communication skills
Understanding of regulations governing financial products/services

Benefits

Incentive compensation

Company

Webster Bank

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Webster is a commercial bank that provides financial services to corporations, individuals, families, and partners.

Funding

Current Stage
Public Company
Total Funding
$653M
Key Investors
Greystone
2025-09-11Post Ipo Debt· $350M
2024-12-02Post Ipo Debt· $303M
2002-10-17IPO

Leadership Team

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Neal Holland
Chief Financial Officer
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D
Daniel Gioia
Sr. Managing Director
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Company data provided by crunchbase