Valley National Bank
Corp. Bnkg. Relationship Manager - Tampa, FL - Tampa, FL
Valley National Bank, Fort Myers, Florida, United States, 33916
Corp. Bnkg. Relationship Manager - Tampa, FL
Job Overview
The Corporate Banking Relationship Manager is responsible, under the direct supervision of the Team Leader, for the administration of all assigned account relationships and for the development of new business for the bank.
Job Description Responsibilities include but are not limited to:
Business development with a focus on acquisition of new clients and expanding relationships with existing clients. Respond quickly and effectively on all new business referrals from Senior Management, the branch network or other areas of the bank.
Develop network of external referral sources/warz of influence (COI's) in order to attract new clients.
Maintain, grow and service assigned portfolios and appropriately cross‑sell other bank products. Overall accountability for driving the profitability, quality, and growth of portfolio.
Negotiate terms (collateral, covenants, pricing and other components) of lending agreements with clients/prospects to properly structure and price credit facilities consistent with the bank's 」credit policies and lending practices. Prepare effective packages for credit approval circulation and to present packages to the required level of credit authority.
Ensure that the bank is in possession of current financial information and that the information has been properly analyzed and on file. Monitor and report changes in credit quality.
Bears overall responsibility for the loan closing process and attends loan closings ensuring legal documents reflect all terms as agreed to by customer/prospect and approved by the bank, in addition to making sure required documents and signatures are in place for loan closing and to ensure loans are closed properly.
Requirements Required Skills:
Excellent and effective interpersonal and presentation skills as well as written and verbal communication skills. Proven track record of prospecting new business and enhancing existing relationships.
Excellent ability to critically review, analyze and structure commercial loans, cross‑sell bank products, and attract new business through effective presentations and the ability to respond to questions.
Strong working knowledge of credit underwriting, basic accounting, and loan documentation. Formal credit training preferred.
Ability to work totally independently or as a team to achieve overall Departmental goals using sound judgement in decision making.
Proficient computer skills using Microsoft Word, Excel and Outlook as well as prospecting/tracking tools such as Salesforce, nCino or similar systems.
Familiarity with professional business practices (.handler time management, communication and appearance.)
Required Experience:
High School Diploma or equivalent and a minimum of 7 years of related lending and/or credit experience with community and/or industry involvement in the area.
Valid driver's license. Bachelor’s degree in Finance, Accounting or business related study and/or formal Commercial Credit training preferred.
Full-time/Part-time Full‑time
FLSA Exempt
Location(s) 1680 Fruitville Rd, Sarasota, Florida 34236, United States 1435 Pine Ridge Rd, Naples, Florida 34109, United States 5220 Summerlin Commons Blvd, Fort Myers, Florida 33907, United States 113 E Whiting St, Tampa, Florida 33602, United States
Job Details Pay Range: $127,600.00 - $228,500.00 / year
Pay Transparency In order to support the Fair Compensation Strategy by the US Govt., HR_->Dept. clients are required to adhere to "Pay Transparency Law"; in the impacted states; that have mandated the employers to list the salary ranges in Job advertisements or postings for job opportunities and Job promotions.
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The Corporate Banking Relationship Manager is responsible, under the direct supervision of the Team Leader, for the administration of all assigned account relationships and for the development of new business for the bank.
Job Description Responsibilities include but are not limited to:
Business development with a focus on acquisition of new clients and expanding relationships with existing clients. Respond quickly and effectively on all new business referrals from Senior Management, the branch network or other areas of the bank.
Develop network of external referral sources/warz of influence (COI's) in order to attract new clients.
Maintain, grow and service assigned portfolios and appropriately cross‑sell other bank products. Overall accountability for driving the profitability, quality, and growth of portfolio.
Negotiate terms (collateral, covenants, pricing and other components) of lending agreements with clients/prospects to properly structure and price credit facilities consistent with the bank's 」credit policies and lending practices. Prepare effective packages for credit approval circulation and to present packages to the required level of credit authority.
Ensure that the bank is in possession of current financial information and that the information has been properly analyzed and on file. Monitor and report changes in credit quality.
Bears overall responsibility for the loan closing process and attends loan closings ensuring legal documents reflect all terms as agreed to by customer/prospect and approved by the bank, in addition to making sure required documents and signatures are in place for loan closing and to ensure loans are closed properly.
Requirements Required Skills:
Excellent and effective interpersonal and presentation skills as well as written and verbal communication skills. Proven track record of prospecting new business and enhancing existing relationships.
Excellent ability to critically review, analyze and structure commercial loans, cross‑sell bank products, and attract new business through effective presentations and the ability to respond to questions.
Strong working knowledge of credit underwriting, basic accounting, and loan documentation. Formal credit training preferred.
Ability to work totally independently or as a team to achieve overall Departmental goals using sound judgement in decision making.
Proficient computer skills using Microsoft Word, Excel and Outlook as well as prospecting/tracking tools such as Salesforce, nCino or similar systems.
Familiarity with professional business practices (.handler time management, communication and appearance.)
Required Experience:
High School Diploma or equivalent and a minimum of 7 years of related lending and/or credit experience with community and/or industry involvement in the area.
Valid driver's license. Bachelor’s degree in Finance, Accounting or business related study and/or formal Commercial Credit training preferred.
Full-time/Part-time Full‑time
FLSA Exempt
Location(s) 1680 Fruitville Rd, Sarasota, Florida 34236, United States 1435 Pine Ridge Rd, Naples, Florida 34109, United States 5220 Summerlin Commons Blvd, Fort Myers, Florida 33907, United States 113 E Whiting St, Tampa, Florida 33602, United States
Job Details Pay Range: $127,600.00 - $228,500.00 / year
Pay Transparency In order to support the Fair Compensation Strategy by the US Govt., HR_->Dept. clients are required to adhere to "Pay Transparency Law"; in the impacted states; that have mandated the employers to list the salary ranges in Job advertisements or postings for job opportunities and Job promotions.
#J-18808-Ljbffr