Job Description
Overview: The Relationship Manager - Private Banking is responsible for developing and maintaining strong relationships with high net worth individuals, including attorneys, CPAs, physicians, and entrepreneurs, to meet and exceed sales and retention goals. The ideal candidate will have 5-7 years of lending experience, formal credit training, and excellent marketing, sales, and relationship-building skills. Responsibilities:
• Meet or exceed individual sales and retention goals by developing new loans and depository business from prospects and existing clients
• Independently expand existing relationships and solicit new business through client referrals and cold calling efforts
• Maintain an active calling program with prospects, existing clients, and referral sources
• Respond to all client requests on a timely basis, providing prompt and efficient service
• Structure, negotiate, and close loan transactions, ensuring a deposit component is prevalent in every loan transaction and new relationship
• Cross-sell bank products, including Treasury Management Services
• Develop and maintain strong relationships with clients through business development calling efforts, social functions, and association memberships
• Qualifications:
• 5-7 years of lending experience
• Bachelor's Degree in Business, Finance, or a related field
• Formal credit training preferred
• Benefits:
• Reasonable accommodation may be made to assist individuals with disabilities to complete the online application process
• Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
• Competitive salary and benefits package
• Meet or exceed individual sales and retention goals by developing new loans and depository business from prospects and existing clients
• Independently expand existing relationships and solicit new business through client referrals and cold calling efforts
• Maintain an active calling program with prospects, existing clients, and referral sources
• Respond to all client requests on a timely basis, providing prompt and efficient service
• Structure, negotiate, and close loan transactions, ensuring a deposit component is prevalent in every loan transaction and new relationship
• Cross-sell bank products, including Treasury Management Services
• Develop and maintain strong relationships with clients through business development calling efforts, social functions, and association memberships
• Qualifications:
• 5-7 years of lending experience
• Bachelor's Degree in Business, Finance, or a related field
• Formal credit training preferred
• Benefits:
• Reasonable accommodation may be made to assist individuals with disabilities to complete the online application process
• Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
• Competitive salary and benefits package
💡 Quick Summary
Seeking a career-building opportunity? The Relationship Manager | Private Banking position is now open for candidates interested in the Bank Jobs sector. This role in Tampa offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
