Sr. Relationship Manager

Qualifications
Bachelor’s degree in Finance, Accounting, or Business-related program
High level of understanding of commercial credit, commercial products, and financial statement analysis, to offer beneficial banking solutions (e.g., loans, treasury management etc.) based on clients and prospects needs
Minimum of 10 years Commercial Banking experience, a minimum of 5 years in a business banking/commercial sales role
Formalized commercial credit training or equivalent credit experience required
Ability to structure moderately complex financial situations
Proven record of identification and understanding of business issues, problems, and opportunities and the ability to create relevant options for addressing problems/opportunities to achieve desire red outcomes
Strong computer skills relevant to Microsoft Office Suites (e.g., Word, Excel, Outlook, etc.)
Proven ability to work in a team-based sales environment
Skill set and competencies to call on larger clients and more sophisticated credits
Organizational skills and attention to detail
Strong decision-making/problem resolution skills
Demonstrate strong analytical and math skills, organizational skills, and customer service skills
Effective verbal and written skills to effectively communicate in the English language required
Experience within Banking or similar field
Ability to work well in a sales-driven environment
Ability to manage multiple tasks at one time without supervision
Knowledge of applicable laws and regulatory compliance related to commercial banking
Proficient computer skills with knowledge of Microsoft Office Programs
Develop and maintain a targeted list of qualified prospective clients and organize a high-touch, organized calling effort for same
Ability to meet or exceed sales and portfolio goals as assigned by senior management on an annual basis
Ability to build and maintain relationships with accounts while providing exceptional customer service
Ability to work within a team environment
Ability to read and comprehend simple instructions, short correspondence, and memos
Ability to read and interpret documents such as procedure manuals, general business correspondence, and/or journals, or government regulations
Responsibilities
Sr Relationship Manager position is responsible for profitable business development and monitor the quality of an existing portfolio of companies within a specific geographic area
Prospect for clients independently by utilizing referral sources, existing clients, and centers of influence
Develop and implement business plans to achieve financial goals and qualitative production and deposit targets
Lead and coordinate with partners to create and implement a relationship strategy for assigned clients and prospects
After a transition period, build and manage a book of approximately $80MM - $100MM
Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined
While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types
Work closely with partners to deepen existing relationships and acquire new prospective relationships
Attend community and/or specific industry forums, conferences and/or meetings to broaden relationship networks, referral sources and continually deepen knowledge of trends, practices, services, and the competitive landscape
Work with product partners (Treasury Management and Wealth Management etc.) analyze, evaluate, and develop a tailored relationship strategy for each client or prospect
Ensure that customer relationships are managed to maximize the opportunity for the bank, while considering Bank risk and customer needs
Meet with customers on a regular basis to enhance the trusted advisor relationship and ensure business needs are being met
Utilize consultative sales skills, commercial playbook principles and call reporting plans to enhance client experience
Utilize the Bank's Customer Relationship Management (CRM) system for client activity tracking, call reports and pipeline management
Partner with Credit and on credit requests and adhere to established Portfolio Management guidelines
Other duties as assigned
Create value for the bank and its employees
Be a good teammate
Live our core values
This position reports to the Market President - Richmond Metro
Job description
Description

Company Summary

Blue Ridge Bank is extremely proud of its more than a century of customer-based service and looks forward to serving its current and new customers for many years to come, with the attention and service that only a locally owned independent community bank can provide.

At Blue Ridge Bank our purpose is to be a trusted partner OF CHOICE in helping our customers achieve their financial goals and that includes you as well! Our Core values of teamwork, integrity, respect, open communication and honoring our commitments to each other, serve as our compass, driving us forward with purpose. These values guide our actions and shape our culture to deliver on our purpose. They influence our decision-making and define how we interact with one another and our customers.

Position Purpose

Sr Relationship Manager position is responsible for profitable business development and monitor the quality of an existing portfolio of companies within a specific geographic area.

Responsibilities
• Prospect for clients independently by utilizing referral sources, existing clients, and centers of influence.
• Develop and implement business plans to achieve financial goals and qualitative production and deposit targets.
• Lead and coordinate with partners to create and implement a relationship strategy for assigned clients and prospects.
• After a transition period, build and manage a book of approximately $80MM - $100MM
• Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined.
• While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.
• Work closely with partners to deepen existing relationships and acquire new prospective relationships.
• Attend community and/or specific industry forums, conferences and/or meetings to broaden relationship networks, referral sources and continually deepen knowledge of trends, practices, services, and the competitive landscape.
• Work with product partners (Treasury Management and Wealth Management etc.) analyze, evaluate, and develop a tailored relationship strategy for each client or prospect.
• Ensure that customer relationships are managed to maximize the opportunity for the bank, while considering Bank risk and customer needs.
• Meet with customers on a regular basis to enhance the trusted advisor relationship and ensure business needs are being met.
• Utilize consultative sales skills, commercial playbook principles and call reporting plans to enhance client experience.
• Utilize the Bank's Customer Relationship Management (CRM) system for client activity tracking, call reports and pipeline management.
• Partner with Credit and on credit requests and adhere to established Portfolio Management guidelines.
• Other duties as assigned.
• Create value for the bank and its employees.
• Be a good teammate.
• Live our core values.

Organizational Relationship

This position reports to the Market President - Richmond Metro

Requirements

Education and Certifications:
• Bachelor’s degree in Finance, Accounting, or Business-related program.

Skills
• High level of understanding of commercial credit, commercial products, and financial statement analysis, to offer beneficial banking solutions (e.g., loans, treasury management etc.) based on clients and prospects needs.
• Minimum of 10 years Commercial Banking experience, a minimum of 5 years in a business banking/commercial sales role.
• Formalized commercial credit training or equivalent credit experience required. Ability to structure moderately complex financial situations.
• Proven record of identification and understanding of business issues, problems, and opportunities and the ability to create relevant options for addressing problems/opportunities to achieve desire red outcomes.
• Strong computer skills relevant to Microsoft Office Suites (e.g., Word, Excel, Outlook, etc.)
• Proven ability to work in a team-based sales environment.
• Skill set and competencies to call on larger clients and more sophisticated credits.
• Organizational skills and attention to detail.
• Strong decision-making/problem resolution skills.
• Demonstrate strong analytical and math skills, organizational skills, and customer service skills.
• Effective verbal and written skills to effectively communicate in the English language required.
• Experience within Banking or similar field.

Abilities
• Ability to work well in a sales-driven environment.
• Ability to manage multiple tasks at one time without supervision.
• Knowledge of applicable laws and regulatory compliance related to commercial banking.
• Proficient computer skills with knowledge of Microsoft Office Programs
• Develop and maintain a targeted list of qualified prospective clients and organize a high-touch, organized calling effort for same.
• Ability to meet or exceed sales and portfolio goals as assigned by senior management on an annual basis.
• Ability to build and maintain relationships with accounts while providing exceptional customer service.
• Ability to work within a team environment.
• Ability to read and comprehend simple instructions, short correspondence, and memos.
• Ability to read and interpret documents such as procedure manuals, general business correspondence, and/or journals, or government regulations.

United States
Virginia
Richmond Show on map Get directions