Relationship Manager, Transportation and Vendor Finance

Role Overview

• Facilitates growth for the Bank through business development and management of key client relationships
• Maintains an outstanding and continuous record of significant revenue generation from sales and syndications
• Acts as an escalation point for complex client issues, using strategic problem-solving to resolve conflicts and maintaining strong client relationships
• Structures complex deals and secures credit approvals, working with internal stakeholders and external partners to optimize revenue
• Develops new business by contacting prospects and clients, and by cross-selling Bank products and services that include credit, trust/investment and cash management
• Reviews loan applications and cash management service agreements, ensuring accuracy, completeness, and alignment with the bank's risk management standards
• Develops market strategies to align with business goals, identifying opportunities, and expanding client portfolios
• Identifies key market segments and leverages industry trends to drive business growth and expand the client base
• Represents bank at industry forums and conferences, leveraging insights on trends, competition, and emerging products to drive strategic decision-making
• Engages with senior leadership and cross-functional teams to align strategies, address client needs, and drive holistic business solutions
• Prepares reports on team performance, client satisfaction, and market trends for senior executives, providing insights and recommendations for strategic adjustments
• Builds and maintains strong long-term relationships with the bank’s high-value and strategic clients, providing strategic advice on financial solutions and ensuring exceptional service and partnership
• Analyzes market trends, client industry developments, and competitive positioning to inform client solution strategies and optimize client satisfaction
• Works closely with internal teams and stakeholders to define products, solutions and strategies that best fit clients’ needs
• Identifies share of wallet opportunities

Requirements

• 7+ years of relevant experience in Relationship Management, Account Management or Portfolio Management in a corporate or similar segmented banking environment with sales metrics
• Bachelor’s degree required; Business Administration, Finance and Accounting preferred
• Deep knowledge and technical proficiency gained through extensive education and business experience
• Advanced level of proficiency: Product Knowledge, Regulatory Compliance, Structuring Deals, Portfolio Management, Credit Risk Assessment, Project Management, Customer Service, Problem Solving, Negotiation, Customer Relationship Building
• Expert level of proficiency: Financial Analysis

Benefits

• health insurance
• tuition reimbursement
• accident and life insurance
• retirement savings plans