banking relationship manager

Banque du Caire

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  <strong>
   Job Summary
  </strong>
 </p>
 <p>
  Study and analyze the financial situation of current and new corporate clients and provide the necessary analytical reports to the credit management department to take the required decisions in accordance with the annual targets plan set by top management, in order to achieve objectives and increase the profitability of the credit portfolio.
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 </p>
 <p>
  <strong>
   Job Description
  </strong>
 </p>
 <ul>
  <li>
   Implement the annual financial target plans for all business sectors, for both existing and new clients, according to the objectives set by management, in line with credit policies, and in compliance with applicable laws, regulations, and related policies.
  </li>
  <li>
   Prepare a schedule of field visits to clients in order to identify their financing needs and obtain the necessary documents to assess their financial position.
  </li>
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   Prepare analytical reports for the financial statements of targeted clients and review the consolidated credit positions available at the Central Bank to determine the client&rsquo;s credit rating and the possibility of dealing with them, in order to identify the optimal structure for their credit facilities.
  </li>
  <li>
   Coordinate with the Central Information Department and the client to determine the list of documents required from the client and accordingly schedule a meeting between the representative of the Information Department and the client for the purpose of defining the client&rsquo;s credit facility request.
  </li>
  <li>
   Prepare credit studies and market studies for client requests in light of the bank&rsquo;s credit policy and the Central Bank&rsquo;s regulations and submit recommendations to the Credit Risk Department before presenting them to the competent credit committee.
  </li>
  <li>
   Attend credit committee meetings to present and discuss the client&rsquo;s case and respond to committee inquiries.
  </li>
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   Prepare contracts and client-related documents after the committee&rsquo;s approval is issued and follow up on credit in accordance with applicable procedures.
  </li>
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   Coordinate with the concerned departments, the branch, and the client to facilitate credit facility utilization processes.
  </li>
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   Follow up with existing clients, evaluate and prepare analytical reports, and handle credit facility renewals by reviewing clients&rsquo; utilizations to assess the achievement of targets.
  </li>
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   Promote banking services to existing clients in coordination with the concerned departments, with the aim of expanding banking activities and increasing profitability.
  </li>
 </ul>
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  <br/>
 </p>
 <p>
  <strong>
   Job Qualifications
  </strong>
 </p>
 <ul>
  <li>
   A university degree in Business Management, Banking, Finance, or a related field, or equivalent qualifications.
  </li>
  <li>
   Relationship Manager: 3 to 5 years of experience in banking, including at least 2 years in credit.
  </li>
  <li>
   Senior Relationship Manager: 5 to 7 years of banking experience, with a minimum of 4 years in credit.
  </li>
  <li>
   Successful completion of a credit-related course is required.
  </li>
 </ul>
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 </p>
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Corporate Banking Relationship Manager / Senior Relationship Manager

U.S. Bank

<p></p><div><p>At U.S. Bank, we&rsquo;re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at&mdash;all from Day One.</p><p></p><h2 class="jobSectionHeader"><b>
Job Description</b></h2><div><p>
Our Business Banking Relationship Managers are the primary advisor for our business clients.</p><p></p><p>
They play a pivotal role in helping our business clients achieve their financial goals and they do this by approaching each and every day with a single purpose &ndash; to do the right thing by our business clients to help them achieve their vision for success and the lives they want to lead.</p><p></p><p>
We're looking for candidates that have skills and experience in:</p><ul><li><p>
Prospecting companies with revenues above $10MM.</p></li><li><p>
Working with SBA (7A and 504) loans</p></li><li><p>
Have an established COI (circle of influence) base</p></li><li><p>
Proactively manage an assigned portfolio of clients by staying on top of all renewals, annual reviews, etc.</p></li></ul><p><br>
</p><p>The responsibilities of the role include the following:</p><ul><li><p>
Build, develop, and manage both new &amp; existing relationships.</p></li><li><p>
Deliver financial expertise and client-centric solutions that build strong, long-term relationships.</p></li><li><p>
Spend 60-70% of their time on outside business development activities and growing their Centers of Influence network. Typically, these customers are companies up to $25MM in annual revenue and are a mix of pure C&amp;I as well as Developer &amp; Investor Commercial Real Estate.</p></li><li><p>
Obtain credit approval on loans within assigned limits and manage both loan and portfolio credit quality.</p></li><li><p>
Provide appropriate credit structure recommendations to customers.</p></li><li><p>
Have an expansive set of products, solutions and services that allow recommendations to both prospects &amp; clients.</p></li><li><p>
Make appropriate referrals to other internal business units.</p></li></ul><p></p><div><b>
Basic Qualifications</b><br>
<ul><li>Bachelor's degree, or equivalent work experience</li><li>Five to seven years of relevant experience</li></ul></div><p></p><div><b>
Preferred Skills/Experience</b><br>
<ul><li>Prior experience in Developer &amp; Investor Commercial Real Estate</li><li>Prior Commercial &amp; Industrial experience</li><li>Experience managing complex credit structures and loan requests larger than $2.5MM</li><li>Experience working with clients and prospects up to $25MM in annual revenue</li><li>Proven success developing new business and COIs</li><li>Demonstrated knowledge of commercial credit and credit quality</li><li>Agile and innovative approach to problem solving and decision making</li><li>Excellent verbal and written communication and presentation skills</li><li>Ability to work effectively with individuals and groups across the company to manage customer relationships</li></ul></div><p></p><p><b>
Location</b></p><p>
This role offers a hybrid/flexible schedule, which means there is an expectation to work onsite or be with customers three or more days a week and the flexibility to work outside the office location for the other days.</p></div><p></p><p>
If there&rsquo;s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.
</p><p></p><p><b>Benefits:</b></p><p>
Our approach to benefits and total rewards considers our team members&rsquo; whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):</p><ul><li><p>
Healthcare (medical, dental, vision)</p></li><li><p>
Basic term and optional term life insurance</p></li><li><p>
Short-term and long-term disability</p></li><li><p>
Pregnancy disability and parental leave</p></li><li><p>
401(k) and employer-funded retirement plan</p></li><li><p>
Paid vacation (from two to five weeks depending on salary grade and tenure)</p></li><li><p>
Up to 11 paid holiday opportunities</p></li><li><p>
Adoption assistance</p></li><li><p>
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law</p></li></ul><p></p><p>
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.</p><p></p><p><b>
E-Verify</b></p><p>
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services.</p><p></p>
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $111,095.00 - $130,700.00<p></p><p>
U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.</p><p></p><p>
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.</p><p></p><p><b>
Posting may be closed earlier due to high volume of applicants.</b></p></div>

Business Banking Relationship Manager 3- Beverly Hills and LA - Vice President

First Abu Dhabi Bank

<b><br>Job Title<br>Virtual Relationship Manager   Commercial Banking (CMB)   Dubai, UAE<br>Job Description<br>Virtual Relationship Manager   Commercial Banking (CMB)   Dubai, UAE<br> <br>Position Overview</b><br>First Abu Dhabi Bank (FAB) is seeking a Virtual Relationship Manager to handle a hybrid portfolio of borrowing and non-borrowing clients within its Commercial Banking (CMB) segment. Based in Dubai, this role offers a unique opportunity to engage clients remotely while driving revenue growth, portfolio activation, and customer satisfaction. If you're passionate about banking in a digital-first model, this is a high-impact opportunity with the UAE's largest and most secure bank.<br> <br><b>Job Details<br>Location: United Arab Emirates<br>Location: Dubai<br>Industry: Banking / Mortgage Professionals<br>Function: Sales<br>Gender: Any<br>Candidate Nationality: Any<br>Candidate Preferred Location: Any<br>Job Type: Full-time<br> <br>Key Responsibilities</b><br> <br>* Manage a portfolio of 400 500 primarily non-borrowing clients under the Virtual Relationship Unit<br>* Achieve portfolio growth, revenue targets, product penetration, and client activation KPIs<br>* Reactivate dormant or inactive customers and onboard new clients through referrals<br>* Cross-sell FAB banking products including accounts, trade, lending, FX, and bancassurance<br>* Act as the primary remote point of contact for clients, delivering proactive advisory and support<br>* Maintain accurate CRM and customer engagement records to ensure personalized service<br>* Ensure full compliance with AML, KYC, sanctions, and regulatory obligations<br>* Coordinate with risk and compliance teams on enhanced due diligence and transaction reviews<br>* Provide input on process improvements and contribute to service excellence and NPS growth<br>* Regularly update KYC profiles and remediate expired cases in line with bank standards<br>* Participate in FAB s training and development programs to continuously improve service delivery<br> <br><b>Candidate Requirements<br></b> <br>* Bachelor s degree in Business Administration, Finance, or Banking preferred<br>* At least 3 years of experience in Corporate, Commercial, or Business Banking<br>* Proven ability to manage client relationships remotely across a large portfolio<br>* Strong understanding of banking products and commercial customer needs<br>* Excellent communication, advisory, and service orientation<br>* Familiarity with KYC, AML, risk controls, and governance frameworks<br>* Proficient in maintaining customer lifecycle and activity tracking through CRM systems<br>

Virtual Relationship Manager Commercial Banking

DBS Bank

Business FunctionCorporate and Investment Banking provides corporate customers with a full range of Commercial banking products and services including cash management services, current accounts time deposits, trade finance, working capital finance, term loans and foreign exchange, Through our continued commitment, DBS has cultivated long standing relationships with its customers in the region that are based on account relationship management, service differentiation product development and rigorous credit standards.Job Purpose* To acquire and build a well diversified portfolio within the IBG 4 segment. The portfolio should provide revenue from diversified sources such as assets, trade, cash, treasury, fees etc. and the portfolio should lead to a healthy income with an acceptable risk to the bank.* The Relationship Manager is expected to deliver these results in accordance with the lending guidelines prescribed by the bank.Key Accountabilities* Source New to Bank Asset relationships within IBG 4 Segment up to T/O of 100 Crore, aligned to Bank Lending Policy* Ensure a good Net Interest Income as well as fee across the portfolio and also ensure regular revenue streams through Cross Sell of Trade, Liabilities, Cash, Treasury, Fee, etc.* Play an instrumental role in increasing the Profitability of the Branch.* Ensure proper monitoring of Portfolio and maintaining the delinquencies at NIL.* Implement & execute IBG4 business strategy to increase market share & to achieve targets consistent with IBG4 –Topline and Bottom line targets with focus on a diversified portfolio and reduce concentration risk in the portfolio.* Build DBS Brand Value and enhance network in the location by various marketing activities, collaborations and events.* To comply with the Bank’s process & policies and ensure positive ratings during all Country / Group auditsJob Duties & responsibilities* Source New to Bank Asset relationships within IBG 4 Segment up to T/O of 25 Crore, aligned to Bank Lending Policy and also ensure sanction and disbursement of the same, in liaison with Customer, Risk and Operations team.* Cross Sell of Liability, Trade, Cash and Treasury Product actively.* To achieve the individual Budgeted revenues through all product parameters* Conduct Proper Due diligence while on-boarding New Asset Relationships.* On board clients with a clear account plan highlighting the revenue potential, risks and mitigants.* Increase the wallet share with the customer by constantly exploring opportunities to cross sell other products offered by the bank.* Constant Monitoring of the Portfolio and ensure Timely Renewals. Provide regular feedback to the credit and portfolio team about various developments in the client’s business.
<br><br>
Work closely with the monitoring team for early warning signals and take appropriate actions as identified.* Thorough monitoring of accounts sourced and keep track on customer’s business and report any early warning signals.* Ensure Timely Renewals of Accounts.* Ensure that the covenants and conditions prescribed by the credit team are consistently met.* Adherence to strict KYC/AML requirements.* MIS to be provided to the central team for further reporting, within the stipulated guidelines.* Timely Completion of Learning Programs as assigned by DBS for time to time* To comply with the Bank’s process & policies.* To be in touch with local business stakeholders including existing, prospective clients, market leaders, CA’s, Influencer’s and Industry association to be updated on the current market practice and local intelligence.* To be responsible for submitting any material information around business Opportunities and Industry/Customer Risk, same shall be reported to the senior functional management at regular interval.Requirements* Overall 3- 5 years of experience in sales.* 2 years of sales experience in SME/Business Banking Lending.* Proven sales track record in asset business in the SME/Business Banking segment.* Knowledge of competitors and marketplace* Market knowledge and experience in the SME segment, with reference to customer preferences and requirement is preferred.Education / Preferred Qualifications* Bachelors in finance / Economics/Commerce or MBA or CACore Competencies* Excellent Communication & Listening Skills, Good Sales & Negotiation SkillsTechnical Competencies* Working Capital Finance KnowledgeWork Relationship* Manager / Direct ReportDBS India - Culture & BehaviorsDBS is committed to building a culture where all employees are valued, respected and their opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working, and opportunities to grow within an inclusive and diverse environment. Expected value driven behaviors are: * Demonstrate Business Performance through PRIDE 2.0 Value Based Propositions* Ensure Customer Focus by Delighting Customers & Reduce Complaints* Build Pride and Passion to Protect, Maintain and Enhance DBS’ Reputation* Enhance Self Knowledge, Skills and develop Competencies aimed at continuous improvement* Maintain the Highest Standards of Honesty and Integrity.Apply NowWe offer a competitive salary and benefits package and the professional advantages of a dynamic environment that supports your development and recognises your achievements.-en

Analyst, Relationship Manager, Credit program small, Small Medium Enterprises

Mashreq Corporate & Inve...

<p>Manage a set of existing Small Enterprise (SE) relationships and originating new SE relationships in business communities around branch locations.</p><p>To achieve assigned financial and non financial objectives by meeting all borrowing &amp; non borrowing needs of customers with target segments (Viz. borrowers, transactors, depositors).</p><p>Actively source new-to-bank customers and generate new business leads from walk-in customers. Manage all customers focusing on relationship Management &amp; up-selling/ deep-selling/ cross selling other bank products. Seamlessly takeover new relationships originated by DS &amp; relationships downgraded by ME team using defined customer on-boarding procedure.</p><p>Constantly identify opportunities to upgrade customers to ME category by identifying customer's needs &amp; profiling.</p><p>Responsible for quality &amp; soundness of assigned SE portfolio (KYC reviews, monitoring for due diligence, anti money laundering procedures etc).</p><p>Improve share of wallet &amp; target to be primary bank for each of the relationships in the assigned portfolio. Enhance relationship revenue from existing portfolio of borrowing &amp; non-borrowing accounts by cross-selling complete range of banking products. Assume complete ownership of customer relationship management for the assigned portfolio of accounts. Provide superior customer service.</p><p>Conduct annual/periodic credit facility reviews in the existing portfolio in a timely manner and recommend appropriate credit facilities in line with the banks credit policy to maximize earnings while containing risks to an acceptable level and identifying candidates for downgrades/ upgrades.</p><p>Follow-up and monitor assigned relationships to ensure satisfactory account conduct and early rectification of various credit related issues.</p><p>Implement and maintain complete control aspects i.e. documentation, periodical client visits / call reports, stock inspections and formal credit checks / informal market feedback to monitor the assigned portfolio effectively. Maintain acceptable portfolio quality.</p><p>Screen the market for NTB opportunities.</p><p>Liaise between internal and external advisors to ensure precision of agreements.</p><p>Develop on the job learning curve of SSO to enable them to grow professionally and prepare them for higher levels of responsibility. Liaise with superiors and direct reports within the business units, Risk Management and related enabler units within the bank to achieve business objectives.</p><p>Achieve assigned financial and non financial targets.</p><p>Adhere to all the compliance &amp; regulatory policies with regards to KYC/ AML etc as set out by the bank from time to time.</p><p>Update branch manager and regional SE manager on regular / weekly for better controls on sales and relationship management.</p><p>Regularly upgrade existing SE customers to ME segment by offering need based solution as per client's profile &amp; requirements.</p><p>Banking Sales &amp; service experience with proven relationship management qualities.</p><p>Requires advanced vocational knowhow of the subject matter (viz. Credit, Trade, Operating system, Legal, etc)</p><p>Excellent communication and negotiation skills.</p><p>At least 4 years + relevant banking experience in local or international market</p><p>MBA/CA or if a regular graduate needs to possess adequate relevant experience.</p><p>Positive attitude, strong work ethic and a good team player.</p>

Relationship Manager- Business Banking

Standard Chartered Bank

<div><div><div><div><div><div><div><div><p>Job ID: 43397
 </p><p>Location: Gurgaon, IN
 </p><p>Area of interest: Retail Banking
 </p><p>Job type: Regular Employee
 </p><p>Work style: Office Working
 </p><p>Opening date: 5 Nov 2025</p></div><br>
</div></div></div></div></div></div><p></p><div><div><div><div><div><div><div><div><b>Job Summary</b></div>
<ul>
<li>As a Standard Chartered Relationship Manager, you'll be responsible for managing and developing relationships with high-profile clients to drive business growth and meet the bank's strategic objectives. You'll provide exceptional customer service with the provision of financial solutions while managing operational risk and regulatory requirements.</li>
</ul>
<div><b>About Wealth and Retail Banking</b></div>
<ul>
<li>Wealth and Retail Banking (WRB) serves more than 11 million clients in many of the world&rsquo;s fastest-growing markets. Our client continuum spans from Mass Retail to Affluent, including high-net worth clients served by our Private Bank. We leverage digital banking channels with a human touch to provide clients with differentiated products and services such as deposits, payments, financing, wealth management and personalised advice. We also support small business clients with their business banking needs.</li>
</ul></div></div><div></div><div><div>
</div><div><div><b>Key Responsibilities</b></div>
<ul>
<li>Provide outstanding client experiences.</li>
<li>Organised, follow-up leads, complete and record appointments, close customer requests</li>
<li>Support our clients to meet their financial needs, as they progress through their career and life-stages.</li>
<li>Build relationships for the long-term and understand clients financial needs and aspirations to grow, manage and protect their wealth, with appropriate investment solutions.</li>
<li>Keep abreast of market trends, new product offerings and the latest campaigns.</li>
</ul>
<div><b>Skills and Experience</b></div>
<ul>
<li>Banking knowledge and sales experience.</li>
<li>Excellent communication, interpersonal and relationship building skills.</li>
<li>Ability to learn new products and services quickly.</li>
<li>Market awareness and benchmarking.</li>
<li>Management information.</li>
<li>Work in a flexible and agile way.</li>
<li>Courageous, creative, responsive, and trustworthy.</li>
<li>Thrives in an international environment.</li>
<li>Enjoys being in a team, engaging with co-workers.</li>
<li>Motivated self-starter, identifying opportunities.</li>
<li>Maintains a high standard of personal conduct and lives our valued behaviours.</li>
</ul></div></div><div><div><div><b>About Standard Chartered</b></div>
</div><div><div>
We're an international bank, nimble enough to act, big enough for impact. For more than 170 years, we've worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If you're looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents and we can't wait to see the talents you can bring us.</div>
<div>Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, you'll see how we value difference and advocate inclusion.</div>
<div>Together we:</div>
<ul><li><b>Do the right thing</b> and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do</li>
<li><b>Never settle,</b> continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well</li>
<li><b>Are better together,</b> we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term</li>
</ul></div></div><div><div><div><b>What we offer</b></div>
</div><div><div><b>
In line with our Fair Pay Charter,</b> we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing.</div>
<ul><li><b>Core bank funding for retirement savings, medical and life insurance,</b> with flexible and voluntary benefits available in some locations.</li>
<li><b>Time-off</b> including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum.</li>
<li><b>Flexible working</b> options based around home and office locations, with flexible working patterns.</li>
<li><b>Proactive wellbeing support</b> through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits</li>
<li><b>A continuous learning culture</b> to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning.</li>
<li><b>Being part of an inclusive and values driven organisation,</b> one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential.</li>
</ul></div></div></div>
</div></div></div></div><div><div><p>www.sc.com/careers</p></div></div></div><div></div>

Relationship Manager

Emirates Islamic

<p>As a <strong>Relationship Manager   Emerging Affluent</strong> within the Priority Banking division, your primary objective is to provide outstanding service to your clientele. Your responsibilities involve the growth and maintenance of comprehensive client relationships, including everything from initial profiling to addressing their Forex, Liabilities and Asset requirements.<br>
 In this role, you will be responsible for portfolios and serving salaried individuals, earning a specific salary range. This role presents an exciting opportunity to excel in relationship management within our esteemed banking environment.</p>
<p> <strong> <u>RESPONSIBILITIES</u> </strong> </p>
<ul>
 <li>Cultivate and sustain virtual relationships with clients to retain them through dedicated relationship management efforts, addressing service quality and operational concerns.</li>
 <li>Achieve financial targets by selling and cross-selling bank products, focusing on portfolio and asset growth, wealth referrals and successful closure of referrals and Forex transactions.</li>
 <li>Adhere to operational risk policies, sales processes and regulations, ensuring compliance with KYC procedures and safeguarding Emirates NBD s reputation.</li>
 <li>Ensure daily customer contact is maintained and monitored to guarantee all portfolio clients receive necessary support and assistance.</li>
 <li>Maintain exceptional service quality to positively influence CSAT scores within your portfolio.</li>
 <li>Complete mandatory training and certifications promptly while maintaining punctuality, meeting deadlines and adhering to Emirates NBD s dress code policy.</li>
</ul>

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