senior relationship manager

ahlibank

<div>
 
 
 KEY RESPONSIBILITIES
 
 
 
 
 
 1.
 
 
 Business Generation:
 
 
 
 
 &middot; To contribute to the development of the bank&rsquo;s overall business plan through identification of income generating opportunities in defined markets industries and targeted potential customers.
 
 
 
 &middot; To secure sales in line with business plan
 
 
 
 
 
 
 
 2.
 
 
 Portfolio Management:
 
 
 
 
 &middot; To manage account relationships with existing portfolio of customers in order to maximize account profitability within the Bank&rsquo;s Group Credit policy.
 
 
 
 &middot; To establish account relationship with new customers within the industry assigned.
 
 
 
 &middot; To ensure high risk situations are identified early and actions taken for proper intensive handling and recovery.
 
 
 
 &middot; Handling more complex and bigger portfolio
 
 
 
 
 
 
 
 3.
 
 
 Customer Management:
 
 
 
 
 &middot; To meet with current and potential key bank customers in the interests of sustaining and furthering on going profitable relationships.
 
 
 
 &middot; Cross sell bank products and services.
 
 
 
 &middot; Positive representation and projection of the Bank in the market.
 
 
 
 &middot; Establish potential business opportunities with new customers in the allocated sector.
 
 
 
 
 
 
 
 4.
 
 
 Credit Assessment
 
 
 
 
 &middot; To prepare timely and quality credit proposals for analysis and approval in line with authority level.
 
 
 
 &middot; Policy and procedure awareness
 
 
 
 &middot; Credit knowledge (IFRS9) ETC
 
 
 
 
 
 Requirements
 
 
 
 &middot; Omani National
 
 
 
 &middot; Bachelor Degree in Finance, Accounting, Economics or any related fields
 
 
 
 &middot; 7 years of experience in the field required
 
 
 
 
 
</div>

Senior Relationship Manager - Mid Market

CIBC

<div>We&rsquo;re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what&rsquo;s right for our clients.
At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.
To learn more about CIBC, please visit CIBC.com
What You'll Be Doing
Business Development and On-going Relationship Management<ul><li>
Work to become a trusted advisor / strategic partner to middle market and large corporate clients, in addition to private equity firms and family offices. through regular contact, value-added ideas and relationship building interactions</li><li>
Create and drive strategy to acquire and/or expand and retain client relationships to generate revenue and deepen share of wallet.</li><li>
Identify product/service opportunities for other business units and participates in development of creative solutions to client needs, coordinates presentations, and brings in partners when appropriate.</li><li>
Manages risk/return and drives quality for new and/or existing clients. Actively identifies and mitigates different types of risk, such as regulatory, reputational, operational and credit risks.</li></ul>
Client Onboarding/ Closing<ul><li>
Lend strategic support to Associates and Sr. Associates as well as the Credit and Services teams to execute client requests in an efficient and effective manner</li><li>
Collaborate with deal team on externally-facing closing activities as needed.</li></ul>
Client Portfolio Maintenance<ul><li>
Provides direction to Associates and Sr. Associates in the preparation of the various internal portfolio monitoring reports (Leveraged Loan Trend Cards, 5-rated reviews, Shared National Credits, Criticized Asset Reports, etc.)</li><li>
Respond to approval requests for overdrafts, manual wires, NSF wires, ACH suspensions, etc.</li></ul>
Risk Management<ul><li>
Understand the key parameters of the Bank&rsquo;s Risk Appetite which will be of value as new credit opportunities are surfaced for the Bank&rsquo;s Sr Mgmt. and Credit Risk Management teams to review</li><li>
Maintain regular dialogue with clients in order to be able to assess any changes in financial performance and coordinate with PMs to make recommendations as to changes in the Bank&rsquo;s underlying risk ratings applied to each client.</li></ul>
How you'll succeed<ul><li>
Business Development - Responsible and accountable for new strategic relationship acquisition and resulting new 
business generation goals. Drive new business through quality leads from wide network of referral sources and regular 
prospect visits. Identify cross sell opportunities new clients.</li><li>
Client engagement &ndash; Active development and maintenance of Client Relationship Management (CRM) in order to ensure accurate pipeline forecasting. Bolster market presence within the community and industry associations with the purpose of promoting CIBC and cultivating potential prospects and referral sources. Participate in initial Fit Assessment discussion with deals.</li><li>
Strategy Focused - Assist in structuring new deals to bridge client expectations and bank requirements. Act as Strategic Advisor to clients as needed.</li><li>
Relationship Management &ndash; Collaborate with Portfolio Managers as part of a team to ensure delivery of top-notch client service. Maintain open line of communication with client as new deal progresses through fulfillment.</li><li>
Leadership &ndash; Provide guidance during credit events for new strategic relationships, including collaboration with Portfolio Managers during analysis and deal approval as needed. Assist Portfolio Managers in deal negotiation as needed.</li></ul>
Who you are<ul><li>
You can demonstrate a minimum of 10+ years experience as a Commercial Relationship Manager and a minimum of 5 years experience as a Business Developer.</li><li>
You have a Bachelor's degree or higher.</li><li>
You have formal credit training.</li></ul>
At CIBC, we offer a competitive total rewards package. This role has an expected salary range of $200,000.00 - $240,000 for the market based on experience, qualifications, and location of the position. The successful candidate may be eligible to participate in the relevant business unit&rsquo;s incentive compensation plan, which may also include a discretionary bonus component. CIBC offers a full range of benefits and programs to meet our employee&rsquo;s needs; including Medical, Dental, Vision, Health Savings Account, Life Insurance, Disability, and Other Insurance Plans, Paid Time Off (including Sick Leave, Parental Leave and Vacation), Holidays and 401(k), in addition to other special perks reserved for our team members.
California residents &mdash; your privacy rights regarding your actual or prospective employment
#LI-TA
What CIBC Offers
At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.<ul><li>
We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.</li><li>
Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.</li><li>
We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.</li></ul><ul><li>Subject to plan and program terms and conditions</li></ul>
What you need to know<ul><li>
CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com</li><li>
You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.</li><li>
We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.</li></ul>
Job Location
FL-Palm Beach, 340 Royal Palm Way
Employment Type
Regular
Weekly Hours
40
Skills
Business Development, Client Service, Competitive Intelligence (CI), Customer Retentions, New Business Acquisition, People Management, Promotional Activities, Relationship Management</div>

Senior Relationship Manager - Market Lead - Middle Market

EGBank

<div><div>Job Accountabilities
<div>
<ul><li>Assist the Business Banking Senior Relationship Manager and Relationship Manager to achieve assigned targets through promoting, selling and cross selling the bank&rsquo;s products and services to existing and prospective non-borrowing corporate customers to achieve the preset liabilities and trade finance budget.</li></ul>
<ul><li>Assist the Business Banking Senior Relationship Manager and Relationship Manager to Identify existing and potential non-borrowing corporate customers needs and provide them with the basic information on all Bank&rsquo;s products &amp; services.</li></ul>
<ul><li>Assist the Business Banking Senior Relationship Manager and Relationship Manager to analyze the portfolio performance statistics to review daily inflows/outflows of the assigned portfolio to better understand customer behavior and proactively retain clients and avoid losing funds.</li></ul>
<ul><li>Ensure that customers are receiving a superior service and aligned with EG-Bank guidelines, services standards and CBE regulations.</li></ul>
<ul><li>Support the Business Banking Senior Relationship Manager and Relationship Manager in attracting side business from corporate non-borrowing clients &ndash; LG&rsquo;s with full cash cover, Documentary collections, check collection, transfer &hellip; etc. while developing a long term, in depth client relationship.</li></ul>
<ul><li>Actively answers all customers&rsquo; inquiries and complains and ensure resolving them efficiently within the set TAT and raise all unsolved issues to the Business Banking Hub Head</li></ul>
</div>
Qualifications and Experience:
<ul>
<li>Bachelor&rsquo;s degree in Business Administration, Commerce or its equivalence
</li><li>0 to 3 years of experience, preferred exposure in Corporate or SMEs</li>
</ul>
Skills:
<ul>
<li>Good command of English and Arabic languages (written and spoken)</li>
<li>Sales and Service oriented, with excellent problem solving and negotiation skills</li>
<li>Good communication and interpersonal skills</li>
<li>Good use of the Microsoft Office</li>
<li>Thorough understanding of the full range of banking products and services</li></ul></div></div>

Business Banking Assistant Relationship Manager (3824)

Mashreq

<div>
 JOB PURPOSE
 
 - To assist Financial Institutions (FI) Relationship Manager(s) / Senior Relationship Manager(s) in preparing MIS, Business Plans, and resolving operational matters
 
 - Assist FI RMs / SRMs in strengthening relationships with FI clients and achieving financial and non-financial goals for the assigned FI clients or countries
 
 - Assist to manage FI RMs / SRMs of cross-border limits/ exposures for the assigned countries / FI clients
 
 - Assist FI RMs / SRMs marketing of FI products, through a highly professional and focused approach and as per defined marketing plan/strategy
 
 - To act as a back-up for RMs / SRMs in their absence
 
 
 KEY RESULT AREAS:
 
 - Support the RMs in identification of; a) existing clients&rsquo; needs by regular calling, analysing &amp; providing market updates keeping a close contact to increase business and obtain feedback for relationship &amp; service enhancements; and b) new business opportunities and ensuring also these are aligned with the bank&rsquo;s product capabilities and relevant operational, risk management and financial crime / compliance policies
 
 - Provide &ldquo;back up&rdquo; support to the RMs with the day to day client management encompassing working with the local teams including operations.
 
 - Maintain a) appropriate own relationship contacts (and act as RM back-up) with existing clients and FIs, with the aim to grow and diversify the core branch payments and trade finance business with identified names / sectors; and b) work with RMs on relationships / contacts seeking to increase the origination &amp; development of more trade finance deals, risk participations, syndications, trade loans, bilateral loans, etc.,
 
 - Work with the RM team co-ordinating with other units in the branch / bank to maintain and improve service delivery standards and ensure quality service for the bank&rsquo;s clients and prompt resolution of any client issues or operational problems
 
 
 KNOWLEDGE, SKILLS AND EXPERIENCE:
 
 - Sound knowledge of economy, market conditions, and regulatory environment in local market and relevant countries to Mashreq's business
 
 - Good practical knowledge of products in trade finance / payments &amp; treasury services as well as a broader product knowledge
 
 - Minimum 5-7 year&rsquo;s banking experience including correspondent &amp; corporate banking
 
 - Knowledge of credit / financial analysis, good financial crime (including AML/CFT &amp; KYC) awareness and associated relevant policies and procedures
 
 - Good inter-personal and communication skills
 
 - Sound understanding of a commercial bank&rsquo;s products, services &amp; capabilities
</div>

Assistant Relationship Manager- FI (Mashreq Global Network)

Confidential

<div>
 
 
 About the Role
 
 
 
 
 
 
 This role is responsible for managing and expanding relationships, delivering tailored investment solutions, and driving AUM growth through client acquisition and portfolio development.
 
 
 
 
 
 
 
 
 
 Key Responsibilities
 
 
 
 
 
 <ul>
 <li>
 Lead and manage relationships with high-value clients, providing bespoke investment advisory
 </li>
 <li>
 Drive AUM growth through new business development and deepening existing relationships
 </li>
 <li>
 Oversee portfolio management aligned with client objectives and risk profiles
 </li>
 <li>
 Present investment opportunities, product strategies, and performance updates with clarity
 </li>
 <li>
 Ensure full adherence to CMA regulations and internal policies
 </li>
 <li>
 Support strategic planning, budgeting, and overall function performance
 </li>
 </ul>
 
 
 
 
 
 
 
 
 Experience/Requirements
 
 
 
 
 
 <ul>
 <li>
 Bachelor&rsquo;s degree in Finance, Economics, or related field (Master&rsquo;s preferred)
 </li>
 <li>
 12&ndash;15+ years of experience in a financial or banking institution, with a strong background as a Relationship Manager or similar client-facing investment role
 </li>
 <li>
 Preferred: Experience in Wealth Management or a similar profession in the Middle East Market.
 </li>
 <li>
 Proven experience managing HNW/UHNW clients and family offices
 </li>
 <li>
 Strong knowledge of investment products, portfolio management, and financial markets
 </li>
 <li>
 Exceptional communication and influencing skills
 </li>
 <li>
 Strategic mindset with leadership experience at a senior level
 </li>
 </ul>
 
 
 
 
 
 
 
 
 Key Skills
 
 
 
 
 
 <ul>
 <li>
 Wealth &amp; Portfolio Management
 </li>
 <li>
 Client Relationship Management
 </li>
 <li>
 Financial Analysis &amp; Risk Assessment
 </li>
 <li>
 Business Development &amp; AUM Growth
 </li>
 <li>
 Stakeholder Management
 </li>
 <li>
 Communication &amp; Influencing
 </li>
 </ul>
 
 
</div>

Director Wealth Management

Huntington Bank

<div><h1 class="jobSectionHeader">Description</h1>
Summary:
The Senior Managing Director, Middle Market Banking is responsible for the oversight and growth of the Middle Market banking business at Huntington. Strategy, sales execution, underwriting and portfolio management and recruiting leaders and producers for Middle Market banking all fall under the purview of this position. The Senior Managing Director, Middle Market Banking will be responsible for positioning the team for growth under the aggregate moderate to low risk framework, executing on the bank&rsquo;s OCR strategy, partnering with Capital Markets and other product partners to deliver Huntington&rsquo;s full capabilities, recruiting and acquiring talent to support these initiatives, and building Huntington&rsquo;s brand within the Middle Market space.
Duties &amp; Responsibilities:<ul><li>
Manages middle market banking for multiple regions</li><li>
Develops and implements client marketing and calling strategies to meet established goals for loan growth, deposit growth, cross-selling fees and expense management including managing a team of Commercial Region Managers.</li><li>
Oversees the quality of the loan portfolio and compliance with credit policy and regulations.</li><li>
Leads the team in following procedures to ensure credit risk is monitored and is ultimately held accountable for credit risk within the Middle Market loan portfolio.
</li><li>Direct involvement in major relationships, including negotiating and structuring complex transactions and credits.
</li><li>Responsible for orchestrating a diverse and sophisticated group of industry specialists in a highly coordinated and client-centric approach driving cross-selling efforts.</li><li>
Other duties as assigned.</li></ul>
Basic Qualifications:<ul><li>
Bachelors degree</li><li>
15+ years of Commercial Relationship Banking experience</li></ul> 
Preferred Qualifications:<ul><li>
Strong verbal and written communication skills and matrix management skills necessary.</li><li>
Strong computer skills, including Word, Access, Power Point, Excel.</li><li>
Ability to form strong relationships with internal and external partners.</li><li>
Excellent verbal and written communications skills.</li><li>
Strong leadership skills and ability to influence.</li><li>
Ability to hire, coach and manage a centralized team.</li><li>
Ability to interact with all levels across the organization.</li><li>
Ability to thrive in a collaborative, team-oriented environment.</li><li>
Current position can be as a senior relationship manager or a team leader/manager focused on middle market regional real estate firms based in the Chicago MSA.</li><li>
Detailed oriented including the ability to underwrite, structure and close construction loans and bridge loans plus analyze sponsor/guarantor credit worthiness.</li></ul> 
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
Yes
Workplace Type:
Office
Our Approach to Office Workplace Type
Certain positions outside our branch network may be eligible for a flexible work arrangement. We&rsquo;re combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Huntington is an Equal Opportunity Employer.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Note to Agency Recruiters: Huntington Bank will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington Bank colleagues, directly or indirectly, will be considered Huntington Bank property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.</div>

Senior Managing Director, Middle Market Leader - Tennessee & Alabama

Fidelity Investments

<div><h3 class="jobSectionHeader">Job Description:</h3><h3 class="jobSectionHeader">
Relationship Manager</h3>
As a Relationship Manager, you will be facilitating relationships with Fidelity&rsquo;s most valuable clients. Through your honesty and integrity, we know you will inspire client dedication and engagement in order to develop long-lasting, positive relationships with Fidelity. You will learn how to nurture a book of business and successfully find opportunities to add value to the relationship. You will see your impact on the business and have rewarding interactions with clients every single day.
<h3 class="jobSectionHeader">The Expertise We&rsquo;re Looking For</h3><ul><li>
FINRA Series 7 &amp; 66 licensed and appropriate state registrations OR ability to acquire series 66 upon hire</li><li>
1-3 years in financial services with an emphasis in providing an excellent customer experience</li><li>
Planning experience and knowledge of financial markets and products</li><li>
Strong social skills and the ability to deliver highly personalized service to each client</li><li>
Ability to find success in a dynamic, deadline driven, and detailed compliance environment</li><li>
Ability to think creatively and be comfortable making decisions with the support of your team</li><li>
Degree and/or other professional certifications are helpful; if you don&rsquo;t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3 class="jobSectionHeader">
The Purpose of Your Role</h3>
The Relationship Manager is a pivotal role within the branch team responsible for fostering client relationships and finding opportunities to deepen the relationship in meaningful ways. You will keep the Financial Consultants organized and ensure the daily work is carried with the client&rsquo;s needs top of mind.<h3 class="jobSectionHeader">
The Skills You Bring</h3><ul><li>
You are able to facilitate setting targeted appointments that improve engagement with clients</li><li>
You are client oriented and bring great perspective on financial planning</li><li>
You have a vested interest in being an advocate for your clients</li><li>
You are professional with a polished communication style compatible with high net worth clientele</li><li>
Being coachable, collaborative, and curious are your &quot;go to&quot; attributes</li></ul>
Note: Fidelity will not provide immigration sponsorship for this position.<h3 class="jobSectionHeader">
Our Investments in You</h3><h3 class="jobSectionHeader">
Fidelity&rsquo;s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</h3><h3 class="jobSectionHeader">
The Value You Deliver</h3><ul><li>
You are key to the Fidelity relationship strategy</li><li>
Deepening client relationships through long term mentorship</li><li>
Collaborating with the Relationship Manager team company wide</li><li>
Being responsible for the client contact strategy</li><li>
Building long-lasting meaningful relationships with clients</li></ul>
The base salary range for this position is $61,000 - $80,000 per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate&rsquo;s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. 
 
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Some roles may have unique onsite requirements. Please consult with your recruiter for the specific expectations for this position.
Please be advised that Fidelity&rsquo;s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.<h3 class="jobSectionHeader">
Certifications:</h3>
Series 07 - FINRA, Series 66 - FINRA<h3 class="jobSectionHeader">
Category:</h3>
Relationship Management</div>

Relationship Manager - Redmond, WA

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