senior relationship manager

First Abu Dhabi Bank (FAB)

<div>
 
 Company Description
 
 
 
 First Abu Dhabi Bank is an inclusive environment where each person values the experiences, perspectives, ideas and beliefs of others. We&rsquo;re in a unique position to learn from all our colleagues, combining international experience with deep cultural knowledge and local expertise. At FAB, you&rsquo;ll have the support of your team and a strong relationship with your line manager, who will trust you with responsibility and recognize your good performance. As we embrace different ways of seeing the world, listening to each other and respecting different viewpoints, we grow stronger &ndash; together.
 
 
 
 Job Description
 
 
 
 
 Generic Accountability
 
 
 
 
 Relationship Management
 
 
 
 <ul>
 <li>
 Acquiring NTB high value clients and to enhance from existing high value relationships to increase liability book of bank and increase revenue
 </li>
 <li>
 Strong engagement with clients to understand and improve their banking services.
 </li>
 <li>
 Understand client&rsquo;s requirement to increase the bank&rsquo;s wallet share
 </li>
 <li>
 Cross sell and upsell bank&rsquo;s products and services to maximize revenue
 </li>
 <li>
 Increased sales volumes/ market shares in target market.
 </li>
 <li>
 Response &amp; Turnaround Times of Customer requests &amp; processing business applications.
 </li>
 <li>
 Negotiate with internal clients and structure pricing of the GM and Cash products as per customers&rsquo; needs.
 </li>
 <li>
 Establishment of an efficient customer-focused approach representing a strong competitive edge.
 </li>
 <li>
 Increase share of high-end market and quality business within assigned segment.
 </li>
 <li>
 Establish and maintain a working rapport with customers by providing expertise in identifying their financial needs and the deployment of bank&rsquo;s products &amp; Services to the fulfilment of these needs to enhance asset base.
 </li>
 <li>
 Provide customers with accurate and timely information on products and reveal the benefits affecting their businesses.
 </li>
 <li>
 Keep customers and prospects updated on new products &amp; Services.
 </li>
 <li>
 Actively source business from prospects and follow up on sales leads within designated market segments.
 </li>
 <li>
 Plan timely visits to clients to introduce GTB and GM partners.
 </li>
 <li>
 Identify and forward sales leads to other areas in the Bank for cross-selling.
 </li>
 <li>
 Coordinate with product managers/ specialists on promoting Bank&rsquo;s products.
 
 
 </li>
 </ul>
 
 Risk Management
 
 
 
 <ul>
 <li>
 Timely updating of KYC
 </li>
 <li>
 Work closely with internal departments to cover Compliance Risk, operational risk and
 </li>
 <li>
 any credit risk exposure, where applicable
 </li>
 <li>
 Prepare Credit Application (CA), analyze financial statements, and make it ready for approvals
 </li>
 <li>
 Ensure CAs for new clients and also renewals for existing clients are correctly prepared in accordance with the bank policies and regulation framework.
 </li>
 <li>
 Recognize early warning signals of unsatisfactory account conduct and pursue the collection of past due loans.
 </li>
 <li>
 Effective work processing and risk management.
 </li>
 <li>
 Assess the financial and business risks involved in lending to particular businesses, mainly by looking at the Company&rsquo;s competitive position within its industry, its strategic direction, management quality and its financial profile wherever required
 </li>
 <li>
 Perform analysis to credit worthiness and recommend appropriate credit limits.
 </li>
 <li>
 Pro-actively manage the assigned portfolio risk by ensuring timely renewal of accounts within the applicable time standards, provided all required information is available.
 </li>
 <li>
 Compliance with bank related policies and procedures, and Business Banking standards in structuring &amp; pricing of limits.
 </li>
 <li>
 Adhere and comply with bank&rsquo;s internal applicable policies and procedures as well as governing regulations issued by concerned authorities.
 </li>
 <li>
 Cooperate and facilitate work of internal audit and risk management to address gaps, and respond to audit reports within agreed deadlines
 </li>
 <li>
 Monitor money laundering activities and coordinate remedial actions with management
 
 
 </li>
 </ul>
 
 Profitability &amp; Expense Control
 
 
 
 <ul>
 <li>
 Ensure effective utilization of limits in order to maximize profitability.
 </li>
 <li>
 Regularly monitor MIS reports for FX and Trade revenues &ndash; EDW Dashboard
 </li>
 <li>
 Continuously seek to increase revenue margins from customers.
 
 
 </li>
 </ul>
 
 Customer Service &amp; Service Level
 
 
 
 <ul>
 <li>
 Practice high quality customer service standards
 </li>
 <li>
 Operations and process responsibilities.
 </li>
 <li>
 Contact customer service groups and processing units to ensure satisfactory service standards are met.
 </li>
 <li>
 Strick adherence to bank policies to avoid any potential fraud or against operational risks
 
 
 </li>
 </ul>
 
 Qualifications
 
 
 
 
 Essential
 
 
 
 <ul>
 <li>
 Proven ability, with a successful record of accomplishment in driving a high-performance culture across the team delivering customer and financial objectives.
 </li>
 <li>
 Sales Management and being a team player
 </li>
 <li>
 Excellent Interpersonal skills, with a particular emphasis upon inspiring, influencing and negotiating in dealing with customers and colleagues.
 </li>
 <li>
 Ability to effectively plan and organize, with tenacity to drive through results.
 </li>
 <li>
 Strong business assessment skills, particularly with regards to more complex structures and facilities with an international dimension.
 </li>
 <li>
 Leadership, performance management and team development.
 </li>
 <li>
 Strong analytical ability
 </li>
 <li>
 Visible and motivational leadership
 </li>
 <li>
 Qualification to a University Degree
 
 
 </li>
 </ul>
 
 Desirable
 
 
 
 <ul>
 <li>
 Enthusiasm for collective management and the need to drive behavioral change, with an absolute intolerance of mediocrity.
 </li>
 <li>
 Innovative with a flair of solving problems
 </li>
 <li>
 Knowledge of general and business banking including the competitive landscape, with a detailed knowledge of competitor propositions.
 </li>
 <li>
 Excellent communication skills, including written, verbal and the ability to deliver compelling presentations.
 </li>
 <li>
 Strong knowledge of SME proposition.
 </li>
 <li>
 Proven ability in identifying and meeting customer needs through a broad range of products and services.
 </li>
 <li>
 Ability to interact with all levels of stakeholders.
 </li>
 <li>
 Qualification to a Post graduate in Business Management or business administration.
 
 
 </li>
 </ul>
</div>

Senior Relationship Manager

Wintrust Financial Corporation

<div>Wintrust provides community and commercial banking, specialty finance and wealth management services through its 16 bank charters and nine non-bank businesses. Wintrust delivers the sophisticated solutions of a large bank while staying true to the relationship-focused, personalized service of our community banking roots. We serve clients in all 50 states with more than 200 branch banking locations in Illinois, southwestern Florida, northwestern Indiana, west Michigan and southern Wisconsin and commercial banking offices in Chicago, Denver, Milwaukee, Grand Rapids, Mich., and in key branch banking locations throughout Illinois. Our people are the heart of our business and we are proud to rank consistently as a top place to work. Wintrust is a $66 billion financial institution based in Rosemont, Illinois, and listed on the NASDAQ Global Select Market under the symbol &ldquo;WTFC.&rdquo;
The Senior Relationship Manager, SBA is responsible for loan production of SBA 7a loans / Express loans.
Responsibilities:<ul><li>
Generate new small business relationships for Wintrust Community Banks (internal referrals) through utilization of the SBA loan programs and Wintrust treasury management services.</li><li>
Create and maintain relationships with community bankers and business bankers within Wintrust Community Banks.</li><li>
When appropriate, introduce other Wintrust partners to small business contacts, prospects and bank customers</li><li>
Evaluate SBA loan requests using a thorough knowledge of loan policy, guidelines, procedures and SBA standard operating procedures. If appropriate, commence underwriting, SBA eligibility and closing process.</li><li>
Analyze industries and have a thorough knowledge of risk associated with those industries. Assess the risk inherent in each industry and suggest appropriate financing structures accordingly.</li><li>
Monitor tickler system report (Moody&rsquo;s) for accurate tracking and reporting of borrower required reporting including financial statements, tax returns, annual site visits, etc. Takes proactive steps to remedy exceptions always keeping them to a minimum.</li><li>
Exhibit thorough knowledge of fair lending issues, rules and various regulations that directly impact the commercial lending area (e.g. Regulation B, FACT Act, HMDA, CRA, etc.).</li><li>
Demonstrate effective time management by balancing multiple priorities within individual workload.</li><li>
Communicate with and effectively interact with all levels of management, including credit administration personnel, loan operations staff and related departments.</li></ul>
Qualifications:<ul><li>
Bachelor&rsquo;s degree, preferably in a business-related field such as accounting or finance</li><li>
5+ years combined relationship management/lending, commercial underwriting, small business banking experience is required</li><li>
Must have excellent time management and organizational skills with an attention to detail</li><li>
Exceptional written and verbal communication skills, along with interpersonal and customer service skills</li><li>
Proficiency using Microsoft Office products</li><li>
Ability to problem solve and comprehend SBA manuals and procedures</li></ul>
Benefits:
Medical Insurance &bull; Dental &bull; Vision &bull; Life insurance &bull; Accidental death and dismemberment &bull; Short-term and long-term Disability Insurance &bull; Parental Leave &bull; Employee Assistance Program (EAP) &bull; Traditional and Roth 401(k) with company match &bull; Flexible Spending Account (FSA) &bull; Employee Stock Purchase Plan at 5% discount &bull; Critical Illness Insurance &bull; Accident Insurance &bull; Transportation and Commuting Benefits &bull; Banking Benefits &bull; Pet Insurance 
Compensation:
The estimated salary range for this role is $98,000 - $132,000, along with eligibility to earn an annual bonus. Actual salaries may vary based on several factors, such as a candidate&rsquo;s qualifications, skills, and experience.
#LI-HYBRID
#LI-KP1
From our first day in business, Wintrust has been proud to serve a variety of unique communities and people from all walks of life. To build a company that reflects the communities we serve, we believe that fostering a unique and inclusive workplace where everyone feels valued and empowered to succeed will support our ongoing success. Wintrust Financial Corporation, including community banking and financial services subsidiaries, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, disability, veteran status, genetic information, and other legally protected categories.</div>

Senior Relationship Manager, SBA

Green Start Jobs

<div>The Senior Relationship Manager (RM) is responsible for managing and growing a portfolio of high-net-worth clients. This role involves building and maintaining strong client relationships, providing financial advice, and identifying opportunities for cross-selling financial products and services. The Senior RM will also be responsible for achieving sales targets and ensuring client satisfaction. Responsibilities:
<ul><li>Develop and maintain strong relationships with high-net-worth clients.</li>
<li>Provide financial advice and develop financial plans tailored to client needs.</li>
<li>Identify and pursue opportunities for cross-selling financial products and services.</li>
<li>Achieve sales targets and contribute to the overall growth of the business.</li>
<li>Conduct regular client reviews and provide ongoing support.</li>
<li>Stay up-to-date on financial markets and industry trends.</li>
<li>Ensure compliance with all relevant regulations and internal policies.</li>
<li>Manage and resolve client issues and complaints.</li>
<li>Collaborate with internal teams to provide comprehensive client solutions.</li>
<li>Participate in business development activities and networking events.</li></ul></div>

Senior relationship manager - homeloan-Hyderabad

U.S. Bank

<div>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.<h2 class="jobSectionHeader">
Job Description</h2>
The Senior Relationship Manager (RM) manages and grows a large and complex portfolio of middle market companies with revenues ranging from $50 million to $1 billion. The North LA market consist of northwestern Los Angeles County, all of Kern, Ventura, Santa Barbara and San Luis Obispo Counties.
The RM prospects for and closes new business relationships while retaining and deepening existing customer relationships. Works closely with the portfolio management team to manage loan and portfolio credit quality. Provides financial advice to customers and recommends appropriate bank products and services to those prospects and clients and makes appropriate referrals.
Base pay for this role usually falls within $150,000 to $240,000. Additional considerations regarding base pay levels are based on candidate qualifications. Your compensation expectations will be discussed with a U.S. Bank recruiter if you are contacted to discuss the role further.
Basic Qualifications<ul><li>
Master's degree, or equivalent work experience</li><li>
10 or more years of commercial lending experience</li></ul>
Preferred Skills/Experience<ul><li>
Considerable knowledge and experience in managing and growing a large and complex portfolio of commercial loans</li><li>
Strong leadership and strategic management skills</li><li>
Excellent verbal and written communication skills</li><li>
Well-developed analytical, decision-making and problem-solving skills</li></ul>
The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days.
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.
Benefits:
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):<ul><li>
Healthcare (medical, dental, vision)</li><li>
Basic term and optional term life insurance</li><li>
Short-term and long-term disability</li><li>
Pregnancy disability and parental leave</li><li>
401(k) and employer-funded retirement plan</li><li>
Paid vacation (from two to five weeks depending on salary grade and tenure)</li><li>
Up to 11 paid holiday opportunities</li><li>
Adoption assistance</li><li>
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law</li></ul>
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.
E-Verify
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.
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: $159,970.00 - $188,200.00
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.
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.
Posting may be closed earlier due to high volume of applicants.</div>

Senior Relationship Manager - ICG Middle Market

ahlibank

<div>
 
 SUMMARY OF ROLE:
 
 
 To mange a range of complex and standard clients accounts daily. To secure sales and generate income in line with business plan.
 
 
 KEY RESPONSIBILITIES:
 
 
 Business Generation:
 
 
 &bull; 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.
 
 &bull; To achieve the target submitted in the annual budgetary plan for the specific account portfolio allocated.
 
 
 
 Portfolio Management:
 
 
 &bull; To manage account relationships with existing portfolio of customers in order to maximize account profitability within the Bank&rsquo;s Group Credit policy.
 
 &bull; To establish account relationship with new customers within the industry assigned.
 
 &bull; To ensure high risk situations are identified early and actions taken for proper intensive handling and recovery.
 
 
 
 Customer Management:
 
 
 &bull; To meet with current and potential key bank customers in the interests of sustaining and furthering on going profitable relationships.
 
 &bull; Cross sell bank products and services.
 
 &bull; Positive representation and projection of the Bank in the market.
 
 
 
 Credit Assessment:
 
 
 &bull; To prepare timely and quality credit proposals for analysis and approval in line with authority level.
 
 &bull; Policy and procedure awareness
 
 &bull; Credit knowledge (IFRS9), overdue, excess over limits, missing and expired documents, call reports and insurance expiry trackers.
 
 
 
 Requirements
 
 
 &bull; Omani nationals only
 
 &bull; Bachelors Degree in Finance, Accounting, Economics, or any other related fields.
 
 &bull; 7+
 
 
 years of banking sector or any other related financial sector.
 
 
 
 
</div>

Senior Relationship Manager - MREC  Corporate Banking

<div>
 
 SUMMARY OF ROLE:
 
 
 Relationship Manager is responsible for managing a portfolio of Corporate Islamic accounts, ensuring compliance with the Bank&rsquo;s policies and regulatory requirements, and securing sales that align with the business plan. This role focuses on nurturing existing customer relationships, acquiring new business, and contributing to the bank&rsquo;s growth within the Islamic finance sector.
 
 
 
 KEY RESPONSIBILITIES:
 
 
 
 Responsibilities
 
 
 
 
 Contribute to Business Plan Development
 
 
 Identify income-generating opportunities in targeted markets and industries, contributing to the development of the bank&rsquo;s overall business plan.
 
 
 
 Account Relationship Management
 
 
 Manage relationships with existing corporate clients, focusing on maximizing account profitability while adhering to the Bank&rsquo;s Credit policies.
 
 
 
 Credit Proposal Analysis and Recommendations
 
 
 Analyze, evaluate, and process corporate credit proposals, providing suitable recommendations based on thorough assessments.
 
 
 
 New Customer Acquisition
 
 
 Establish new account relationships with prospective customers within the designated sector, expanding the bank&rsquo;s portfolio.
 
 
 
 Credit Proposal Preparation
 
 
 Prepare high-quality and timely credit proposals for analysis and approval, ensuring they are in line with the assigned authority level.
 
 
 
 Risk Management
 
 
 Identify high-risk situations early and take appropriate actions to handle and recover those situations effectively.
 
 
 
 Customer Engagement and Relationship Development
 
 
 Meet with key bank customers, both existing and potential, to sustain and strengthen ongoing profitable relationships.
 
 
 
 Cross-selling Products and Services
 
 
 Promote and cross-sell the bank&rsquo;s range of products and services to meet the evolving needs of clients.
 
 
 
 Positive Market Representation
 
 
 Represent and project a positive image of the bank in the market, enhancing the bank&rsquo;s presence and reputation within the industry.
 
 
 
 
 Benefits
 
 
 &bull; Omani nationals only
 
 &bull; Bachelors Degree in Finance, Accounting, Economics, or any other related fields.
 
 &bull; 7 years of banking sector or any other related financial sector.
 
 
 
 
</div>

Senior Relationship Manager - Mid Market - Ahli Islamic

Citi

<div><h2 class="jobSectionHeader">Discover your future at Citi</h2>
Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you&rsquo;ll have the opportunity to grow your career, give back to your community and make a real impact.
<h2 class="jobSectionHeader">Job Overview</h2>
The Senior Relationship Manager is a senior-level position responsible for assisting clients in raising funds in the capital markets, as well as in providing strategic advisory services for mergers, acquisitions and other types of financial transactions in coordination with the Institutional Banking team. The Senior Relationship Manager also serves as an intermediary in trading for clients. The overall objective of this role is to act as a strategic advisor to our clients by formulating investment strategies and raising capital for clients. 
 
Responsibilities:<ul><li>
Expand a portfolio of accounts with varying/complex financial needs with the objective of revenue growth and good credit quality in line with Citi&rsquo;s credit standards, policies and processes</li><li>
Identify customer needs and recommend solutions to address these needs, such as financing, streamlining of cash management operations, foreign currency solutions, etc.</li><li>
Cross-sell banking products, including cash management, trade finance, trade services, structured trade products, foreign exchange, commodities, fixed income, loans (including syndicated, bilateral) and capital market products</li><li>
Responsible for all credit aspects of the relationship including annual reviews, early problem recognition and remedial management</li><li>
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.</li></ul> 
Qualifications:<ul><li>
6-10 years of experience</li><li>
Comprehensive knowledge of credit analytics and financial modelling</li><li>
Proven expertise in Risk assessment and valuation</li></ul> 
Education:<ul><li>
Bachelor's degree/University degree or equivalent experience</li><li>
Master's degree preferred</li></ul> 
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
-
Job Family Group:
Institutional Banking
-
Job Family:
Corporate Banking
-
Time Type:
Full time
-
Most Relevant Skills
Please see the requirements listed above.
-
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.
-
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. 
 
View Citi&rsquo;s EEO Policy Statement and the Know Your Rights poster.</div>

Corporate Banking - Financial Institutions (FI) Senior Relationship Manager - Vice President

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