Corporate Banking Relationship Manager
Country: United States of America
USA Job Family Description: Identifies and pursues new sales prospects within existing or untapped markets. Gathers market intelligence, generates leads, and develops proposals/campaigns to garner new business, ensuring a consistent flow of new revenues to the company. Uses knowledge of markets, industries, and clients to determine demand, future trends and potential projects. Works pre-developed lead lists to generate business and identify new customer prospects.
USA Job Function Description: Responsible for client relationships, including attracting and retaining new clients and strengthening current relationships. Activities include maximizing cross-sales opportunities through customer profiling with the ultimate goal of cultivating interest in other business banking products. Provides support to help clients coordinate solutions, manage accounts, obtain advice and administer services. Ensures customer questions and issues are answered correctly and efficiently by documenting and identifying trends in customer service needs. Resolves and oversees customer issues surrounding consulting, information, and software services, solutions and products. Makes presentations to potential clients and contributes to the achievement of sales targets.
Essential Functions/Responsibilty Statements:
Provides support to senior bankers and serves as a secondary banker for clients.
Lead client presentation preparation, including all background research and analysis, drafting and production of any client marketing materials and pitch books
Support senior banker in follow-up on identified cross sell opportunities with clients, including leading the coordination of Credit, Product and stakeholders in the Global Network.
Serve as main point of contact with Risk Department, leading the coordination of all relevant risk presentations.
Adheres to compliance procedures and internal/operational risk controls in accordance with any and all applicable regulatory standards, requirements, and policies.
Support product partners and monitor entire execution process for transactions ensuring timely execution to meet client expectations.
Perform client research directed at uncovering opportunities to market bank products, strategic formulation of industry views/ideas, industry peer/comp research, trends and transformational events.
Qualifications:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education:
Bachelor's Degree or equivalent work experience in Finance, Business or equivalent field. (Req)
Work Experience:
Related experience in Financial Services Industry , 3-5 years (Req)
Skills and Abilities:
Understanding of corporate finance and banking products.
Demonstrated knowledge of credit
Solid financial modeling skills
Strong communication and interpersonal skills
Advanced knowledge of Excel and PowerPoint
Ability to coordinate across multiple teams
Team player and self starter
Diversity & EEO Statements: At Santander, we value and respect differences in our workforce and strive to increase the diversity of our teams. We actively encourage everyone to apply.
Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law.
Working Conditions: Frequent Minimal physical effort such as sitting, standing and walking. Occassional moving and lifting equipment and furniture is required to support onsite and offsite meeting setup and teardown. Physically capable of lifting up to fifty pounds, able to bend, kneel, climb ladders.
Employer Rights: This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate at any time for any reason.
The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location.
$121,500.00 USD
$170,000.00 USD