Commercial Relationship Manager IV Position Available In Wake, North Carolina

Tallo's Job Summary: The Commercial Relationship Manager IV is responsible for profitable business development and managing a portfolio of companies with annual sales of at least $50MM. This role involves developing advisory relationships with senior executives, coordinating with internal partners, and participating in community activities. The role requires a strong understanding of credit, commercial products, and financial statement analysis to provide beneficial banking solutions based on client needs. No formal supervisory responsibilities, but expected to provide guidance to Commercial RM I & II.

Company:
Unclassified
Salary:
JobFull-timeOnsite

Job Description

Job Description:
GENERAL FUNCTION

Responsible for profitablebusiness development as well as monitoring the quality of anlargest existing portfolio of companies with annual gross sales ofat least $50MM and generally less than $500MM within a specificgeographicarea.

Ability to develop trusted advisory relationshipswith the Senior Executives ( e.g.

CEO, CFO, COO

) of the Company.

Capable to lead and coordinate with One Bank Partners to create andimplement a relationship strategy for very large,complexassignedclients and prospects. This position requires astrong understanding of credit, commercial products and financialstatement analysis, in order to offer beneficial banking solutions(e.g. loans, treasury management, capital markets) based onclientsandprospects needs. This role is expected to solicit participationin public debt issuance for clients. Some incumbents may specializein a specific industry such as Health Care. This role is expectedto activity participate in communityactivities.

ESSENTIAL DUTIES & RESPONSIBILITIES

Business Development . Work independently to identify and develop profitable new “leadleft” client relationships by leveraging centers of influence,existing clients, & referral sources . Effective grow long term profitable “lead left”relationships . Work closely with assigned Fifth Third internal partners todeepen existing relationships and acquire new high valueprospective relationships. . Attend community and/or specific industry forums, conferencesand/or meetings in order to broaden relationship networks, referralsources and continually deepen knowledge of trends, practices,services and the competitive landscape. Portfolio Management . Work with One Bank partners (Treasury Management., CapitalMarkets, and Wealth Management etc.) analyze, evaluate and developa tailored relationship strategy for each client orprospect. . Responsible for planning and conducting relationship strategyreview meetings with internal Fifth Third Business Partners andClient”s trusted advisors (e.g. attorney,accountants) . Ensure that customer relationships are managed to maximize theopportunity for the bank, while taking into account Bank risk andcustomer needs. Client Experience . Meet with customers on a regular basis to enhance the trustedadvisor relationship and ensure business needs are beingmet . Lead and coordinate all client facing activities, includingcredit support, treasury management, and capitalmarkets . Utilize the Bank”s Customer Relationship Management (CRM) systemfor client activity tracking, call reports and pipeline management.

Reinforce use of CRM for assigned Fifth Third partners formonitoring pre-call and post-call activities . Utilize consultative sells skills, commercial playbook principalsand call reporting plans to enhance the clientexperience Credit Excellence . Analyze the financial information provided to determine thequestions to ask to decide on the credit request that should bepursued . Partner with Portfolio Managers and Credit Officers on creditrequests and adhere to established Portfolio Management guidelines(i.e., delinquencies, documentation preparation, financialstatement tracking exceptions, matured loans). . Monitor, on an ongoing basis, information concerning customerfinancial performance, condition, and industry trends to determinethat any credit exposure is at an acceptable risk, and pricedaccordingly.

SUPERVISORY RESPONSIBILITIES

No formal supervisoryresponsibilities. Expected to provide guidance to Commercial RM I &II

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