Client Banking Relationship Manager (Accounting, Financing …, Del Mar
Client Banking Relationship Manager (Accounting, Financing …, Del Mar
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Del Mar 92014, USA
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Posted: 12/14
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Description
Location: Del Mar
Company spotlight:
Financial Services: Provides commercial banking services tailored to businesses.
Lending Solutions: Offers various loan products, including lines of credit and term loans.
Treasury Management: Delivers cash management and treasury services for efficient operations.
Personalized Banking: Focuses on relationship banking with customized service for clients.
Community Engagement: Involved in local community initiatives and support for economic development.
Job Description
Computer skills to include use of Microsoft Office products and other programs as required
Excellent written and verbal communication skills, attention to detail and follow-through
Demonstrated leadership skills and ability to foster and sustain collaborative work relationships within the bank
Requires strong relationship management and business development abilities, well-developed analytical and problem-solving skills
Must possess a broad knowledge of bank products and services that result in successfully capitalizing on all opportunities
Dedication to teamwork and long-term commitment to success
Education/Licenses/Work Experience
The incumbent typically has a Bachelors degree
5-7 years of commercial lending experience
Broad knowledge and experience in banking operations, product, and services
Prolonged periods sitting at a desk and working on a computer
Occasionally move about inside the office to access file cabinets and/or other office machinery
Occasionally required to raise objects up to 25 pounds from a lower to a higher position, move objects horizontally from position-to-position with, and/or to bend body downward and forward, and/or extend hands and/or arms in any direction to access files and/or other office machinery
Consistent use of a computer and/or other office machinery is required, such as a keyboard, calculator, copy machine, scan machine, and/or computer printer
Making substantial and repetitive movements (motions) of the wrists, hands, and/or fingers
Close visual acuity is required to perform activities including, but not limited to, preparing and analyzing data and figures, transcribing, viewing a computer terminal, and/or extensive reading
Regularly required to communicate verbally to employees, clients, and vendors
Company spotlight:
Financial Services: Provides commercial banking services tailored to businesses.
Lending Solutions: Offers various loan products, including lines of credit and term loans.
Treasury Management: Delivers cash management and treasury services for efficient operations.
Personalized Banking: Focuses on relationship banking with customized service for clients.
Community Engagement: Involved in local community initiatives and support for economic development.
Job Description
Computer skills to include use of Microsoft Office products and other programs as required
Excellent written and verbal communication skills, attention to detail and follow-through
Demonstrated leadership skills and ability to foster and sustain collaborative work relationships within the bank
Requires strong relationship management and business development abilities, well-developed analytical and problem-solving skills
Must possess a broad knowledge of bank products and services that result in successfully capitalizing on all opportunities
Dedication to teamwork and long-term commitment to success
Education/Licenses/Work Experience
The incumbent typically has a Bachelors degree
5-7 years of commercial lending experience
Broad knowledge and experience in banking operations, product, and services
Prolonged periods sitting at a desk and working on a computer
Occasionally move about inside the office to access file cabinets and/or other office machinery
Occasionally required to raise objects up to 25 pounds from a lower to a higher position, move objects horizontally from position-to-position with, and/or to bend body downward and forward, and/or extend hands and/or arms in any direction to access files and/or other office machinery
Consistent use of a computer and/or other office machinery is required, such as a keyboard, calculator, copy machine, scan machine, and/or computer printer
Making substantial and repetitive movements (motions) of the wrists, hands, and/or fingers
Close visual acuity is required to perform activities including, but not limited to, preparing and analyzing data and figures, transcribing, viewing a computer terminal, and/or extensive reading
Regularly required to communicate verbally to employees, clients, and vendors
Highlights
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Company nameMarquee Staffing
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Job positionClient Banking Relationship Manager
Safety Tips
Be careful with jobs that explicitly state ’no experience needed’.
More info about this ad
Client Banking Relationship Manager (Accounting, Financing … has been posted in the San Diego Accounting, Financing & Banking category on Locanto.
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