Sales Account Manager helping businesses discover quality products in Plano, Texas. Managing accounts, prospecting new business, and providing effective solutions using high quality products.
About the role
- C&I Relationship Manager IV responsible for complex commercial lending and client relationship management. Marketing financial products to large commercial clients with a focus on growth in commercial banking.
Responsibilities
- Assumes the overall responsibility, development and management of their borrowing and non-borrowing portfolio
- Responsible for marketing a range of products and services to medium and large commercial clients
- Services and originates most challenging and complex C & I loans
- Manages and develops a portfolio of complex commercial relationships and ensures retention of total client assets, credit quality and net growth in relationships
- Plays a vital role in the growth and development of the commercial banking portfolio and market share
- Primary focus will be to profile and sell/cross-sell commercial products to our existing client base, as well as prospects
- Works closely with internal partners to facilitate the development of new business relationships as well as develop prospects through lead lists and Centers of Influence (COI)
- Responsible for retaining and expanding existing customer relationships
- Develop and maintain a quality loan portfolio with an emphasis on companies with revenues between $20 - $150 million, obtaining deposits and cross-selling other Bank products and services along with building strong customer relationships
- Prepares correspondence, commitment letters, loan memorandums and associated documents as required
- Monitors loan portfolio and maintains updated financial information
- Expands existing knowledge base of commercial and other products and services, including loan policy, documentation, structuring and regulatory requirements
- Ensures the portfolio administration and risk management of each client relationship is in compliance with established credit policy, procedure and business strategy as well as commercial and regulatory guidelines
- Identifies and successfully capitalizes on cross-sell opportunities and makes appropriate referrals
- Executes a call program to acquire, retain and expand existing customer relationships
- Maintains pipeline of existing relationships and new prospects
- Collects and maintains financial information on borrowers and interacts with customers to ensure that all banking needs are being met
- Assists in mentoring teammates, to include credit analysis, financial spreading and underwriting
- Provides financial advice to customers and profitably sells appropriate products and services to those prospects and clients
- Works with Treasury staff to solicit treasury services and deposit accounts
- Prepares correspondence, commitment letters, and loan memorandums and associated documents as required
- Ensures that own work is in compliance with applicable policies, procedures, laws, regulations and guidelines
- Participates in organizations and projects to establish referral contacts and Centers of Influence (COI) within the community.
Requirements
- Bachelor's degree in Business, Economics, or finance preferred or equivalent banking experience
- Minimum 10 years of commercial banking experience and a proven track record of generating deposit and fee income
- Strong credit skills
- Ability to independently manage a specialty line of lending and complex lending structures
- Very strong professional writing skills, can articulate a customer’s business needs succinctly and accurately in credit packages
- Demonstrates effective problem solving and excellent collaboration and inter-personal communication skills
- Possesses excellent C & I lending and product knowledge and organizational skills
- Ability to make knowledgeable loan decisions based on information supplied by the customer verified through a rigorous underwriting process
- Strong ability to structure loans, strong credit skills
- Proven track record with sales and new business development in conjunction with exceeding sales goals
- Ability to work well in a sales driven environment
- Ability to manage multiple tasks at one time without supervision
- Knowledge of applicable laws and regulatory compliance related to commercial lending
- Proficient computer skills with a good working knowledge of Microsoft Office Programs including Excel, Word and Outlook.
Benefits
- General information on our comprehensive benefits package can be found by visiting https://www.atlanticunionbank.com/about/careers/benefits.
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Sales Account Manager for Uline managing existing accounts in Austin, TX and prospecting for new business with a strong focus on customer relationships and solutions.
Sales Account Manager driving growth for Thryv by connecting with local businesses and selling SaaS solutions face to face. Build and manage a portfolio of SME clients in Wellington.
Dealer Relationship Manager developing and growing relationships with dealers in Georgia’s Own indirect lending network. Engaging in training and maintaining quality loan volume through strategic partnerships.
Territory Manager responsible for sales growth and customer support in designated territories. Educating healthcare professionals on innovative medical solutions by BD.
Key Account Manager responsible for managing strategic accounts in electrification and energy infrastructure. Leading Data Center projects across France and Europe.
Territory Account Manager overseeing sales efforts in Ohio for Hikma Pharmaceuticals. Responsible for managing sales and fostering client relationships to achieve corporate goals.
Relationship Manager at Cancer Research UK inspiring and managing supporters for fundraising goals. Building long - lasting relationships to maximize community engagement and fundraising outcomes.
Relationship Manager handling business banking clients at PNC Bank. Focusing on client relationship management and expanding business opportunities with financial products.
Relationship Manager within PNC's Business Banking organization managing client relationships. Focusing on revenue growth and enhancing client engagement through risk management and reporting tools.