Account Manager at Great Lakes Cheese overseeing client accounts and sales strategies. Leading business reviews, managing relationships, and coordinating pricing and inventory processes.
About the role
- Business Banking Relationship Manager developing relationships and providing financial solutions to small and medium-sized businesses. Collaborating to drive business growth with expert financial advice.
Responsibilities
- Manage and grow relationships with small-to-medium-sized businesses with up to $10 million in annual revenues.
- Deliver customized financial solutions with total credit exposure of up to $3 million.
- Provide expert financial advice and full-service business banking including lending, deposit, and non-credit products.
- Perform end-to-end relationship management from sourcing and analyzing client opportunities to structuring loans and monitoring portfolio performance.
- Collaborate with internal and external partners to enhance client value.
- Identify and pursue new business opportunities through referrals and network.
- Conduct client and prospect meetings to assess financial needs and challenges.
- Perform financial analysis to determine creditworthiness and recommend loan structures.
- Negotiate loan terms and manage an active loan portfolio ensuring compliance.
Requirements
- Bachelor’s degree in business or finance preferred, or equivalent experience demonstrated through a combination of the following: work and military experience, and education/training.
- Experienced Business Lender with 5+ years of new business development experience and direct sourcing and prospecting new clients.
- 5+ years of business lending experience in the financial industry along with a proven history of managing relationships, developing new business, sustaining consistent production, and ability to perform in multiple goal categories.
- Demonstrated proficiency in working with key internal resources.
- Must have experience with utilizing a CRM system to manage and monitor progress in sales pipeline toward converting prospects to customers.
- Must have strong knowledge of business lending, consumer lending, and deposit products.
- Must have credit experience, loan structuring, and financial statement analysis.
- Must have proficiency with analyzing applicant financial status, credit, and property evaluation to determine ability and capacity to repay and service debt.
- Basic Knowledge of all applicable Regulations that pertain to this position is required.
- Knowledge of the Bank Secrecy Act and Anti-Money Laundering policies, procedures, and related programs.
- Ability to travel within the WSFS Bank footprint.
Benefits
- medical, dental, and vision coverage
- 401(k) plan
- life, accident, and disability insurance
- flexible spending accounts (FSAs) and health savings accounts (HSAs)
- wellness programs
- paid parental leave
- military leave
- vacation and other paid time off
- sick leave in accordance with applicable state laws
- paid holidays
Job title
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