You haven't searched anything yet.
The primary responsibility of a Relationship Manager (“RM”) is to nurture and grow customer relationships while professionally representing TAB Bank to medium to high profile customers. An RM must anticipate customer needs, promote and sell TAB services, properly manage collateral and availability, analyze and proactively respond to account trends, prepare credit summaries and memos, present credit summaries to loan committee, and meet with clients at their place of business. Additionally, an RM must possess a demonstrated capability to create high-quality customer reports and presentations, analyze and report on the credit worthiness of clients, and perform other customer outreach activities as required. RMs are expected to spend approximately 10% of their time each year traveling to meet with customers and to perform basic due diligence. Finally, an RM is expected gain a sound understanding of their clients’ industry to facilitate meaningful financial coaching. As an RM progresses, he/she may be asked to manage and/or mentor other RMs and manage various assigned projects.
Essential Duties and Responsibilities:
Education and Experience Requirements:
Knowledge, Skills, and Abilities Requirements:
Superior skills with the Microsoft Office package, particularly Excel
Strong analytical and product management skills required, including a thorough understanding of how to interpret customer business needs and translate them into operational requirements
Confidence, tact, and a persuasive manner with team members and customers
Identifies critical issues with ease
Excellent verbal and written communication skills including the ability to interact professionally with a diverse group of individuals ranging from executives, managers, and subject matter experts
Generate enthusiasm among team members
Proactively seek opportunities to serve in leadership roles
Challenge others to develop as leaders while serving as a role model
Develop relationships with customer personnel that foster customer ties
Continually seek opportunities to increase customer satisfaction and deepen customer relationships
Suggests areas for improvement in internal processes along with possible solutions
TAB Bank Offers:
TAB Bank will not sponsor applicants for work visas.
Full Time
Banking
$85k-113k (estimate)
04/28/2024
06/26/2024
tabbank.com
OGDEN, UT
200 - 500
1998
Private
ROCKY LOZANO
$10M - $50M
Banking
TAB Bankprovides financial services to the transportation industry.
The job skills required for Relationship Manager include Financial Services, Products and Services, Initiative, Client Relationship, Problem Solving, Customer Relationship, etc. Having related job skills and expertise will give you an advantage when applying to be a Relationship Manager. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Relationship Manager. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Relationship Manager positions, which can be used as a reference in future career path planning. As a Relationship Manager, it can be promoted into senior positions as a SB Financial Services Relationship Manager II that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Relationship Manager. You can explore the career advancement for a Relationship Manager below and select your interested title to get hiring information.
If you are interested in becoming a Relationship Manager, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Relationship Manager for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Relationship Manager job description and responsibilities
Analyzed personal and financial data to deepen current profitable client relationships while providing financial advice and counseling to all bank customers.
03/13/2022: Brownsville, TX
These relationship managers should be made use of for only banking transactions such as draft making, account statement etc.
02/06/2022: Long Beach, CA
Maintaining strong relationships with clients to build trust.
02/17/2022: Chico, CA
Too often a relationship manager fails to really understand the customers' business.
02/24/2022: New London, CT
Relationship Managers are responsible to build client relationships with various business clients and customers.
02/19/2022: Orange, CA
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Relationship Manager jobs
Strong communication and coordination skills are needed for facilitating better relationships with clients and other partners.
12/19/2021: Cheyenne, WY
Complex relationships will be managed, structured, underwrited, negotiated, and secured with es structure, underwrite, negotiate and manage complex credit relationships.
02/15/2022: Alamogordo, NM
They must be friendly and customer service oriented to foster positive client relationships despite the high-stress circumstances when dealing with dissatisfaction.
03/12/2022: La Crosse, WI
Get comfortable speaking to people.
02/11/2022: Grand Rapids, MI
Following up with clients and delivering quality service to paid members and working closely to maintain a good rapport with them.
02/14/2022: Columbus, GA
Step 3: View the best colleges and universities for Relationship Manager.