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The primary responsibility of an A/R Financing Relationship Manager (“RM”) is to nurture and grow customer relationships while professionally representing TAB Bank to medium to high profile factoring 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, 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 10-20% 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 mentor other RMs or manage various assigned projects.
Essential Duties and Responsibilities:
Education and Experience Requirements:
Knowledge, Skills, and Abilities Requirements:
TAB Bank Offers:
TAB Bank will not sponsor applicants for work visas.
Full Time
Banking
$96k-128k (estimate)
09/03/2023
06/15/2024
tabbank.com
OGDEN, UT
200 - 500
1998
Private
ROCKY LOZANO
$10M - $50M
Banking
TAB Bankprovides financial services to the transportation industry.