What are the responsibilities and job description for the Business Relationship Manager position at MetaOption LLC?
Business Relationship Manager
Pasadena, San Francisco, New York, and Houston (One in each state)
Overview
Being the next generation Business Relationship Manager means you are part of a world-class team that focuses on delivering a high quality, high-touch, and high-tech relationship banking experience across all customer touchpoints.
As a Business Relationship Manager, you will play a key role in:
We will help you grow your career by providing you with ongoing training to expand your business knowledge, grow your digital acumen, and build long-lasting relationships with our customers.
Responsibilities
Pasadena, San Francisco, New York, and Houston (One in each state)
Overview
Being the next generation Business Relationship Manager means you are part of a world-class team that focuses on delivering a high quality, high-touch, and high-tech relationship banking experience across all customer touchpoints.
As a Business Relationship Manager, you will play a key role in:
- Improving the lives of our customers and the well-being of their businesses through financial solutions, education, and advice.
- Strategically collaborating with commercial lending business partners, private banking, Retail Regional Managers, and/or Branch Managers to execute sales strategies
- Ability to drive the priorities of the business and develop a plan to drive growth
We will help you grow your career by providing you with ongoing training to expand your business knowledge, grow your digital acumen, and build long-lasting relationships with our customers.
Responsibilities
- Achieve quarterly/annual goals through business generation of C&I, CRE, mortgages, SBA, treasury management, deposits, investments, and international and other commercial and consumer products offered
- Collaborate with Regional Manager and/or Branch Manager to develop and implement customer-centric strategic marketing plans and generate new business through prospecting, outside calling, networking, and referrals
- Maintain and apply a thorough understanding of the bank’s credit policy, client eligibility and all necessary business practices to ensure the submission of accurate and complete commercial and consumer loan packages
- Actively participate in local and regional business functions; coordinate and organize targeted campaigns and events
- Provide management with input regarding current policies and practices of competition, when appropriate
- Educate customers on how to use our digital platforms to bank and invest when, where and how they want
- May perform other duties as assigned
- Bachelor’s degree preferred
- 5 years in commercial lending and/or private banking with proven sales track record
- Strong understanding of C&I loans, SBA loans and/or industry-focused lending
- In-depth knowledge of banks, credit and deposit products; experience in international activities between U.S. and Greater China preferred
- Strong analytical, marketing/sales, consulting and negotiating skills
- Strong written and verbal communication
- High energy, results-oriented, and work well in a team environment
- Strong desire and capability to influence, educate and connect team, partners and customers to technology
- Has ability to learn and adapt to new information and technology platforms