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Business Relationship Manager - Banking

Provision People Oklahoma City, OK
manager loan team manager borrowing treasury management management financial referrals existing clients retail retail banking sales
December 6, 2022
Provision People
Oklahoma City, OK
OTHER

Summary:

Our award-winning client is seeking a Business Relationship Manager to join their team.

Responsibilities:

  • Loan and deposit acquisition role managing a portfolio of clients with loan needs less than or equal to $1 million.

  • Responsible for acquiring, retaining, and expanding the borrowing, deposit and treasury management needs of business banking customers.

  • Profile, discover banking needs, and offer solutions to meet the financial objectives.

  • Seek to source potential business through referrals from external business professional referral sources, business organizations and existing clients.

Required Qualifications:


  • Knowledge of Retail Banking and working knowledge of commercial business.

  • 3-5 years of experience working with business in a sales capacity.

  • Ability to determine business needs, make recommendations and acquire new relationships.

  • Ability to source new loan and deposit opportunities and build effective relationships with customers and members of the community.

  • Ability to work well in a team environment by partnering with other colleagues to meet customer needs.

  • Ability to work with customers in person and by telephone.

  • Ability to work beyond a standard work week as needed.

  • Excellent profiling, listening, influencing, advising and acquisition skills.

  • Excellent interpersonal, verbal, and written communication skills.

  • Strong problem solving skills and attention to detail are required.

  • Strong initiative, excellent judgment, and comprehensive planning, organization, and follow-up skills.

  • Bilingual in Spanish preferred.

  • College degree preferred.

  • An essential duty of this position is driving a vehicle.

  • Employees working in this position must be in compliance with the client’s Vehicle Use Policy.


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