Senior Relationship Manager(BANKING) - Alpharetta - NorthPoint Search Group

1. Client Relationship Management:

   • Build and nurture relationships with existing clients to understand their financial goals, challenges, and needs.
   • Act as the primary point of contact for clients, providing personalized service and ensuring a positive banking experience.
   • Identify opportunities to deepen client relationships by cross-selling and upselling relevant banking products and services.

2. Financial Advisory:

   • Conduct financial assessments for clients to understand their financial health and provide appropriate advice on banking products, investments, and financial planning.
   • Collaborate with internal teams, such as wealth management and business banking, to deliver comprehensive financial solutions to clients.

3. Business Development:

   • Actively prospect and acquire new clients through networking, referrals, and targeted outreach.
   • Develop and implement strategies to grow the bank's portfolio, increase market share, and achieve revenue targets.

4. Risk Management:

   • Evaluate and manage credit risk associated with client relationships by conducting thorough credit analysis and ensuring compliance with the bank's policies and regulatory requirements.

5. Product Knowledge and Training:

   • Stay updated on the bank's products, services, and industry trends to provide clients with accurate and relevant information.
   • Conduct training sessions for clients on various banking products and services.

6. Collaboration:

   • Work closely with internal teams, including credit, operations, and customer service, to ensure seamless delivery of services to clients.
   • Collaborate with colleagues to share market insights and best practices.

7. Documentation and Compliance:

   • Ensure all client documentation is accurate, complete, and in compliance with regulatory standards.
   • Stay informed about changes in banking regulations and industry practices.

Qualifications and Skills:

• Bachelor's degree in finance, business, or a related field.
• Proven experience in relationship management, preferably in the banking industry.
• Strong understanding of financial products, investment options, and banking services.
• Excellent communication and interpersonal skills.
• Analytical and problem-solving abilities.
• Sales and negotiation skills.
• Knowledge of banking regulations and compliance requirements.
• Ability to work collaboratively in a team-oriented environment.

A Relationship Manager in a commercial bank plays a vital role in driving revenue growth, enhancing client satisfaction, and contributing to the overall success of the bank.

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