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Commercial Relationship Manager, VP

John Marshall Bank
United States, Virginia, Leesburg
Sep 22, 2024
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Job Type
Full-time
Description

John Marshall Bank is looking for a Relationship Manager to join the Commercial Lending team in Leesburg to maintain and grow existing customer relationships while actively prospecting and developing new Business and Consumer Deposit relationships.

In this role you will:

  • Work closely with Commercial Lenders and Local Branch Office to assure that they have maximized depository/treasury management opportunities with their clients and prospects.
  • Assist in the sales efforts of others, and effectively identify, explain and obtain acceptance of concepts which may involve controversial issues or represent significant change.
  • Participate regularly in outside community organizations and events to increase the Bank's local presence and build a significant book of business; Be actively involved with local chamber, civic groups and/or networking groups.
  • Engage in, promote and execute effective business development outreach practices that result in new deposit and loan business for the Bank, maintaining a pipeline of prospects, calls and activities.
  • Maintain regular communication with customers as appropriate in the management of customer relationships. You will be actively engaged in on-going communication with customers, various JMB personnel and appropriate third parties involved in the customer's business affairs.
  • Prepare Sales Proposals to present to Lending and Branch Teams
  • Analyze customer financials and statements and provide appropriate product/service recommendations to further expand the deposit relationships.
  • Work with existing clients on an on-going basis to ensure that the Bank is providing them with exceptional customer service and seek opportunities to cross-sell additional financial services when appropriate.
  • Interact with customers independently to address non-routine service matters or other risk related issues.
  • Work with various other teams and departments to set up clients' new accounts and treasury management services.
Requirements

Qualifications:

  • Bachelor's degree in business, finance, or accounting or equivalent work experience and/or training
  • Five years' experience in bank sales and relationship management
  • Familiarity with the commercial lending process
  • Ability to handle confidential information with tact and discretion
  • Strong interpersonal skills, including ability to work across a variety of departments
  • Ability to work closely with and anticipate the needs of the Commercial Lending Team by acting proactively in problem resolution
  • Excellent problem-solving skills and attention to detail
  • Ability to be a self-starter and work independently to achieve sales goals Ability to multi-task

At this time, John Marshall Bank will not sponsor a new applicant for employment authorization for this position.

John Marshall Bank is an Equal Opportunity Employer.

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