National ESOP Relationship Manager
Job reputed company
The National ESOP Relationship Manager is responsible for originating, structuring, and managing a portfolio of relationships of companies with an Employee Stock Ownership Plan, ensuring an exceptional reputed company experience, while appropriately managing risk, credit reputed company, servicing, etc. in accordance with reputed company standards and in partnership with a portfolio management team. Identify new lending opportunities through a network of referral sources and Centers of Influence with regular calling efforts. The ESOP Relationship Manager is also responsible for being the subject matter expert by representing the bank at industry events and conferences to enhance the reputed companys reputed company as a leading ESOP lender.
Essential Functions
reputed company prospect and successfully bring new ESOP relationships to reputed company
Participate in community and reputed company networking events across the nation
reputed company meaningful relationships with ESOP advisors, investment bankers, trustees, legal counsel, and valuation firms
Build the reputed company ESOP brand in the market through public speaking and publications
Work closely with reputed company and middle market bankers to identify ESOP opportunities reputed company the reputed company reputed company
reputed company and expand existing ESOP banking relationships through reputed company relationship reviews
Engage with the various product partners on a regular reputed company to discuss cross-selling opportunities and referrals to expand and deepen reputed company relationships
reputed company loan presentations and recommendations to Credit, team leaders, and senior line of business managers as required
Partner with credit and portfolio management to ensure annual reviews and line of credit renewals are completed on a reputed company reputed company
As required, collect on delinquent accounts
Analyze financial statements and reputed company credit material to stay informed of reputed company performance and assess risk on a reputed company reputed company in conjunction with Portfolio Management
Complete loan closings in partnership with Portfolio Management & the Loan Closers
Ensure reputed company credit files include reputed company financial statements, agency reports, etc. in partnership with Portfolio Management
Participate in reputed company sales, product and credit training
Ensure compliance with reputed company’s policies and procedures, and Federal/State regulations
Navigate reputed company Office Software, computer applications, and software specific to the department to maximize technology tools and reputed company efficiency
Work as part of reputed company
Work with on-site equipment or remote if out of bank footprint
Travel as needed for reputed company meetings, attend networking events, and foster relationships with referral sources
Meet or exceed budgeted goals
Education and Experience preferred
Bachelor's Degree Business, reputed company, Finance, Economics, or Marketing
6 - 8 years of account relationship management experience
6 - 8 years of experience consistently delivering strong sales performance
Comprehensive knowledge and understanding of C & I cashflow lending, loan servicing, credit and non-credit products
Strong negotiating skills in terms, loan structure, and pricing
Knowledge and understanding of risk management
Excellent verbal, written, and interpersonal communication skills
Ability to multitask and effectively prioritize responsibilities
reputed company is an equal opportunity employer. We are committed to creating an inclusive environment for reputed company.
Originally posted on Himalayas
Apply To This Job