Wholesale Client Relationship Manager (HYBRID--Danville, VA or Martinsville, VA)
Wholesale Client Relationship Manager (HYBRID--Danville, VA or Martinsville, VA)
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Job Description
Position Description
This position is responsible for managing smaller commercial and wholesale relationships without regard to geography handling inbound smaller referrals from other areas of the bank and providing construction consulting for nonCRE construction loans. Profile relationships will generally have less than $10MM in projected total borrower exposure. Develops and facilitates the clients engagement through managing customer relationships customer service interaction credit and deposit services processes and other client/internal support responsibilities.
Position Accountabilities
- Portfolio maintenance and management including new originations renewals modifications risk rating review problem loan management etc.
- Coordinate client sales and service execution.
- Support the Commercial Loan Specialist (CLS) group with construction consulting
- Support other areas of the bank who are doing construction loans with construction consulting
- Ensure that incoming customer requests inquiries and escalated issues are solved in a consistent professional manner.
- Handle inbound referrals from Wholesale Commercial and other areas of the bank.
- Occasionally serve as backup to other Wholesale and Commercial bankers as needed.
- Adhere to all applicable laws and regulations governing bank operations as well as conformity with the banks loan documentation lending & administration policies.
- Facilitate new account deposit openings and manage the crosssell implementation of all related product setups. Actively manage overdrafts and loan payment issues needing correction.
- Participation in projects initiatives and committees to develop efficient streamlined work processes.
- Facilitate cross sales with other products and other areas of the bank.
- Process advances on loans account maintenance research on client accounts and clearing exceptions as needed.
- Work directly with Centralized Doc Prep (as appropriate) on preliminary loan closing requirements such as flood certifications credit reports appraisals environmental reports UCC searches or other reports as needed.
- Work with outside counsel as appropriate on loan closings
- Work with Centralized Commercial Credit (CCC) for approvals as appropriate
- Other duties as assigned
Organizational Relationship
This position reports to the (relevant) Group or Team Leader as determined by the Group President
Position Qualifications
Education & Experience
- College degree or relevant industry training (i.e. credit program CCIM certification RMA/ABA training)
- Five years in wholesale/commercial banking
Knowledge & Skills
- Familiarity with AUB platforms very important Horizon XE nCino Precision Lender etc
- Superior customer service skills
- Strong computer skills relevant to Microsoft Office Suites
- Strong communication skills
- Well organized with attention to detail
- Ability to prioritize and manage multiple priorities and large customer loads
- Flexible able to adapt to change
- Superior time management and problem solving skills
- Ability to work independently as well as within a team environment
- Analytical skills
Salary offered will be based on several factors including but not limited to education work experience certifications etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting
We are proud to be an Equal Employment Opportunity employer. We maintain a drugfree workplace.
Required Experience:
Manager
Employment Type
Full-Time
