• Senior Relationship Manager

    Job Locations US-IL-Chicago
  • Overview

    The Senior Relationship Manager is responsible for developing new and expanding existing productive and profitable relationships with individual and commercial customers and prospects through external business development calls, site visits and referrals. Reports to the Banking Manager.



    1. Analyzes the client's financial and operating strategies and recommends alternative or additional financial services to best meet the client's immediate and long-term personal and business needs.
    2. Achieves sales and service goals by utilizing effective sales practices to sell bank products, implementing effective customer service techniques, referring customers to appropriate business partners, and resolving customer issues as they arise.
    3. Responds to and anticipates clients’ financial needs, solving problems and following through with exceptional service that provides a differentiated customer experience that supports our value proposition.
    4. Proactively sources, acquires and expands high value customer relationship by maximizing sale and service opportunities.
    5. Gathers financial information and analyzes potential customers’ and customers’ creditworthiness and financing requirements.
    6. Minimizes problem credits and/or delinquencies by maintaining high credit standards, good documentation procedures and timely collection efforts.
    7. Meets with customers on a regular basis to enhance the trusted advisor relationship and become a trusted advisor ensure business needs are being met.
    8. Responds to incoming emails and telephone calls in a professional manner to ensure that the client requests are met in a timely fashion.
    9. Prepares and coordinates documents for client meetings and presentations.
    10. Utilizes the Bank's Customer Relationship Management (CRM) system for client activity tracking, call reports and pipeline management.
    11. Attends community and/or specific industry forums, conferences and/or meetings in order to broaden relationship networks, referral sources and continually deepens knowledge of trends, practices, services and the competitive landscape.
    12. Refers opportunities to segment partners where appropriate.


    • High School Diploma and at least 7 years of related experience and/or training. Work related experience must consist of banking, financial services and/or client management. Knowledge of financial analysis, risk evaluation, loan documentation and commercial loan collection preferred.


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