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MetaOption LLC

Business Relationship Manager

Posted 16 Days Ago
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In-Office
New York, NY, USA
Senior level
In-Office
New York, NY, USA
Senior level
Manage and grow commercial and private banking relationships by originating lending, deposit, treasury, investment, and international business; collaborate with regional and branch managers on sales strategies; prospect, network, and run targeted campaigns; prepare accurate loan packages; educate customers on digital banking; participate in events and provide market feedback.
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Business Relationship Manager
Pasadena, San Francisco, New York, and Houston (One in each state)
Only Mandarin speaking (fluent) will be considered.
Overview
Being the next generation Business Relationship Manager means you are part of a world-class team that focuses on delivering a high quality, high-touch, and high-tech relationship banking experience across all customer touchpoints.
 
As a Business Relationship Manager, you will play a key role in:
  • Improving the lives of our customers and the well-being of their businesses through financial solutions, education, and advice.
  • Strategically collaborating with commercial lending business partners, private banking, Retail Regional Managers, and/or Branch Managers to execute sales strategies
  • Ability to drive the priorities of the business and develop a plan to drive growth
This role is meant for someone with a strong passion for driving growth by deepening existing relationships and cultivating new relationships, delivering exceptional service to customers, and building a Relationship Manager career in financial services.   
 
We will help you grow your career by providing you with ongoing training to expand your business knowledge, grow your digital acumen, and build long-lasting relationships with our customers.
Responsibilities
  • Achieve quarterly/annual goals through business generation of C&I, CRE, mortgages, SBA, treasury management, deposits, investments, and international and other commercial and consumer products offered 
  • Collaborate with Regional Manager and/or Branch Manager to develop and implement customer-centric strategic marketing plans and generate new business through prospecting, outside calling, networking, and referrals
  • Maintain and apply a thorough understanding of the bank’s credit policy, client eligibility and all necessary business practices to ensure the submission of accurate and complete commercial and consumer loan packages
  • Actively participate in local and regional business functions; coordinate and organize targeted campaigns and events
  • Provide management with input regarding current policies and practices of competition, when appropriate
  • Educate customers on how to use our digital platforms to bank and invest when, where and how they want
  • May perform other duties as assigned
Qualifications
  • Bachelor’s degree preferred
  • 5+ years in commercial lending and/or private banking with proven sales track record
  • Strong understanding of C&I loans, SBA loans and/or industry-focused lending
  • In-depth knowledge of banks, credit and deposit products; experience in international activities between U.S. and Greater China preferred
  • Strong analytical, marketing/sales, consulting and negotiating skills
  • Strong written and verbal communication
  • High energy, results-oriented, and work well in a team environment
  • Strong desire and capability to influence, educate and connect team, partners and customers to technology
  • Has ability to learn and adapt to new information and technology platforms
HQ

MetaOption LLC Jersey City, New Jersey, USA Office

2500 Plaza 5, 25th Floor, Harborside Financial Center, Jersey City, New Jersey, United States, 07311

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