Client Relationship Manager
23780 Magic Mountain Pkwy , # 210 Santa Clarita, CA 91355 US
Job Description
- Computer Skills:
- Proficient in Microsoft Office and other necessary programs.
- Communication:
- Excellent written and verbal communication skills.
- Strong attention to detail and follow-through.
- Leadership:
- Demonstrated ability to foster and sustain collaborative work relationships within the bank.
- Relationship Management:
- Strong abilities in relationship management and business development.
- Well-developed analytical and problem-solving skills.
- Product Knowledge:
- Broad knowledge of bank products and services to capitalize on opportunities.
- Teamwork:
- Dedicated to teamwork and long-term success.
- Education:
- Typically requires a Bachelor’s degree.
- Work Experience:
- Five to seven years of commercial lending experience.
- Broad knowledge and experience in banking operations, products, and services.
- Prolonged periods of sitting at a desk and working on a computer.
- Occasional movement around the office to access files and equipment.
- Ability to lift objects up to 25 pounds.
- Frequent use of computers and office machinery (keyboard, calculator, copier, scanner, printer).
- Repetitive motions of wrists, hands, and fingers.
- Close visual acuity for data analysis, transcribing, and extensive reading.
- Regular verbal communication with employees, clients, and vendors.
- Loan and Deposit Management:
- Manage overall loan and deposit relationships with customers.
- Grow revenues through prospecting new business and expanding existing relationships.
- Recommend loans for approval within assigned limits and manage credit quality.
- Customer Relationship Development:
- Develop and implement effective calling programs for existing customers.
- Source prospects and develop new customer relationships.
- Retain and expand relationships with existing customers.
- Cross-sell appropriate bank products and services.
- Customer Support:
- Resolve customer problems and liaise with other departments for optimal service.
- Manage overall customer profitability and satisfaction.
- Compliance and Ethics:
- Stay current on the bank’s lending policies and procedures.
- Participate in community and CRA activities to promote the company’s brand.
- Ensure compliance with ethical standards and regulatory requirements (e.g., Bank Secrecy Act, Anti-Money Laundering).
- Training and Development:
- Actively participate in required corporate and business line training.
- Understand account opening procedures and suspicious activity referral processes.
- Work with customers to comprehend their normal account activity.
Job Requirements
Meet Your Recruiter
Avery Bland
Recruiter, Banking & Finance
Avery joined Marquee Staffing after graduating from Baylor University, where she earned a double major in Corporate Communications and Business Administration. In her role as a recruiter, she specializes in sourcing and placing top talent in banking, finance, and accounting positions. With a keen eye for high-caliber professionals, Avery effectively aligns candidates with her clients' organizational goals, establishing herself as a trusted partner for both employers and job seekers.
Her commitment to building meaningful connections extends beyond recruitment. Avery strives to understand the unique needs of both candidates and companies, ensuring placements that promote long-term success for everyone involved.
Outside of work, Avery balances her professional drive with personal passions. Whether she’s soaking up the sun at the beach, spending quality time with family and friends, or exploring new cultures through travel, she values the connections and experiences that inspire her.