Senior Commercial Relationship Manager
Company Name:
Bethpage Federal Credit Union
A. HEADING
Position Title: Senior Commercial Relationship Manager
Reports to (Title): VP, Business Lending
B. SUMMARY OF POSITION
Generation of commercial loans through existing commercial contacts and by cultivating new relationships. Management of assigned portfolio to assure compliance with Bethpage's credit policy while expanding relationship. Uphold Bethpage's commitment to provide quality Member Service and represent Bethpage in a positive and professional manner as a dedicated representative.
C. PRINCIPAL ACCOUNTABILITIES:
% OF TIME DESCRIPTION
60% weekly Acquire new commercial lending business by utilizing effective calling techniques to achieve corporate growth. Accomplish this by maintaining and developing relationships with centers of influence: accountants, attorneys, community leaders, professional and/or social organizations. Attend networking, charity and corporate functions for prospecting and establishment of relationships
20% weekly Coordinate with clients on accounts, and other issues related to the commercial relationships. Work with commercial members to facilitate credit application process, perform site visits, work with underwriter to obtain decision, work with underwriting to perform annual reviews of assigned portfolio
5% weekly Work with other departments to handle member service issues and to cross sell business owners
15% weekly Handle High Level executive account and loan requests to reinforce extraordinary service levels
5% annually Attend training to continually improve sales and presentations skills, Mortgage Knowledge, and Investment Product Knowledge
A. EXPERIENCE
A minimum of 7 years of demonstrated successful financial sales experience including development and execution of a marketing/sales plan. Annual production above $30MM from generated book of business.
Skill set to handle high level executive account referrals with extraordinary service levels
Trained in needs based selling and cold prospecting and selling
Experience creating and performing sales presentations for large groups or 1 to 1 meetings
B. EDUCATION
College Degree Preferred
Credit Training
C. SPECIAL REQUIREMENTS
Must have reliable transportation and be willing to travel daily throughout NY Metropolitan area including New Jersey and Connecticut on a limited basis.
Ability to network and strong sales experience are essential for this position. Must be willing to work untraditional work hours including early mornings, evenings and on occasion weekends.
Must be able to speak in front of large groups and meet with high level executives in group or 1 to 1 environments.
Good organizational skills and knowledge of Microsoft Office and Sales Software. Ability to prioritize work.
Ability to work on own initiative as well as in teams to collaborate with colleagues and external clients.
Estimated Salary: $20 to $28 per hour based on qualifications.
Bethpage Federal Credit Union
A. HEADING
Position Title: Senior Commercial Relationship Manager
Reports to (Title): VP, Business Lending
B. SUMMARY OF POSITION
Generation of commercial loans through existing commercial contacts and by cultivating new relationships. Management of assigned portfolio to assure compliance with Bethpage's credit policy while expanding relationship. Uphold Bethpage's commitment to provide quality Member Service and represent Bethpage in a positive and professional manner as a dedicated representative.
C. PRINCIPAL ACCOUNTABILITIES:
% OF TIME DESCRIPTION
60% weekly Acquire new commercial lending business by utilizing effective calling techniques to achieve corporate growth. Accomplish this by maintaining and developing relationships with centers of influence: accountants, attorneys, community leaders, professional and/or social organizations. Attend networking, charity and corporate functions for prospecting and establishment of relationships
20% weekly Coordinate with clients on accounts, and other issues related to the commercial relationships. Work with commercial members to facilitate credit application process, perform site visits, work with underwriter to obtain decision, work with underwriting to perform annual reviews of assigned portfolio
5% weekly Work with other departments to handle member service issues and to cross sell business owners
15% weekly Handle High Level executive account and loan requests to reinforce extraordinary service levels
5% annually Attend training to continually improve sales and presentations skills, Mortgage Knowledge, and Investment Product Knowledge
A. EXPERIENCE
A minimum of 7 years of demonstrated successful financial sales experience including development and execution of a marketing/sales plan. Annual production above $30MM from generated book of business.
Skill set to handle high level executive account referrals with extraordinary service levels
Trained in needs based selling and cold prospecting and selling
Experience creating and performing sales presentations for large groups or 1 to 1 meetings
B. EDUCATION
College Degree Preferred
Credit Training
C. SPECIAL REQUIREMENTS
Must have reliable transportation and be willing to travel daily throughout NY Metropolitan area including New Jersey and Connecticut on a limited basis.
Ability to network and strong sales experience are essential for this position. Must be willing to work untraditional work hours including early mornings, evenings and on occasion weekends.
Must be able to speak in front of large groups and meet with high level executives in group or 1 to 1 environments.
Good organizational skills and knowledge of Microsoft Office and Sales Software. Ability to prioritize work.
Ability to work on own initiative as well as in teams to collaborate with colleagues and external clients.
Estimated Salary: $20 to $28 per hour based on qualifications.
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