Commercial Relationship Manager

Posted Yesterday
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Washington, DC, USA
In-Office
90K-120K Annually
Senior level
Professional Services • Real Estate • Financial Services
The Role
Manage and grow commercial deposit relationships by prospecting new business, coordinating with lenders and branches, analyzing customer financials, preparing sales proposals, cross-selling treasury and banking services, participating in community outreach, and ensuring exceptional client service and account setup.
Summary Generated by Built In

Description

 John Marshall Bank is looking for a Relationship Manager to join the Commercial Lending team in Washington, D.C. to maintain and grow existing customer relationships while actively prospecting and developing new Business and Consumer Deposit relationships.

In this role you will: 

  • Work closely with Commercial Lenders and Local Branch Office to assure that they have maximized depository/treasury management opportunities with their clients and prospects.
  • Assist in the sales efforts of others, and effectively identify, explain and obtain acceptance of concepts which may involve controversial issues or represent significant change.
  • Participate regularly in outside community organizations and events to increase the Bank's local presence and build a significant book of business; Be actively involved with local chamber, civic groups and/or networking groups to include serving on local boards and interact with local community leaders.
  • Engage in, promote and execute effective business development outreach practices that result in new deposit and loan business for the Bank, maintaining a pipeline of prospects, calls and activities.
  • Maintain regular communication with customers as appropriate in the management of customer relationships. You will be actively engaged in on-going communication with customers, various JMB personnel and appropriate third parties involved in the customer's business affairs.
  • Prepare Sales Proposals to present to Lending and Branch Teams
  • Analyze customer financials and statements and provide appropriate product/service recommendations to further expand the deposit relationships.
  • Work with existing clients on an on-going basis to ensure that the Bank is providing them with exceptional customer service and seek opportunities to cross-sell additional financial services when appropriate. 
  • Interact with customers independently to address non-routine service matters or other risk related issues.
  • Work with various other teams and departments to set up clients' new accounts and treasury management services 

Requirements

Required:

  • Bachelor’s degree in business, finance, or accounting or equivalent work experience and/or training
  • 5 years of experience in bank sales and relationship management  
  • Familiarity with the commercial lending process
  • Ability to handle confidential information with tact and discretion

Preferred:

  • 8 years of experience in bank sales and relationship management 
  • Strong interpersonal skills, including ability to work across a variety of departments 
  • Ability to work closely with and anticipate the needs of the Commercial Lending Team by acting proactively in problem resolution 
  • Excellent problem-solving skills and attention to detail 
  • Ability to be a self-starter and work independently to achieve sales goals 
  • Ability to multi-task

Compensation for this role ranges from $90,000.00-$120,000.00, commensurate with your experience and qualifications.  

At John Marshall Bank, we pride ourselves on being able to attract the best talent in the industry, therefore we offer a comprehensive benefits package which includes: 

  • Medical
  • Dental
  • 401K Retirement Plan w/ an Employer Match 
  • Vision 
  • Employee Assistance Program
  • Flexible Spending 
  • Transit Reimbursement
  • Dependent Day Care
  • Long Term Care
  • Paid Time Off
  • Life and Disability Coverage 

John Marshall Bank is an Equal Opportunity Employer.

At this time, John Marshall Bank will not sponsor a new applicant for employment authorization for this position. 

Skills Required

  • Bachelor's degree in business, finance, or accounting or equivalent work experience and/or training
  • 5 years of experience in bank sales and relationship management
  • Familiarity with the commercial lending process
  • Ability to handle confidential information with tact and discretion
  • 8 years of experience in bank sales and relationship management
  • Strong interpersonal skills, including ability to work across a variety of departments
  • Ability to work closely with and anticipate the needs of the Commercial Lending Team by acting proactively in problem resolution
  • Excellent problem-solving skills and attention to detail
  • Ability to be a self-starter and work independently to achieve sales goals
  • Ability to multi-task
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The Company
Year Founded: 2006

What We Do

John Marshall Bank is a commercially focused community bank headquartered in Reston, Virginia, serving local businesses and professionals in the Washington, D.C. Metropolitan area. The bank provides a comprehensive line of sophisticated banking products and services, emphasizing a relationship-centered approach. It specializes in various niche industries, including commercial real estate, health services, property management, and government contracting.

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