SB Financial Services Relationship Manager jobs in Phoenix, AZ

The Business Relationship Manager II is responsible for developing new commercial business member clients, while maintaining current relationships and growing referral networks. The Business Relationship Manager serves as the main point of contact to business owners and borrowers throughout the loan and account opening process, and is responsible for management of their individual portfolio of business member loans and deposit accounts.

What you will do here:

Develops strategic sales plans within assigned territory. Networks and grows referral base by engaging in daily sales calls, maintaining active involvement in community events and organizations, and regularly attending branch meetings to promote Business Services products and services.

Manages individual portfolio of loan applications and files to ensure timely processing, accurate documentation, and communication of disclosures. Provides financial information or documentation to meet portfolio monitoring and exception requirements. Ensures adherence of government regulations, requirements, and established quality control standards.

Builds and maintains excellent relationships and consistent communication with internal and external partners throughout all phases of the loan and account opening process. Keeps management and internal staff informed of the status of prospects, new business opportunities and referrals on a consistent basis. The BRM II is responsible for acquiring, managing, and retaining a portfolio with a high level of credit quality and profitability.

Maintains expert knowledge of business products, services and documentation requirements for the suite of business loan, deposit, and treasury management products. Attends educational programs to further develop knowledge base.

Perform other job-related duties as assigned.

What you will need:

Bachelor's degree in Business or related field; or equivalent combination of education and/or experience required.

5 years of Commercial Real Estate and Business Loan experience required.

Strong knowledge of credit structure, lending practices, and financial statement analysis in order to identify trends and credit risk required.

Must possess the ability to work independently, excellent written and verbal communication skills, the ability to organize/prioritize tasks and meet strict deadlines required.

Working knowledge of Microsoft Office software required.

Demonstrated expertise in developing sales plans required.

AZ Driver License required.

We are proud to be an EEO/AA employer M/F/D/V. We maintain a drug-free workplace and perform pre-employment substance abuse testing.

For additional information about our organization, careers, and benefits visit: http://www.desertfinancial.com/careers.