Select Customer Relationship Manager jobs in New Suffolk, NY

Select Customer Relationship Manager develops and expands a retail customer base of affluent customers. Provides services and educates customers about additional financial offerings to generate interest and identify investment and cross-sales opportunities. Being a Select Customer Relationship Manager presents new products or services that may enhance the bank's relationship with the client or fulfill the client's short- and long-term financial needs. Meets all sales and service quality standards and goals. Additionally, Select Customer Relationship Manager requires a bachelor's degree. Typically reports to a manager or head of a unit/department. Requires Series 7 license. The Select Customer Relationship Manager gains exposure to some of the complex tasks within the job function. Occasionally directed in several aspects of the work. To be a Select Customer Relationship Manager typically requires 2 to 4 years of related experience. (Copyright 2024 Salary.com)

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Relationship Manager
  • Suffolk Credit Union
  • Medford, NY FULL_TIME
  • Join our Commercial Lending team as a Relationship Manager and start empowering your possible!

    As a leader in the industry, Suffolk Credit Union offers superior value, unique products and personal service so our members have access to the best banking solutions around. And, just as we value our members, we value our employees!

    The Relationship Manager promotes development and fosters business lending relationships for small business and lower middle-market firms for Suffolk Credit Union.

    Responsibilities:

      • Sells commercial loan products to prospects in an effort to meet or exceed annual production goal standards set for a Relationship Manager
      • Submit call reports to AVP of Commercial Lending as needed or required
      • Cross-sells additional Suffolk Credit Union business and non-business services as appropriate
      • Presents business loan credit memos to the credit union's Management Loan Committee
      • Calls on targeted prospects and referral sources, including brokers, to acquire new business
      • Counsels members on business loans
      • Backs up other departmental staff as necessary
      • Achieves a minimum of "Satisfactory" rating on internal audits and examinations
      • Accomplishes the credit union's mission by completing relevant duties as needed when requested by management or other staff members

    Essential Qualifications:

    Qualified candidates will have a Bachelor's degree in Finance, Accounting, Business Administration, Mathematics, or related field required. Equivalent work experience beyond a high school diploma may be substituted for the Bachelor's degree requirement on a year-by-year basis.

    Two (2) to five (5) years of commercial lending experience required.

    Qualified individuals should have demonstrated experience in sourcing commercial loans with a proven history of consistently booking $25MM/year.

    Previous credit training experience required.

    • Proficient knowledge of non-portfolio lending
    • Proficient knowledge of loan participations and the participation process
    • Proficient knowledge of commercial loan application and approval standards
    • Advanced knowledge of credit union loan policies as well the following regulations: Truth in Lending, HMDA, Equal Credit Opportunity Act, Fair Credit Reporting Act, Uniform Commercial Code, HUD, RESPA, Fair Housing Act, Fair Debt Collection Practices Act as well as lending related laws and other NCUA regulations
    • Knowledge of credit union products, services, policies, regulations and procedures
    • Demonstrated skill in interpreting and applying loan policies and objectives
    • Demonstrated computer and software skills
    • Demonstrated skill in member/customer service
    • Demonstrated credit analysis skills
    • Demonstrated skill in reporting and summarizing complex financial and statistical data
    • kill with independent problem-solving
    • Skill with conflict resolution
    • Intermediate mathematical skills
    • Ability to communicate successfully with members and outside parties
    • Ability to express oneself clearly and articulately both orally and in writing
    • Ability to handle multiple and complex deadlines
    • Ability to exercise tact and responsibility with handling confidential information
    • Ability to work with little supervision of daily activities

    Apply today and discover a rewarding career! We offer competitive salaries, great benefits, and most importantly the opportunity to make a difference.

    Suffolk Credit Union provides equal employment opportunities to all applicants and prohibits discrimination of any type on the basis of actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth and pregnancy-related conditions), gender identity or expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, genetic information or any other characteristic protected by applicable federal, state or local laws.

    The compensation range provided is in compliance with state specific laws. Factors that may be used to determine your actual rate of pay include your specific skills, years of experience, and other qualifications.

  • 1 Month Ago

S
Relationship Manager
  • Suffolk Federal Credit Union
  • Medford, NY FULL_TIME
  • Join our Commercial Lending team as a Relationship Manager and start empowering your possible! As a leader in the industry, Suffolk Credit Union offers superior value, unique products and personal ser...
  • 1 Month Ago

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Corporate Relationship Manager - AVP
  • HSB
  • Mastic, NY FULL_TIME
  • Offer:Location is negotiable. In this position you will manage the profitable growth for identified national intermediaries those identified as Selected Brokers by the Munich Re Insurance Distribution...
  • 1 Month Ago

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Business Relationship Manager II- Assistant Vice President
  • JPMC Candidate Experience page
  • East Hampton, NY FULL_TIME
  • Join the team providing financial solutions to over 3 million small businesses nationwide at one of the world’s most innovative banks. You are customer focused, enjoy building relationships and provid...
  • 1 Month Ago

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Business Relationship Manager II- Assistant Vice President
  • JPMorgan Chase
  • East Hampton, NY FULL_TIME
  • Join the team providing financial solutions to over 3 million small businesses nationwide at one of the world’s most innovative banks. You are customer focused, enjoy building relationships and provid...
  • 1 Month Ago

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Customer Account Manager
  • INFOMATICS, INC.
  • Bohemia, NY CONTRACTOR
  • ***Education: 4-year degree with 4-5 yrs exp OR in lieu of degree 8-9 yrs exp.Experience: Account or client Management background. strong sense of customer service and relationship building. Proficien...
  • 15 Days Ago

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0 Select Customer Relationship Manager jobs found in New Suffolk, NY area

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FT- Support Lead
  • Five Below
  • Shirley, NY
  • Find out if the Support Lead role is right for you! What does the Support Lead do? Under the leadership of the Store Man...
  • 4/23/2024 12:00:00 AM

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Part Time Customer Experience Manager
  • Michaels Stores, Inc.
  • Bay Shore, NY
  • Store - LI-BAYSHORE, NY Deliver a customer centric shopping experience by managing and delivering effective front-end op...
  • 4/22/2024 12:00:00 AM

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Customer Service Representative
  • ROTHCO
  • Ronkonkoma, NY
  • Job Description Job Description The position of customer service representative consists of interacting with customers t...
  • 4/22/2024 12:00:00 AM

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Customer Service Agent
  • Herzog Contracting Corp.
  • New Haven, CT
  • location Herzog companies was founded in 1969 by William E. Herzog as a heavy/highway construction contractor in the Mid...
  • 4/22/2024 12:00:00 AM

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Sales Associate
  • HOT TOPIC
  • Waterford, CT
  • Join the loudest store in the mall! We're looking for music and pop culture fanatics to help create the best experience ...
  • 4/22/2024 12:00:00 AM

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Customer Experience Manager
  • Michaels Stores, Inc.
  • Patchogue, NY
  • Store - LI-PATCHOGUE, NY Deliver a customer centric shopping experience by managing and delivering effective front-end o...
  • 4/21/2024 12:00:00 AM

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PT Customer Experience Manager
  • Michaels Stores, Inc.
  • Stony Brook, NY
  • Store - LI-LAKE GROVE, NY Deliver a customer centric shopping experience by managing and delivering effective front-end ...
  • 4/21/2024 12:00:00 AM

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Sales Manager
  • David's Bridal, Inc.
  • Lake Grove, NY
  • The Sales Manager will effectively lead, develop and support the Stylist sales team to meet and exceed sales plans and p...
  • 4/21/2024 12:00:00 AM

New Suffolk is a census-designated place (CDP) that roughly corresponds to the hamlet by the same name in the Town of Southold in Suffolk County, New York, United States. The CDP's population was 349 at the 2010 census. According to the United States Census Bureau, the hamlet has a total area 0.62 square miles (1.6 km2), of which 0.54 square miles (1.4 km2) is land and 0.04 square miles (0.1 km2), or 8.83%, is water....
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Select Customer Relationship Manager jobs
$85,860 to $122,384
New Suffolk, New York area prices
were up 1.6% from a year ago