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As a consultative outside sales professional, the RM-FI is responsible for developing relationships with Heartland's bank and credit union partners and bringing in new payment processing business through prospecting and referrals.
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Provide after-sale service for the duration of a merchant relationship. Upfront new customer bonuses + residual income + portfolio equity. Successful candidates will be able to prospect and sell face-to-face, over the phone, and by using online meeting technology.
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Prospect new leads, respond to leads quickly, and close new merchant accounts consistently month after month. Software or technology sales experience preferred. The first 60 days of employment will be a paid trial period that includes training and development.
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FinTrust Connect has partnered with a leading regional financial services company that is rapidly expanding its credit operations and is looking to hire a Business Banking Relationship Manager in Miami Beach, FL. The successful candidate will provide a full range of banking services to businesses with annual sales between $5M to $25M with a focus on client experience and risk management.
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Front Desk : Occupancy, late check outs, arrivals, VIP's, groups, special needs such as billing, flyers or credit issues, employee breaks, closing duties. This role reports directly to our Front Office Manager.
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We welcome those with experience in jobs such as Controller, Field Client Relationship Manager, and Bookkeeper and others in the Accounting and Finance to apply. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent.
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The Commercial Banking Relationship Manager’s (RM) main responsibility is business development in line with Valley’s credit quality standards, both in respect to existing relationships as well as new relationships.
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Collaborate with internal teams, including credit analysts, legal counsel, and loan operations staff, to streamline loan processes, resolve issues, and deliver seamless client experiences. Strong understanding of commercial real estate finance principles, including underwriting, credit analysis, and risk management.
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Assumes the overall responsibility to conduct due diligence, assess the risks and structure the credit facilities. Preparing documentation and following through for proper booking, of sales credit, checkbooks, etc.
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The C&I Relationship Manager will maintain close customer contact to ensure continued satisfaction and to anticipate additional financing options. Maintain an extensive knowledge of loan policy and procedures, commercial deposit accounts, cash management, ACH policies, letters of credit, credit cards and other bank products.
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Act as a liaison between the dealer staff and the BCI Credit and Operations teams to help facilitate any funding or credit issues. Responsible for cultivating the relationship with key members of dealer in order to ensure that BCI Financial is known within the dealership and all members of management are familiar with the program.
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This entails capturing the status of internal credit analysis and annual reviews performed, performing an independent financial and risk analysis of the borrower relationship including the accuracy of the risk rating assigned to the loans at the time of internal loan review.
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Partner with Civic Manager at assigned branch(s) to keep current on activity within the Branch to best understand how member support and awareness looks. Facilitate external meetings and presentations through various channels to include recruitment and relationship maintenance of colocations, Civic van programming, conference attendance, and provide support to the needs of our local government units.
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Make underwriting recommendations to the Relationship Manager, Market President, and Credit Administration, as appropriate. The ARM conducts credit analysis including gathering, analyzing and interpreting all types of credit information on existing and prospective customers and plays a pivotal role in supporting a designated Relationship Manager (RM) to service existing clients and business development for new clients.
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Located in Seattle, Washington, the Assistant Relationship Manager (ARM) supports Relationship Managers (RMs) as a member of the client-facing production team. Support the Relationship Managers (RMs) and Loan Administrators to close loans.
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