Relationship Manager
Sunwest Bank —Sandy, UT
- $150,000 - $175,000 a year
- Microsoft Excel
- Computer literacy
- Mid-level
Quick Apply
Business Banking Relationship Manager
U.S. Bank National Association —Salt Lake City, UT
- $86,360 - $111,760 a year
- Mid-level
- Office
- Business development
- Paid holidays
- Disability insurance
Business Banker - Draper
Zions First National Bank —Draper, UT
- Word processing
- Mid-level
- Office
- Profit sharing
- Paid training
Commercial Banking Relationship Manager -Salt Lake City
Zions First National Bank —Salt Lake City, UT
- Management
- Word processing
- Mid-level
- Profit sharing
- Paid training
Bankcard Account Manager
Zions Bancorporation —Midvale, UT
- Mid-level
- Office
- Finance
- Profit sharing
- Paid training
Healthcare Business Banking Relationship Manager
U.S. Bank National Association —Salt Lake City, UT
- $133,365 - $172,590 a year
- 7 years
- Office
- Microsoft Office
- Paid holidays
- Disability insurance
Processor Relationship Manager I
STRIDE BANK NA —Salt Lake City, UT
- Full-time
- Mid-level
- Finance
- Bachelor's degree
Dealer Relationship Specialist
OneMain Financial —West Valley City, UT
- Full-time
- Customer service
- Mid-level
- 3 years
- Employee stock purchase plan
- Health insurance
6d
Business Development Associate - Sandy, UT
Expansion Capital Group —Sandy, UT
- Weekends as needed
- Microsoft Outlook
- Marketing
- Office
Relationship Manager III ERISA, Retirement
National Benefit Services, LLC —West Jordan, UT
- Full-time
- Remote
- Microsoft Excel
- Microsoft Outlook
- Customer service
- Retirement plan
Quick Apply
Treasury Management Consultant
U.S. Bank National Association —Salt Lake City, UT
- $111,605 - $144,430 a year
- Full-time
- 7 years
- Bachelor's degree
- US work authorization
- Paid holidays
- Disability insurance
Regional Relationship Manager
401GO —Sandy, UT
- Full-time
- Hybrid work
- Travel
- Senior level
- Health insurance
- Dental insurance
Quick Apply
Franchise Relationship Manager
KeyBank National Association —Salt Lake City, UT
- $80,000 - $150,000 a year
- Full-time
- Remote
- 5 years
- Research
- Business development
9d
Sr. Commercial Relationship Specialist / Commercial Relationship Specialist
UMB Financial Corporation —Salt Lake City, UT
- $44,790 - $79,020 a year
- Email
- Office
- High school diploma or GED
- Bachelor's degree
- Paid holidays
- Health insurance
Fintech - Program Analyst
Celtic Bank —Salt Lake City, UT
- Full-time
- Hybrid work
- English
- Mid-level
- Office
- Wellness program
- Health savings account
Quick Apply
13d
Business Development Executive - Technology
U.S. Bank National Association —Salt Lake City, UT
- $194,225 - $228,500 a year
- Full-time
- Office
- Finance
- Bachelor's degree
- Paid holidays
- Disability insurance
6d
Small Business Relationship Manager - Salt Lake City, UT
U.S. Bank National Association —Salt Lake City, UT
- $75,820 - $98,120 a year
- Full-time
- 3 years
- Business development
- Bachelor's degree
- Paid holidays
- Disability insurance
Relationship Manager, Public Sector
KeyBank National Association —Salt Lake City, UT
- $96,000 - $181,000 a year
- Full-time
- Hybrid work
- 5 years
- Office
- Finance
2d
Commercial Banker - Startup Banking - Vice President
JPMorganChase —Salt Lake City, UT
- Full-time
- 5 years
- Business development
- Bachelor's degree
- Health insurance
- Tuition reimbursement
13d
Business Banking - Business Banking Leader
NBH Bank —Salt Lake City, UT
- Overtime
- 5 years
- Pass drug screening
- Mid-level
- Paid time off
- Opportunities for advancement
Quick Apply

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banking & finance relationship managers jobs near sandy, ut

Relationship Manager

Sunwest Bank -
Sandy, UT

Quick Apply

Job Details

$150,000 - $175,000 a year

Qualifications

Customer communication
Microsoft Excel
Word embeddings
Productivity software

Full Job Description

SUMMARY

With direction and supervision from department head, provides direct support to develop and analyze all relevant depository and credit information pertaining to a wide range of bank business customers or prospects. Prepares or assists in the preparation of credit authorizations, in accordance with the Bank’s policies and procedures, for presentation to their supervisor and prior to submission to senior credit personnel and/or credit committees. Prepares detailed collateral analysis and coordinates appraisal and third-party analysis as necessary. Spreads and analyzes financial statement information to determine financial capacity of borrowers. Prepares support to supervisor in the sourcing and opening of new depository accounts, including but not limited to, the collection of all legal and compliance-related materials that are required in the process of opening a new account.

This position, with direction and supervision from the department head, may be assigned a loan and deposit portfolio to manage at the discretion of their supervisor, and will be responsible to open and maintain a variety of relationships by selling other products/services to customers through development of relationship plans, lines, deposits or complex cash management and detail-oriented operational plans.

Please take a moment to complete the following assessment as part of our standard interview process. https://assessment.predictiveindex.com/tB5/1505c6af-acf5-4047-95fc-5cdf1e3a477a?type=candidateba

ESSENTIAL DUTIES AND RESPONSIBILITIES

Grows and maintains a list of qualified centers of influence which complement the industries or niches in which they serve.
Identifies and attends marketing events that complement or serve the industry or product niches of their portfolio.
Sources/develops new business relationships consisting of both loan and deposit products.
Interfaces with borrowers and borrowers’ advisors as necessary.
Maintains a general knowledge of cash management and deposit products offered by the Bank.
Works as a member of a team comprised of Sunwest Bank product experts to ensure continuity of high- quality service, product delivery and responsiveness to client needs.
Creates and maintains effective relationships with members of the team.
Maintains a high degree of creativity and independence.
Interacts with branch staff, bank operations and cash management to support business services and products.
Effectively uses company resources such as Salesforce to deliver excellent customer service both inside and outside the Bank.
Requests and prepares financial information needed by the supervisor to identify potential operations and lending risks and ensure proper documentation on accounts.
Underwrites directly or manages the underwriting process of all loans under supervisor’s responsibility.
Reviews requests for the establishment or renewal of loans.
Compiles all necessary documentation to prepare and draw loan documents.
Ensures credit files for all loans under supervisor’s responsibility are complete and prepared in form and substances satisfactory for Credit Administration and regulatory review.
Effectively manages the loan process to ensure requests are being reviewed efficiently, that customers receive timely answers and that all approved transactions are completed quickly and accurately.

ADDITIONAL RESPONSIBILITIES

Demonstrates high degree of professionalism in communication, attitude and teamwork with customers, peers and management
Demonstrates high level of quality work, attendance and appearances

Adheres to all Company Policies & Procedures and Safety Regulations
Adheres to local, state and federal laws
Understands and complies with all company rules and regulations
Attends training and maintains a basic knowledge of procedures to ensure compliance with laws and regulations governing financial institutions, as they apply to your position and job responsibilities, with an emphasis on the BSA/AML/CIP, Consumer Privacy, Regulation CC, Information Security, Bank Protection Act, FACT-Identity Theft, Information Technology and GLBA.
Additional duties as assigned as it relates to the position

SUPERVISORY RESPONSIBILITIES

This position does not have supervisory responsibilities

MINIMUM QUALIFICATIONS

Ability to understand different legal entity structures.
Knowledge of commercial banking products and services.
General computer skills to enable communication with all levels of Bank management, staff and customers (Excel, Word, and Internet access).
Organizational ability with capacity to efficiently manage multiple projects simultaneously.
Ability to take the initiative and prioritize tasks; good time management, problem prevention and problem- solving skills.

COMPETENCIES:

Adaptability
Communication
Decision Making
Initiative
Innovation
Motivator
Organization
Professionalism
Results Orientated

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Refine Your Search

banking & finance relationship managers jobs in sandy, ut

Relationship Manager

Business Banking Relationship Manager

Business Banker - Draper

Commercial Banking Relationship Manager -Salt Lake City

Bankcard Account Manager

Healthcare Business Banking Relationship Manager

Processor Relationship Manager I

Dealer Relationship Specialist

Business Development Associate - Sandy, UT

Relationship Manager III ERISA, Retirement

Treasury Management Consultant

Regional Relationship Manager

Franchise Relationship Manager

Sr. Commercial Relationship Specialist / Commercial Relationship Specialist

Fintech - Program Analyst

Business Development Executive - Technology

Small Business Relationship Manager - Salt Lake City, UT

Relationship Manager, Public Sector

Commercial Banker - Startup Banking - Vice President

Business Banking - Business Banking Leader

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SUMMARY

ESSENTIAL DUTIES AND RESPONSIBILITIES

ADDITIONAL RESPONSIBILITIES

SUPERVISORY RESPONSIBILITIES

MINIMUM QUALIFICATIONS

COMPETENCIES:

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