82 Client Relationships jobs in Miami

Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice. Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions’ Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system. Job Description: At Regions, the Commercial Relationship Manager focuses on delivery of credit and a broad range of product / service client solutions within a dedicated geographic area and primarily targets general-industry clients with annual revenues between $20MM - $50MM. Primary Responsibilities Identifies, prioritizes and develops relationship strategy for high-value retention, expansion clients and acquisition targets Delivers knowledgeable advice and solutions, institutionalizes client relationships, and optimizes revenue opportunities to the Commercial Bank Isolates current and emerging client needs and proactively introduces solutions Works with relevant business partners in team-based portfolio development and expertise delivery Plans and executes quality client/prospect calls Manages transaction processes from initial engagement through final close, including structure, pricing, internal approval / compliance processes and documentation Exercises credit acumen and pricing discipline Completes Relationship Management Process training and credit acumen assessment Develops consistent practices learned through the Relationship Management Process and required credit training This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay. This position is incentive eligible. Requirements Bachelors Degree Three (3) years experience in Commercial Banking or sales with at least one (1) year of Relationship Management experience Preferences Relevant graduate degree Skills and Competencies Developed negotiation abilities Developed verbal and written communication skills Positive reputation and network of industry contacts Proficiency in Microsoft Office (Excel, Word, PowerPoint, Outlook, etc.) Developed analytical and problem-solving skills Proficient business acumen **This position may be filled at a higher level depending on the candidate’s qualifications and relevant experience** Position Type Full time Compensation Details Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job. The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position. Job Range Target: Minimum: $1 2,563.42 USD Median: 130,441.50 USD Incentive Pay Plans: This role is eligible to participate in a discretionary incentive plan. Employees have the potential to receive a discretionary award based on performance against defined metrics and goals. Benefits Information Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions. Paid Vacation/Sick Time 401K with Company Match Medical, Dental and Vision Benefits Disability Benefits Health Savings Account Flexible Spending Account Life Insurance Parental Leave Employee Assistance Program Associate Volunteer Program Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions’ benefits, please click or copy the link below to your browser. Location Details Ponce De Leon Location: Coral Gables, Florida Equal Opportunity Employer/including Disabled/Veterans Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company. #J-18808-Ljbffr

Make banking a Fifth Third better

We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.

GENERAL FUNCTION:

Responsible for profitable business development as well as monitoring the quality of an largest existing portfolio of companies with annual gross sales of at least $50MM and generally less than $500MM within a specific geographic area. Ability to develop trusted advisory relationships with the Senior Executives ( e.g. CEO, CFO, COO) of the Company. Capable to lead and coordinate with One Bank Partners to create and implement a relationship strategy for very large, complex assigned clients and prospects. This position requires a strong understanding of credit, commercial products and financial statement analysis, in order to offer beneficial banking solutions (e.g. loans, treasury management, capital markets) based on clients and prospects needs. This role is expected to solicit participation in public debt issuance for clients. Some incumbents may specialize in a specific industry such as Health Care. This role is expected to activity participate in community activities.

Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

Business Development

• Work independently to identify and develop profitable new "lead left" client relationships by leveraging centers of influence, existing clients, & referral sources
• Effective grow long term profitable "lead left" relationships
• Work closely with assigned Fifth Third internal partners to deepen existing relationships and acquire new high value prospective relationships.
• Attend community and/or specific industry forums, conferences and/or meetings in order to broaden relationship networks, referral sources and continually deepen knowledge of trends, practices, services and the competitive landscape.

Portfolio Management

• Work with One Bank partners (Treasury Management., Capital Markets, and Wealth Management etc.) analyze, evaluate and develop a tailored relationship strategy for each client or prospect.
• Responsible for planning and conducting relationship strategy review meetings with internal Fifth Third Business Partners and Client's trusted advisors (e.g. attorney, accountants)
• Ensure that customer relationships are managed to maximize the opportunity for the bank, while taking into account Bank risk and customer needs.

Client Experience

• Meet with customers on a regular basis to enhance the trusted advisor relationship and ensure business needs are being met
• Lead and coordinate all client facing activities, including credit support, treasury management, and capital markets
• Utilize the Bank's Customer Relationship Management (CRM) system for client activity tracking, call reports and pipeline management. Reinforce use of CRM for assigned Fifth Third partners for monitoring pre-call and post-call activities
• Utilize consultative sells skills, commercial playbook principals and call reporting plans to enhance the client experience

Credit Excellence

• Analyze the financial information provided to determine the questions to ask to decide on the credit request that should be pursued
• Partner with Portfolio Managers and Credit Officers on credit requests and adhere to established Portfolio Management guidelines (i.e., delinquencies, documentation preparation, financial statement tracking exceptions, matured loans).
• Monitor, on an ongoing basis, information concerning customer financial performance, condition, and industry trends to determine that any credit exposure is at an acceptable risk, and priced accordingly.

SUPERVISORY RESPONSIBILITIES:

No formal supervisory responsibilities. Expected to provide guidance to Commercial RM I & II

MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:

• Bachelor's or Master's in Business (e.g. Business Administration, Finance, Accounting) or equivalent work experience preferred.
• Minimum of 10 years Commercial Banking experience.
• 9 years of relationship account management experience preferred.
• Formalized commercial credit training or equivalent credit experience required.
• Underwriting experience preferred.
• Proven track record of partnership with investment bankers to provide strategic and capital market advice.
• Strong business acumen, to include detailed analysis, review of financial statements and understanding of accounting principles.
• Thorough knowledge of Commercial, Treasury Management, and alternative lending and financing options.
• Ability to assess client needs, drivers of profitability, and corporate/personal life cycle optimizing financial solutions.
• Exhibits strong presentation skills in both large and small group settings. Proven ability to communicate with impact. U
• Understands the audience and adjust communication as is appropriate level of detail for the audience; captures and holds the audience's attention.
• Proven track record of identification and understanding of business issues, problems, and opportunities and the ability to create relevant options for addressing problems/opportunities to achieve desired outcomes.
• Proven track record of exploring options for a prospective client or existing buyer/COI's prior to advocating for a solution.
• Influences client decision regarding strategy and product solutions-Engages in joint business planning with internal partners and buyers.
• Determines task and resources and project requirements by breaking them down into task and defining roles and responsibilities.
• Scans the internal and external environment to identify the relationships that should be initiated or improved to achieve business goals and fulfill clients needs.
• Demonstrates strong verbal and written communication skills, with particular emphasis on experience in face-to-face negotiations.
• Proven ability to work in a team-based sales environment.
• Must be proficient in all Microsoft Office software; familiarity with prospecting and CRM sales tools preferred.
• Regional /local travel

Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.

Make banking a Fifth Third better

We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.

GENERAL FUNCTION:

Responsible for profitable business development as well as monitoring the quality of an largest existing portfolio of companies with annual gross sales of at least $50MM and generally less than $500MM within a specific geographic area. Ability to develop trusted advisory relationships with the Senior Executives ( e.g. CEO, CFO, COO) of the Company. Capable to lead and coordinate with One Bank Partners to create and implement a relationship strategy for very large, complex assigned clients and prospects. This position requires a strong understanding of credit, commercial products and financial statement analysis, in order to offer beneficial banking solutions (e.g. loans, treasury management, capital markets) based on clients and prospects needs. This role is expected to solicit participation in public debt issuance for clients. Some incumbents may specialize in a specific industry such as Health Care. This role is expected to activity participate in community activities.

Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

Business Development

• Work independently to identify and develop profitable new "lead left" client relationships by leveraging centers of influence, existing clients, & referral sources
• Effective grow long term profitable "lead left" relationships
• Work closely with assigned Fifth Third internal partners to deepen existing relationships and acquire new high value prospective relationships.
• Attend community and/or specific industry forums, conferences and/or meetings in order to broaden relationship networks, referral sources and continually deepen knowledge of trends, practices, services and the competitive landscape.

Portfolio Management

• Work with One Bank partners (Treasury Management., Capital Markets, and Wealth Management etc.) analyze, evaluate and develop a tailored relationship strategy for each client or prospect.
• Responsible for planning and conducting relationship strategy review meetings with internal Fifth Third Business Partners and Client's trusted advisors (e.g. attorney, accountants)
• Ensure that customer relationships are managed to maximize the opportunity for the bank, while taking into account Bank risk and customer needs.

Client Experience

• Meet with customers on a regular basis to enhance the trusted advisor relationship and ensure business needs are being met
• Lead and coordinate all client facing activities, including credit support, treasury management, and capital markets
• Utilize the Bank's Customer Relationship Management (CRM) system for client activity tracking, call reports and pipeline management. Reinforce use of CRM for assigned Fifth Third partners for monitoring pre-call and post-call activities
• Utilize consultative sells skills, commercial playbook principals and call reporting plans to enhance the client experience

Credit Excellence

• Analyze the financial information provided to determine the questions to ask to decide on the credit request that should be pursued
• Partner with Portfolio Managers and Credit Officers on credit requests and adhere to established Portfolio Management guidelines (i.e., delinquencies, documentation preparation, financial statement tracking exceptions, matured loans).
• Monitor, on an ongoing basis, information concerning customer financial performance, condition, and industry trends to determine that any credit exposure is at an acceptable risk, and priced accordingly.

SUPERVISORY RESPONSIBILITIES:

No formal supervisory responsibilities. Expected to provide guidance to Commercial RM I & II

MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:

• Bachelor's or Master's in Business (e.g. Business Administration, Finance, Accounting) or equivalent work experience preferred.
• Minimum of 10 years Commercial Banking experience.
• 9 years of relationship account management experience preferred.
• Formalized commercial credit training or equivalent credit experience required.
• Underwriting experience preferred.
• Proven track record of partnership with investment bankers to provide strategic and capital market advice.
• Strong business acumen, to include detailed analysis, review of financial statements and understanding of accounting principles.
• Thorough knowledge of Commercial, Treasury Management, and alternative lending and financing options.
• Ability to assess client needs, drivers of profitability, and corporate/personal life cycle optimizing financial solutions.
• Exhibits strong presentation skills in both large and small group settings. Proven ability to communicate with impact. U
• Understands the audience and adjust communication as is appropriate level of detail for the audience; captures and holds the audience's attention.
• Proven track record of identification and understanding of business issues, problems, and opportunities and the ability to create relevant options for addressing problems/opportunities to achieve desired outcomes.
• Proven track record of exploring options for a prospective client or existing buyer/COI's prior to advocating for a solution.
• Influences client decision regarding strategy and product solutions-Engages in joint business planning with internal partners and buyers.
• Determines task and resources and project requirements by breaking them down into task and defining roles and responsibilities.
• Scans the internal and external environment to identify the relationships that should be initiated or improved to achieve business goals and fulfill clients needs.
• Demonstrates strong verbal and written communication skills, with particular emphasis on experience in face-to-face negotiations.
• Proven ability to work in a team-based sales environment.
• Must be proficient in all Microsoft Office software; familiarity with prospecting and CRM sales tools preferred.
• Regional /local travel

Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.

Location: On site in Coral Gables, FL Summary Commercial Relationship Managers are the client-facing key to our core business of commercial banking. You'll nurture banking relationships with high revenue generating organizations to help them achieve Relationship Manager, Relationship, Manager, Commercial, Client Relations, Officer, Business Services

Make banking a Fifth Third better

We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.

GENERAL FUNCTION:

Responsible for profitable business development as well as monitoring the quality of an largest existing portfolio of companies with annual gross sales of at least $50MM and generally less than $500MM within a specific geographic area. Ability to develop trusted advisory relationships with the Senior Executives (e.g. CEO, CFO, COO) of the Company. Capable to lead and coordinate with One Bank Partners to create and implement a relationship strategy for very large, complex assigned clients and prospects. This position requires a strong understanding of credit, commercial products and financial statement analysis, in order to offer beneficial banking solutions (e.g. loans, treasury management, capital markets) based on clients and prospects needs. This role is expected to solicit participation in public debt issuance for clients. Some incumbents may specialize in a specific industry such as Health Care. This role is expected to actively participate in community activities.

Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

Business Development

• Work independently to identify and develop profitable new "lead left" client relationships by leveraging centers of influence, existing clients, & referral sources.
• Effectively grow long term profitable "lead left" relationships.
• Work closely with assigned Fifth Third internal partners to deepen existing relationships and acquire new high value prospective relationships.
• Attend community and/or specific industry forums, conferences and/or meetings in order to broaden relationship networks, referral sources and continually deepen knowledge of trends, practices, services and the competitive landscape.

Portfolio Management

• Work with One Bank partners (Treasury Management, Capital Markets, and Wealth Management etc.) to analyze, evaluate and develop a tailored relationship strategy for each client or prospect.
• Responsible for planning and conducting relationship strategy review meetings with internal Fifth Third Business Partners and Client's trusted advisors (e.g. attorney, accountants).
• Ensure that customer relationships are managed to maximize the opportunity for the bank, while taking into account Bank risk and customer needs.

Client Experience

• Meet with customers on a regular basis to enhance the trusted advisor relationship and ensure business needs are being met.
• Lead and coordinate all client facing activities, including credit support, treasury management, and capital markets.
• Utilize the Bank's Customer Relationship Management (CRM) system for client activity tracking, call reports and pipeline management. Reinforce use of CRM for assigned Fifth Third partners for monitoring pre-call and post-call activities.
• Utilize consultative sales skills, commercial playbook principles and call reporting plans to enhance the client experience.

Credit Excellence

• Analyze the financial information provided to determine the questions to ask to decide on the credit request that should be pursued.
• Partner with Portfolio Managers and Credit Officers on credit requests and adhere to established Portfolio Management guidelines (i.e., delinquencies, documentation preparation, financial statement tracking exceptions, matured loans).
• Monitor, on an ongoing basis, information concerning customer financial performance, condition, and industry trends to determine that any credit exposure is at an acceptable risk, and priced accordingly.

SUPERVISORY RESPONSIBILITIES:

No formal supervisory responsibilities. Expected to provide guidance to Commercial RM I & II.

MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:

• Bachelor's or Master's in Business (e.g. Business Administration, Finance, Accounting) or equivalent work experience preferred.
• Minimum of 10 years Commercial Banking experience.
• 9 years of relationship account management experience preferred.
• Formalized commercial credit training or equivalent credit experience required.
• Underwriting experience preferred.
• Proven track record of partnership with investment bankers to provide strategic and capital market advice.
• Strong business acumen, to include detailed analysis, review of financial statements and understanding of accounting principles.
• Thorough knowledge of Commercial, Treasury Management, and alternative lending and financing options.
• Ability to assess client needs, drivers of profitability, and corporate/personal life cycle optimizing financial solutions.
• Exhibits strong presentation skills in both large and small group settings. Proven ability to communicate with impact.
• Understands the audience and adjusts communication as is appropriate level of detail for the audience; captures and holds the audience's attention.
• Proven track record of identification and understanding of business issues, problems, and opportunities and the ability to create relevant options for addressing problems/opportunities to achieve desired outcomes.
• Proven track record of exploring options for a prospective client or existing buyer/COI's prior to advocating for a solution.
• Influences client decision regarding strategy and product solutions-Engages in joint business planning with internal partners and buyers.
• Determines task and resources and project requirements by breaking them down into tasks and defining roles and responsibilities.
• Scans the internal and external environment to identify the relationships that should be initiated or improved to achieve business goals and fulfill clients needs.
• Demonstrates strong verbal and written communication skills, with particular emphasis on experience in face-to-face negotiations.
• Proven ability to work in a team-based sales environment.
• Must be proficient in all Microsoft Office software; familiarity with prospecting and CRM sales tools preferred.
• Regional/local travel.

Commercial Relationship Manager IV LOCATION -- Fort Lauderdale, Florida 33301

Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.