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Now Hiring - Financial Services Middle Market Relationship Manager - C&I in Coral Gables, FL

Financial Services Middle Market Relationship Manager - C&I in Coral Gables, FL

United Community Bank
Base Salary Yes (amount not posted)
Total Comp: NA
Qualifications Years In Sales
Industry: Financial Services
Benefits: yes
Customer Size: all
Car Allowance: no
Sales Cycle: Short
Travel: none
Years Selling in Industry:
Education:
They Sell Investment & Asset Management
To Whom Financial Services
Location: Coral Gables, FL
3.5
Summary: Responsible for the generation and management of a wide variety of businesses that have annual sales generally above $25 million. The size and complexity of the companies would require analytical training and experience necessary to communicate with a business owner/CEO, CFO or Business Controller.

Duties include developing and managing middle market business relationships including making loans, obtaining deposit accounts, selling cash management services and cross selling other bank services. Provide guidance to credit analyst and/or portfolio managers. Partnering with the community bank Commercial RM’s is a key requirement.

Job Requirements:

  • Bachelor’s degree in business, economics, finance, accounting preferred or equivalent combination of education and experience
  • Minimum five years of middle market banking experience in credit analysis or lending
  • Capable of analyzing complex financial statements/completion of commercial analyst training program
  • Possess effective sales and negotiation skills
  • Possess excellent verbal and written communication skills
  • Strong customer service skills
  • Ability to work independently as well as part of a team
  • Self-motivated/takes initiative
  • Proficiency of Microsoft office applications
  • Required to complete all required Bank Secrecy Act/anti-money laundering training suitable to his or her position within the Bank

Specific Job Functions:

  • Manage and retain profitable client relationships
  • Develop new business through active calling on clients and prospects
  • Develop and maintain a strong COI’s network
  • Use Vertical IQ, Business Browser, or other tools available to research and develop leads
  • Manage individual production versus assigned goals
  • Recommend structure, terms and rate for loans being underwritten
  • Provide guidance to credit analysts
  • Manages loan closing process to include preparing term sheets and commitment letters as well as communicating with attorneys, appraisers and related professionals
  • Ensure adherence to company loan policies and procedures
  • Evaluates risk to meet profitability standards
  • Actively participates in community activities or events such as Chamber, Kiwanis, Rotary, etc.
  • Perform annual performance reviews along with an effective management plan consisting of goals for staff, if applicable.
  • Perform other duties as assigned
  • Partner with community bank

NOTE:
Compensation for this position may vary according to eligibility requirements as set forth in UCB’s Corporate Banking Incentive plan as defined below:

ELIGIBILITY:
All full-time MRMs who meet the following criteria (Participants):

  • Primary duties involve new business development and servicing of commercial relationships, with all of their portfolio consisting of commercial loans
  • Not participating in an Executive/Management Incentive Plan or any other incentive plan
  • The President of Specialized Lending will have discretion regarding participant entrance and eligibility to the plan
  • Each MRM must achieve a target level of production of $20 million from the previous calendar year
  • Once in the MRM plan, each MRM must achieve 50% of their individual goals for eligible quarterly payout
  • MRM must be rated successful or higher on your current Performance Evaluation Plan
  • Must not have been placed on probation during the current quarter. It will be at management’s discretion for future incentives for the remaining plan year
United Community Bank
Company Size
201 to 500 Employees
Founded
They Sell
Investment & Asset Management
To Whom
Financial Services
Revenue
$100 to $500 million (USD)


United Community Bank is currently hiring for 5 sales positions
United Community Bank has openings in: FL, TN, & AL
The average salary at United Community Bank is:

5 Yes (amount not posted)

United Community Bank
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United Community Bank

United Community Bank is currently hiring for 5 sales positions
United Community Bank has openings in: FL, TN, & AL
The average salary at United Community Bank is:

5 Yes (amount not posted)