Relationship Manager - Law Firm Business Banking

December 14, 2024

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Webster Bank

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Webster Bank is a financial services company that offers a wide range of banking solutions for individuals, small business owners, and commercial entities. It provides personal and business checking and savings accounts, loans, mortgages, and investment services, as well as wealth management and retirement planning. Webster Bank emphasizes digital convenience through mobile and online banking platforms while also providing personalized assistance from dedicated relationship managers. The bank is committed to serving diverse industries and communities, with specialized offerings in areas like healthcare, manufacturing, and government banking. Webster Bank is dedicated to helping clients achieve their financial goals through tailored solutions and expert guidance, ensuring security and trust are maintained at all times.

Commercial Banking • HSA Bank • Consumer Bank • Small Business • Asset Based Lending

1001 - 5000 employees

Founded 1935

🏦 Banking

💸 Finance

💳 Fintech

📋 Description

• The Relationship Manager Law Firm Business Banking is responsible for cultivating and growing a portfolio of business clients within our target segment. • They will manage a portfolio of existing business relationships, with an extensive focus on new business development/client acquisition, expansion of existing relationships, and client retention. • They will work with their team to execute against our segment strategy, and contribute to net deposit growth, loan production, and expansion of revenue generating products and services. • They will also collaborate with bank partners within their assigned markets, in delivering an excellent client experience, looking for growth opportunities throughout the entire consumer segment. • Contribute to growth of segment by executing against our segment strategy. • Responsible for execution against targeted growth goals of our core KPIs, in New to bank Business Relationships, Deposit Growth, Loan Production & Treasury Management & Overall Fee Income. • Develop & maintain network of business contacts, COIs, community leaders and other referral sources to develop new business relationships and generate revenue. • Effectively manage and grow the pipeline consistent with production expectations. • Work closely with Team Leader, Sr. Relationship Managers, Banking Centers, and cross line of business colleagues to deliver an excellent client experience and drive value to the clients that we serve. • Encourage peers and colleagues to skillfully listen to client needs and identify business banking growth opportunities. • Source opportunities and present effective credit proposals/memos for consideration. • Work with senior leadership and credit to negotiate quality loans within our established policy & guidelines. • Effectively identify & cross sell value added treasury management solutions to clients. • Ensure & uphold operational integrity amongst team by complying with all regulations, policies, and procedures.

🎯 Requirements

• Candidates must have at least 3+ years of specific Business Banking Relationship Management sales experience, developing and managing business relationships. • 5+ managing relationships/banking experience. • Candidates must have an understanding of different treasury management products & services, with the ability to identify TM needs, and offer solutions. • Experience in business/commercial credit, financial analysis techniques & lending policy, with ability to independently package and present credit deals to segment leadership & credit team up to $2MM Total Credit Exposure. • Proven track record of business development success, commercial loan origination, and Relationship Management skills. • Candidates with advanced degrees (Associates, Bachelor’s, and/or Master’s) preferred, yet a High School diploma or GED is required. • Candidates with some combination of coursework and experience, or else extensive related professional experience, are eligible for consideration. • Proven relationship management skills with demonstrated capabilities, in managing and growing a sales pipeline, fostering COI relationships & referral sources, and developing new business relationships. • Commercial lending experience, with ability to analyze, package and present prospective financing opportunities to senior leadership & credit. • Strong knowledge of business banking, bank profitability, commercial lending & treasury management products; possess a general understanding of operations. (Audit, compliance, fraud, loss, risk). • Exceptional business development skills & Entrepreneurial business management orientation.