Job Description

Business Relationship Manager
Pasadena, San Francisco, New York, and Houston (One in each state)

Being the next generation Business Relationship Manager means you are part of a world-class team that focuses on delivering a high quality, high-touch, and high-tech relationship banking experience across all customer touchpoints.

As a Business Relationship Manager, you will play a key role in:

Improving the lives of our customers and the well-being of their businesses through financial solutions, education, and advice.
Strategically collaborating with commercial lending business partners, private banking, Retail Regional Managers, and/or Branch Managers to execute sales strategies
Ability to drive the priorities of the business and develop a plan to drive growth

This role is meant for someone with a strong passion for driving growth by deepening existing relationships and cultivating new relationships, delivering exceptional service to customers, and building a Relationship Manager career in financial services.

We will help you grow your career by providing you with ongoing training to expand your business knowledge, grow your digital acumen, and build long-lasting relationships with our customers.
Responsibilities

Achieve quarterly/annual goals through business generation of C&I, CRE, mortgages, SBA, treasury management, deposits, investments, and international and other commercial and consumer products offered
Collaborate with Regional Manager and/or Branch Manager to develop and implement customer-centric strategic marketing plans and generate new business through prospecting, outside calling, networking, and referrals
Maintain and apply a thorough understanding of the bank’s credit policy, client eligibility and all necessary business practices to ensure the submission of accurate and complete commercial and consumer loan packages
Actively participate in local and regional business functions; coordinate and organize targeted campaigns and events
Provide management with input regarding current policies and practices of competition, when appropriate
Educate customers on how to use our digital platforms to bank and invest when, where and how they want
May perform other duties as assigned

Qualifications

Bachelor’s degree preferred
5+ years in commercial lending and/or private banking with proven sales track record
Strong understanding of C&I loans, SBA loans and/or industry-focused lending
In-depth knowledge of banks, credit and deposit products; experience in international activities between U.S. and Greater China preferred
Strong analytical, marketing/sales, consulting and negotiating skills
Strong written and verbal communication
High energy, results-oriented, and work well in a team environment
Strong desire and capability to influence, educate and connect team, partners and customers to technology
Has ability to learn and adapt to new information and technology platforms

About MetaOption LLC

Microsoft Gold Certified Partner | Trusted Adviser

MetaOption is a technology services firm specializing in business applications and cloud solutions. We help mid-market and enterprise customers solve their business challenges through strategic consulting services, innovative offerings and industry-specific solutions built on the latest technologies.

Services:

- Microsoft Dynamics 365 Business Central

- Microsoft Dynamics 365 Business Central On-Premise (NAV 2018)

- Dynamics NAV 2018, 2017, 2016, 2013 R2, 2009 Customization, Support

- Dynamics Business Central/NAV Integration, Upgrade, Reporting

- Microsoft Dynamics 365 (CRM)

- Microsoft BI

- Jet Reports

- EDI Integration

- Microsoft Dynamics Hosting

- Microsoft Dynamics Staffing

Industry Solutions for Dynamics NAV / Dynamics 365 Business Central

- Dynamics 365 Business Central/NAV Manufacturing ERP Solution for Job-based manufactures and integration with Engineering Systems

- Dynamics 365 Business Central/NAV Pharma ERP Solution for Wholesalers, Distributors, and Manufacturers

- Dynamics 365 Business Central/NAV Logistics ERP Solution

- Dynamics 365 Business Central/NAV Telecom Master/Dealer ERP Solution

Dynamics 365 Business Central/NAV Add-ons

- Warehouse Management System (WMS) for Dynamics 365 Business Central/NAV with ADCS (Advanced Data Capture System) mobile solution

- Pharma Track & Trace Add-on for Dynamics 365 Business Central/NAV

- Barcode Add-on for Dynamics 365 Business Central/NAV

- License Plate (Container Management) Add-on for Dynamics 365 Business Central/NAV

- MetaDocs Document Management Add-on for Dynamics 365 Business Central/NAV

Industry

IT & Software

Company Size

51-200 employees

Headquarters

Jersey City, NJ

Year Founded

2005

Website

metaoption.com

Social Media