Job Description
Description
The Private Bank Sr Client Relations Manager (Business Banking) works directly with a Relationship Manager to ensure seamless client experience and operational efficiency. This individual will be tasked with supporting client acquisition and overall relationship management, leveraging product knowledge across treasury management, personal and commercial lending, digital banking, and wealth management. The Client Relations Manager (Business Banking) will include a focus on commercial lending activities, providing clients with structuring and pricing guidance and underwriting teams with support and guidance from initial loan reviews through to documentation and execution. Primary responsibilities include Partnering with RMs on new client acquisition through sales calls and digital platform demonstrations. Acts as a liaison with internal treasury product, implementation, sales and service teams to ensure client treasury needs are met. Works with client teams to help ...
The Private Bank Sr Client Relations Manager (Business Banking) works directly with a Relationship Manager to ensure seamless client experience and operational efficiency. This individual will be tasked with supporting client acquisition and overall relationship management, leveraging product knowledge across treasury management, personal and commercial lending, digital banking, and wealth management. The Client Relations Manager (Business Banking) will include a focus on commercial lending activities, providing clients with structuring and pricing guidance and underwriting teams with support and guidance from initial loan reviews through to documentation and execution. Primary responsibilities include Partnering with RMs on new client acquisition through sales calls and digital platform demonstrations. Acts as a liaison with internal treasury product, implementation, sales and service teams to ensure client treasury needs are met. Works with client teams to help ...