To build and maintain professional business relationships across a portfolio of Private Wealth clients, by achieving financial targets, proactively acquiring new clients, and improving customer experience, all within the scope of the Bank’s risk, regulatory and compliance frameworks.
Responsibilities
Build and maintain professional business relationships in preferred market segments
Own the primary relationship with clients by being the client’s main contact point
Work collaboratively with specialists such as financial and estate planners
Execute contact strategy relevant to portfolio based on client segmentation
Secure new business through interaction and engagement with current and prospective clients and leads generation
Requirements
B-degree in Business
Commerce
Management Studies
NQF Level 7 qualification
National Diploma / Advanced Certificate in Business, Commerce or Management Studies
Senior Business Development Officer identifies and calls SBA prospects and referrals, managing and growing profitable client relationships through loan structuring, credit presentations, and SBA products.
Locations (3)
Salt Lake City, Utah, United States
Kansas City, Missouri, United States
Dallas, Texas, United States
Responsibilities
Identify and call SBA prospects and referrals
Acquire manage and grow profitable client relationships
Loan structuring
Key issue identification and mitigation
Development of credit presentations
Requirements
Bachelor’s degree in related field or equivalent combination of education and experience
Nice to have: 15+ years of commercial credit/banking experience
Senior Business Development Officer responsible for identifying and managing SBA prospects, structuring loans, and expanding client relationships within the bank’s SBA product suite.
Locations (4)
Salt Lake City, Utah, United States
Kansas City, Missouri, United States
Dallas, Texas, United States
Greenwood Village, Colorado, United States
Responsibilities
Identify and call SBA prospects and referrals
Acquire, manage and grow profitable client relationships
Structure loans and develop credit presentations
Present and secure client acceptance of term sheets and commitment letters
Senior Business Development Officer responsible for identifying and managing SBA prospects, structuring loans, and supporting cross‑selling of bank products.
Locations (3)
Salt Lake City, Utah, United States
Kansas City, Missouri, United States
Dallas, Texas, United States
Responsibilities
Identify and call SBA prospects and referrals
Acquire, manage and grow profitable client relationships
Part of the mid-market Corporate Banking team focused on structuring, delivery, and management of bank debt for a targeted customer base.
Responsibilities
Collaborate with CCG relationship managers to structure, deliver, close, and monitor syndicated and bi-lateral loan transactions
Support CCG relationship managers in the preparation and presentation of marketing pitches
Manage all aspects of the credit approval process including credit submissions and relationships with Group Risk Management
Engage with RBC partners including Group Risk Management, Private Banking, RBC Investments, Capital Markets, Global Transaction Banking, Leasing, Personal Banking
Provide research, analysis, and data to support CCG advice on the optimal amount of bank debt
Requirements
Undergraduate degree in Business, Economics, Accounting, or Finance
Support Relationship Managers and Coverage teams by bringing credit management into a single control point across structuring, credit analysis, rating recommendations and client credit monitoring.
Responsibilities
Deliver BCO tasks in line with agreed OKRs, SLAs and KPIs
Own the end-to-end Credit and Lending servicing journey from RM handoff through completion
Prepare credit analysis, financial assessment and rating recommendations on behalf of Relationship Managers
Coordinate client review and renewal activity including customer outreach and research
Negotiate credit terms and documentation with WCMR and clients, acting as a single handoff point for C&L tasks
To understand clients business & provide appropriate working capital and business loan solutions, dealing across Fund/non-Fund based products.
Locations (2)
Mumbai, Maharashtra, India
Bangalore, Karnataka, India
Responsibilities
Understand clients business and provide appropriate working capital and business loan solutions.
Deal across Fund/non-Fund based products like Cash Credit, Demand Loan, Buyers credit, LC, BG etc.
Work closely with Branch Banking teams for new customer addition.
Penetrate client with various products like Current Account/Term Deposits/Transaction Banking/Trade Finance for primary Relationship & Group companies.
Build relationships with key persons (CFOs/promoters) in the target segments & build client trust & confidence.
The Client Manager will build and maintain relationships through collaboration, manage a large client loan portfolio, expand existing relationships, and provide banking solutions like loan, depository, and Treasury Management.
Responsibilities
Build and maintain relationships through collaboration and effective communication
Engage and motivate others while remaining attentive to their needs
Manage a large client loan portfolio
Expand existing loan relationships and acquire new clients
Help clients explore banking solutions including loan, depository, and Treasury Management products
Requirements
Bachelor’s degree in related field or equivalent combination of education and experience
Nice to have: Moody’s Risk Analyst experience
Nice to have: Completed formal credit training program
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