Independent Financial Careers

The Relationship Manager is responsible for developing and managing commercial banking relationships to maximize profitability to the bank with acceptable risk; through relationship management, credit management, and business development. Responsibilities: Relationship Management Manages moderately large relationships that require more complex analysis Deliver meaningful, sustainable value to customers by anticipating needs …

The principal functions of the Portfolio Manager are to (1) continuously monitor and assess the credit profiles of the customers in her/his assigned portfolio; (2) help retain customer relationships by providing exceptional service; (3) assist with routine issues such as overdrafts, wires, new account openings, etc.; (4) ensure that renewals, …