Let’s get started
By clicking ‘Next’, I agree to the Terms of Service
and Privacy Policy, and consent to receive emails from Rise
Jobs / Job page
Community Relationship Manager I image - Rise Careers
Job details

Community Relationship Manager I

Overview

This position is responsible for identifying customer needs and matching them with the appropriate bank products and services to enhance a current or prospective customer’s satisfaction, loyalty, and financial well-being.  This position will develop proactive sales/service efforts and portfolio management skills to grow a portfolio of business and consumer clients while mitigating credit risk.

Responsibilities

  • Advise and counsel directly with customers to understand their financial needs and appropriate products and services to offer them.
  • Originate and submit credit requests promptly for decisioning via organized loan packages that present the needed credit documentation and identify the appropriate credit issues.
  • Provide high level of customer service to existing clients to build relationships, to expand development of business, and to identify and create cross-selling opportunities for other product lines
  • Practice business development skills by performing business calls to customers and prospective customers to gain further experience in outside loan production, negotiations and support achievement of growth goals
  • Mitigate credit weaknesses, past dues and exceptions through proper loan portfolio management skills including proper risk analysis and identification of risk rate, early renewal processing, loan document preparation and closing, collateral analysis, past due collection management, etc. Work with Audit, Loan Review and the Office of the Comptroller of Currency as needed.
  • Assess and prioritize simultaneous multiple responsibilities effectively.
  • All work must be performed within the bank’s guidelines, policies, procedures and standards of performance.
  • Attracts new business relationships and expands existing business relationships through the call program.
  • Participate in community, professional, and trade organizations.
  • Perform additional duties as assigned.

Qualifications

  • Minimum of 5 years’ experience in either sales, banking or business development
  • Experience properly managing a business loan portfolio with varied terms and collateral, including real estate
  • Excellent oral and written communication skills
  • Demonstrated effectiveness in sales and business development
  • Demonstrated ability to develop professional working relationships with customers and internal partners
  • Good interpersonal skills and ability to build relationships with others
  • Demonstrated effectiveness in negotiation and decision-making skills to serve the best interest of the bank and borrower
  • Familiarity with products and services offered by financial services institutions
  • Developed understanding of business lending, credit analysis, and credit approval processes as well as pertinent bank policies and external regulations
  • Results oriented, flexible, and able to prioritize simultaneous work assignments
  • General knowledge of the financial services industry, business lending and credit underwriting
  • Advanced knowledge of Microsoft Word and Excel applications
  • Four-year college degree in business, finance, accounting or related field of study with 5 years of customer relationship management experience in banking or similar field preferred

Physical Requirements/Working Conditions: Must be able to sit for long periods of time and use computer keyboard and/or mouse, while viewing computer screens.

 

Note: This is a brief description of this position and is not limited to those described herein. Management retains the right to add, delete or modify any of these responsibilities at any time during employment.

 

 

Average salary estimate

$60000 / YEARLY (est.)
min
max
$50000K
$70000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

Similar Jobs
Posted 7 days ago

As a Relationship Banker I at Trustmark, you'll foster customer loyalty through exceptional service and proactive sales of banking products.

Join our team as a Commercial Portfolio Manager, where you will manage a diverse real estate loan portfolio while collaborating closely with relationship managers.

Photo of the Rise User
Posted 8 days ago

Become an integral part of Zscaler's mission as a Senior Sales Engineer, where your expertise will enhance our technical sales processes and customer interactions.

Photo of the Rise User
Posted 7 days ago

Join OpenGov as an Account Executive - Team Lead, focusing on ERP sales for the public sector.

Photo of the Rise User
Inclusive & Diverse
Rise from Within
Mission Driven
Diversity of Opinions
Work/Life Harmony

Become a leader at Target, where your role as an Executive Team Leader Specialty Sales is vital for inspiring both your team and our guests every day.

Photo of the Rise User

Join Aceable as a Sales Development Representative to drive B2B sales by generating leads in the education sector.

Posted 9 hours ago

Drive strategic sales growth and foster client relationships as a Sales Specialist for Macmillan Learning, focusing on higher education markets in the HSS disciplines across the Southeast.

Photo of the Rise User
Posted 13 days ago

As an Enterprise Account Executive at Achievers, you will leverage our award-winning platform to enhance employee engagement for large organizations.

Photo of the Rise User
Suntria Hybrid No location specified
Posted 10 days ago

Become part of Suntria's dynamic team as a Solar Sales Pro and help guide clients to sustainable energy solutions.

Avante invites a Partner Manager to drive strategic partnerships and revenue growth within the benefits and HR tech space, shaping the future of AI-powered HR solutions.

Posted 8 days ago

As a Freight Sales & Brokerage Specialist, you will leverage your expertise in freight brokerage to build relationships and ensure successful shipment coordination.

Photo of the Rise User
Posted 22 hours ago

Account Executive needed at Apptegy to lead virtual demos and drive sales growth in educational communication solutions.

Photo of the Rise User

Become a key player in Sales as a Residential Sales Consultant at Service Experts Heating and Air, where your ambition will help homeowners find comfort solutions.

Bay Cities Tin Shop Inc Hybrid Manteca, California, United States
Posted 2 days ago

Seeking a motivated Outside Sales Representative to drive growth and customer engagement for Bay Cities Metal Products across Northern California and Reno.

Photo of the Rise User
Posted 2 days ago

Join Tangelo as a Provider Sales Manager to leverage your healthcare sales expertise and build crucial relationships within the healthcare community.

MATCH
Calculating your matching score...
FUNDING
SENIORITY LEVEL REQUIREMENT
TEAM SIZE
No info
HQ LOCATION
No info
EMPLOYMENT TYPE
Full-time, onsite
DATE POSTED
June 19, 2025

Subscribe to Rise newsletter

Risa star 🔮 Hi, I'm Risa! Your AI
Career Copilot
Want to see a list of jobs tailored to
you, just ask me below!