Facebook pixel

Relationship Manager Iii
Posted on 5/23/2022
Greensboro, NC, USA
Experience Level
Desired Skills
  • Bachelor's Degree or Military experience
  • Develop, plan and pursue an active client and prospective client calling program, within the Bank structure, in order to attract new banking relationships
  • By serving as the customer's main point of contact, the RM will manage and cross-sell all new and select existing relationships. Cross sell includes the full breadth of the bank's products and services including loans, deposits, treasury services and capital markets. Revenue goals will be based primarily on year-over-year revenue growth
  • Research and make habitual calls on prospective clients
  • Respond and assess RFP requests, develop a scalable process for reviewing requests
  • Generate high quality new loan, deposit and fee income business to achieve or exceed specific production goals
  • Work with Credit and Underwriting to comply with all credit requirements and policy matters
  • Coordinate with various departments (Legal, Operations, Credit, etc.) in the servicing of customer transactions and in solving the needs of our customers
  • While preparation of credit proposals and all ongoing credit monitoring is the responsibility of Underwriting, successful RMs will form close partnerships with Underwriting and Credit and remain actively involved in this process
  • Pre-qualify all new opportunities. The pre-qualification process includes gathering an initial credit package, analyzing initial credit risk, preparing a deal screen memo, determining appropriate loan structure, preparing a term sheet and preparing an ROE analysis
Desired Qualifications
  • Masters Degree
  • Completion of formal credit training program
Capital One

10,001+ employees

Sixth largest bank and financial service provider
Company Overview
Capital One was founded on the belief that no one should be locked out of the financial system. Their deep commitment to financial inclusion is reflected in their business, community partnerships, philanthropy, and most importantly, support for customers. Capital One is on a mission to change banking for good.
  • Medical, Dental, & Vision coverage
  • Onsite Health Centers
  • Prescription saving with network of local pharmacies
  • Stock Purchase Plan
  • Education Assistance
  • 401(k)
  • Flexible Spending Accounts
  • Life and Disability insurance
  • Generous paid time off + corporate & floating holidays
  • Registered dieticians on site, cooking classes and free virtual fitness classes
  • Employee Assistance Program
Company Values
  • Creating financial tools that enrich lives
  • Building thriving communities
  • Advocating for an inclusive society
  • Do the Right Thing