CRE Loan Sales
1 month ago
Job Description:
Located in a financial center, Relationship Manager & Lending Specialists (RMLSs) focus on deepening relationships with individual and small business customers/clients. RMLSs accomplish this by identifying financial needs, offering appropriate solutions and connecting clients with specialists. RMLSs will also have the capability to originate home equity lines of credit (HELOC). As part of the Company team, RMLSs have access to industry-leading solutions and a team of dedicated product specialists all designed to meet the unique life priorities of our clients, for example, managing expenses, building wealth, managing debt, buying a home, saving for college and planning for unexpected life events. Additionally, RMLSs benefit from personal coaching, clearly defined career paths, robust training programs and ongoing development opportunities. They report to the market manager and partner closely with the financial center manager to ensure adherence to operational compliance policies and procedures.
Responsibilities include:
- Using a defined consultative questioning approach with clients to systematically identify client needs and appropriate solutions.
- Building relationships over time to gain in-depth knowledge of clients financial life priorities and effectively positioning additional Company products and services.
- Deepening client relationships through relationship calling, in-person conversation and referrals to specialists.
- Delivering a personalized rewarding experience for clients by executing a variety of defined client engagement strategies.
- Leveraging available resources and technologies to optimize the client experience
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