Manager, Client Relations

Posted 2 Days Ago
Be an Early Applicant
Southington, CT
90K-100K Annually
Mid level
Fintech • Consulting • Financial Services
The Role
The Manager of Client Relations partners with Relationship Managers to onboard new Business Banking credit clients by gathering necessary documentation for applications, draft Letters of Intent, provide client services, and identify cross-sell opportunities. The role also monitors compliance with regulations and evaluates sales teams' marketing effectiveness.
Summary Generated by Built In

If you’re looking for a meaningful career, you’ll find it here at Webster. Founded in 1935, our focus has always been to put people first--doing whatever we can to help individuals, families, businesses and our colleagues achieve their financial goals. As a leading commercial bank, we remain passionate about serving our clients and supporting our communities. Integrity, Collaboration, Accountability, Agility, Respect, Excellence are Webster’s values, these set us apart as a bank and as an employer.  

Come join our team where you can expand your career potential, benefit from our robust development opportunities, and enjoy meaningful work!

Partners with Relationship Managers to support and manage the onboarding of new Business Banking credit clients through managing all credit documentation requirements from application to funding. The position further manages and supports cross sell into the existing portfolio and client service as needed.

  • Partners with Relationship Manager(s) to manage the onboarding of new credit tied to business clients.

  • Liaison to Business Credit Center, SBA colleague and Operations in gathering all required documentation from prospective borrowers and helping to execute third party reports.

  • Drafts Letters of Intent (LOIs) for deals in consultation with Relationship Manager.

  • Provides client service, outreach to prospects and builds upon to client relations, sells appropriate solutions and services to prospects and clients, and identifies and capitalizes on cross-sell opportunities and makes appropriate referrals.

  • Identifying and referring cross-sell opportunities to the appropriate colleague

  • Ensure compliance with all regulations, policies, and procedures

  • Develops more complex analyses to measure the trends, efficiencies and effectiveness of sales representatives' marketing and sales resource allocation and utilization.

Key skills/experience qualifications for the role:

  • Bachelor’s degree in finance, business, accounting, economics, or related field recommended.

  • 4-7 years of Business Banking/Commercial credit experience

  • Requires good understanding of products, services, and sales campaigns.

  • Proven ability to develop and cultivate customer relationships.

  • Excellent interpersonal, team building, and communication skills.

  • Knowledge of banking regulations, lending policies, procedures, and techniques

  • Proficient with Outlook, Word, Excel, and PowerPoint

The estimated salary range for this position is $90,000.00 to $100,000.00 USD annually. Actual salary may vary up or down depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position is eligible for incentive compensation.

#LI-JG1

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.

Top Skills

Accounting
Business
Economics
Finance
The Company
HQ: Stamford, CT
4,708 Employees
On-site Workplace
Year Founded: 1935

What We Do

Webster is a leading commercial bank that delivers financial solutions to business, individuals, families and partners. With more than $60 billion in assets, we offer digital and traditional service delivery through our differentiated lines of business: Commercial Banking, Consumer Banking and HSA Bank, one of the country’s largest providers of employee benefits solutions.

Webster Financial Corporation and its subsidiaries ("Webster") are equal opportunity and affirmative action employers M/F/D/V. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, marital status, national origin, ancestry, citizenship, sex, sexual orientation, gender identity and/or expression, physical or mental disability, protected veteran status, or any other characteristic protected by law.

© 2021 Webster Financial Corporation. All rights reserved.
Webster Bank, the Webster Bank logo and the W symbol are trademarks of Webster Financial Corporation and Registered in the U.S. Patent and Trademark Office.

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