Select Customer Relationship Manager jobs in Kenner, LA

Select Customer Relationship Manager develops and expands a retail customer base of affluent customers. Provides services and educates customers about additional financial offerings to generate interest and identify investment and cross-sales opportunities. Being a Select Customer Relationship Manager presents new products or services that may enhance the bank's relationship with the client or fulfill the client's short- and long-term financial needs. Meets all sales and service quality standards and goals. Additionally, Select Customer Relationship Manager requires a bachelor's degree. Typically reports to a manager or head of a unit/department. Requires Series 7 license. The Select Customer Relationship Manager gains exposure to some of the complex tasks within the job function. Occasionally directed in several aspects of the work. To be a Select Customer Relationship Manager typically requires 2 to 4 years of related experience. (Copyright 2024 Salary.com)

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Manager, Equipment Finance Relationship
  • Hancock Whitney
  • Orleans, LA FULL_TIME
  • Thank you for your interest in our company! To apply, click on the button above. You will be required to create an account (or sign in with an existing account). Your account will provide you access to your application information. The email address used in establishing your account will be used to correspond with you throughout the application process. Please be sure and check the spam folder. You may review, modify, or update your information by visiting and logging into your account.

    JOB FUNCTION / SUMMARY:

    Responsible for the development and expansion of equipment finance related customer relationships. Facilitates new client identification; develops tactical client/prospect sales strategy; makes sales calls; provides consultative support to Bankers and clients on specialized equipment financing alternatives and considerations; facilitates collateral underwriting and communication; facilitates specialized documentation negotiation and closing; and ongoing/continuous marketing of client capital expenditure cycles.

    ESSENTIAL DUTIES & RESPONSIBILITIES:

    • Partners with Bank markets (geographic and line of business) to develop equipment finance prospect and customer relationships within areas designated by the Director of Equipment Finance.
    • Performs business development activities and consultative support of Corporate Banking, Middle Market Banking, Commercial Banking, and Private Banking.
    • Typically focuses on businesses with sales of $20MM or more that operate in our defined targeted industries and are capital equipment intensive.
    • Functions with minimal levels of individual authority and negotiates with strict adherence to established guidelines, credit pricing, terms and structure.
    • Operates as a partner to Corporate, Middle Market, Commercial and Private bankers, creating a team approach and support to understanding and serving client needs.
    • Analyzes and develops marketing plans in cooperation with Bank Line of Business to identify current customer opportunities and new client acquisition opportunities.
    • Calls in support of equipment finance centered expansion of current bank relationships and new client acquisition. Duties include creation of market calling plans and creation of client "Cap-ex Profiles" (understanding client capital equipment procurement budgets, replacement cycles, financing considerations, tax implications, historical sources and uses of equipment financing, management preferences and other issues effecting the client's financing needs).
    • Based on Cap-ex profile, develops call rhythms for follow up marketing.
    • Consults with Bankers and clients on equipment life cycles and value relative to business considerations, including tax implications of equipment transactions in order to create alternative financing structures and maximize client value.
    • Consults with bankers and clients and access to ascertain future capital equipment procurement relative to the need for potential access of specialized capital markets/syndications to equipment finance markets.
    • Keeps abreast of local, regional, and national competition in the equipment finance marketplace and consults with Bankers to develop competitive structures and pricing strategies.
    • Provides consultation to Bankers and Credit officers on legal and structural issues unique to specific equipment types (perfection, UCC classifications, equipment inventory, PMSI, right of quiet enjoyment, other creditor rights, etc.).
    • Identifies detailed information needed and works with clients to understand equipment values and usages in order to facilitate the preparation of collateral gap analysis. Consults with Bankers and Credit officers to understand the gap analysis and the subject equipment as secondary source of repayment.
    • Facilitates the coordination of document processing and closing. Coordinates with the client, Banker, Credit and legal counsel, as needed, to provide seamless communication and delivery.
    • Supports Bankers in maintenance of the Bank's client management system (Sales Force) as it relates to equipment finance transactions, opportunities, and client intelligence.
    • Maintains marketing intelligence relative to ongoing client cap-ex budgets and financing needs, communicating and updating Bank partners to provide proactive support.
    • Uses automated business development system to manage individual calling program, schedule appointments, develop customer profiles or cross-sales opportunities, follow-up with customers, and book new business.
    • Performs other duties and special projects as assigned by Senior Management
    • Incumbent is required to understand and comply with all applicable federal, state, and local banking and industry related laws and regulations including but not limited to the Bank Secrecy Act.

    SUPERVISORY RESPONSIBILITIES:

    None

    MINIMUM REQUIRED EDUCATION, EXPERIENCE & KNOWLEDGE:

    • Bachelor's Degree, major in Accounting or Finance preferred
    • Minimum 8 years of relationship management experience selling equipment finance and leasing products
    • Relevant Equipment Finance marketing experience in a bank, industrial or independent equipment finance company, marketing to Corporate and Middle market clients
    • Expert understanding of structured finance as related to equipment financing (credit, equipment, tax, accounting and legal)
    • Understanding and the ability to communicate the structural, tax, accounting and legal issues to clients, bankers, credit officers and Equipment Finance support teams
    • Proficient in credit underwriting fundamentals and prior credit experience including financial analysis
    • Basic knowledge of commercial loan products & lending / compliance regulations

    ESSENTIAL MENTAL & PHYSICAL REQUIREMENTS:

    • Ability to lift/move/carry approximately 10 pounds if required to perform the essential job functions. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division an "undue hardship" then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement.

    Equal Opportunity/Affirmative Action Employers. All qualified applicants will receive consideration for employment without regard to race, color, religious beliefs, national origin, ancestry, citizenship, sex, gender, sexual orientation, gender identity, marital status, age, physical or mental disability or history of disability, genetic information, status as a protected veteran, disabled veteran, or other protected characteristics as required by federal, state and local laws.

     

  • 4 Days Ago

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Emerging Payments Relationship Manager
  • Hancock Whitney
  • Orleans, LA FULL_TIME
  • Thank you for your interest in our company! To apply, click on the button above. You will be required to create an account (or sign in with an existing account). Your account will provide you access t...
  • 7 Days Ago

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Pharmacy Relationship Manager
  • America's Pharmacy Group, LLC
  • Saint Bernard, LA OTHER
  • Whether you are working in the Pharmacy industry looking for additional income, an established healthcare sales professional, or looking to break into Medical Sales, America's Pharmacy Group, LLC is a...
  • 15 Days Ago

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Relationship Manager - EGP
  • Bank of America
  • Mandeville, LA FULL_TIME
  • Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we...
  • 1 Month Ago

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Restaurant General Manager
  • Diamond Select, Inc
  • Metairie, LA FULL_TIME
  • Job Description Job Description Diamond Select, Inc. is working with a great Quick Service Restaurant group (KFC / Taco Bell) to hire a Restaurant General Manager for the New Orleans Metro area. We of...
  • 3 Days Ago

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Restaurant General Manager
  • Diamond Select, Inc
  • Orleans, LA FULL_TIME
  • Diamond Select, Inc. is working with a great KFC/Taco Bell group to hire an outstanding Restaurant General Manager for their team. We offer competitive pay & a strong bonus program. Interested? Apply ...
  • 1 Month Ago

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0 Select Customer Relationship Manager jobs found in Kenner, LA area

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Customer Experience Manager
  • Michaels Stores
  • New Orleans, LA
  • Customer Experience Manager page is loaded **Customer Experience Manager** **Customer Experience Manager** locationsNew ...
  • 3/28/2024 12:00:00 AM

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Branch Manager
  • Labor Staffing Inc.
  • Kenner, LA
  • Job Description Job Description Job Summary: We are seeking a dynamic and results-oriented Sales and Branch Manager to o...
  • 3/28/2024 12:00:00 AM

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Customer Service Representative - Houma, LA Houma, LA
  • American Cash Advance
  • Houma, LA
  • **Customer Service Representative - Houma, LA** Houma, LA **Full-Time Customer Service Representative Houma, LA** **Esse...
  • 3/28/2024 12:00:00 AM

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Sales Manager
  • RimTyme
  • Metairie, LA
  • RimTyme is seeking a highly motivated and experienced Sales Manager to join our team. As a Sales Manager, you will be re...
  • 3/27/2024 12:00:00 AM

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Manager, Customer Service
  • Amkor Technology, Inc.
  • Covington, LA
  • **Career Opportunities: Manager, Customer Service (27202)** Requisition ID **27202** - Posted **01/14/2022** - **Account...
  • 3/26/2024 12:00:00 AM

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Branch Manager
  • Labor Staffing Inc.
  • New Orleans, LA
  • Job Description Job Description Job Summary: We are seeking a dynamic and results-oriented Sales and Branch Manager to o...
  • 3/26/2024 12:00:00 AM

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Customer Service Representative: New Orleans, LA New Orleans, LA
  • American Cash Advance
  • New Orleans, LA
  • **Customer Service Representative: New Orleans, LA** New Orleans, LA Full-Time Customer Service Representative: New Orle...
  • 3/25/2024 12:00:00 AM

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Customer Success Manager - Clinical Laboratory (REMOTE - South Central states)
  • Danaher Corporation
  • New Orleans, LA
  • Wondering what's within Beckman Coulter Diagnostics? Take a closer look. At first glance, you'll see that for more than ...
  • 3/24/2024 12:00:00 AM

Kenner (historically French: Cannes-Brûlées) is the seventh-largest city in the U.S. State of Louisiana following New Orleans, Baton Rouge, Shreveport, Lafayette, Lake Charles and Bossier City. It is the largest city in Jefferson Parish and the largest incorporated suburban city of New Orleans. The population was 66,702 at the 2010 census. Kenner's coordinates are 30°0′35″N 90°15′2″W / 30.00972°N 90.25056°W / 30.00972; -90.25056 (30.009610, −90.250585) and has an elevation of 0 ft (0 m). According to the United States Census Bureau, the city has a total area of 15.2 square miles (39 km2), o...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Select Customer Relationship Manager jobs
$77,647 to $110,678
Kenner, Louisiana area prices
were up 1.2% from a year ago