(strong(What you should know about us: (br((/strong((ul((li(Bank Leumi is a relationship-driven boutique bank focused on Commercial & Private Banking with global ties.
(/li((li(We are driven by the success of our clients and value personal initiative, original thinking and recognize outstanding performance.
(/li((li(93% of employees say we’re a Great Place to Work https://www.greatplacetowork.com/certified-company/7004636 (br((/li((/ul((strong(Why You Should Consider Applying To This Opportunity(br((/strong((ul((li(You’re excited to build relationships with Healthcare Clients across California and the west coast (Washington, Oregon, etc) (/li((li(You want to work on a small team where you get autonomy to build relationships and have end to end ownership (/li((li(You want flexibility on how your day is structured (br((/li((/ul((strong(Reports To(br((/strong((ul((li(Group Head (LA) (br((/li((/ul(The Relationship Manager’s (“RM”) main responsibility is business development within the Healthcare arena in line with Leumi credit quality standards, both in respect to existing relationships as well as new relationships.
RMs are the primary owners and key contact persons for each relationship in their portfolio, and they act as a “quarterback” to coordinate all customer interactions with the Bank.
The RM is required to be credit trained.(br((br((strong(Key Responsibilities Of Relationship Manager(br((/strong((ul((li( Overall accountability for driving the profitability, quality and growth of his/her portfolio as well as for customers satisfaction and service level(/li((li( Business development and the acquisition of new client(/li((li( Develops sales plans, builds referral sources and centers of influence and manages their individual pipeline of business development(/li((li( Management and growth of existing customers through increasing the use of lending products and cross-sales of non-lending products and services to existing customers(/li((li( Develops plans for each relationship in conjunction with product specialists, i.e.
Private Banking, if appropriate
– Overall structure of each transaction based on customer/prospect lending needs(/li((li( Negotiates terms (collateral, covenants, pricing and other components) of lending agreements with customer/prospect at the initiation of the process(/li((li( Signs off on the credit presentations, asserting that the business description and terms are reflected correctly, including underwriting(/li((li( Communicates the business terms of all deals to the customer/prospect once terms are approved(/li((li( Bears overall responsibility for the loan closing process, ensuring legal documents reflect all terms as agreed to by customer/prospect and approved by the bank, in addition to making sure required documents and signatures are in place for loan closing(/li((li( Act as a quarterback with respect to customer contact, determining the level of customer contact for each of the team members assigned to the customer.
The RM directs the interactions of the Underwriter (“UW”), Portfolio Manager (“PM”), a Relationship Associate (“RA”) as applicable, and various Treasury and Service & Delivery team members(/li((li( Accountable for the profitability of each relationship and growing the revenue streams
– Overall responsibility for KYC of his/her customers(/li((li( Responsible for customer retention and satisfaction – ensures customer is treated appropriately and resolves any issues customer may have directly or by assigning the solution to a team member(/li((li( Supported by either Portfolio Manager, Relationship Associates and/or Service & Delivery branch personnel(br((/li((/ul( (br((br((strong(Skills & Experience(br((/strong((ul((li(5
– 10+ years of commercial banking experience in the Healthcare sector, specific to assisted living and skilled nursing facilities (/li((li(Proven track record of prospecting new business and enhancing existing relationships (/li((li(Must have ability to critically review, analyze and structure commercial loans, cross sell bank products, and attract new business (br((/li((/ul(Nice to have: (br((ul((li(Credit trained (/li((li(Must be willing to drive (and fly) outside of LA (br((/li((/ul((strong(What Success Looks Like For Someone In This Role(br((br((/strong(3 months
– Become familiar with current portfolio.
Develop a top prospect list and have it up to date with salesforce.(br((br(6 months
– Understand our credit policy and know your portfolio of clients.
Source first deal.(br((br(12 months
– Should have 3 opportunities in package stage (getting financial statements, inventory listing) and 1 deal in underwriting.
Have a pipeline in place, functioning autonomously by and large.(br((br((strong(Why Us(br((br((/strong(Our spirit is entrepreneurial.
Personal initiative is valued.
Original thinking is encouraged.
Outstanding performance is recognized.
Walk through our doors and you’ll see why.(br((br(We hire people who want to be catalysts for today’s solutions and tomorrow’s successes.(br((br(We know our employees are our greatest asset.
We’re committed to helping you invest in yourself – both financially and developmentally.
We want our employees to embrace their personal passions.(br((br(We work hard but always leave time to unwind and connect.
Our employees are doing great things and enjoy spending time together in the office and out.
We encourage our people to bring their whole selves to work, embrace individuality and promote diversity of thought.(br((br( (br((br((strong(Company Values(br((/strong((ul((li(Passion: We are driven by the positive impact we can have on our clients, colleagues and partners, and go above and beyond to achieve it.
(/li((li(Accountability: We are dependable, we get things done!
We take ownership of our actions and our results.
We acknowledge our mistakes and take action to grow from them.
(/li((li(Care: We care deeply about people and build long-term high trust relationships.
We are respectful and empathetic of differences.
(/li((li(Excellence: We challenge the way things are done and take action.
We align our efforts and actions with the priorities of the bank.
(/li((li(Integrity: We adhere to the highest standards of honesty, morality and ethics, and speak up if we feel these are breached.
We champion our values and lead by example.
We are transparent with our intentions and communicate openly.(/li((/ul(