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CRE Liquidity Specialist

Company: Citizens
Location: Park Ridge
Posted on: November 26, 2022

Job Description:

DescriptionInvestors Bank is a division of Citizens Bank, N.A., is currently recruiting for a CRE Liquidity Specialist. The role will be primarily responsible for NY CRE liquidity portfolio The CRE Relationship Manager will support CRE client management, retention and growth of CRE deposits and fee portfolio. Cross-sell bank products and services to business, commercial, and personal clients. This position will provide support to all CRE loan production departments, which will include but not limited to: financial analysis, closing support, relationship management, cross-sell and growth of assigned book of business in NJ and/or NY. -Responsibilities: -

Work with complicated high net worth CRE clients; Cross-sell bank products and services through a consultative need based selling approach; Create sales opportunities and close business from existing and perspective clients; Coordinate the opening of new CRE client accounts; Work with loan officers, processors, underwriters, attorneys, brokers, and closers to facilitate loan origination, closing and management process-- Attend loan closings to on-board new CRE clients-- Coordinate business services with Treasury Management, Branches, Loan Servicing and Loan Officers. Provide cost effective solutions to increase wallet share of deposits while monitoring cost of funds and increase fee generating products/services. Monitor cost of funds, fee income, manage outflows/inflows daily to assure consistency with achieving targets and goals set by the bank.Work independently to identify, explore and acquire potential new customers by prospecting and networking with businesses and COI's;Formulate and execute strategies to generate new low cost escrow/business/personal deposits; Develop and present relevant business proposals to acquire new relationships with new customers and/or prospects. Assist lenders with collection of payments, financial documents, insurance, escrow refunds, reporting, and all client service and relationship matters including all aspects of on-boarding, KYC/BSA, Treasury, cost of funds, cash flow solutions, and ongoing maintenance of CRE related clients and portfolio.Coach and teach branch employees to support CRE banking needs; Identify Branch Managers to attend CRE events-- - - Monitor Salesforce reports including NTB reports, required and not-required portfolio, business calls/appointments, pipeline reporting, referral tracking, and task management. - Utilize Salesforce tools and reporting for daily activity. - Monitor progress reports daily to assure pace towards assigned targets and goals. - Ability to communicate pipeline and production details on a daily/weekly/monthly basis and as needed by the business line.Report portfolio progress on weekly and monthly callsQualificationsExperience:
10+ years of related banking experienceKnowledge of Investors bank and/or Citizens Bank systems and franchise network Extensive knowledge of account opening procedures and documentation requirementsStrong sales and communication skills High degree of attention to detail Proficiency with Microsoft Office suite (knowledge of Microsoft Access not required) and SalesforceReport to Manhattan office: 90% travel is required throughout New York. Some travel outside of NY will be required as needed. -Education:Bachelor's degree preferred or equivalent work experience Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.Why Work for UsAt Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth.Equal Employment OpportunityCitizens, its parent, subsidiaries, and related companies provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability or perceived disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws.Equal Employment and Opportunity Employer/Disabled/VeteranCitizens is a brand name of Citizens Bank, N.A. and each of its respective affiliates.

Keywords: Citizens, Paterson , CRE Liquidity Specialist, Other , Park Ridge, New Jersey

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