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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