A Day In The Life Of An Assistant Vice President Relationship Manager In Banking
As an Assistant Vice President Relationship Manager in banking, Claire's days are dynamic, involving analyzing loan packages, seeking credit approvals, and providing quotes while also "networking with different people" to develop new relationships. Claire also focuses on helping existing clients with various needs, from deposit accounts to investment portfolios and new loans, making it a role with a blend of analysis, client service, and business development.
Client Relationship Management, Financial Analysis, Networking, Loan Underwriting, Business Development
Advizer Information
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Claire Hunn
Assistant Vice President, Relationship Manager
Banking Industry
University of San Diego
University of Alabama - Masters of Science, Marketing
Business & Related
Finance (Banking, Fintech, Investing), Real Estate
Sales and Client Management
Video Highlights
1. Analyzing loan packages and sending out soft quotes after assessing them.
2. Meeting with credit departments to obtain approval for issuing letters of interest to potential borrowers.
3. Networking with various individuals and nurturing relationships with existing clients to address their diverse financial requirements, such as opening new deposit accounts or securing loans.
Transcript
What does a day in the life of an assistant vice president relationship manager look like?
It depends. Week to week, some days I'm in the office more, looking at loan packages that have been sent over and sizing those accordingly. I send out soft quotes and have meetings with credit to obtain approval in order to issue them a letter of interest.
This letter is basically our commitment that we have interest in doing the loan, subject to full underwriting, of course. So a lot of that includes having those meetings and meeting with new prospects.
I also do networking with different people and help existing clients with their different needs that come up. This can range from them wanting a new deposit account to needing help with their investment portfolio or getting a new loan.
So, it's kind of a combination of all that. Then I attend different networking events and just get out there, developing more relationships with people.
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