Main Responsibilities of an Assistant Vice President Relationship Manager at a Bank
Claire's main responsibilities as Assistant Vice President, Relationship Manager involve a mix of business development and client management; she spends a lot of time "going to market, meeting with different clients and prospects" as well as centers of influence to bring in new business, while also acting as the "main point of contact" for existing clients, ensuring their needs are met. The role also requires her to review loan packages and perform preliminary underwriting, highlighting the importance of understanding both the relationship and financial aspects of banking.
Relationship Management, Business Development, Client Service, Financial Analysis, Networking
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Name
Job Title
Company
Undergrad
Grad Programs
Majors
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Job Functions
Traits
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. Going to market and meeting with clients, prospects, and referral sources to bring in more business.
2. Reviewing loan packages to assess feasibility and determine appropriate loan sizing and underwriting.
3. Serving as the main point of contact for clients, addressing their needs directly or coordinating with the team.
Transcript
What are your main responsibilities within your role?
So, a lot of my role involves going to market and meeting with different clients and prospects. This includes meeting with centers of influence, who are referral sources, to bring in more business.
The stronger the relationships you build, the more likely you are to bring new relationships to the bank, whether for a deposit or lending relationship. My day-to-day varies.
It can involve reviewing loan packages to see what we can do for a client's loan request, assessing its realism, and determining our terms. This includes sizing the loan and doing a quick underwriting to see what that looks like for them.
I also attend networking events and meet new people to gain exposure. I ensure that all existing clients in my portfolio, and any new ones, are taken care of and their needs are met.
As the main point of contact, they call me directly for anything they need. Whether I handle it myself or my team does depends on the request.
It kind of varies week to week. Sometimes I'm in the office more, sometimes less. It depends on client needs, events I'm attending, and any prospects I'm meeting at their offices.
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