Financial Services Relationship Manager / Account Officer

Location: Cleveland, OH

Maxus is looking for a full-time relationship manager / account officer in Cleveland, OH. The candidate will be responsible for maintaining existing client relationships and pursue new business opportunities. Assist portfolio and risk management with in-depth analysis of client’s business and industries.

Job Type: Full time employee

Location: Cleveland, OH

• Develop and maintain strong relationships with existing and new clients
• Analyze each client’s business needs and develop plans to recommend optimal solutions
• Pursue new business opportunities for Maxus
• Prepare and submit credit and documentation information requests as needed
• Maintain a high level of service to both internal and external customers
• Document clear and concise business / functional requirements and acceptance criteria
• Learn and maintain clear understanding of Maxus’ products and services
• Handle other duties as assigned

• BS required – finance, business, accounting, economics or related field Experience
• 2-4 years of related experience – relationship management / account manager
• Candidates must be eligible to work permanently in the United States without sponsorship

Job Skills / Knowledge:
• Excellent communication, interpersonal and organizational skills
• Strong analytical, problem solving, and presentation skills
• Must possess effective listening skills
• Ability to convey large pieces of information
• Proactive with problem-solving attitude
• Demonstrated ability to work closely in a team environment
• PC skills – experience in Microsoft Word, Excel and Customer Relationship Management Systems
• Strong selling skills
• Demonstrated ability to develop new customer relationships
• Ability to travel within assigned territory as required

Strong Plus:
• Equipment leasing and commercial lending product knowledge
• Experience in credit structuring

Apply Online