Community Banking Relationship Manager
5 days ago
- Spend 50%-70% of their time focusing on generating, discovering, and developing new client acquisition through outside sales opportunities.
- Deepen and expand existing customer relationships.
- Involve business partners to generate, retain, and expand lending, investment, treasury, and deposit relationships.
- Co-manage with designated portfolio manager to increase client profitability
- Maintain a high level of client satisfaction
- Solid understanding or experience with personal and business financials
- Know and understand bank lending products, policies, and procedures
- Ability to produce and manage both business and consumer credit requests. *Client base may include commercial, private, consumer and business banking customers.
- Be familiar with and comply with applicable company policies and all banking regulations including, but not limited to BSA, USA Patriot/CIP requirements, AML, and other regulations. Qualifications:
- Bachelor's degree preferred
- Considerable knowledge of credit associated lending, loan structuring, financial strategy, and customer development.
- A combination of education and experience may meet requirements.
- Strong sales and networking acumen.
- Ability to work effectively with designated Portfolio Manager, other individuals, and groups across the company to manage customer relationships
- Working knowledge of applicable lending policies, procedures, laws, and regulations.
- Knowledge of software applications, including word processing and spreadsheets. Benefits:
- Medical, Dental and Vision Insurance - START DAY ONE
- Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
- Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
- Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays
- 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
- Mental health benefits including coaching and therapy sessions
- Tuition Reimbursement for qualifying employees
- Employee Ambassador preferred banking products
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