Relationship Manager

3 days ago

Coatesville, United States Coatesville Savings Bank Full time
Position Summary: Responsible for business development activities in support of the lending and deposit functions of the Bank in accordance with the Bank's strategic plan.

Essential Functions & Responsibilities:

Customer Service/Sales:
  • Responsible for the development and maintenance of new business and consumer relationships for loans and deposits.
  • Obtains new loans/deposits through the development and implementation of an internal/external calling program.
  • Participates in business development activities and networking within the community to find and attract new business.
  • Takes loan applications through the bank's Abrigo loan system, collects all relevant and required financial information, and uploads through Abrigo complete Financial Request packages to underwriting at the time of application.
  • Obtain customer information (background; business model, understand revenue and cash flow cycle)?
  • Prepare initial cash flow analysis and prepare term sheets as an outline of loan pricing and structures. Obtains final approval from a voting member of Officers Loan Committee.
  • Is actively present in the community by attending various events to promote the bank's brand and seek new business opportunities.
  • Call on existing and prospective clients to develop new business and to retain or expand existing business.
  • Develop and maintain contacts with CPAs, attorneys, builders, real estate agents, and other Centers of Influences, for the purpose of obtaining business referrals.
  • Develops strategies to seek additional business opportunities utilizing experience and bank resources.
  • Gathers the required financial information for all Annual Reviews and for renewals as necessary.
  • Submits commercial and consumer work-in-process (WIP) through Abrigo including deposit and cash management activities.
  • Participates weekly with staff meetings, loan and deposit update meetings, and Officers loan Committee to present new loan opportunities for approval.
  • Participates monthly with Credit Committee meetings to update current relationship status with existing portfolio.
  • Is the first point of contact if a loan relationship assigned to them becomes past due for any reason.
  • Provide consistent and exceptional customer service that establishes and maintains relationships with customers and helps with problems these customers may encounter. Will respond promptly to all customer and prospect calls and inquiries.
  • Conducts loan settlements and disburses funds, following approval process.
  • Provides support for bank sponsored events and exhibitions as required.
  • Be a positive and effective team player by helping others achieve success.
  • Ability to prioritize multiple tasks and complete them on a timely basis.
  • Handles customer complaints, according to established policies and procedures.
  • Will always conduct themselves in a professional manner when dealing with customers, prospects, and while representing the bank in the community and at events.
Administrative/Compliance:
  • Assure compliance of the Bank Secrecy Act/Anti-Money Laundering, Fair Lending, and other regulatory policies as required by the responsibilities of this position.
  • Assures efficient operation and adherence to security, audit and control procedures.
  • Performs additional responsibilities and duties as required.
  • Review and understand loan and other applicable policies annually acknowledging any changes.
Knowledge/Education Requirements:
  • Level I - Minimum of 1-2 years relevant experience
  • Level II - Minimum of 3-4 years relevant experience
  • Level III - Minimum of 5 years relevant experience
  • Bachelor's degree is preferred.
  • Strong financial analytical and problem-solving skills required, as well as excellent oral and written communication skills.
    • Ability to operate basic office machines including calculator, copy and fax machines.
    • Computer experience and knowledge of the Windows operating system is required.
    • Abilities to be proficient using Microsoft Word, Excel, and PowerPoint.
    • Must be willing to understand and use the bank's Abrigo loan management system.
    • Must have demonstrated knowledge of bank products, account procedures.
    • The ability to communicate with senior management, customers, and other associates is essential.


Level of Authority:

No supervisory responsibilities.

Physical Requirements:

The physical requirements of this position include the following: While performing the duties of this job, the employee is required to have the ability to remain stationary, move, position self, and manipulate (lift, carry, move) weights of 10-15 pounds, occasionally more. Requires good hand-eye coordination, arm, hand, and finger dexterity, including the ability to grasp, and visual acuity to use a keyboard, operate equipment (fax, phone, scanner, computer, copy machine, security system) and read information. The employee frequently is required to remain stationary, reach, and communicate.

Work Environment:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodation will be made to enable individuals with disabilities to perform their essential duties and responsibilities.

  • Assistant Program Manager

    7 days ago

    Coatesville, United States Thistle Hills Part time

    Job DescriptionJob DescriptionOrganizational OverviewThistle Hills is a nonprofit 501(c)(3) tax-exempt organization committed to providing holistic healing and empowerment for survivors of trafficking (commercial sexual exploitation) and addiction so they can transform their lives in a safe, supportive, loving residential environment.  The program model...

  • Tax Manager

    3 days ago

    Coatesville, United States Kemper CPA Group Full time

    Job DescriptionJob DescriptionTax Manager (Full Time) Location: Avon, IN Kemper CPA Group LLP, a top 100 public accounting firm, is a multifaceted regional CPA firm with 26 offices in Indiana, Illinois, Kentucky, and California. We are currently seeking qualified candidates for a Tax Manager position in our Avon, IN office. Candidates may be considered for...

  • Strategic Talent Acquisition Manager

    6 days ago

    Coatesville, Pennsylvania, United States Aerzen USA Corporation Full time

    About Aerzen USA Corp.">Aerzen USA Corp. is an international manufacturer of high-quality machines used for air and gas applications across various essential industries, including Wastewater, Cement, Biogas, Pharmaceutical, and Food. Our company values empower team members to be inquisitive and evolutionary.">What We Offer">We provide a competitive salary,...

  • Tax Management Position in Avon, IN

    5 days ago

    Coatesville, Indiana, United States Kemper CPA Group Full time

    Job DescriptionKemper CPA Group LLP, a leading public accounting firm with 26 offices across Indiana, Illinois, Kentucky, and California, is seeking a Tax Manager to join our team in Avon, IN. This full-time position offers a mix of onsite and hybrid schedules.Candidates must possess a minimum of 5 years of experience as a tax manager or equivalent...

  • Assessment Unit Manager

    2 days ago

    Coatesville, Pennsylvania, United States Gaudenzia Full time

    Job ResponsibilitiesAs a Referral and Admission Specialist, you will be responsible for:Directing the day-to-day functioning of the Assessment UnitKnowledge of daily census of regional programsResponsible for developing and maintaining efficient assessment proceduresOverseeing client and paper flow between Assessment Unit and programsActing as a liaison with...

  • Industrial Market Development Specialist

    22 hours ago

    Coatesville, Pennsylvania, United States Aerzen USA Corporation Full time

    Job ResponsibilitiesLead customer relationship management efforts and develop new customers for Aerzen blower and compressor solutions in the industrial markets of the Northeast Region.Call on end-user customers, engineering firms, and OEMs to effectively influence their purchasing specifications to include Aerzen products.Manage and support relationships...

  • Regional Sales Director Pneumatic Conveyance

    23 hours ago

    Coatesville, Pennsylvania, United States Aerzen USA Corporation Full time

    **The Role**We are looking for a highly motivated and experienced Regional Sales Manager to join our team at Aerzen USA Corporation. As a key member of our sales team, you will be responsible for developing and executing strategies to drive sales growth and revenue expansion in the industrial market.Your primary focus will be on managing existing customer...

  • Residential Program Aide

    5 days ago

    Coatesville, Pennsylvania, United States Thistle Hills Full time

    Role OverviewWe are seeking a detail-oriented and compassionate individual to join our team as an Assistant Program Manager at Thistle Hills. In this role, you will assist the Program/House Manager in maintaining accurate records, tracking client engagement, and ensuring the smooth operation of our residential program.Key Responsibilities:Manage client...

  • Lending and Deposit Associate

    2 days ago

    Coatesville, Pennsylvania, United States Coatesville Savings Bank Full time

    Job SummaryCoatesville Savings Bank is seeking a highly motivated Lending and Deposit Associate to join our team. In this role, you will be responsible for developing and maintaining business relationships with customers and identifying new business opportunities.Key Responsibilities:Develop and maintain a portfolio of business relationships with key...

  • Home Care Specialist

    6 days ago

    Coatesville, Pennsylvania, United States MAMA 816 LLC Full time

    MAMA 816 LLC is seeking a Home Care Specialist to provide exceptional care and support to individuals in their own homes. As a trusted member of our team, you will be responsible for delivering high-quality services that promote independence, dignity, and well-being.Key Responsibilities:Assist with daily living activities, such as bathing, dressing, and...

  • Key Account Executive Air Gas Solutions

    7 hours ago

    Coatesville, Pennsylvania, United States Aerzen USA Corporation Full time

    **Join Our Team**Aerzen USA Corporation is a dynamic and innovative company that values its employees' contributions and offers a competitive compensation package and comprehensive benefits program.We are seeking a dedicated and results-driven Regional Sales Manager to join our team and contribute to our mission of delivering exceptional customer value and...

  • Administrative Director Assistant

    3 days ago

    Coatesville, Pennsylvania, United States YMCA Full time

    About the RoleThis is an exceptional opportunity to join the YMCA of Greater Brandywine team as a Branch Executive Assistant. In this role, you will be responsible for providing top-notch administrative support to the Executive Director, Advisory Board Chair, and assigned branch staff.ResponsibilitiesAssist the Executive Director in preparing and...

  • Care Giver

    3 days ago

    Coatesville, United States ComForCare Full time

    Live your best life possible by helping others live theirs. Our Caregivers are the heart and soul of what we do. At ComForCare, we like to celebrate successes and have fun while building meaningful relationships. We’re on the lookout for caring and compassionate team members: Help others, and make a difference in your community.Build meaningful...

  • Caregiver/HHA/CNA

    3 days ago

    Coatesville, United States ComForCare Full time

    Live your best life possible by helping others live theirs. Our caregivers are the heart and soul of what we do. At ComForCare, we like to celebrate successes and have fun while building meaningful relationships. Join our team and be a part of a certified Great Place To Work®!    Our CaregiverFirst promise is that our at-home caregivers will...

  • Caregiver

    2 days ago

    Coatesville, United States ComForCare Full time

    Live your best life possible by helping others live theirs. Our Caregivers are the heart and soul of what we do. At ComForCare, we like to celebrate successes and have fun while building meaningful relationships. We’re on the lookout for caring and compassionate team members: Help others, and make a difference in your community.Build meaningful...

  • Healthcare Specialist

    5 days ago

    Coatesville, Pennsylvania, United States Harrison Senior Living Chester County Full time

    Role DescriptionA Medical Technician at Harrison Senior Living Chester County is responsible for delivering high-quality patient care and services to our residents. This role involves working closely with our healthcare team to assess, prevent, and manage illnesses, while maintaining regulatory compliance and adhering to facility policies and procedures.Key...

  • Certified Nursing Assistant

    3 days ago

    Coatesville, United States 365 Health Services Full time

    Job Description:We are seeking dedicated and compassionate Certified Nursing Assistants (CNAs) and Home Health Aides (HHAs) to join our home healthcare team. As a CNA/HHA, you will travel to the homes of 4-6 patients daily with an hour visit time, providing essential care and assistance with Activities of Daily Living (ADLs). You will spend approximately one...

  • Certified Nursing Assistant

    6 hours ago

    Coatesville, United States 365 Health Services Full time

    Job DescriptionJob DescriptionJob Description:We are seeking dedicated and compassionate Certified Nursing Assistants (CNAs) and Home Health Aides (HHAs) to join our home healthcare team. As a CNA/HHA, you will travel to the homes of 4-6 patients daily with an hour visit time, providing essential care and assistance with Activities of Daily Living (ADLs)....

  • Pediatrician

    3 days ago

    Coatesville, United States CHESPENN HEALTH SERVICES Full time

    About Us ChesPenn is a network of community health centers spanning Chester and Delaware Counties. Our mission is to provide quality, integrated, and culturally sensitive medical, dental, and behavioral healthcare to adults and children regardless of their income, insurance status, or ability to pay. Simply put, our goal is provide a healthcare home for...

  • Global Recruitment Lead

    6 days ago

    Coatesville, Pennsylvania, United States Aerzen USA Corporation Full time

    About Aerzen USA Corp.">Aerzen USA Corp. is an industry leader in manufacturing high-quality machines for air and gas applications across various sectors, including Wastewater, Cement, Biogas, Pharmaceutical, and Food. Our company culture empowers team members to be innovative and forward-thinking.">Why Work with Us?">Join our team and experience a dynamic...