Commercial Relationship Manager Team Lead
About The Position
The Relationship Manager Team Lead is responsible for managing and maintaining borrowing relationships. This position is responsible for the development of new and existing business through calling programs and cross-selling of Bank services, while also managing other Relationship Managers and/or Portfolio Managers. Additionally, the Team Lead will support maintaining loan quality and generating fee income are also key areas of responsibility. The Relationship Manager Team Lead also approves loans within their authority and is responsible for presenting loans for approval at various committees. In addition, the Team Lead is responsible for managing their current loan portfolio.
Requirements
- Strong oral and written communication skills
- Strong sales and customer service skills
- Mentor and coach other RM'S to generate revenue at 10/5/5
- RM II's generate revenue at 20/10/10
- Analyze and interpret numerical data
- Analyze and solve problems of a complex nature and make decisions based on a wide knowledge of many factors where application of advanced technical concepts is required for which there are not precedents
- Make independent and difficult decisions within parameters of the Bank’s loan policies
- Originate new procedures and approaches to problems
- Perform duties under frequent time pressures
- Requires bachelor’s degree with an emphasis in Accounting or Finance.
- Requires 4 or more years of banking, finance, or sales related experience.
- Six months or more credit analysis experience required.
- Requires knowledge of Microsoft Office.
Responsibilities
- Developing new business and prospects and generate business loans through referrals, business calls, and community involvement.
- Analyzing customers’ financial data, structure and negotiate credit transactions, and perform ongoing credit management.
- Servicing existing customer relationships to maximize profitability.
- Pursuing repayment of loans and contact customers whose loans are past due or have overdrawn accounts.
- Responsible for early detection of problem loans and generation of reports for management of weak and criticized loans.
- Assist other lines of business with business development.
- Serving as a resource to associates
- Act as a trainer/coach
Benefits
- 401(k) match
- profit sharing
- employee stock purchase plan
- paid time off
- medical
- dental
- vision
- company-paid life insurance
- long-term disability
- supplemental voluntary life insurance
- short-term disability
- wellness incentives
- employee assistance program
- pre-tax health savings accounts
- flexible spending accounts
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
