274 - DP & LN/DP Relationship Mgr R4 - Deposit Relationship Manager I

First United Bank & Trust•Hagerstown, MD

14d•$35,568 - $77,900

About The Position

The Deposit Relationship Manager I supports the Treasury Management business development function across the bank’s regions. The role develops fee income and deposits from existing and prospective Treasury Management and Commercial clients, communicates the features and benefits of bank products and services, and helps customers with service installation and ongoing support. The position works with internal sales partners and other departments to generate leads, coordinate customer transitions, support training, and advance the company’s sales strategy. It also reports business development activity and results, responds to inquiries, and follows applicable bank policies, risk-management practices, and regulatory requirements. The position involves work at various outside locations and is hourly and eligible for overtime, although the posting also states that the position is salaried and not eligible for overtime.

Requirements

A B.S. or B.A. degree in Marketing, Finance, or Business Management is preferred, or equivalent experience is normally required.
Obtain and maintain appropriate Bank Product Knowledge Certification.
Proficient reading, writing, grammar, and mathematics skills.
Proficient interpersonal and communication skills.
Sound knowledge of banking services and procedures.
Proficient PC skills.
Visual and auditory skills.
Valid driver’s license.
One to three years of experience in related positions, normally required, including one to two years of experience in related bank sales positions.

Nice To Haves

A B.S. or B.A. degree in Marketing, Finance, or Business Management is preferred.

Responsibilities

Solicit and grow fee income and deposits from existing and prospective Treasury Management and Commercial clients through outside sales calls, telephone, and written communication.
Meet or exceed calling and sales goals and participate in trade shows, community events, and chamber functions to increase awareness and generate referrals.
Communicate product and service features and benefits to existing and prospective customers.
Conduct business seminars with other sales units to generate leads, increase awareness of Treasury Management and Commercial Internet solutions, and identify growth opportunities.
Serve as a primary customer contact to explain services, answer questions, and coordinate or assist with service installation.
Follow up with existing clients and new customers to support satisfaction and retention.
Participate in regional team sales meetings; train branch personnel to identify prospects; and work with the Training Department to develop training resources.
Respond to internal referrals, make joint sales calls and presentations where applicable, and transition customers or prospects to appropriate sales units.
Review monthly scorecards and performance reports with the manager, covering business development activities, sales results, deposits, and fee generation.
Build relationships with Team Sales members to support overall sales success.
Conduct educational seminars for existing and prospective commercial clients on Treasury Management services.
Align business development efforts with company strategy and participate in sales meetings as directed.
Maintain knowledge of the market area and perform other related duties as assigned.
Coordinate work with department personnel and other departments to ensure efficient information flow.
Follow workplace policies and procedures, including those intended to prevent harassment and discrimination, and support risk management, safety and soundness, and regulatory compliance.
Report pertinent information to the immediate supervisor and compile or provide requested data to appropriate bank personnel.
Respond to inquiries and requests from customers and bank personnel within established time frames and policies.
Perform supportive ancillary tasks as required.

Benefits

12 days of paid time off for full-time hourly-paid employees, accrued at one day per month; accrued PTO may be used after 90 days of employment.
Unused PTO at the end of the first year is converted to sick-time accrual; sick time accrues up to 120 days, after which paid absences are governed by the sick, vacation, personal, and family sick pay policy.
Annual vacation benefit after one year of service; salaried employees may take approved vacation time during their first year.
12 paid holidays.
2 personal days after 90 days of employment.
2 family sick days after 90 days of employment.
2 volunteer days after 90 days of employment.
Health care, dental, and vision coverage for single and family plans beginning the first of the month after 30 days of full-time employment.
401(k) eligibility beginning the first of the month after 30 days of employment, with an employer match available.
Company Wellness Program.
Company Stock program available after one year of employment.
Annual performance reviews, with salary increases based on individual performance.
Hourly position is eligible for overtime, though another statement in the posting says the position is salaried and not eligible for overtime.