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

First United Bank & Trust•Hagerstown, MD

13d

About The Position

The Deposit Relationship Manager I supports the Treasury Management business development function across the bank’s regions. The role develops new fee income and deposits from existing and prospective Treasury Management and Commercial clients through outside sales calls, telephone, and written communication. It communicates product and service features, coordinates service installation, and follows up with clients to support satisfaction and retention. The position also builds internal and external relationships, supports sales and training activities, conducts educational seminars, and works in alignment with company strategy. The role coordinates work with personnel in the department and other departments, reports relevant information to the immediate supervisor, and responds to customer and employee inquiries within established time frames and policies. It supports compliance with applicable laws, internal policies, risk management practices, and regulatory requirements. The job is based at various outside locations and requires use of an automobile and office equipment. The posting describes the position as hourly and overtime-eligible, but also includes a contradictory statement that it is salaried and not overtime-eligible.

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 the appropriate Bank Product Knowledge Certification.
Proficient reading, writing, grammar, and mathematics skills.
Proficient interpersonal relations and communication skills.
Sound knowledge of banking services and procedures.
Proficient PC skills.
Visual and auditory skills.
Valid driver’s license.
A minimum of 1–3 years of experience in related positions is normally required, including 1–2 years of experience in related bank sales positions.

Nice To Haves

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

Responsibilities

Solicit and grow fee income and deposits from existing and prospective Treasury Management and Commercial clients through sales calls and other communications.
Meet or exceed calling and sales goals and participate in trade shows, community events, and chamber functions to raise awareness and generate referrals.
Explain the features and benefits of the bank’s products and services 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 point of contact for communicating service benefits and features, answering questions, and coordinating or assisting with installation.
Follow up with existing clients and new customers to assess satisfaction and encourage retention.
Participate in regional team sales meetings and train branch personnel as needed to identify prospective Treasury Management and Commercial Internet Banking clients; work with the Training Department on training resources.
Respond to internal business-partner 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 activity and sales results, deposits, and fee generation.
Build relationships with Team Sales members to improve 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 tasks with department personnel and other departments to support efficient information flow.
Follow workplace policies and procedures, including those concerning nondiscrimination, risk management, safety and soundness, and regulatory compliance.
Report pertinent information to the immediate supervisor, compile information as requested, and provide data to appropriate bank personnel.
Respond to inquiries and requests from customers and bank personnel within established time frames and policies.

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.
After one year, unused hourly-employee PTO is converted to sick-time accrual; sick time accrues up to 120 days under the stated policy.
Annual vacation benefit after one year of service.
For salaried employees, paid sick days accrue at one day per month, with any approved vacation time for the first year of employment.
12 paid holidays.
2 personal days.
2 family sick days.
2 volunteer days after 90 days of employment.
Health care, dental, and vision coverage for single and family plans, eligible the first of the month following 30 days of full-time employment.
401(k) eligibility the first of the month following 30 days of employment, with 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 stated to be eligible for overtime; the posting also contains a conflicting statement that the position is salaried and not eligible for overtime.