Deposit Relationship Manager
About The Position
The Deposit Relationship Manager develops new business relationships and strengthens existing business relationships by utilizing the Bank’s services, participating in community and nonprofit organizations, and conducting an active business development calling program. The role calls on current customers to maintain and expand banking relationships and on prospective customers to develop new business, while professionally cross-selling Bank products and services. The position represents the Bank at community events and sponsored activities, coordinating participation to ensure appropriate representation. It supports Relationship Managers with calling efforts, financial package follow-up and collection, document signing, and related activities. The role also attends relevant meetings, classes, and seminars to maintain and develop general banking and credit expertise; researches, recommends, and tracks nonprofit donation requests; and manages workload and priorities within established time frames. Additional duties may be assigned consistent with the Bank’s business needs and the role’s scope and level. This is an on-site position based in the Salinas office. Travel to client offices, other sites, and company locations is required. Occasional evening and weekend work may be needed as business demands dictate.
Requirements
- Bachelor’s degree in business, finance, or a related field preferred, or equivalent experience required.
- Comprehensive knowledge of branch management, including sales, customer service, risk management, and management principles.
- Working knowledge of consumer and business deposit products applicable to the branch’s target market.
- Working knowledge of organization and management principles and methods.
- Ability to maintain the confidentiality of files and privileged information.
- Ability to organize work files effectively and efficiently.
- Excellent written and verbal communication skills.
- Strong interpersonal skills.
- Proven sales and management skills.
- Regular, predictable attendance, including occasional evening and weekend work as business demands dictate.
- Ability to travel between company locations as needed.
Nice To Haves
- Bachelor’s degree in business, finance, or a related field.
Responsibilities
- Develop new business relationships and expand existing business relationships by utilizing the Bank’s services and conducting business development calls.
- Call on existing customers to maintain and expand banking relationships and on prospective customers to develop new business.
- Cross-sell Bank products and services professionally.
- Represent the Bank at community events and sponsored activities and coordinate the Bank’s involvement in significant community events.
- Assist Relationship Managers with calling efforts, financial package follow-up and collection, document signing, and related support activities.
- Attend relevant meetings, classes, and seminars to maintain and develop general banking and credit-specific skills and expertise.
- Research, recommend, and track donation requests from nonprofit organizations.
- Prioritize business development, relationship management, and community involvement activities and manage overall workload within time-frame guidelines.
- Perform additional duties consistent with the Bank’s business needs and the scope, responsibilities, and level of the role.
Benefits
- Medical, dental, and vision plans
- Vacation and sick leave
- Paid holidays
- Paid volunteer time
- Employer-paid life insurance
- 401(k) with employer matching
- Ongoing training, professional development, and career advancement opportunities
