Indirect Lending Relationship Manager

Park National Bank•Bartlett, TN

7h•Hybrid

About The Position

The Indirect Lending Relationship Manager develops and maintains indirect lending relationships with dealerships and prospective dealers. The role serves customers, prospective customers, and bank associates in accordance with the bank’s service standards, addresses dealership issues, and works toward established monthly call production goals. It coordinates relationship-management, sales, analysis, and communication across relevant lines of business and supports joint calling and prospecting activities. The position also coaches and mentors less experienced relationship managers and follows the bank’s compliance and risk-management requirements. The role spends an average of 90% or more of its time seeking leads and prospects, providing bank information, and servicing the existing customer portfolio. Travel within the market area is expected for customer and prospect meetings and events, along with travel to regional and corporate headquarters in Newark for meetings and training, and occasional travel between market branches. Typical hours are Monday through Friday, 8:00 AM to 5:00 PM, with occasional weekend work as needed. The position is full-time, salaried, and exempt, with a hybrid arrangement involving scheduled onsite hours.

Requirements

High school diploma or equivalent required.
Ability to remain stationary for up to 50% of the time.
Ability to operate a computer constantly for up to 50% of the time.
Ability to communicate constantly with coworkers, customers, or stakeholders to discuss and observe facts and data and exchange accurate information.

Nice To Haves

Five to ten years of prior experience with indirect lending preferred.

Responsibilities

Serve customers, prospective customers, and bank associates promptly and professionally in accordance with Park Promises and Serving More standards.
Call on dealerships to develop and deepen indirect lending relationships.
Establish and maintain effective, professional business relationships with dealerships and prospects.
Develop presentations and proposals for existing and prospective dealers.
Coordinate sales, retail and business relationship management, analysis, and communication among relevant lines of business, including the Banking Center Network, Commercial/Cash Management, Trust & Investments, and Mortgage Lending.
Assist relationship officers in developing calling plans, including identifying and coordinating opportunities for joint calls across business lines.
Identify opportunities to call on new prospects, coordinate efforts with the respective relationship manager, participate in joint calls, help develop customer and prospect lists, and assist with pre-call and post-call planning.
Address dealership issues and concerns efficiently, precisely, and compassionately.
Achieve established monthly call production goals.
Coach and mentor less experienced relationship managers in calling skills.
Maintain awareness of and adhere to the bank’s compliance requirements, risk-management concepts, expectations, policies, and procedures, applying them to daily work.
Deliver consistent, high-level service in accordance with Serving More standards.
Perform other duties as assigned.