Middle Market Relationship Manager

Vallant BankBogart, GA
Onsite

About The Position

The Middle Market Relationship Manager is responsible for building long-term customer relationships, maintaining a positive service mentality, and ensuring superior quality service in completing all customer transactions. This role involves matching the financial needs of customers with appropriate product and service solutions, demonstrating accurate knowledge of the bank's offerings, and increasing bank assets by developing quality commercial loans and deposit accounts. The position also requires cross-selling bank products and services through telephone contacts and personal visits. The employee will support the bank's strategic goals, vision, mission, core values, service standards, and service philosophy in all actions.

Requirements

  • College Degree in Business Administration or related field
  • More than five years prior work experience in the same or related position
  • Working knowledge of credit evaluation, cash flow analysis, collateral values and lien perfection
  • Basic knowledge of the bank's products and services
  • Willingness to serve
  • Ability to function efficiently in a network environment
  • Working knowledge of Microsoft Office and SharePoint
  • Ability to function efficiently on a general business level of math
  • General accounting knowledge (i.e. debits, credits, and an understanding of the bank's account reconciliations)
  • Project a professional image by adhering to guidelines in the employee handbook
  • Ability to collect, research, and analyze information skillfully
  • Self-starter, creative thinker, flexible, eager, nurturing, open to change and exhibit good judgment
  • Leader by example, attentive to detail, work well with others and responsive to supervisory guidance
  • Ability to read credit reports and other tools necessary to accomplish position responsibilities
  • Know how to read financial statements to include the balance sheet, profit & loss statement, and cash flow statement
  • Ability to identify and interpret trends in financial data
  • General knowledge of Generally Accepted Accounting Principles (GAAP) to include understanding the significant differences between Audited, Compiled, and Reviewed financial statements
  • Clear understanding of the concepts of working capital (how it is defined, what are the working capital accounts, how the operating cycle affects these accounts)
  • Working knowledge of compliance guidelines for the bank and the industry
  • Satisfactory results from a background check and drug screening

Nice To Haves

  • Successful completion of Large Bank Training program

Responsibilities

  • Building long-term customer relationships
  • Maintaining a positive service mentality
  • Ensuring superior quality service in completing all customer transactions
  • Matching the financial needs that achieve those customer goals with product and service solutions
  • Demonstrating an accurate knowledge of the bank's products and services
  • Increasing bank assets by developing quality commercial loans and deposit accounts
  • Cross selling bank products and services to customers through telephone contacts and personal visits
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