Municipal Relationship Manager

Shore United Bank•Leonardtown, MD

10d•$80,000 - $120,000•Onsite

About The Position

Shore United Bank is seeking a full-time Municipal Relationship Manager to join our team. The Municipal Relationship Manager is a key role in the organization that will focus on Governments, Municipalities, and School Districts This person will be an experienced banker who can manage existing client relationships and develop new business strategies focused on client selection all while ensuring an outstanding client experience, adherence to the regulatory, legal and risk management frameworks unique to these client segments. Essential Functions Include: Client Relationship Management Manage and grow a portfolio of municipal clients, including governments, municipalities, and school districts. Conduct relationship reviews and client calls to understand organizational needs, analyze growth opportunities, and ensure portfolio profitability. Serve as a trusted advisor by delivering comprehensive, customized banking products and solutions. Build collaborative internal and external relationships to enhance client service and advice. Work with internal partners to resolve customer issues promptly and effectively. Business Development & Marketing Prospect for new clients and deepen relationships with existing clients to drive business growth. Utilize referral networks and centers of influence to identify and pursue new business opportunities. Manage a disciplined marketing process to maintain and expand client relationships. Prepare RFP proposals for new or existing relationships. Cash Management & Rate Oversight Develop and execute strategies for profitable cash management solutions. Monitor rates, make recommendations, and communicate changes to customers appropriately. Specialized Support Manage relationships within the ICS Network and maintain ICS partner relationships. Support complex customer relationships, including Business Analysis customers, by preparing proposals as needed. Assist with training related to ICS and Analysis as required. Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the Bank's compliance with all regulatory requirements, e.g., Community Reinvestment Act (CRA), Bank Secrecy Act (BSA), Equal Credit Opportunity Act, SAFE Act, etc.; ensures that the office and all personnel adhere to the same. Participates in required training sessions, including training for compliance with BSA/AML policies and procedures. Location: Leonardtown Office - 25395 Point Lookout Rd, Leonardtown, MD 20650 Position Type/Expected Hours of Work: Full-time. Exempt. Days of Work: Monday-Friday.

Requirements

Bachelor’s degree in Finance or related field, or equivalent in work experience
3 to 5 years of experience in a banking relationship management role, or related sales or service experience

Nice To Haves

Strong knowledge of business credit, deposit, and cash management products and services
Knowledge of the unique requirements, laws, regulations, and risk management for the client base
Familiar with the formal RFP process and due diligence
Strong communication skills with individuals at all levels, internally and externally
Ability to build relationships with clients and internal partners and influence others without direct control
Able to identify opportunities, issues, and viable alternatives when traditional solutions do not apply
Use sound judgement to offer comprehensive and customized solutions that best meet client needs
Ability to anticipate client needs
Ability to manage multiple and competing priorities on a daily basis in pursuit of business objectives
Strong current business network and active involvement in community organizations is a plus
Proficient computer skills; specifically, Microsoft Word, Excel, and Outlook
Knowledge of bank software applications such as Jack Henry, Vertex, and Silverlake platforms are preferred.
Ability to travel within the footprint of the bank for work, events, and training as needed.

Responsibilities

Manage and grow a portfolio of municipal clients, including governments, municipalities, and school districts.
Conduct relationship reviews and client calls to understand organizational needs, analyze growth opportunities, and ensure portfolio profitability.
Serve as a trusted advisor by delivering comprehensive, customized banking products and solutions.
Build collaborative internal and external relationships to enhance client service and advice.
Work with internal partners to resolve customer issues promptly and effectively.
Prospect for new clients and deepen relationships with existing clients to drive business growth.
Utilize referral networks and centers of influence to identify and pursue new business opportunities.
Manage a disciplined marketing process to maintain and expand client relationships.
Prepare RFP proposals for new or existing relationships.
Develop and execute strategies for profitable cash management solutions.
Monitor rates, make recommendations, and communicate changes to customers appropriately.
Manage relationships within the ICS Network and maintain ICS partner relationships.
Support complex customer relationships, including Business Analysis customers, by preparing proposals as needed.
Assist with training related to ICS and Analysis as required.
Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the Bank's compliance with all regulatory requirements, e.g., Community Reinvestment Act (CRA), Bank Secrecy Act (BSA), Equal Credit Opportunity Act, SAFE Act, etc.; ensures that the office and all personnel adhere to the same.
Participates in required training sessions, including training for compliance with BSA/AML policies and procedures.

Benefits

Join a family and community-oriented workplace that offers a team environment, along with a collaborative and friendly place to work.
Comprehensive benefits package for full-time employees including health, dental, vision, company-paid life insurance, mental health well-being, short-term and long-term disability, and much more!
Paid parental leave
401k savings plan with up to a 4% company match
Employee Stock Purchase Plan
Employee perks such as: employee banking services, loan discount program, education assistance, career development program, Employee Assistance Program, and wellness initiatives.
Opportunity for growth and advancement
Paid training program and continuous training sessions throughout the year on various topics
Generous paid time off and paid sick time
Community involvement opportunities