Relationship Banking Officer
About The Position
Primarily responsible for the ongoing development of new business relationships for the bank through networking and community centered activities. Efforts directed toward depository accounts and services, cash management tools, loan referrals and third-party products. Works directly with the RBA to identify client cash management needs and with Operations Support Group to build and deliver those products to the client. Responsible for the ongoing management of depository portfolio, client satisfaction and introduction of new products and services which may provide value. Responsible for managing the NSF activity of portfolio. Provides exemplary service to internal and external clients and will have other duties as assigned.
Requirements
- Bachelor’s degree preferred or other relevant work experience within the industry
- 5 years of experience in relationship building/business development in the financial sector
- Proficient computer skills with an emphasis on MS Office Products to include Excel and Word
- Ability to engage and develop relationships with all internal bank departments
- Strong organizational and project-management skills
- Effective team player
- Working knowledge of credit structures
- Ability to manage a complex workflow, prioritize tasks, while remaining organized
- Ability to work independently and as a member of a team
- Ability to work hours as scheduled
- Ability to multitask in a fast pace environment
- Highly proficient in common sense decision making
Responsibilities
- Identify and develop new business relationships with loan, deposit, cash management and third-party product opportunities.
- Manage existing business relationships to enhance client satisfaction.
- Track pipeline of new business from prospect to completion.
- Create opportunities for the RBA to provide online banking demonstrations with current clientele and prospects
- Formalize a strong network of referral sources and create ways to enhance those relationships.
- Regularly identify and cross sell a wide variety of products and services appropriate for the client
- Work collaboratively with Commercial Relationship Managers to ensure seamless marketing efforts
- Actively participates in community events and organizations
- Participates in a nonprofit board or committee position within the community
- Deepens client relationships through cross selling and continued engagement
- Foster synergy between departments to ensure that banking solutions meet the client needs
- Increase visibility of the bank’s products and services
- Perform a multitude of written & verbal communication tasks to ensure completion of all assigned projects.
- Responsible for high level responses to Requests for Proposals.
- Operate with the highest level of integrity, representing the bank while on duty and off.
- Be knowledgeable of bank compliance rules and adhere to Federal and State banking regulations relating to this position
- Follow all Bank compliance policies and procedures relating to this position
Benefits
- Paid Vacation and Sick Leave
- 11 Paid Holidays
- Health, Vision and Dental insurance options
- Bank Paid Life, AD&D, and Long-Term Disability Insurance
- 401K and Profit-Sharing Plans
- Eligibility to participate in Section 125 Flexible Spending Plans
- Fitness Club Reimbursement
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
