Relationship Manager Associate

FirstBank•Dickson, TN

22h

About The Position

The Relationship Manager Associate (RMA) provides administrative processing support to the Relationship Manager (RM) team while delivering a high level of customer service to clients. The RMA performs support duties that help meet client needs and develop new business, and serves as an extension of the RM team in sales opportunities and brand awareness. The role may support Commercial Real Estate and/or Retail Banking teams as needed.

Requirements

High school diploma or equivalent required.
Foundational understanding of banking regulatory compliance, including FirstBank-specific policies and procedures, and ability to apply knowledge and best practices as appropriate.

Nice To Haves

Bachelor’s degree preferred.
Minimum two years of banking experience preferred.
May require National Mortgage Lending Service (NMLS) certification.

Responsibilities

Provide support as a member of the Relationship Manager team to Commercial Real Estate and/or Retail Banking teams as needed.
Prepare and review account documentation related to loans and monitor the loan closing process.
Review loan files for completeness, including proper security of designated collateral.
Monitor past-due accounts and future maturities, manage draws, and regularly update Relationship Managers.
Develop relationships with Bank partners to identify cross-sell opportunities and referral business.
Answer phones and/or greet FirstBank visitors, providing assistance and direction as appropriate.
Assist with preparation of Loan Committee packets as needed.
Provide consistent, distinctive service to clients in accordance with the FirstBank service experience.
Follow safe and sound banking procedures, applicable laws and regulations, internal controls, operational procedures, risk management policies, and security protocols.
Maintain regular and reliable attendance.
Perform other duties as assigned.