Relationship Manager
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About The Position
The position involves gaining a comprehensive understanding of the customer's business, including their nature, strategy, requirements, industry trends, risk factors, and financial condition. The role requires the development and execution of a tailored Relationship Development Plan for each customer, which should be updated annually. Responsibilities include negotiating terms and conditions for banking services, establishing effective communication channels within the bank, and meeting various production goals related to deposits, loans, and new customer relationships. The position also involves proactive solicitation of new business, engagement in networking opportunities, collaboration with the Treasury Services Team, and maintaining accurate records in the Bank CRM. Additionally, the role requires preparing credit packages for underwriting, analyzing financial data, and monitoring loan relationships for compliance. The candidate will also be responsible for mentoring Business Development Officers and participating in internal committees as assigned.
