Relationship Manager (Reno, NV)

FARM BUREAU BANK•Reno, NV

2d•Onsite

About The Position

Farm Bureau Bank is seeking a Relationship Manager for an in-person role in the Reno, NV area. The ideal candidate will acquire, manage, and retain meaningful relationships with customers, offering appropriate financial solutions. This role involves identifying new member prospects, assisting with portfolio analysis, developing marketing campaigns, and serving as a point of contact for strategic partners and high-net-worth clients. The Relationship Manager will lead and coordinate extended team members to ensure effective delivery of products and services, proactively manage client portfolios, and expand business banking relationships by identifying new needs and maximizing opportunities. Ensuring customer satisfaction and retention through collaboration with servicing partners is key. The role also involves leveraging marketing campaigns, events, and new product launches to drive sales, identifying and addressing service level gaps, and recommending financial services to meet client needs. Sourcing credit solutions, implementing process improvements, and adhering to internal control policies and regulatory requirements are also essential. The position includes performing outbound customer courtesy calls, assisting the Relationship Banking Department, and proactively contributing to credit and loan growth sales goals. Maintaining a working knowledge of all products and services, and owning personal development to achieve job proficiency and performance goals are expected.

Requirements

Undergraduate degree in business, finance or banking related field preferred or equivalent experience.
6+ years experience in a banking environment.
3+ years' of strategic sales relationship management experience.
Experience in a leadership role with a concentration in customer service and sales

Responsibilities

Acquires, manages, retains meaningful relationships with our customers, using financial knowledge to offer appropriate financial solutions including all business and consumer products.
Identifies new member prospects and assists in the development of portfolio analysis, proposals, social media and direct mail campaigns to enhance banks brand and awareness in the Nevada market.
Serves as point of contact for strategic partners and high net earning individual and business client portfolio.
Responsible for leading, directing and coordinating key extended team members in the analysis and execution in the effective delivery of their products and services to clients and prospects.
Proactively manage portfolio of clients.
Expand business banking customer relationships by identifying new needs and maximizing opportunities within relationships.
Ensure customer satisfaction and retention by working closely with servicing partners within the Bank.
Effectively leverage, coordinate and organize targeted marketing campaigns, events and new product launches to drive sales activities and fulfill customer needs across all Farm Bureau partners.
Identify gaps, trends associated with service levels and works with department to establish corrective action plans to improve process to ensure service levels.
Analyzes the client's financial and operating strategies and recommends alternative or additional financial services to best meet the client's immediate and long-term personal and business needs.
Source and provide credit solutions for prospects and clients.
Empowered to implement continuous improvements to processes, systems and services.
Adhere to internal control policies such as the account opening and credit protocols of accurate collection, completion, monitoring and updating of all required documentation.
Stays abreast of all regulatory, legal, government regulations, policy and procedures.
Responsible for performing out bound customer courtesy calls to notify, educate, and troubleshoot customer inquiries (i.e. cross-selling products/services, new account access, first payment defaults, CD renewals, and final large payments).
Responsible for assisting Relationship Banking Department with daily tasks as needed.
Proactively aware of Farm Bureau Banks key performance indicators and assists with meeting credit and loan growth sales goals.
Ensures procedures are followed in accordance with Bank processes and Federal regulations.
Maintains a working knowledge of the complete line of products and services offered; takes responsibility to keep current with new product updates and requests assistance for further development, if needed.
Owns personal development to achieve job proficiency and meets performance goals set within the Consumer Banking Team.