Relationship Manager

Home Bank SBMooresville, IN
Onsite

About The Position

The primary responsibilities of this position are to provide individualized customized services. Other responsibilities include assisting other bank staff in helping customers, as needed. This role operates in a professional office environment and routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets, and fax machines. The physical demands include regularly talking or hearing, and frequently standing, walking, using hands to finger, handle or feel, and reaching with hands and arms. This is a full-time position with work hours Monday through Friday, 8:00 am to 6:00 pm, and Saturday 8:00 am to 12:00 pm. This position may require long hours and frequent weekend work. Travel is not expected for this position. All positions within Home Bank SB must comply with all state and federal laws and regulations as per the Bank's compliance policies and procedures. This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

Requirements

  • General business and financial knowledge
  • Relationship Manager job knowledge
  • Knowledge of department-related financial services regulations and compliance
  • Knowledge of fraud: prevention and detection
  • Knowledge of lending and lending policies and procedures
  • Strong knowledge of the company's products, services and policies
  • Knowledge of payment systems and ACH as well as their applicable regulatory requirements
  • High School diploma or equivalent
  • 2-3 years customer service/sales experience
  • Computer skills as well as utilization of office equipment

Responsibilities

  • Provides excellent customer service to both internal and external customers
  • Provides individual customized services to customers
  • Learns about customers' financial situations and needs and provides advice about the bank's products and services
  • Works with customers to help them establish new accounts
  • Works with customers to provide for consumer lending needs
  • Works with customers to provide support across all digital banking channels
  • Provides customers with account updates on a timely basis
  • Assists other bank staff in helping customers as needed
  • Communicates in a straightforward and assertive fashion
  • Updates relevant people with timely information
  • Listens carefully to what others are saying
  • Respects and considers all opinions, even counter-opinions
  • Assumes responsibility for mistakes and failures
  • Demonstrates consistency between what is said and what is done
  • Behaves according to sound ethical and legal standards
  • Is respectful of others
  • Balances individual goals with team goals
  • Builds and maintains productive relationships with people throughout the organization
  • Maintains composure in frustrating situations
  • Demonstrations flexibility in working with others
  • Adapts to help others adapt to change
  • Effectively responds to customer needs
  • Answers customer questions and fully addresses their concerns
  • Quickly and practically solves customer's problems
  • Demonstrates appropriate discretion; keeps confidential information private
  • Demonstrates good interpersonal communication and presentation skills
  • Manages difficult customer situations and treats others with respect
  • Maintains a neat and professional appearance
  • Demonstrates a consistently high level of professional judgment
  • Provides customers with accurate and reliable financial information
  • Demonstrates strong customer service and communication skills
  • Maintains independent and objectivity in carrying out job responsibilities
  • Develops strong relationships with existing customers
  • Projects a good impression of the bank and its integrity
  • Uses contacts in the business community to produce business for the bank
  • Can think quickly and develop practical solutions to problems
  • Cross-sells the bank's products and services to customers
  • Refers bank customers to specialists in other product areas, as needed
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