Relationship Manager

Bryant Bank•Daphne, AL

21d•Onsite

About The Position

The Relationship Manager develops, manages, and expands relationships with individuals, families, and businesses in the bank’s local market. Serving as a trusted financial partner, this role understands customers’ financial goals, recommends appropriate banking and lending solutions, and delivers exceptional personal service. The position combines relationship management, business development, deposit growth, lending, and customer service, while representing the bank in the local community. Success is measured by financial performance and the quality and longevity of customer relationships. The successful candidate will become a trusted community resource, help customers achieve their financial goals, and contribute to the bank’s growth while maintaining personalized service.

Requirements

High school diploma or equivalent.
3–5 years of banking, financial services, lending, relationship management, or business development experience.
Demonstrated ability to develop and maintain customer relationships.
Strong sales, networking, communication, and interpersonal skills.
Ability to understand financial information and identify customer needs.
Strong organizational skills and attention to detail.
Commitment to confidentiality, integrity, and ethical business practices.
Ability to work independently and collaborate effectively with a team.

Nice To Haves

Bachelor’s degree in business, finance, accounting, or a related field.
Community banking experience.
Experience with commercial, small business, or consumer lending.
Existing relationships within the local business and community market.
Knowledge of deposit products, treasury management, commercial lending, and other banking services.

Responsibilities

Develop and maintain long-term relationships with consumer, small business, and commercial banking customers.
Identify customer needs and recommend deposit, lending, treasury, cash management, and other financial products and services.
Proactively grow loans, deposits, fee income, and overall customer relationships.
Generate new business through referrals, networking, community involvement, calling efforts, and participation in local organizations and events.
Manage an assigned portfolio and conduct regular customer reviews to identify changing needs and additional opportunities.
Develop an understanding of customers’ businesses, industries, financial objectives, and operating needs.
Coordinate with lenders, branch staff, credit administration, operations, and other internal teams to provide customer solutions.
Assist with loan origination and relationship development, including gathering financial information, preparing loan requests, and coordinating the lending process as appropriate.
Monitor existing relationships and identify potential credit, compliance, or servicing concerns.
Ensure customer interactions and account activities comply with bank policies, procedures, regulatory requirements, and applicable laws.
Maintain accurate customer and prospect information in bank systems.
Resolve customer issues promptly and professionally, escalating matters when appropriate.
Represent the bank positively in the community and participate in civic, business, and professional organizations.
Maintain knowledge of the bank’s products, services, policies, and competitive environment.
Support branch and market goals while focusing on customer experience and relationship quality.
Build and maintain an active pipeline of prospective customers and business opportunities.
Make proactive customer and prospect calls consistently.
Develop referral relationships with local business owners, professionals, centers of influence, and community organizations.
Identify opportunities to deepen existing relationships and increase share of wallet.
Meet or exceed goals for loan production, deposit growth, new relationships, referrals, and other assigned objectives.
Stay informed about local economic conditions, businesses, industries, and community developments.
Cross-sell bank services, treasury management, residential mortgages, and other bank products.