Relationship Manager Jobs

About The Position

Requirements

• Bachelor’s degree from an accredited College or University or equivalent work experience.
• A minimum of twelve years’ experience in sales or relationship management
• Experience in commercial and other related forms of lending and portfolio products preferred
• Advanced skills in computer terminal and personal computer operation; mainframe computer system; word processing, spreadsheet and specialty software programs
• Intermediate knowledge of related state and federal banking compliance regulations governing lending including but not limited to fair lending, privacy, RESPA as well as company operational policies and procedures, and the company’s products and services.
• Intermediate math skills; calculate interest and percentages; balance accounts; add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals; locate routine mathematical errors; compute rate, ratio and percent, including the drafting and interpretation of bar graphs
• Excellent organizational and time management skills
• Exceptional oral, written and interpersonal communication skills with the ability to apply common sense to carry out instructions, interpret documents, understand procedures, write reports and correspondence, and speak clearly to customers and employees
• Ability to make decisions that have significant impact on the immediate work unit
• Ability to organize thoughts and ideas into understandable terminology
• Ability to organize and prioritize own work schedule on a short-term and long-term basis
• Ability to deal with difficult problems involving multiple facets and variables in non-standardized situations
• Ability to work with little to no supervision while performing duties

Responsibilities

• Develops and manages a portfolio of primarily privately-held business clients ranging from complex credits to deposit only relationships. Acts as lead negotiator with prospects & clients.
• Grows revenue by successfully prospecting for new business and retaining and expanding existing client relationships via interest income, fee income and cash management revenue.
• Provides financial advice to clients and identifies and sells appropriate bank products and services to those prospects and clients.
• Builds strong relationships with referral sources, centers of influence, etc.
• Structures and underwrites credits jointly with Loan Portfolio Managers.
• Operates computer terminal or personal computer to process account activity, determine balances and resolve problems within given authority.
• Answers direct, telephonic or email questions from clients and staff and directs callers to proper Company personnel when necessary.
• Assumes responsibility for various department functions in the absence of staff members or in overload situations
• Follow all established policies and procedures.
• Perform other duties and projects as assigned.

Benefits

• 401k plan which includes a company match and immediate vesting.
• Comprehensive insurance options including medical, dental, vision, AD&D, supplemental life, long-term disability, pre-tax Health Savings Account with employer contributions, and pre-tax Flexible Spending Account (FSA).
• Adoption assistance
• Surrogacy assistance
• Fertility assistance
• Paid parental leave
• Family support solutions including care options for your family.
• Paid vacation days
• Paid holidays
• Volunteer time off
• Tuition reimbursement
• Annual mentorship program
• Leadership development resources
• Access to LinkedIn Learning