Job Type
Full-time
Description
Job purpose
The Relationship Manager will focus on business development by identifying and attracting new customers who align with the bank's strategic goals, while also providing exceptional account-opening experience, offering tailored advice and solutions, and identifying opportunities to cross-sell deposit-related services.
Duties and responsibilities
- Prospects for new customers that align with Bank’s strategic goals for deposit and loan growth.
- Market Treasury Management services to local businesses.
- Conduct discovery meetings to understand challenges, technical requirements, and stakeholder priorities of prospects.
- Assist in the onboarding of new customers.
- Responsible for updating management on pipeline and sales activities.
- Meet or exceed monthly and annual sales quotas and KPIs related to pipeline growth and client acquisition.
- Work jointly with Management and Lenders to sell deposit products.
- Works with integrity and creates an environment of commitment to regulatory and compliance needs.
- Processes a variety of transactions for customers, including deposits, night deposits, withdrawals, check cashing, note payments, cashier checks, etc.
- Rents lock boxes and assists customers needing access to box.
- Assists customers in opening new accounts, issuing CD’s, and arranging for direct deposits.
- Explains, promotes, or sells products or services.
- Enrolls customers in internet banking, remote deposit capture and ACH.
- Handles customer complaints. Counsels customers with special problems or in disagreement with Bank policies and procedures.
- Follows and operates all security procedures as needed.
- Maintains working knowledge of Bank policies and procedures.
- Other duties as assigned.
Requirements
Qualifications
- Associate degree or higher in Finance or related business field, or equivalent experience.
- Minimum 3 years of experience in managing a branch location and or deposit business development.
- Detailed knowledge of banking deposit related products and procedures.
- Great customer service skills.
- Critical thinking and ability to multitask in a demanding environment.
Working conditions
Normal office working conditions. Typical work week Monday – Friday.
Physical requirements
Ability to move large paper files. Occasional travel by vehicle to meet customers.