Association Banking Director of Relationship Management

General Description

The Association Banking, Director of Relationship Management is responsible for managing and directing the current Association Banking ("AB") sales process. This position reviews, modifies, and creates the client management and sales process, to maximize profitability and client satisfaction. The Association Banking, Director of Relationship Management actively participates in professional industry groups and conferences, representing the bank and the interests of our clients.

Essential Duties And Responsibilities

• Possesses prospects for new accounts and relationships for the department.
• Manages and maintains existing relationships, to ensure profitability and long-term client satisfaction.
• Evaluates and updates the AB sales process to ensure bank policies are followed, and group is maximizing profitability and client satisfaction.
• Coaches AB Relationship Managers on sales process, client solutions, and industry best-practices.
• Works with internal and external partners to validate current product offerings, analyze, and recommend new product solutions.
• Participates with management and internal partners on new projects, data collection, and reports.
• Collaborates with the Training Department on training sessions for AB Relationship Managers.
• Serves as a liaison between the internal partners and the Association Banking department for sales and product related updates, processes, and efficiencies.
• Works in a constant state of alertness and in a safe manner.
• Completes all required BSA/AML training and other compliance training as assigned.
• Performs any other related duties as required or assigned.

Qualifications

• Broad knowledge of such fields as accounting, marketing, business administration, finance, etc.
• Equivalent to a four year college degree plus 5 years related experience and/or training and 5 years related management experience, or equivalent combination of education and experience.
• Communication Skills: Ability to write speeches and articles for publication that conform to prescribed style and format; Ability to effectively present information to top management, public groups, and/or boards of directors.
• Mental Skills: Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts such as fractions, ratios, and proportions to practical situations.
• Critical Thinking Skills: Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.

Software Skills Required

• Advanced Contact Management
• Database
• Intermediate Accounting
• Presentation/PowerPoint
• Spreadsheet
• Word Processing/Typing
• Basic Alphanumeric Data Entry

Responsibilities For Work Of Others

• Semi-repetitive, low physical.
• Semi-repetitive type work which requires periods of concentration for varied time cycles as prescribed by the tasks.
• While performing the functions of this job, the employee is regularly required to talk or hear; occasionally required to climb or balance, stoop, kneel, crouch, or crawl, reach with hands and arms, stand, walk, use hands to finger, handle, or feel; frequently required to sit.
• The employee must occasionally lift and/or move up to 10 pounds.
• Specific vision abilities required by this job include close vision.

Environmental Conditions

• The noise level in the work environment is usually moderate.
• The work environment is normal as found within an office setting, wherein there is controlled temperature and a low noise level, plus a minimum of distractions.