Deposit Relationship Manager

About The Role

This is an on-site position based in our San Luis Obispo office. Travel to client offices and other sites is required.

Responsibilities

• Develops new business relationships and augments existing business relationships through the utilization of all bank services, participation in community and non-profit organizations, and an active business development calling program.
• Calls on existing customers to maintain and expand banking relationships; calls on prospective customers to develop new business.
• Cross sells all bank products and services in a professional manner.
• Represents the company in a professional manner at various community events or sponsored activities of the company. Will coordinate all involvement to ensure the bank is represented at significant community events.
• Receives work assignments from the Regional President based on current needs.
• Aids Relationship Managers with calling efforts, follow up for gathering of complete financial packages and updates, document signing, and all other related support activities.
• Attends all appropriate meetings, classes, and seminars related to maintaining and developing all general banking and credit-specific skills and expertise.
• Researches, recommends and tracks donation requests by non-profit organizations.
• Manages the overall workload within time frame guidelines to manage the overall workload. Must prioritize all business development, relationship management, and community involvement activities on an ongoing basis.

Requirements

• Comprehensive knowledge of all aspects of branch management, including sales, customer service, risk management, and management principles.
• Working knowledge of consumer and Business Deposit Products as applicable to the branch’s target market.
• Working knowledge of principles and methods of organization and management.
• Ability to maintain confidentiality of files and privileged information.
• Ability to effectively and efficiently organize work files.
• Excellent written and verbal communication skills, strong interpersonal skills, proven sales and management.

Preferred Qualifications

• Bachelor's Degree in business, finance, or related field preferred, or equivalent experience required.

Benefits

• Medical, dental, and vision plans
• Vacation, sick leave, paid Holidays
• Paid volunteer time
• Employer paid life insurance
• 401(k) with employer matching
• Ongoing training, professional development and career advancement opportunities

Physical Demands

• The physical demands described here are representative of those that must be met by a teammate to successfully perform the essential functions of this job.
• Moderate noise (i.e., business office with computers, phone, and printers, moderate traffic).
• Ability to work in a confined area.
• Ability to sit or stand at a computer terminal for an extended period.