Government Banking-Relationship Manager

Job Purpose

Actively participate in and foster the ACB Culture of excellence while supporting the Bank’s strategic initiatives. Manage existing client relationships and develop new business strategies focused on client selection, ensuring an outstanding client experience, adherence to regulatory, legal, and risk management frameworks unique to these client segments. Provide municipal customers with exceptional service while actively developing and maintaining customer relationships to increase profitability of the department.

Duties And Precise Tasks

• Commit to and live by a no excuses environment whereby all employees are held 100% accountable for behaviors, actions, performance & attitudes.
• Adhere to all ACB policies and procedures.
• Develop & execute an active in person calling plan strategy on the municipal banking portfolio.
• Manage an assigned portfolio of municipalities, school districts, authorities, and other governmental entities defined by the bank.
• Build collaborative internal and external relationships to provide the best in client advice and service, ensuring a seamless experience for the customer who has multiple products and services.
• Act as a liaison between bank and assigned customers, resolving problems and providing service in an efficient, timely and professional manner.
• Identify the needs of assigned customers, recommending and assisting in the development of specialized services required and/or requested by municipalities.
• Oversee account relationships by ensuring that customers maintain balances, identifying problems and working with other bank departments to resolve those problems, and reviewing monthly analysis statements within assigned municipal customers.
• Keep abreast of legislation governing the municipal field and ensure compliance with both bank policies and governmental guidelines.
• Manage entertainment expenses in compliance with MGL, Chapter 268A, which governs limits per municipal customers for entertainment/gifts.
• Ensure required bank documentation is completed by customers on a timely basis.
• Respond to Request for Proposal (RFP) issued by potential & existing customers.
• Oversee the setup, implementation and training of municipal treasury management services.
• Plan, organize and attend various events for municipal customers such as training, entertainment or informational forums.
• Exceed telephone and communication standards when interacting with our customers. Must possess keen attention to detail.

Human Relations/Emotional/Mental Demands

• Contact with existing /potential customers and employees through telephones, correspondence or personally interact with in all areas.
• Confidentiality of potential and existing client and employee information requires professionalism, discretion and diplomacy.

Knowledge, Skills And Abilities

• Must possess the ability to read, write and speak fluently in the English language, organization and customer service skills with both internal and external customers.
• Ability To Travel within the assigned market
• Consultative relationship management
• Ability to develop and manage customer relationships
• Demonstrated judgment when handling confidential, financial, and politically sensitive matters
• Work in a fast-paced environment
• Work well under pressure
• Handle conflict resolutions in a professional manner
• Prioritize and make on-the-spot decisions regarding customer transactions, weighing customer satisfaction issues with ACB’s risk, exposure to loss or fraud
• Interact with public
• Strong organization and follow-through
• Negotiating skills
• In-depth knowledge of government banking products, services and policies
• Knowledge of applicable state and federal regulations
• Solid understanding of Treasury Management products and services
• Computer and software skills

Education And Experience

• 10 or more years of banking, financial-services, commercial-client-service, operations, or comparable professional experience.
• Knowledge of deposit and treasury-management products.
• Experience with account-opening documentation, RFPs, proposals, or spreadsheets.
• Sales and supervisory experience.