Jobs · Tennessee

Indirect Lending Relationship Mgr

Park National Bank · Cleveland, TN · 2 wk ago
HybridFull-time

Responsibilities

  • Serve customers, prospective customers, and bank associates promptly and professionally in full accordance with Park Promises and Serving More standards.
  • Call on dealerships to develop and deepen indirect lending relationships.
  • Establish and maintain effective, professional business relationships with dealerships or prospects.
  • Develop presentations and proposals for both existing and prospective dealers.
  • Coordinate sales, retail, and business relationship management, analysis, and communication among all lines of business (Banking Center Network, Commercial/Cash Management, Trust & Investments, and Mortgage Lending), as applicable.
  • Provide assistance to relationship officers responsible for developing calling plans, including identifying and coordinating opportunities for joint calls involving multiple business lines.
  • Identify opportunities to initiate calls on new prospects, coordinating efforts with the respective relationship manager, and participate in joint calls, assisting with development of customer and prospect lists, along with pre-call and post-call planning.
  • Address dealership issues and concerns with efficiency, precision, and compassion.
  • Achieve established monthly call production goals.
  • Coach and mentor less experienced relationship managers with calling skills.
  • Maintain awareness of and adherence to the Bank’s compliance requirements and risk management concepts, expectations, policies, and procedures, and apply them to daily tasks.
  • Deliver a consistent, high level of service within Serving More standards.
  • Other duties as assigned.

Skills & Competencies

  • Interpersonal and customer service skills
  • Written and verbal communication
  • Ability to understand and follow directions
  • Adaptable to change
  • Basic computer skills
  • Organizational skills and detail-oriented
  • Problem and situation analysis
  • Ability to influence others
  • Ability to build collaborative relationships
  • Ability to work as part of a team
  • Ability to work independently

Qualifications

  • 2-4 years of prior experience with indirect lending preferred
  • High School Diploma or equivalent required

Travel Requirements

This position is expected to spend on average 90% or more of the time seeking leads and prospects, providing Bank information, and servicing the needs of our existing customer portfolio. Travel within the market area to meet with customers, prospective customers, and to attend events is expected. Travel to regional and corporate headquarters (Newark) for retail meetings and training opportunities may be required. Additional travel may be necessary between branches in the market for various reasons.

Schedule

Typical hours for this role are Monday through Friday, 8:00 AM to 5:00 PM, with occasional weekend work as needed. This position is full-time, salary, and exempt.

Physical Requirements

This position must be able to remain in a stationary position a maximum of 50% of the time, constantly operate a computer up to 50% of the time, and be in constant communication with coworkers, customers, or stakeholders to discuss and observe facts and data in order to exchange accurate information.

Flexible Work Arrangement

Yes – Hybrid (scheduled onsite hours).

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