Institutional Banking Relationship Manager

JOB DUTIES AND RESPONSIBILITIES

• Identifies prospects and develops new business relationships with unions and other affiliated entities, benefits funds, district councils and training funds.
• Deposit generation is a primary focus of this role. Responsible for generating new core and investment deposits in accordance with annual targets as well as for maintaining portfolio of existing clients and deposit base.
• Defines, formulates and executes business development strategy for defined territory.
• Self-starter who works independently and with great autonomy, creates calling plans, networking initiatives, etc.
• Working in conjunction with Cash Management identifies opportunities to strengthen/deepen relationships through the sale of various cash management products & services.
• Safeguards and oversees the successful onboarding of all new clients and services.
• Acts as Relationship Manager for assigned accounts.
• Responsible for ensuring overall client satisfaction levels as well as for developing complete relationships through cross-sell and other service opportunities.
• Conducts regular, periodic client reviews.
• Maintains bank presence through regular attendance at various industry, market and trade association meetings.
• Responds to any client need or request in a timely fashion.
• Communicates effectively and professionally with customers, vendors, co-workers, teammates, etc.
• Projects and maintains a professional image in the marketplace.
• Promotes the company’s presence through participation and attendance at various civic and charitable events/organizations.
• Demonstrates compliance with banking business laws and regulations as defined in company policies and procedures pertinent to the position, specifically to include the Taft-Hartley Labor Act.
• Assumes additional responsibilities as needed.

SKILLS AND COMPETENCIES

• Demonstrated commitment to client satisfaction; provides superior customer service and coaches partners on desired outcomes.
• Ability to diffuse and resolve conflict, preserve client relationships and maintain safety/integrity of the Bank.
• Communicates in a clear, concise and effective manner.
• Demonstrates active listening; solicits feedback, offers balanced critiques and works toward collaboration.
• Creates documentation, processes and workflows applicable to specific work, to ensure that client set-ups are accurate, partners are well informed, operational efficiency is maintained and outcomes are defined, repeatable and auditable.
• Demonstrates intellectual curiosity, desire to always be learning, and the ability to understand often complex workflows, systems, and various technologies.
• Excellent analytical, negotiation, and problem-solving skills; effectively evaluates information/data to make decisions; anticipates obstacles and develops plans to overcome them.
• Able to negotiate and resolve complex/contentious issues; reach consensus and meet objectives.
• Self-starter with ability to disseminate information and identify potential information gaps or areas of concern. Must have the organizational skills required to appropriately document & track any client issues along with willingness to take ownership of issues as they arise and the commitment to see them through to resolution.
• Focus on team collaboration with goal to engage as an active partner while demonstrating support for the needs of the group.
• Communicates in a clear, concise and effective manner, demonstrating active listening skills.

EDUCATION/EXPERIENCE/QUALIFICATIONS

• Bachelor's degree from four-year college or university; or a minimum of eight to ten years related experience in the union, benefits, and/or Taft-Hartley space; or equivalent combination of education and experience.
• Knowledge of the operational and regulatory requirements unique to this market is required and business development/sales/networking experience are essential to the success of this role.
• Demonstrated mastery of Microsoft suite of products is required.
• A valid drivers license is required.

BENEFITS/INCENTIVES

• We offer a comprehensive benefits package designed to support your well-being and success, including medical, dental, and vision coverage; Flexible Spending and Health Savings Accounts; 401(k) matching; and tuition reimbursement.
• You will also enjoy additional perks such as our employee referral program, annual holiday reception, summer family outing, and more.

PHYSICAL DEMANDS

• While performing the duties of this job, the employee is regularly required to drive to clients across multiple states, sit, walk, use hands to data enter, talk and hear.
• The employee is occasionally required to stoop, kneel, crouch, or crawl.
• The employee must occasionally lift and/or move up to 10 pounds.
• Specific vision abilities required by this job include close vision.