Relationship Manager

Responsibilities

• Serves as primary contact, identifies customer needs, problems and plans.
• Keeps apprised of competitor marketing strategies, informational materials and pricing.
• Affirms competitive strategies and services.
• Creates a teamwork environment to help ensure that quality service is provided.
• Conducts relationships and activities consistent with established Bank policies, procedures and systems, the corporate code of conduct, Bank Secrecy Act and all applicable State and Federal laws and regulations.
• Develops and analyzes competitive strategies and services.
• Manages relationship with clients to ensure financial needs are met and expectations exceeded.
• Provides sound financial advice and counsel to customers and prospective clients.
• Presents alternative solutions for a variety of complex business situations.
• Calls on potential and/or existing clients to develop new business and increases or retain relationships with current clients.
• Engaged in daily sales and service activities outside of the bank.
• Analyzes economic and industry market trends to identify potential business opportunities and high-risk situations.
• Develops a business development marketing plan utilizing effective sales techniques that will generate new relationships and sell additional products.
• Demonstrates highest level of professionalism, effectiveness and customer service.
• Develops and maintains a thorough knowledge of the bank's services, operations, and organization; communicates this understanding to others when appropriate, and refers inquiries and correspondence to the proper department or individual.
• Develops and maintains a thorough knowledge and understanding of commercial and Treasury products.
• Develops and maintains a thorough knowledge and understanding of the Bank's credit philosophy in serving current and prospective borrowers.
• Actively participates in sales programs; attends sales meetings/training; works with VP, Senior Business Development Officer to set goals and works to achieve targeted goals.
• Makes effective referrals to business units for traditional and non-traditional banking products and services.
• Willingness to assume additional responsibilities/duties/projects as they arise.

Qualifications

• Knowledge of commercial and Treasury products.
• Knowledge of the Bank's credit philosophy in serving current and prospective borrowers.
• Ability to analyze economic and industry market trends.
• Ability to present alternative solutions for complex business situations.
• Ability to manage client relationships and ensure financial needs are met.
• Ability to provide sound financial advice and counsel.
• Ability to develop and maintain a thorough knowledge of the bank's services, operations, and organization.
• Ability to communicate effectively and refer inquiries to the proper department or individual.
• Ability to participate in sales programs and attend training sessions.
• Ability to work collaboratively within a team environment.
• Compliance with all banking regulations applicable to the job, including Bank Secrecy Act and information security initiatives.