Relationship Manager

About the role

This position, with direction and supervision from the department head, may be assigned a loan and deposit portfolio to manage at the discretion of their supervisor, and will be responsible to open and maintain a variety of relationships by selling other products/services to customers through development of relationship plans, lines, deposits or complex cash management and detail-oriented operational plans.

Responsibilities

• Grows and maintains a list of qualified centers of influence which complement the industries or niches in which they serve.
• Identifies and attends marketing events that complement or serve the industry or product niches of their portfolio.
• Sources/develops new business relationships consisting of both loan and deposit products.
• Interfaces with borrowers and borrowers’ advisors as necessary.
• Maintains a general knowledge of cash management and deposit products offered by the Bank.
• Works as a member of a team comprised of Sunwest Bank product experts to ensure continuity of high-quality service, product delivery and responsiveness to client needs.
• Maintains a high degree of creativity and independence.
• Interacts with branch staff, bank operations and cash management to support business services and products.
• Effectively uses company resources such as Salesforce to deliver excellent customer service both inside and outside the Bank.
• Requests and prepares financial information needed by the supervisor to identify potential operations and lending risks and ensure proper documentation on accounts.
• Underwrites directly or manages the underwriting process of all loans under supervisor’s responsibility.
• Reviews requests for the establishment or renewal of loans.
• Compiles all necessary documentation to prepare and draw loan documents.
• Ensures credit files for all loans under supervisor’s responsibility are complete and prepared in form and substances satisfactory for Credit Administration and regulatory review.
• Effectively manages the loan process to ensure requests are being reviewed efficiently, that customers receive timely answers and that all approved transactions are completed quickly and accurately.

Qualifications

• Ability to understand different legal entity structures.
• Knowledge of commercial banking products and services.
• General computer skills to enable communication with all levels of Bank management, staff and customers (Excel, Word, and Internet access).
• Organizational ability with capacity to efficiently manage multiple projects simultaneously.
• Ability to take the initiative and prioritize tasks; good time management, problem prevention and problem-solving skills.

Skills

• Ability to understand different legal entity structures.
• Knowledge of commercial banking products and services.
• General computer skills to enable communication with all levels of Bank management, staff and customers (Excel, Word, and Internet access).
• Organizational ability with capacity to efficiently manage multiple projects simultaneously.
• Ability to take the initiative and prioritize tasks; good time management, problem prevention and problem-solving skills.

Benefits

Not specified

Pay

$195,000

Schedule

Not specified

Additional Responsibilities

• Demonstrates high degree of professionalism in communication, attitude and teamwork with customers, peers and management.
• Demonstrates high level of quality work, attendance and appearance.
• Adheres to all Company Policies & Procedures and Safety Regulations.
• Adheres to local, state and federal laws.
• Understands and complies with all company rules and regulations.
• Attends training and maintains a basic knowledge of procedures to ensure compliance with laws and regulations governing financial institutions, as they apply to your position and job responsibilities, with an emphasis on the BSA/AML/CIP, Consumer Privacy, Regulation CC, Information Security, Bank Protection Act, FACT-Identity Theft, Information Technology and GLBA.
• Additional duties as assigned as it relates to the position.

Supervisory Responsibilities

This position does not have supervisory responsibilities.

Minimum Qualifications

• Ability to understand different legal entity structures.
• Knowledge of commercial banking products and services.
• General computer skills to enable communication with all levels of Bank management, staff and customers (Excel, Word, and Internet access).
• Organizational ability with capacity to efficiently manage multiple projects simultaneously.
• Ability to take the initiative and prioritize tasks; good time management, problem prevention and problem-solving skills.

Competencies

• Adaptability.
• Communication.
• Decision Making.
• Initiative.
• Innovation.
• Motivator.
• Organization.
• Professionalism.
• Results Orientated.

Physical Demands

Sedentary: Limited activity, no lifting, limited walking

Work Environment

The work space is clean, orderly, properly lighted and ventilated with the proper safety compliance. Noise levels are considered moderate.