Relationship Manager

About the role

A Relationship Manager is responsible for developing a business plan to maintain and grow existing relationships and is responsible for developing new relationships that meet our client selectivity and risk appetite.

Responsibilities

• Develop a business plan to maintain and grow existing relationships.
• Develop new relationships that meet client selectivity and risk appetite.
• Independently win new relationships (credit and non‑credit) and negotiate terms with minimal assistance.
• Partner with commercial banking colleagues (Loan Coordinators, Credit Analysts) to deliver credit relationships under the guidance of Credit Administration, Senior Relationship Manager, Division Manager or Director.
• Work closely with Treasury Management Officers to grow and service the non‑credit needs of commercial clients.
• Develop and manage commercial relationships that meet established lending and client selectivity requirements, providing maximum profitability to the Bank with minimum risk.
• Adhere to bank policies and procedures designed to comply with Federal regulations, including the Bank Secrecy Act, USA Patriot Act and OFAC regulations.

Requirements

• Bachelor's Degree or approved equivalent; completion of courses in finance, accounting and real estate analysis or equivalent training in commercial banking.

Qualifications

• 3‑5 years of experience as a Credit Analyst, Relationship Officer or equivalent.
• Good understanding and working knowledge of commercial lending terminology, loan processing, loan documentation and lending procedures.

Skills

• Negotiating experience, accuracy, strong organizational skills, attention to detail, and success working with clients with diverse banking needs.
• Effective verbal and written communication skills.
• Able to work independently with little supervision as well as in a team environment.
• Proficient with Microsoft Office applications (primarily WORD, PowerPoint and EXCEL); experience with LaserPro (CFI) desired.
• Clear and concise verbal and written communication skills including good customer relations skills.
• Self‑motivated and production‑oriented with a desire to grow existing relationships and actively pursue business development.

Benefits

• Paid time off for vacation, sick days and holidays
• Health insurance
• Stock options
• Bonus programs
• 401(k) plan
• Paid Parental Leave
• Life and AD&D insurance
• Long‑term disability
• Tuition Reimbursement
• Employee assistance programs
• Pre‑tax health and dependent‑care spending plans

Pay

USD $102,000.00/Yr. – USD $154,350.00/Yr.