Relationship Manager (Reno, NV)
Farm Bureau Bank · Reno, NV · Yesterday
On-siteSalesFull-time
Why Us?
The Farm Bureau Bank team is rooted in service, strong relationships, and meaningful results. We offer financial services that support hardworking individuals who recognize the vital role of farming, ranching, and agriculture across the United States. Beyond traditional banking, we cultivate lasting partnerships, nurture growth, and aim to support rural communities that are often underserved by the banking industry. Farm Bureau Bank—Not just branches. Roots.
Benefits
- Affordable Medical, Dental, and Vision coverage
- Outstanding 401k with employer match up to 5%
- Paid Volunteer Hours
- Accrued Paid Time Off (PTO) & Paid Holidays
- Company-paid Life Insurance and Long-Term Disability
- Continuing Education Opportunities
View all available benefit options at Farmbureau.bank.
Responsibilities
- Acquire, manage, and retain meaningful relationships with customers, using financial knowledge to offer appropriate financial solutions, including all business and consumer products.
- Identify new member prospects and assist in the development of portfolio analysis, proposals, social media, and direct mail campaigns to enhance the bank’s brand and awareness in the Nevada market.
- Serve as the point of contact for strategic partners and high-net-worth individual and business client portfolios.
- Lead, direct, and coordinate key extended team members in the analysis and execution of effective delivery of products and services to clients and prospects.
- Proactively manage a portfolio of clients, expanding business banking customer relationships by identifying new needs and maximizing opportunities within those relationships.
- Ensure customer satisfaction and retention by working closely with servicing partners within the Bank.
- Effectively leverage, coordinate, and organize targeted marketing campaigns, events, and new product launches to drive sales activities and fulfill customer needs across all Farm Bureau partners.
- Identify gaps and trends associated with service levels and work with the department to establish corrective action plans to improve processes and ensure service levels.
- Analyze clients' financial and operating strategies and recommend alternative or additional financial services to best meet their immediate and long-term personal and business needs.
- Source and provide credit solutions for prospects and clients.
- Implement continuous improvements to processes, systems, and services.
- Adhere to internal control policies, including account opening and credit protocols, ensuring accurate collection, completion, monitoring, and updating of all required documentation.
- Stay abreast of all regulatory, legal, and government regulations, policies, and procedures.
- Perform outbound customer courtesy calls to notify, educate, and troubleshoot inquiries (e.g., cross-selling products/services, new account access, first payment defaults, CD renewals, and final large payments).
- Assist the Relationship Banking Department with daily tasks as needed.
- Proactively monitor Farm Bureau Bank’s key performance indicators and assist with meeting credit and loan growth sales goals.
- Ensure procedures are followed in accordance with Bank processes and Federal regulations.
- Maintain a working knowledge of the complete line of products and services offered; stay current with new product updates and request assistance for further development if needed.
- Own personal development to achieve job proficiency and meet performance goals set within the Consumer Banking Team.
Requirements
- Undergraduate degree in business, finance, or a banking-related field preferred, or equivalent experience.
- 6+ years of experience in a banking environment.
- 3+ years of strategic sales relationship management experience.
- Experience in a leadership role with a concentration in customer service and sales.