Sponsored Lending - Relationship Manager II

About the role

This job requires connecting with people quickly in an outgoing, friendly manner. The use of persuasive communication skills to gain the interest and involvement of others in the work process is an important aspect of the job. An extreme sense of urgency is needed, combined with getting work done in complete, accurate detail and in accordance with company standards and policies. The motivation for this position comes from a strong sense of duty and a feeling of responsibility for completing work both quickly and correctly. A faster than average work pace is necessary combined with impatience for results. Follow-up of delegated work must be very thorough. Decision making will be done with the ideas and advice of others, but always carefully and cautiously within the guidelines of established company policy. Selling ideas to others and the ability to train, teach and motivate a team are strong aspects of this position. Change is an ongoing occurrence of this job and will be approached conservatively and with the support and guidance of management.

Responsibilities

• Ensure the overall success and growth of an assigned portfolio by deepening relationships of existing clients.
• Acquire new clients.
• Review the client’s overall needs, be a trusted advisor, design solutions, and negotiate terms.
• Manage a portfolio of clients and monitor the relationships for compliance with industry standard.
• Provide advice and counsel to clients and prospective clients regarding trends and conditions of the industry specific environment and general banking trends.
• Review documents to ensure they are in accordance with the Internal Bank Policy.
• Ensure client relationships comply with banking laws and regulations, maintain compliance with all Federal and State regulations, including laws, rules and regulations dealing with safety and soundness, consumer protection and privacy and non-discrimination.
• Participate in community and business functions to ensure a positive image for the bank within the regions marketplace industry and industry specific groups.
• Build a great rapport with clients and fellow associates and treat others with respect and consideration regardless of their status or position.

Requirements

• Bachelor’s degree in business, finance or related field or combination of education and work experience.
• 5+ years of relevant Specialty Banking experience.
• Good portfolio management, communication and sales skills.

Desired Qualifications

• MBA or master’s degree in business, finance or related field or combination of education and work experience.
• 7+ years of Specialty banking.
• Prior work experience in the assigned Specialty industry.

Skills and Abilities

• Strong business development skills as well as an overall understanding of business finance.
• Strong networking skills and participation in networking events in the industry area.
• Self-directed and motivated to accomplish tasks, meet objectives and committed timelines.
• Strong interpersonal skills with the ability to build peer and/or team cohesiveness to deliver the full complement of bank products and services.
• Strong oral and written communication skills with the ability to clearly and concisely articulate issues.
• Cum competent in the operation of standard office equipment including computer, fax, ten (10) key calculator and phone.
• Cum competent in the use of standard office software including Microsoft Outlook, Excel and Word.
• Solid knowledge of banking policies, regulations and compliance issues.
• Solid ability to analyze financial statements.
• Solid knowledge of basic accounting principles.
• Must possess a valid driver’s license.

Work Environment

Office setting with traditional hours. Sitting for extended periods of time (typically no longer than 8 hours). Must be able to work at a rapid pace for long periods of time (typically no longer than 8 hours). Must be able to travel to the extent as necessary.

Pay

TBD

Schedule

TBD

Benefits

N/A

Qualifications

Minimum Requirements: Bachelor’s degree in business, finance or related field or combination of education and work experience. 5+ years of relevant Specialty Banking experience. Good portfolio management, communication and sales skills.

Desired Qualifications: MBA or master’s degree in business, finance or related field or combination of education and work experience. 7+ years of Specialty banking. Prior work experience in the assigned Specialty industry.