VP - Senior Relationship Manager
Rabobank · Amarillo, TX · 3 wk ago
HybridCustomer Service$105k–$165k/yrFull-time
Job Responsibilities
- Manage a portfolio of customers and their relationship with the Bank and monitor the customer goals and needs to expand each relationship in a profitable manner.
- Identify marketing opportunities within their assigned territory to grow the Bank's brand name and enhance the image of Rabo AgriFinance.
- Use banking products and services to create solutions for potential customers. Identify customer needs and sell solutions; not price them (low interest rates).
- Identify profitable potential customers who are sustainable/growing and have a risk profile that is acceptable to the Bank.
- Develop a target list of potential customers in the assigned area, sector or market segment which will be contacted on a regular basis.
- Maintain the customer relationship management (CRM) documentation on prospects, inquiries, direct mail contacts, referrals, and clients to assist in marketing and the overall marketing efforts of the Bank.
- Drive customer retention through the offering of products and services that add value to the client and their operations.
- Have annual goals aimed at increasing the average products utilized per customer in his or her portfolio.
- Develop a familiarity with the Markets R&R Quality Framework, relationship development including Client Selection, documentation of client calls and activity, involving Markets in the marketing process as appropriate, generally ensuring that suitable products are sold to suitable clients and the ongoing maintenance of the relationship to recertify client eligibility and reassess client’s suitability.
- Actively mentor Financial Analysts in customer relationship building.
Qualifications
- Bachelor's Degree with Master's preferred
- 7+ years’ experience
- Ability to read, analyze, and interpret risk in appraisals, financial statements, crop insurance reports, FSA reports and other customer data. Ability to communicate, market and sell banking products.
- Successfully completed advanced credit/risk structuring course as identified by the Bank or equivalent testing. Successfully completed advanced relationship sales and marketing course as identified by the Bank or equivalent testing.
- Excellent communication skills required.
- Must be able to manage cross organizational relationships and have completed managing priorities and relationship training course.
- Ability to travel regionally, more than 50%
- Likely to be legally authorized to work in the United States on a full-time basis.
Benefits
- Physical Well-Being includes our commitment to your Health and Wellness. Medical, Dental and Vision plan coverages are effective on your date of hire. Rabo offers multiple plan options and a full network of providers to best meet your needs.
- Financial Well-Being provides for your Retirement + Savings + Security. We love seeing your retirement plan balance grow just as much as you do! That’s why you can start participating in the 401(k) plan on your date of hire. Plus we match 50% of the first 6% you contribute to your 401(k) plan for US Employees. Rabo also contributes an additional 3% of your eligible pay in Safe Harbor contribution and up to 3% in annual Discretionary Profit Sharing contributions.
- Emotional Well-Being ensures your Work + Life balance. We offer a generous paid time off program to full time employees: up to 20 days of vacation time, 5 days of additional time off plus 7 sick days and 11 US holidays annually (based on hire date during the calendar year).
- Workforce Well-Being supports a hybrid working model that offers the flexibility to split your time between home and the office—typically 2 days remote and the remaining days onsite—promoting both productivity and personal well-being.