274 - DP & LN/DP Relationship Mgr R4 - Deposit Relationship Manager I

Job Reporting Relationships

            Supervised by:            Managing Director of Client Relationships

            Supervises:                  None

Basic Qualifications

Education/Training:  A B.S. or B.A. degree in Marketing, Finance, or Business Management preferred, or equivalent experience normally required; obtain and maintain appropriate Bank Product Knowledge Certification.

Skill(s):  Proficient reading, writing, grammar, and mathematics skills; proficient interpersonal relations and communicative skills; sound knowledge of banking services and procedures; proficient PC skills; visual and auditory skills; valid driver's license.

Experience:  A minimum of one to three (1-3) years’ experience in related positions normally required, including a minimum of one to two (1-2) years’ experience in related bank sales positions.

General Responsibilities

Responsible for performing a variety of duties to support the Treasury Management business development function; coordinating work within the department, as well as with other departments; reporting pertinent information to the immediate supervisor; responding to inquiries or requests for information.

Essential Duties

1.       Performs a variety of duties to support the Treasury Management business development function within each region of the bank; including:

a.       Solicits and grows new fee income and additional deposits from existing and prospective Treasury Management and Commercial clients through outside sales calls, telephone, and written communication.

b.       Achieves and/or exceeds calling and sales goals; participates in trade shows, community events, and chamber functions, with a goal of increasing awareness and facilitating referrals.

c.       Effectively communicates features and benefits of the bank’s products and services to existing and prospective customers.

d.       Conducts business seminars in conjunction with other sales units for the purposes of lead generation, increasing general awareness of the Treasury Management and Commercial Internet solutions, and identifying customers and prospects which offer growth opportunities for the company.

e.       Acts as a primary point of contact to communicate benefits and features, answer questions, and coordinate and assist with installation of services.

f.        Conducts follow-up calls to existing clients and new customers to assure customer satisfaction and foster retention.

g.       Actively participates in regional team sales meetings, and trains branch personnel as needed to identify prospective clients for Treasury Management and Commercial Internet Banking solutions.  Works with the Training Department in the development of training resources.

h.       Responds to referrals from internal business partners; makes joint sales calls and presentations where applicable, as well as effectively transitions customers/prospects to appropriate sales units.

i.        Reviews monthly scorecard and performance reports with manager, detailing business development activities and sales results for Treasury Management and other bank products, as well as deposits and fee generation.

j.        Fosters relationships with Team Sales members to increase overall sales success of the company.

k.       Conducts educational seminars for existing and prospective commercial clients on Treasury Management services.

l.        Conducts all business development efforts in alignment with overall company strategy.

m.    Participates in sales meeting as directed; including Commercial Staff, Regional Team Sales and Retail Bank Sales meetings.

n.       Maintains a high level of market area knowledge.

o.       Performs other related duties as assigned.

2.       Coordinates specific work tasks with other personnel within the department as well as with other departments in order to ensure the smooth and efficient flow of information.

3.       Abides by the current laws and organizational policies and procedures designed and implemented to promote an environment which is free of harassment and other forms of illegal discriminatory behavior in the work place.

4.       Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the Bank's compliance with all regulatory requirements, e.g. Community Reinvestment Act (CRA), Bank Secrecy Act (BSA), Equal Credit Opportunity Act, etc.

5.       Reports pertinent information to the immediate supervisor as requested, or according to an established schedule; compiles information as necessary or as directed and provides data to appropriate bank personnel.

6.       Responds to inquiries relating to his/her particular area, or to requests from customers, other bank personnel, etc., within given time frames and within established policy.

Ancillary Duties

1.       Performs tasks which are supportive in nature to the essential functions of the job, but which may be altered or re-designed depending upon individual circumstances.

Job Location

                        Various outside locations

Equipment/Machines

1.       Automobile

2.       Telephone

3.       PC/Computer keyboard

4.       Printer

5.       Copy machine

6.       Fax machine

7.       Calculator

Full Time Employment Benefits: Fulltime hourly-paid employees will be provided 12-days of Paid Time Off (PTO), that is accrued 1-day for each month worked.  After the completion of 90-days of employment accrued PTO can be used for any purpose including being paid for absences or vacation time. At the end of the first year of employment, any unused PTO will be converted to the employee’s sick time accrual.  Sick time will begin accruing effective on the employees first year anniversary up to 120 days.  At that point, PTO is no longer available; and any paid absence will be eligible under the sick, vacation, personal and family sick pay policy. After one year of service the employee is eligible for their annual vacation benefit.

Salaried-paid employees are not eligible for PTO and accrue paid sick days at 1-day per month; and any vacation time that has been approved for the 1^st year of employment.

12 paid holidays, 2 Personal days, 2 Family Sick days, 2 Volunteer Days after completion of 90 days of employment.  Eligible for Health Care, Dental and Vision (single and family) the first of the month following 30 days of full-time employment. 401(k) eligible on the first day of the month following 30 days of employment with employer match available. Company Wellness Program. Company Stock program available after 1 year of employment. Annual Performance Reviews completed, and salary increase amount given based on individual performance.

This position is an hourly position eligible for overtime.

Maximum: This position is salary and not eligible for overtime.

Salary Range

Minimum: $35, 568

Maximum: $77,900