Description

Job purpose

The Relationship Manager will focus on business development by identifying and attracting new customers who align with the bank's strategic goals, while also providing exceptional account-opening experience, offering tailored advice and solutions, and identifying opportunities to cross-sell deposit-related services.

Duties and responsibilities

Prospects for new customers that align with Bank’s strategic goals for deposit and loan growth.
Market Treasury Management services to local businesses.
Conduct discovery meetings to understand challenges, technical requirements, and stakeholder priorities of prospects.
Assist in the onboarding of new customers.
Responsible for updating management on pipeline and sales activities.
Meet or exceed monthly and annual sales quotas and KPIs related to pipeline growth and client acquisition.
Work jointly with Management and Lenders to sell deposit products.
Works with integrity and creates an environment of commitment to regulatory and compliance needs.
Processes a variety of transactions for customers, including deposits, night deposits, withdrawals, check cashing, note payments, cashier checks, etc.
Rents lock boxes and assists customers needing access to box.
Assists customers in opening new accounts, issuing CD’s, and arranging for direct deposits.
Explains, promotes, or sells products or services.
Enrolls customers in internet banking, remote deposit capture and ACH.
Handles customer complaints. Counsels customers with special problems or in disagreement with Bank policies and procedures.
Follows and operates all security procedures as needed.
Maintains working knowledge of Bank policies and procedures.
Other duties as assigned.

Requirements

Qualifications

Associate degree or higher in Finance or related business field, or equivalent experience.
Minimum 3 years of experience in managing a branch location and or deposit business development.
Detailed knowledge of banking deposit related products and procedures.
Great customer service skills.
Critical thinking and ability to multitask in a demanding environment.

Working conditions

Normal office working conditions. Typical work week Monday – Friday.

Physical requirements

Ability to move large paper files. Occasional travel by vehicle to meet customers.

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