Description
Develops and manages a portfolio of Bank clients in market area. Determines customer’s banking needs and designs product and service portfolio for client. Performs to standards that meet or exceed the Bank’s objectives and fulfills the expectations of all internal and external customers. Represents the Bank in a professional and courteous manner at all times. Senior Relationship Manager responsible for developing and managing more complex banking relationships. Offers a full and versatile complement of banking products and services for discerning individuals, tailor-made for private clients’ unique banking requirements.
- Responsible for developing and managing a portfolio of primarily high-net-worth clients in the middle to upper market sector.
- Provides full-service banking and lending, ensuring all credit commitments include a core deposit relationship from the clients.
- Grows revenue $10 Million+ of self-sourced new core deposits annually by successfully prospecting for new business and retaining and expanding existing client relationships.
- Caters to clients’ specific needs while providing the utmost discretion in preserving and protecting reputation, security, and privacy.
- Provides financial advice to clients and identifies and sells appropriate bank products and services as needed.
- Builds strong relationships with both internal and external partners including valuable referral sources, centers or of influence, etc.
- Works with business development staff, lenders and underwriters to structure loans within the credit guidelines and procedures established by the Bank.
- Responds to client inquiries immediately in a professional and knowledgeable manner within 24 business hours.
- Performs other duties as assigned or needed.
- All employees are responsible for compliance with the Bank Secrecy Act and in some roles, OFAC regulations. Depending on your job responsibilities, more or less aspects of the regulations may apply, but at a minimum, all employees are responsible for reporting suspicious activity they identify in the course of performing their job duties. This includes activities conducted by customers, fellow employees, board members, and vendors.
Requirements
- Minimum 5 years of banking experience including business development and relationship management skills.
- Knowledge of Bank policies and procedures and regulatory compliance.
- Ability to effectively sell bank products and services. Possesses credibility and professionalism when working with clients.
- Ability to close business
- Sales Effectiveness
- Persuasive Skills
- Customer Focus
- Technical Skills
- Problem Solving
- Planning/Organizing
- Judgment
- Teamwork
- Composure
- Strong Verbal and Written Communication Skills
- Quality and Accuracy of Work
Physical Demands
- Regularly required to talk or listen
- Frequently required to use hands and fingers to handle or feel, reach with hands or arms.
- Required to sit for long periods of time
- Occasionally required to stand and walk
- Occasionally required to lift up to 25 pounds
Benefits
- 401K
- Health Insurance
- Dental Insurance
- Vision Insurance
- Health Savings Account
- Flexible Spending Account
- Employee Assistance Program
- Paid Time Off
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