The RM will then assess the risks and impacts from both the clients and the banks perspective for development and implementation of an overall client strategy. The RM is also responsible for leading, directing and coordinating key team members in analysis and execution in the effective delivery of their products and services to clients and prospects.
Manages and grows a very large and very complex portfolio of commercial loans. Prospects for and closes new business relationships and retains and expands relationships with existing customers. Sells appropriate bank products and services to those prospects and clients, identifying and successfully capitalizing on cross-sell opportunities and making appropriate referrals. Provides financial advice to customers. Approves loans within assigned limits, managing loan and portfolio credit quality.
Demonstrates the uppermost levels of expertise in resolving project issues in challenging and complex situations. Identifies opportunities for cross-discipline participation. Develops and documents project policies and procedures.
Understand the needs of a small customer through our assessment tools and be able to provide knowledgeable solutions, including Treasury Management and other Deposit options, Business Loans and Lines, Merchant and Payroll Services and more.