Responsible for maintaining or establishing largest portfolio segment and geography for growth goals (loans, deposits, fees), both individually and assisting the team, through development of new business Customers and cross selling existing Customers as well as an established network of resources.
Responsible for outbound sales activity including but not limited to cold and warm direct calling, outbound telephone calls, e-mail marketing, trade shows/conferences, appropriate corporate sanctioned social media.
This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check.
Demonstrated track record of acquiring and managing portfolio of customers to achieve/exceed challenging sales goals; ability to build and leverage strategic working relationships both externally and internally.
Work effectively with regional leadership team to develop, launch, and manage targeted business development campaigns; proactively solicit new customer relationships with companies up to $25 million in annual revenues.
The Relationship Manager (RM) is responsible for managing a portfolio of commercial relationships who require financial services and products to meet their needs. In addition to being the primary point of contact and key financial advisor for the client, the RM is accountable for relationship selectivity, acquisition and deepening existing relationships through cross-selling, driving relationship profitability and satisfaction.