The Relationship Manageris responsible forcultivating and growing a portfolio of business clients within our target segment. They will manage a portfolio of existing business relationships, with an extensive focus on new business development/client acquisition, expansion of existing relationships, and client retention. They will work with Team leaders toexecute againstour segment strategy, and contribute to net deposit growth, loan production, and expansion of revenue generating products and services. They will also partner with the private bankers & banking centers within their assigned markets,in order todeliver an excellent client experience, look for growth opportunities throughout the entire consumer segment, and drive value to the clients that we serve.
Key Responsibilities for this position:
- Contribute to growth of segment by executing against our segment strategy. Responsible for execution against targeted growth goals of our core KPIs, inNewbusiness development (new to bank onboarded households), Deposit Growth, Loan Production & Treasury Management Fee Income.
- Develop &maintainextensivenetwork of business contacts, COIs, community leaders and other referral sourcesin order todevelop new business and generate revenue. Effectively manage and grow the pipeline consistent with production expectations.
- Work closely with Team Leader, Private Bankers, and Banking Centers to deliveran excellentclient experience, and drive value to the clients that we serve.Encourage peers and colleagues to skillfully listen to client needs and identify business banking growth opportunities.
- Develop and present effective credit proposals/memos for consideration. Work with senior leadership and credit to negotiate quality loans within our established policy & guidelines.
- Ensure & uphold operational integrity amongstteambycomplying withall regulations, policies, and procedures.
Skills/Experience needed for this position:
- Candidates must have at least 7 years of relationship management/sales experience including 5+yearsmanaging business relationships.
- Extensive knowledge of credit, financial analysis techniques & lending policy, with ability to package and present credit deals to segment leadership & credit team. Welldemonstratedunderstanding of loan riskfactorsa plus.
- Proventrack recordof Business Development, Commercial loan origination, and Relationship Management skills.
- Candidates with advanced degrees (Associates, Bachelors, and/or Masters) preferred, yet a High School diploma or GED isrequired. Candidates with some combination of coursework and experience, or else extensive related professional experience, are eligible for consideration.
- Proven relationship management skills withdemonstratedcapabilities, in managing and growing a sales pipeline, fostering COI relationships & referral sources, and developing new business relationships.
- Commercial lending experience, with ability to analyze, package and present prospective financing opportunities to senior leadership & credit.
- Strong knowledge of business banking, branch profitability, commercial lending & treasury management products;possessa general understanding of operations. (Audit, compliance, fraud, loss, risk).
- Exceptional business development skills & Entrepreneurial business management orientation.
