Develops and executes a comprehensive relationship management and business development plan for customers and prospects. Significant focus of Relationship Managers time is spent scheduling business development calls, managing the customer and prospect database and direct calling on customers and prospects.
Build, lead and develop a team of high performing product specialists to who demonstrate subject matter expertise in insurance industry and products, and deploy market, client and branch demand analysis to inform strategic recommendations.
This individual will be responsible for processing, analyzing and administering all requisite documents/loan applications for the purposes of borrowing money to fund large annual life insurance premiums.
Responsible for analyzing and evaluating commercial and retail credits for the purpose of assessing the accuracy of risk ratings, adherence to lending policies and standards as well as relevant laws and regulations.
Develop and maintain comprehensive knowledge of all commercial products including loans, cash management, trade service products and deposits to facilitate cross-selling and enhance the client experience.