Job purpose

The Relationship Manager will focus on business development by identifying and attracting new customers who align with the bank's strategic goals, while also providing exceptional account-opening experience, offering tailored advice and solutions, and identifying opportunities to cross-sell deposit-related services.

Duties and responsibilities

• Prospects for new customers that align with Bank’s strategic goals for deposit and loan growth.
• Market Treasury Management services to local businesses.
• Conduct discovery meetings to understand challenges, technical requirements, and stakeholder priorities of prospects.
• Assist in the onboarding of new customers.
• Responsible for updating management on pipeline and sales activities.
• Meet or exceed monthly and annual sales quotas and KPIs related to pipeline growth and client acquisition.
• Work jointly with Management and Lenders to sell deposit products.
• Works with integrity and creates an environment of commitment to regulatory and compliance needs.
• Processes a variety of transactions for customers, including deposits, night deposits, withdrawals, check cashing, note payments, cashier checks, etc.
• Rents lock boxes and assists customers needing access to box.
• Assists customers in opening new accounts, issuing CD’s, and arranging for direct deposits.
• Explains, promotes, or sells products or services.
• Enrolls customers in internet banking, remote deposit capture and ACH.
• Handles customer complaints. Counsels customers with special problems or in disagreement with Bank policies and procedures.
• Follows and operates all security procedures as needed.
• Maintains working knowledge of Bank policies and procedures.
• Other duties as assigned.

Qualifications

• Associate degree or higher in Finance or related business field, or equivalent experience.
• Minimum 3 years of experience in managing a branch location and or deposit business development.
• Detailed knowledge of banking deposit related products and procedures.
• Great customer service skills.
• Critical thinking and ability to multitask in a demanding environment.

Working conditions

Normal office working conditions. Typical work week Monday – Friday.

Physical requirements

Ability to move large paper files. Occasional travel by vehicle to meet customers.