Relationship Manager - Sales manages personal banking staff and daily operations to ensure customer satisfaction and develop client relationships. Focuses teams on identifying customer needs and maintaining up-to-date knowledge of all bank products and services to explain, promote, and cross-sell products and services. Being a Relationship Manager - Sales ensures efficient processing of basic branch service transactions and accurate referrals to enable customers to access the right resource to facilitate other banking requests easily. Develops processes that enable staff to provide rapid research and solutions to account issues, answers to customer inquiries, and effective education and training on banking self-service technology. Additionally, Relationship Manager - Sales requires a bachelor's degree. Typically reports to a director. The Relationship Manager - Sales supervises a group of primarily para-professional level staffs. May also be a level above a supervisor within high volume administrative/ production environments. Makes day-to-day decisions within or for a group/small department. Has some authority for personnel actions. To be a Relationship Manager - Sales typically requires 3-5 years experience in the related area as an individual contributor. Thorough knowledge of functional area and department processes. (Copyright 2024 Salary.com)
JOB SUMMARY
Develops new commercial deposit and loan relationships and manages a commercial portfolio. Sales efforts are to include cross-selling ancillary products and services of the Bank in an effort to maximize the profitability of each relationship. Ability to analyze, underwrite, and provide written support of each credit with a loan recommendation. Approve loan requests within loan authority following the Bank’s underwriting standards and regulatory compliance and work with loan administration on larger and/or more complex credits. Plan and develop objectives to meet corporate goals while adhering to the credit culture of the Bank.
ESSENTIAL DUTIES AND RESPONSIBILITIES
This position is full-time. Most work hours will occur within the bank’s normal business hours; however, flexibility is required. The Commercial Relationship Manager will be occasionally required to attend social and civic events and bank functions that occur outside regular banking hours. Additionally, travel within the market will be required and occasionally out of market for conferences, seminars, meetings and as requested.
AAP/EEO STATEMENT
This statement of policy reaffirms South Atlantic Bank’s policy of equal employment opportunity in employment, compensation, training, transfers, promotions and all other aspect of employment regardless of race, color, religion, national origin, age, sex, veteran status, physical or mental handicap/disability and to state that we do carry out this policy at South Atlantic Bank. This policy also applies to all company-sponsored activities such as educational programs, tuition aid and social and recreational activities.
QUALIFICATIONS
The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
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