Select Customer Relationship Manager develops and expands a retail customer base of affluent customers. Provides services and educates customers about additional financial offerings to generate interest and identify investment and cross-sales opportunities. Being a Select Customer Relationship Manager presents new products or services that may enhance the bank's relationship with the client or fulfill the client's short- and long-term financial needs. Meets all sales and service quality standards and goals. Additionally, Select Customer Relationship Manager requires a bachelor's degree. Typically reports to a manager or head of a unit/department. Requires Series 7 license. The Select Customer Relationship Manager gains exposure to some of the complex tasks within the job function. Occasionally directed in several aspects of the work. To be a Select Customer Relationship Manager typically requires 2 to 4 years of related experience. (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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