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)
Under limited supervision, grow, manage, and monitor an existing portfolio of dairy, crop, and agribusiness client relationships within our market. While agricultural clients are the primary focus, new agribusiness, commercial, and commercial real estate client relationships are also desirable.
Relationships include clients who are users of some, or all the following financial services provided by State Bank Financial: Credit, Treasury Management, Investments, insurance, Merchant Processing, Retail Banking, Concierge Banking and Card products.
The Ag Relationship Manager will be responsible for profiling and cross-selling financial services to existing customers as well as prospects.
Operates within credit authority limits. Must be familiar with all applicable legal and regulatory laws and compliance, and monitors loan portfolio to ensure accounts are compliant. Understands and completes job responsibilities in accordance with federal and state compliance regulations.
Essential Job Functions
Additional Duties and Responsibilities
Minimum Qualifications
Competencies
Working Conditions
The Agricultural Relationship Manager travels for farm visits as well as works in an office environment. Work may be during normal business hours, or outside of normal business hours to meet customer needs. Deadline pressure is an integral part of the job. Regular mental and visual concentration for computer usage and reading/assimilating complex and technical information is required. Position will alternate between walking, sitting, standing, stooping, bending, and occasional lifting up to 15 pounds of supplies and/or documents throughout work shift. Requires a valid driver's license and the ability to travel in own car.
Employees with disabilities must meet qualification standards that are job-related and consistent with business necessity and must be able to perform the “essential functions” of the position, with or without reasonable accommodation.
Equipment Used
Operates personal computer in a Windows environment for word processing, spreadsheets, e-mail, internet/intranet and other bank specific software. Utilizes a variety of office equipment including computer, printer, copy/fax machine, and multi-line telephone.
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