Relationship Manager I

Overview

This position supports the expansion and retention of business relationships in the Commercial Equipment Finance division. Delivers a full range of lending, deposit and ancillary services and other support tasks that facilitate daily operations. Perform general office management duties as assigned to ensure operational efficiency.

Responsibilities

• Sales - Sales focus to include in-person, centralized outbound calling, as well as direct Digital Marketing outreach. Achieve individual and/or team financial, production and relationship results relative to the specific metrics and goals assigned. Engage with internal associates, customers, prospects, and referral sources through proactive outreach. Engage in sales practices that are aligned to create value for both the customer and the bank. Appropriate partnering, planning and preparation occurs to ensure conversations provide the relevant financial guidance needed to drive informed decisions.
• Service Standards - Foster collaborative partnerships that deliver value for customers, prospects and colleagues. Initiate conversation to uncover sales or referral opportunities. Listen attentively and ask insightful questions to understand customer needs and preferences; and take prompt actions to address immediate needs. Proactively look for way to optimize performance by seeking coaching, supporting Bank initiatives and leveraging tools to enhance activities.
• Operations and Administration - Comply with all regulations, bank policies, procedures and delegated authorities to manage risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions, customer transactions and financial exposures. Complete required training by established deadlines. Perform general office management duties as assigned to ensure operational efficiency.

Qualifications

Basic Qualifications:

• High School Diploma or GED and 1 year of Sales or Customer Service experience.

Preferred Qualifications:

• 3 years of prior sales experience strongly preferred.
• Bachelor's degree in business, Accounting, Finance, or Economics.
• Strong written and verbal communication skills with an ability to communicate effectively across business levels.
• Strong Customer Service skills with exceptional attention to detail
• Salesforce / CRM experience preferred.
• Technologically savvy
• Client-focused, proactive, and results-oriented
• Proficient with Microsoft Office Suite; Excel, PowerPoint, Word