Account Manager I supporting Treasury Management Sales organization at PNC. Client - facing role in East Brunswick or Little Falls, NJ.
About the role
- Relationship Manager II at Farmers and Merchants Bank performing duties of a Relationship Manager I with additional lending authority. Focus on managing client relationships and loan services.
Responsibilities
- Perform all duties and responsibilities of a Relationship Manager I level position with added lending approval authority
- Actively solicit new deposit and loan relationships via networking, community involvement, cross-selling and business development activities
- Establish and maintain excellent rapport with key branch customers
- Provide detailed explanations of different types of loans and credit options available to customers
- Call on existing clients to review portfolios, evaluate current financial conditions, and make recommendations
- Ensure compliance with bank policy and regulatory requirements by reviewing and updating all credit loan files
- Actively manage a credit portfolio to ensure compliance with Bank, regulatory and credit requirements
Requirements
- High School Diploma or equivalent required
- Bachelor’s degree in Business, Accounting, Finance or related discipline is preferred but not required
- A minimum of 10 -15 years of experience in field or related area with strong emphasis on customer service, sales and credit portfolio management
- Basic Knowledge, Skills and Abilities Business Development Skills
- Time Management Skills
- Supervisory/Management Skills
- Clear understanding of the English Language (Spoken & Written)
- Basic Mathematics Skills
- Telephone Skills
- Customer Service Skills
- Critical Thinking, Judgment & Problem Solving Skills
Benefits
- Complies with all State and Federal Banking regulatory requirements, including but not limited to: BSA, Anti-Money Laundering OFAC, CIP, Financial Elder Abuse Reporting, Sexual Harassment, Information Security and privacy requirements. Acts as the control point for the office to ensure that all CIP, BSA, OFAC requirements, procedures and time frames are met.
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Account Manager I within PNC Treasury Management supporting sales and administrative functions. Preparing client engagement materials and assisting TMOs in managing client relationships.
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