Relationship Manager I collaborating with clients to enhance service quality and maintain profitable relationships. Driving branch sales targets while assisting in risk management and portfolio oversight.
Responsibilities
Meet and/or exceed established sales and revenue goals while keeping expenses minimized.
Manage service levels against customer expectations; identify quality gaps and follow-up with actions plans to address problem areas
Establish and maintain an excellent rapport with bank customers, including those with complex financing and depository requirements by making monthly retention calls on selected customers
Assist with risk management and ensure all team members are protecting the interests of Farmers & Merchants Bank while enhancing the customer experience
Resolve complex servicing problems, particularly for most profitable relationships
May engage in business activities by soliciting new accounts within the branch geographical area
Assist Regional Relationship Manager in driving successful branch sales targets and developing a productive sales team through mentoring and coaching to meet and exceed established sale objectives
Assist with management of loan portfolios including loan covenants
May assist Regional Relationship Manager with the analysis of current credit data and financial statements of individuals or business to determine the degree of risk involved in extending credit or lending money
Collaborate with the Branch Manager on employee development, management activities and operational functions
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 5 -10 years of experience in field or related area with a strong emphasis on customer service and sales
Ability to travel to various bank locations as needed
Some Saturday hours are required
Clear understanding of the English Language (Spoken & Written)
Basic Mathematics Skills
Business Development Skills
Time Management Skills
Telephone Skills
Customer Service Skills
Critical Thinking, Judgment & Problem Solving Skills
Ability to actively listen & learn
Ability to use oral communication techniques to sell products or services
Ability to respectfully communicate with Supervisors and Co-workers
Ability and desire to foster and interact in a team environment, and willingness to contribute to team efforts
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