Sr Relationship Manager

Summary

This position is responsible for driving new business through the sale of deposit accounts and treasury services offered by the Bank. The role also serves as a consultant and business partner to the Relationship Management (RM) team, ensuring that all Bank clients receive products tailored to their individual needs. Key activities include creating customized sales proposals, conducting cost‑benefit analyses, building multiple pricing scenarios, and identifying pricing improvements and margin opportunities.

The successful candidate must be highly customer‑focused, participate in customer calls as needed, and provide pre‑ and post‑sale client support.

• Generate new business by identifying market opportunities through cold calls, warm leads, and referrals.
• Drive new sales opportunities by determining client needs and cross‑selling treasury products and services to internal and external clients.
• Maintain an active sales pipeline and provide real‑time updates in customer‑management tools.
• Provide support to the RM group to educate and sell additional products to clients via onsite and telephonic meetings.
• Maintain relevant working knowledge of industry practices pertaining to the full suite of products and services offered.
• Handle inbound customer‑service inquiries, training, and support requests related to Treasury Management and Internet Banking products, ensuring high‑quality service.
• Review and ensure the completeness, accuracy, and adequacy of signed customer agreements, maintenance requests, and cancellation forms.
• Understand and comply with all requirements of applicable laws and regulations.
• Address new client setup and/or deletion requests, and train clients on all related products and services.
• Assist in fulfilling the department’s audit requirements and implement audit recommendations.
• Provide support to Bank employees in all areas of Electronic Banking and Treasury Management products and services.
• Serve as a subject‑matter expert on system capabilities, client onboarding processes, worksheets, and bank agreements related to Treasury Management services.

• Demonstrate a high degree of professionalism in communication, attitude, and teamwork with customers, peers, and management.
• Maintain a high level of quality work, attendance, and professional appearance.
• Adhere to all Company Policies & Procedures and Safety Regulations.
• Comply with local, state, and federal laws.
• Perform any other duties assigned by the manager.
• Attend training and maintain basic knowledge of procedures to ensure compliance with laws and regulations governing financial institutions.

This position does not have supervisory responsibilities.

• 5 years of related Business Development and/or Treasury Management experience and/or training, or the equivalent combination of education and experience.
• Knowledge of state and federal banking compliance regulations, bank operational policies and procedures, and the Bank’s products and services.
• Exceptional verbal, written, and interpersonal communication skills, with the ability to apply common sense to instructions and to train personnel.
• Ability to deal with complex problems involving multiple facets and variables in non‑standardized situations.
• Ability to work with little or no supervision while performing duties.

• Adaptability
• Communication
• Decision Making
• Initiative
• Innovation
• Motivation
• Organization
• Professionalism
• Results‑oriented

• Standing, walking, and squatting less than 50% of the work shift.
• Required to lift, move, and carry up to 40 pounds.
• Read, count, and write to accurately complete documentation and reports.
• Must be able to see, hear, and speak to communicate with employees and customers.
• Adjust focus for close, distance, peripheral, and depth vision.
• Manual dexterity required for hand use, reach, and typing.

• Workspace is clean, orderly, properly lighted, ventilated, and compliant with safety standards.
• Noise levels are moderate.

Sunwest Bank is an Equal Opportunity Employer. Sunwest Bank works with staff members and customers without regard to race, ancestry, national origin, sex, marital status, age, religion, medical condition, handicap, disability, or veteran status. The Bank maintains an affirmative action program and takes compliance with Bank Secrecy Act laws and regulations seriously. Employees are expected to maintain a current awareness of and fully comply with the Bank’s Code of Ethics and Conduct and all applicable laws, regulations, internal policies, and procedures.

Sunwest Bank reserves the right to amend job descriptions as warranted by business necessity.

Director of Business Banking

Exempt