Business Relationship Manager III; SA)

JOB SUMMARY

Among other duties, the Business Relationship Manager III (SA) develops new commercial banking business prospects in accordance with established business development plan.

• Develops new commercial banking business prospects in accordance with established business development plan
• Retains and deepens existing customer relationships by providing excellent customer service and developing effective individual business plans
• Handles commercial loan portfolio of $25MM - $54MM and is able to generate between $12MM – $18MM in annual gross production.
• Maintains a steady pipeline and annual production remains reasonably consistent and growing year over year, despite economic conditions;
  Is able to strategize and confidently sell within any economic and competitive market environment.
• Actively contributes to help meet the banking center’s goals, as well as individual sales and referral goals by cross-selling and referring customers to bank business partners when more complex financial needs are recognized such as;
  Commercial Lending, Mortgage, Insurance, Investments, Merchant Services, Wealth Management or Treasury Management
• Structures and presents credit and deposit products and services to the customer with collaboration as needed from other business units
• Negotiates within guidelines as to credit pricing, terms, and structures with an emphasis on closing sales
• Oversees preparation of new and renewal loan packages for approval and facilitation of the credit approval process
• May solicit or take residential mortgage loan applications; may offer or negotiate the terms of residential mortgage loan applications
• Manages the hiring, daily activities, coaching, evaluating and counseling of reporting staff
• Participates in job specific training and other various Bank training programs, as necessary
• Maintains current knowledge of internal risk controls and loss prevention, including reporting of suspicious or unusual customer activity per Bank policy, and ensures adherence by the respective department personnel
• Maintains current knowledge and complies with all federal and state laws and regulations and all established Bank policies and procedures, including internal audit controls related to department operations, and ensures adherence by the respective department personnel
• Maintains current knowledge of all rules, regulations, and laws as they apply to BSA/OFAC/USA Patriot Act/CIP/AML, and ensures adherence by the respective department personnel

Among other duties, the Business Relationship Manager III (SA) develops new commercial banking business prospects in accordance with established business development plan.

The duties listed below may not include all responsibilities that the person in this role may be asked to perform. Incumbent may be required to perform other related duties, as assigned, including cross training across other departments, as necessary.

• Develops new commercial banking business prospects in accordance with established business development plan
• Retains and deepens existing customer relationships by providing excellent customer service and developing effective individual business plans
• Handles commercial loan portfolio of $25MM - $54MM and is able to generate between $12MM – $18MM in annual gross production.
• Maintains a steady pipeline and annual production remains reasonably consistent and growing year over year, despite economic conditions;
  Is able to strategize and confidently sell within any economic and competitive market environment.
• Actively contributes to help meet the banking center’s goals, as well as individual sales and referral goals by cross-selling and referring customers to bank business partners when more complex…