Sr Relationship Manager

SUMMARY

This position is responsible for driving new business through the sales of deposit accounts and treasury services offered by the Bank. They are also a consultant and business partner to the Relationship Management (RM) team to ensure all Bank clients are offered the specific products to fit their individual needs. This can be accomplished through customized sales proposals, conducting cost/benefit analyses, building multiple pricing scenarios and identifying pricing improvements and margin opportunities.

Must be highly customer focused, participate in customer calls as appropriate, and provide pre and post-sale client support.

• Generate new business through identifying market opportunities through cold calls, warm leads & referrals.
• Drive new sales opportunities by determining client needs and cross-selling treasury products and services to internal & external clients.
• Maintain active sales pipeline and provide real time updates in customer management tools.
• Provides 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 in-bound customer service inquiries, training and support requests pertaining to Treasury Management & Internet Banking products and services, while ensuring high customer service quality.
• Reviews and ensures the completeness, accuracy and adequacy of signed customer agreements, maintenance requests and cancelation forms.
• Understand and comply with requirements of all laws and regulations applicable to the position.
• Address new client setup and/or deletion requests and client training in all related products and services.
• Assist in fulfilling the department's audit requirements and ensure the implementation and completion of agreed 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 process & worksheets and bank agreements related to Treasury Management services.

• Demonstrates high degree of professionalism in communication, attitude and teamwork with customers, peers and management.
• Demonstrates high level of quality work, attendance and professional appearance.
• Adheres to all Company Policies & Procedures and Safety Regulations.
• Adheres to local, state and federal laws.
• Performs any other duties that may be assigned by manager.
• Understands and complies with all company rules and regulations.
• Attends training and maintains a basic knowledge of procedures to ensure compliance with laws and regulations governing financial institutions, as they apply to the position and job responsibilities, with an emphasis on the BSA/AML/CIP, Consumer Privacy, Regulation CC, Information Security, Bank Protection Act, FACT-Identity Theft, Information Technology and GLBA.

Director of Business Banking

Exempt

• 5 years of related Business Development and/or Treasury Management experience and/or training; or the equivalent combination of education and experience.
• Some knowledge of related 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 carry out instructions and instruct others, train personnel, write reports, correspondence and procedures, and speak clearly to customers and employees.
• Ability to deal with complex problems involving multiple facets and variables in non-standardized situations.
• Ability to work with little/no supervision while performing duties.

• Adaptability
• Communication
• Decision Making
• Initiative
• Innovation
• Motivator
• Organization
• Professionalism
• Results Orientated

• Standing, walking and squatting less than fifty percent of the work shift
• Required to lift, move and carry up to 40 pounds
• Ability to read, count and write to accurately complete all documentation and reports
• Must be able to see, hear and speak in order to communicate with employees and other customers
• Specific vision abilities include close vision, distance vision, peripheral vision, depth perception and ability to adjust focus
• Manual dexterity required using hands to finger; handle, feel and type; reach with hands and arms
• Sedentary:
  Limited activity, no lifting, limited walking
• Moderate:
  Mostly standing, walking, bending, frequent lifting
• Light:
  Office work, some lifting, bending, stooping or kneeling, walking
• Arduous:
  Heavy lifting, bending, crawling, climbing

• The work space is clean, orderly, properly lighted and ventilated with the proper safety compliance
• Noise levels are considered moderate
• Sunwest Bank Is an Equal Opportunity Employer
• Sunwest Bank works with staff members and customers without…