Team Leader Business Banking Rel Mgmt

TEAM LEADER BUSINESS BANKING REL MGMT
Inland Empire WHAT IS THE OPPORTUNITY?

Develops and manages a group of Business Banking Relationship Managers (BBRM's) for assigned region. Plans and directs the activities of BBRM's towards attainment of regional goals, including sales, client service and proper credit quality and risk management. Sets individual goals and assists BBRM's in development of their sales plans. Works closely with BBRM's to insure established goals and objectives are met.

Reviews and approves transactions within delegated authority for both the BBRM's and when necessary may assist the region's branches. Manages overall business banking production, profitability, and credit risk for the region. Along with RBM's, responsible for the region meeting business banking performance objectives including meeting loan, deposit, and fee income goals. May make joint calls with the BBRM's on more complex relationships and to support their on-going skill development.

Insures the BBRM's are providing the CNB exemplary level of service, identifying and promoting solutions to customer needs, and maintaining an active calling program. Must be in good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must be registered/licensed with the "Nationwide Mortgage Licensing System and Registry"; or must be able to be registered under the Safe Act.

• Shares responsibility with the Business Banking Manager and RBM, for the hiring and retention of BBRMs for their assigned region. Sets objectives, review and approves individual sales plans, and monitor results to conform to sales and service objectives. Manages the sales process including new client acquisition, referrals, cross sell, and retention efforts. Participates in joint calling activity with BBRM’s and when appropriate with other sales colleagues.
  
  Provides coaching as necessary and identifies and develops BBRM talent pipeline for the region.
• Supports other CNB departments and colleagues as needed. Provides project management support to the Director of Business Banking as needed. Promotes the bank’s business banking brand awareness within designated market. May assist RBM’s on leadership activities in support of the business banking segment. Participates in internal and external community activities as a representative of CNB, promoting and attracting new colleagues and clients for the bank.
• Works with each BBRM in preparing their calling and relationship plan which would include identification of business opportunities from both existing clients and prospects. Sets individual objectives including loan, deposit, and fee income growth, and portfolio contribution, etc. Provides on-going coaching, counseling, and performance reviews.
• Makes joint calls with BBRM’s on more complex relationships or transactions and to help further develop the BBRM’s skill set. Reviews structure options with the BBRM’s to maximize opportunities. May recommend bringing in product specialists, as necessary, to help problem solve or structure transactions.
• Provides support, as necessary in negotiating complex transactions, ensures conformance with Bank policy and regulatory requirements. Ensures sound credit and risk judgment is exercised.
• Supports the development of branch colleagues to help them be successful in their assigned role and prepare them for future career advancement.
• Represents the Bank by actively participating in outside civic and community affairs, business and industry-related organizations, and other professional activities as appropriate.
• Interfaces with other Bank departments including the branches within their assigned area as necessary. Defines responsibilities and coordinates objectives for all product areas in a relationship or transaction. Resolves all client needs and any internal issues.
• Monitors and analyzes region’s business banking results and account activities. Reviews portfolio and client profitability. Makes recommendations regarding accounts to be further developed or eliminated. Prepares reports for management.
• Monitors region’s business banking portfolio for quality, risk and…