Position Summary :Responsible for managing and growing a sizeable portfolio of commercial customer relationships, as well as working with the credit department to monitor ongoing risk of the portfolio. Additionally, this position is responsible for delivering an exceptional onboarding experience with every commercial customer across all deposit, business services, and merchant processing products, as well as identifying future consumer or commercial lending opportunities.
Primary Duties

• Onboard new customers with opening deposit account, ordering business service products, remote check deposit and ACH
• Heavy emphasis on deposit growth, reviewing existing accounts to make sure they're being used to their full capacity
• Uncover opportunities with existing customers to cross sell other panacea or partner products. Personal accounts and loans, insurance, wealth management, merchant and other products that could be created in the future
• Assisting merchant processing partner with onboarding a new customer, seeing that process through
• Managing portfolio with check ins at least 4x annually (including collectively financials for covenant testing when needed)
• Fielding discretionary leads and following up appropriately and introducing appropriate sales representative
• Other management assigned duties

Minimum Educational & Experience Requirements

• Associate's degree in business, finance or related field
• Previous banking experience, including proven ability in sales and lending, preferred

Minimum Skill Requirements

• In-depth knowledge of geographic market and industry economics
• Detailed understanding and knowledge of Panacea products and services
• Strong interpersonal skills with the ability to establish and maintain relationships with people at all levels both internally and externally including high net worth clients
• High degree of confidentiality
• Proven ability to ask questions that uncover customer needs and present complex product features and benefits to meet those needs
• Strong customer focus
• High level of organization and time management
• Ability to analyze data and make sound recommendations to various levels of management
• Professional and effective written and verbal communications

Physical Demands
In terms of an 8-hour workday, "occasional" equals 1% to 33%, "frequent" equals 34% to 66% and "continuous" equals 67% to 100%.However, some duties are performed monthly, annually or sporadically throughout the year and are essential functions.Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions of the position.

• Continuous remaining in a stationary position, particularly, but not limited to, at a desktop computer
• Frequent high stress periods of high volume work with tight deadlines
• Continuous repetitive use of hands/arms; particularly concerning typing, writing, phone & computer use
• Continuous communication: verbal and written, in-person, phone and electronic

Work Environment

• Office setting with some travel to other locations

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)