What are the responsibilities and job description for the Relationship Manager position at Central Bank?
Responsible for direct relationship marketing of financial products and services, including Treasury and commercial products. Serves as primary contact, identifies customer needs, problems and plans. Keeps apprised of competitor marketing strategies, informational materials and pricing. Assists with developing and analyzing competitive strategies and services. Creates a teamwork environment to help ensure that quality service is provided. Conducts relationships and activities consistent with established Bank policies, procedures and systems, the corporate code of conduct, Bank Secrecy Act and all applicable State and Federal laws and regulations.
Responsible for direct relationship marketing of financial products and services, including Treasury and commercial products. Develops relationships and make presentations to a variety of potential clients at their business location, with their staff and owners. Manages relationship with clients to ensure financial needs are met and expectations exceeded. Provides sound financial advice and counsel to customers and prospective clients. Presents alternative solutions for a variety of complex business situations. Calls on potential and/or existing clients to develop new business and increases or retain relationships with current clients. Engaged in daily sales and service activities outside of the bank. Analyzes economic and industry market trends to identify potential business opportunities and high-risk situations. Develops a business development marketing plan utilizing effective sales techniques that will generate new relationships and sell additional products. Demonstrates highest level of professionalism, effectiveness and customer service. Develops and maintains a thorough knowledge of the bank's services, operations, and organization; communicates this understanding to others when appropriate, and refers inquiries and correspondence to the proper department or individual. Develops and maintains a thorough knowledge and understanding of commercial and Treasury products. Develops and maintains a thorough knowledge and understanding of the Bank's credit philosophy in serving current and prospective borrowers. Actively participates in sales programs; attends sales meetings/training; works with VP, Senior Business Development Officer to set goals and works to achieve targeted goals. Makes effective referrals to business units for traditional and non-traditional banking products and services. Willingness to assume additional responsibilities/duties/projects as they arise. Responsible for compliance with all banking regulations which are applicable to the job, including Bank Secrecy Act and information security initiatives.
Responsible for direct relationship marketing of financial products and services, including Treasury and commercial products. Develops relationships and make presentations to a variety of potential clients at their business location, with their staff and owners. Manages relationship with clients to ensure financial needs are met and expectations exceeded. Provides sound financial advice and counsel to customers and prospective clients. Presents alternative solutions for a variety of complex business situations. Calls on potential and/or existing clients to develop new business and increases or retain relationships with current clients. Engaged in daily sales and service activities outside of the bank. Analyzes economic and industry market trends to identify potential business opportunities and high-risk situations. Develops a business development marketing plan utilizing effective sales techniques that will generate new relationships and sell additional products. Demonstrates highest level of professionalism, effectiveness and customer service. Develops and maintains a thorough knowledge of the bank's services, operations, and organization; communicates this understanding to others when appropriate, and refers inquiries and correspondence to the proper department or individual. Develops and maintains a thorough knowledge and understanding of commercial and Treasury products. Develops and maintains a thorough knowledge and understanding of the Bank's credit philosophy in serving current and prospective borrowers. Actively participates in sales programs; attends sales meetings/training; works with VP, Senior Business Development Officer to set goals and works to achieve targeted goals. Makes effective referrals to business units for traditional and non-traditional banking products and services. Willingness to assume additional responsibilities/duties/projects as they arise. Responsible for compliance with all banking regulations which are applicable to the job, including Bank Secrecy Act and information security initiatives.