Relationship Manager

FIRST STATE BANK – JOB DESCRIPTION

JOB TITLE : Relationship Manager STATUS Non-Exempt

DEPARTMENT : Retail Services

REPORTS TO : Retail Services

PRIMARY PURPOSE OF THE JOB :

This position will coach and create accountability for the team while also playing an individual role in contributing to the sales and operations of the branch. In addition, this position will promote, mentor, and coach staff on meeting and exceeding sales and service goals.

ESSENTIAL DUTIES :

• Perform accurate transaction processing within established guidelines, policies, and procedures for all customer transactions, while maintaining an acceptable cash balancing record
• Enhance the financial lives of our customers by identifying their short and long-term goals and assisting them to achieve these goals, through active listening and confidently recommending appropriate products and services utilizing a consultative approach.
• Demonstrate problem solving, decision making and judgment by gathering and applying relevant data to research and resolve issues.
• Protect the bank’s assets by adhering to all security, confidentiality and compliance polices
• Provide personalized solutions suited to the customer’s financial situation.
• Open and close accounts, account servicing and maintenance, routine bank transactions
• Process consumer loan applications and prepare loan documentation for approved loans
• Strong working knowledge of all bank products and services in order to effectively sell, as well as cross sell when appropriate
• Perform supervisory duties, including but not limited to scheduling, training, coaching and counseling, cash controls and audit / compliances functionality.
• Actively engage in communication with supervisor through coaching and professional development
• Effectively handle customer complaints and resolve issues by working with customers and management to identify mutually beneficial solutions.
• Exercise appropriate leadership skills through consistent and objective oversight and motivation of staff, while being actively engaged in attaining branch goals / objectives.
• Participate in sales / leadership activities within the branch
• Creates and maintains a courteous and professional relationship within the corporation, as well as the customers that we service, while maintaining timely daily attendance

OTHER DUTIES :

REQUIRED PARTICIPATION AND EXPERIENCE :

ADDITIONAL POSITION REQUIREMENTS :

WHAT CAN WE OFFER YOU :

Employees are expected to comply with all laws, regulations, bank policies and procedures, including specifically First State Bank’s Bank Secrecy Act and Anti-Money Laundering Policy and procedures, and its Customer Identification Program. Failure to comply with either the letter and / or spirit of these laws may result in disciplinary action, up to an including termination.

This job description does not list all the duties of the job. You may be asked by supervisors or managers to perform other instructions and duties. You will be evaluated in part based on your performance of the tasks listed in this job description.

Management has the right to revise this job description at any time. The job description is not a contract for employment, and either you or the employer may terminate employment at any time, for any reason.