Association Banking Relationship Manager

Association Banking Relationship Manager

The Association Banking Relationship Manager is responsible for attaining new deposit and loan business from community associations and management companies. The primary focus will be to source and develop full operating relationships utilizing lockbox services. The employee has the ability to manage a portfolio of smaller existing customers to expand relationships. The employee must attend and actively participate in professional groups for the community association industry.

Essential Duties and Responsibilities :

• Attain new community associations and management companies as customers that will utilize CLASS lockbox, and manage a portfolio of existing customers to expand relationships. This duty is performed daily.
• Assist associations in utilizing products offered by the bank for investing association reserves and planning cash flow. Make cash management referrals to Commercial Services. This duty is performed daily.
• Handle loan prospecting in assigned territory and provide preliminary underwriting of loans to associations. This duty is performed daily.
• Attend and actively participate in professional groups for the community association industry. This duty is performed weekly.
• The ability to work in a constant state of alertness and in a safe manner. This duty is performed weekly.
• Completes required BSA / AML training and other compliance training as assigned. This duty is performed weekly.
• Perform any other related duties as required or assigned.

Qualifications :

To perform this job successfully, an individual must be able to perform each essential duty mentioned satisfactorily. The requirements listed below are representative of the knowledge, skill, and / or ability required.

Education and Experience :

Broad knowledge of such fields as accounting, marketing, business administration, finance, etc. Equivalent to a four year college degree, plus 5 years related experience and / or training, and 2 years related management experience, or equivalent combination of education and experience.

Communication Skills :

Ability to read, analyze, and understand general business / company related articles and professional journals; Ability to speak effectively before groups of customers or employees.

Mathematical Skills :

Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts such as fractions, ratios, and proportions to practical situations.

Critical Thinking Skills :

Ability to solve practical problems and deal with a variety of known variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, or diagram formats.

Required Certificates, Licenses, Registrations :

Community Association Manager's License

Preferred Certificates, Licenses, Registrations :

Not indicated.

Software Skills Required :

Intermediate : Accounting, Presentation / PowerPoint, Spreadsheet, Word Processing / Typing

Basic : 10-Key, Alphanumeric Data Entry, Contact Management, Database

Working Conditions :

Periodically exposed to such elements as noise, intermittent standing, walking, occasionally pushing, carrying, or lifting; but none are present to the extent of being disagreeable.

Environmental Conditions :

While performing the functions of this job, the employee is occasionally exposed to outdoor weather conditions. The noise level in the work environment is usually moderate.

Physical Activities :

The following physical activities described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions and expectations. Semi-repetitive, low physical. Semi-repetitive type work which requires periods of concentration for varied time cycles as prescribed by the tasks. While performing the functions of this job, the employee is continuously required to talk or hear; regularly required to stand, walk, sit; frequently required to use hands to finger, handle, or feel, reach with hands and arms; and occasionally required to climb or balance, stoop, kneel, crouch, or crawl. The employee must occasionally lift and / or move up to 25 pounds; frequently lift and / or move up to 10 pounds. Specific vision abilities required by this job include close vision; and distance vision.

Additional Information :

Not indicated.

Equal Opportunity Employer / Protected Veterans / Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.