Bank Deposit Relationship Manager

Job Description

Job Description

Job Summary

The Bank Deposit Relationship Manager provides competitive and complete banking services to our Commercial clients. They work independently or in tandem with all Relationship Managers and Branch personnel to support and develop new and additional deposits, cash management and bank services revenue.

Essential Job Functions

• Originate and develop new deposits in accordance with Bank guidelines.
• Maintains new and existing deposit relationships.
• Work with Portfolio Managers and Relationship Managers to farm the Banks existing commercial real estate loan portfolio for opportunities to cross-sell existing clients with the Banks deposit account products.
• Travel with Relationship Managers when needed
• Engage in regular customer outreach in an organized, systematic manner in order to stay top of mind for our customers. This outreach may include phone calls to check in, emailing of product flyers, invitations to bank events, relationship management luncheons for material clients, etc.
• Participate in community events and be proactive in acquiring local referral sources with targeted customers.
• Consistently provides exceptional service levels to clients, emphasizing professionalism and responsiveness
• Presents the bank’s requirements and account opening processes in a clear and comprehensive manner.
• Leveraging the relationship building activities presented above, engage in business development activities to garner additional deposit accounts from the businesses and / or principals of the CRE clients.
• Represent the bank in meetings with customers, government and industry leaders to provide enhanced value and develop meaningful partnerships and alliances.

Qualifications / Requirements

Knowledge

The Ability to

Physical Requirements

The physical demands 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.

While performing the duties of this job, the employee is occasionally required to :

While performing the duties of this job, the employee is not exposed to weather conditions. The noise level in the work environment is usually moderate.

Education

Bachelor’s degree in general business or finance or related on the job experience required.