Relationship Manager

Job description

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 ex...