Develops and manages a portfolio of Bank clients in market area. Determines customer's banking needs and designs product and service portfolio for client. Performs to standards that meet or exceed the Bank's objectives and fulfills the expectations of all internal and external customers. Represents the Bank in a professional courteous manner at all times. Senior Relationship Manager responsible for developing and managing more complex banking relationships.
Duties and Responsibilities
Develops and manages a portfolio of clients ranging from credits to deposit only relationships.
Grows revenue by successfully prospecting for new business and retaining and expanding existing client relationships.
Provides financial advice to clients and identifies and sells appropriate bank products and services as needed.
Builds strong relationships with referral sources, centers of influence, etc.
Works with business development staff, lenders and underwriters to structure loans.
Responds to client inquiries in a professional and knowledgeable manner.
Performs other duties as assigned or needed.
BSA/AML/Compliance Responsibilities
This position includes direct or indirect interaction with customers and other employees and therefore includes responsibilities relating to BSA/AML. The employee will have the opportunity to examine and view information and documents produced by other employees of the Bank relating to BSA and therefore has the obligation to report suspicious activity to the BSA Officer as appropriate. The employee is responsible for understanding and following the Bank's BSA/AML policies including elevating suspicious activity to the BSA Officer. Additionally, the employee is required to understand and follow the Bank's compliance program.
Qualifications
Minimum five years of banking experience including business development and relationship management skills.
Knowledge of Bank policies and procedures and regulatory compliance.
Ability to effectively sell bank products and services. Possesses credibility and professionalism when working with clients.
Ability to close business.
Customer focus.
Technical skills.
Problem solving.
Judgment.
Teamwork.
Composure.
Strong verbal and written communication skills.
Quality and accuracy of work.
Physical Demands
Regularly required to talk or listen.
Frequently required to use hands and fingers to handle or feel, reach with hands or arms.
Required to sit for long periods of time.
Occasionally required to stand and walk.
Occasionally required to lift up to 25 pounds.
Specific vision abilities required by this position include close vision and the ability to focus.
Employee may be required to travel occasionally between banking offices.
•
US - CA - CA - El Cerrito
November 16, 2024
Job Title: Substitute Teacher Step in for absent teachers with Swing EducationMake a real impact in classrooms! Our substitute teaching roles give you the flexibility, support, and growth opportunities you're looking for. Requirements: • AZ standard professional teaching certificate or substitute...
US - CA - CA - Concord
November 15, 2024
Job Title: Substitute Teacher Step in for absent teachers with Swing EducationMake a real impact in classrooms! Our substitute teaching roles give you the flexibility, support, and growth opportunities you're looking for. Requirements: • AZ standard professional teaching certificate or substitute...
US - CA - CA - Santa Rosa
November 15, 2024
Job Title: Substitute Teacher Step in for absent teachers with Swing EducationMake a real impact in classrooms! Our substitute teaching roles give you the flexibility, support, and growth opportunities you're looking for. Requirements: • AZ standard professional teaching certificate or substitute...
US - CA - CA - Delano
November 5, 2024
Registered Dietitian Registered Dietitians build trusting relationships with patients and their families and utilize dietary education and planning to directly affect their patients' quality of life. Responsibilities include completing patient assessments, creating patient specific nutritional...
US - CA - CA - Fairfax
November 15, 2024
Job Title: Substitute Teacher Step in for absent teachers with Swing EducationMake a real impact in classrooms! Our substitute teaching roles give you the flexibility, support, and growth opportunities you're looking for. Requirements: • AZ standard professional teaching certificate or substitute...
US - CA - CA - Vineburg
November 15, 2024
Job Title: Substitute Teacher Step in for absent teachers with Swing EducationMake a real impact in classrooms! Our substitute teaching roles give you the flexibility, support, and growth opportunities you're looking for. Requirements: • AZ standard professional teaching certificate or substitute...
US - CA - CA - Danville
November 15, 2024
Job Title: Substitute Teacher Step in for absent teachers with Swing EducationMake a real impact in classrooms! Our substitute teaching roles give you the flexibility, support, and growth opportunities you're looking for. Requirements: • AZ standard professional teaching certificate or substitute...
US - CA - CA - Novato
November 15, 2024
Job Title: Substitute Teacher Step in for absent teachers with Swing EducationMake a real impact in classrooms! Our substitute teaching roles give you the flexibility, support, and growth opportunities you're looking for. Requirements: • AZ standard professional teaching certificate or substitute...
US - CA - CA - El Cerrito
November 16, 2024
Job Title: Substitute Teacher Step in for absent teachers with Swing EducationMake a real impact in classrooms! Our substitute teaching roles give you the flexibility, support, and growth opportunities you're looking for. Requirements: • AZ standard professional teaching certificate or substitute...
US - CA - CA - El Cerrito
November 16, 2024
Job Title: Substitute Teacher Step in for absent teachers with Swing EducationMake a real impact in classrooms! Our substitute teaching roles give you the flexibility, support, and growth opportunities you're looking for. Requirements: • AZ standard professional teaching certificate or substitute...
US - CA - CA - Fairfield
November 15, 2024
Job Title: Substitute Teacher Step in for absent teachers with Swing EducationMake a real impact in classrooms! Our substitute teaching roles give you the flexibility, support, and growth opportunities you're looking for. Requirements: • AZ standard professional teaching certificate or substitute...
US - CA - CA - Sausalito
November 16, 2024
Job Title: Substitute Teacher Step in for absent teachers with Swing EducationMake a real impact in classrooms! Our substitute teaching roles give you the flexibility, support, and growth opportunities you're looking for. Requirements: • AZ standard professional teaching certificate or substitute...
US - CA - CA - Monterey
November 17, 2024
Core Medical Group is seeking a travel Speech Language Pathologist for a travel job in Monterey, California. & Requirements • Specialty: Speech Language Pathologist • Discipline: Therapy • Start Date: 01/02/2025 • Duration: 13 weeks • 40 hours per week • Shift: 8 hours • Employment Type: Travel...
US - CA - CA - Richmond
November 15, 2024
Job Title: Substitute Teacher Step in for absent teachers with Swing EducationMake a real impact in classrooms! Our substitute teaching roles give you the flexibility, support, and growth opportunities you're looking for. Requirements: • AZ standard professional teaching certificate or substitute...
US - CA - CA - Los Angeles
November 17, 2024
Ardor Health Solutions is seeking a travel nurse RN Post Partum for a travel nursing job in Los Angeles, California. & Requirements • Specialty: Post Partum • Discipline: RN • Start Date: 12/09/2024 • Duration: 13 weeks • 36 hours per week • Shift: 12 hours, days • Employment Type: Travel •...
US - CA - CA - Richmond
November 16, 2024
Job Title: Substitute Teacher Step in for absent teachers with Swing EducationMake a real impact in classrooms! Our substitute teaching roles give you the flexibility, support, and growth opportunities you're looking for. Requirements: • AZ standard professional teaching certificate or substitute...
US - CA - CA - San Bruno
November 17, 2024
• JOB OVERVIEW We are looking for energetic, creative, and enthusiastic Personal Trainer, reporting to the Personal Trainer Manager and Fitness Manager to join the Equinox team. This is a non-exempt hourly position great for candidates looking to make a significant impact in a growing and dynamic...
US - CA - CA - Richmond
November 16, 2024
Job Title: Substitute Teacher Step in for absent teachers with Swing EducationMake a real impact in classrooms! Our substitute teaching roles give you the flexibility, support, and growth opportunities you're looking for. Requirements: • AZ standard professional teaching certificate or substitute...
US - CA - CA - Bakersfield
November 17, 2024
Ardor Health Solutions is seeking a travel nurse RN Cardiac Cath Lab for a travel nursing job in Bakersfield, California. & Requirements • Specialty: Cardiac Cath Lab • Discipline: RN • Start Date: 12/02/2024 • Duration: 13 weeks • 40 hours per week • Shift: 10 hours, days • Employment Type: Travel...
US - CA - CA - Sausalito
November 16, 2024
Job Title: Substitute Teacher Step in for absent teachers with Swing EducationMake a real impact in classrooms! Our substitute teaching roles give you the flexibility, support, and growth opportunities you're looking for. Requirements: • AZ standard professional teaching certificate or substitute...
US - CA - CA - Thousand Oaks
November 17, 2024
• As an Equinox personal trainer your career becomes an empowered lifestyle founded on maximizing both your personal and client performance. Under the guidance of two dedicated managers you will develop and refine an approach to programming, education, business, and financial planning that ensures...
US - CA - CA - Arcata
November 15, 2024
CrossMed is seeking a travel nurse RN Med Surg for a travel nursing job in Arcata, California. & Requirements • Specialty: Med Surg • Discipline: RN • Start Date: ASAP • Duration: 13 weeks • 36 hours per week • Shift: 12 hours • Employment Type: Travel Job Details • Gross Weekly Pay: $2017.80 -...
US - CA - CA - Beverly Hills
November 17, 2024
• JOB OVERVIEW As an Equinox personal trainer your career becomes an empowered lifestyle founded on maximizing both your personal and client performance. Under the guidance of two dedicated managers you will develop and refine an approach to programming, education, business, and financial planning...
US - CA - CA - Arcata
November 17, 2024
Supplemental Health Care is seeking a travel nurse RN Med Surg for a travel nursing job in Arcata, California. & Requirements • Specialty: Med Surg • Discipline: RN • Start Date: ASAP • Duration: 13 weeks • 36 hours per week • Shift: 12 hours, nights • Employment Type: Travel Supplemental Health...
Fusion Medical Staffing Therapy
US - CA - CA - Monterey
November 17, 2024
Fusion Medical Staffing-Therapy is seeking a travel Speech Language Pathologist for a travel job in Monterey, California. & Requirements • Specialty: Speech Language Pathologist • Discipline: Therapy • Start Date: 01/02/2025 • Duration: 13 weeks • 40 hours per week • Shift: 8 hours, days •...
US - CA - CA - Daly City
November 17, 2024
• JOB OVERVIEW We are looking for energetic, creative, and enthusiastic Personal Trainer, reporting to the Personal Trainer Manager and Fitness Manager to join the Equinox team. This is a non-exempt hourly position great for candidates looking to make a significant impact in a growing and dynamic...
US - CA - CA - Arcata
November 15, 2024
Travel Nurses, Inc. is seeking a travel nurse RN Med Surg for a travel nursing job in Arcata, California. & Requirements • Specialty: • Med Surg • Discipline: • RN • Duration: • 13 weeks • 36 hours per week • Shift: • 12 hours, nights • Employment Type: • Travel We are looking for MedSurg RN for an...