Relationship Manager (Business Banking) manages, maintains, and grows current business banking relationships and develops new customers. Responsible for a portfolio of small to mid-sized businesses. Being a Relationship Manager (Business Banking) seeks cross-sell opportunities and directs customers to other services and products available to meet their needs and generate business. Requires a bachelor's degree. Additionally, Relationship Manager (Business Banking) typically reports to a manager or head of a unit/department. The Relationship Manager (Business Banking) works on projects/matters of limited complexity in a support role. Work is closely managed. To be a Relationship Manager (Business Banking) typically requires 0-2 years of related experience. (Copyright 2024 Salary.com)
PRIMARY OBJECTIVE OF POSITION
The primary objective of this position is business development, origination, underwriting, processing, documentation, monitoring, and servicing of 1 to 4 family – small investor properties (B1-4) portfolio in order to best serve the credit union and its members. Tasks include interviewing, promoting products, making recommendations, analyzing applicant’s business plan and credit worthiness operating within lending authority limits.
ESSENTIAL JOB FUNCTIONS
RELATIONSHIPS AND CONTACTS
Supervise Approximately: None
Reports To: SVP Member Business Services
Contacts: Frequent contact with members face-to-face and by telephone. Tact and diplomacy are paramount to success of position.
EDUCATION
EXPERIENCE
PHYSICAL REQUIREMENTS
Position involves wrist/hand manipulation; frequent viewing of computer monitor; restriction to workstation for extended periods of time.
EQUIPMENT SKILLS
Personal computer with windows environment, scanner, calculator, copy machine.
The above statements reflect the general details considered necessary to decide the principal functions of the job identified and shall not be construed as detailed description of all work requirements that may be inherent in the job.
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