Key skills
CommunicationPresentation Skills
About this role
Role Overview
- Responsible for an assigned portfolio of complex and large dollar amount loan and/or deposit relationships
- Solicits new business, cross sells, administers and services existing business relationships
- Services customers seeking loan and/or deposit relationships of large dollar amounts and high complexity
- Interviews applicants to gather information concerning their businesses and requirements
- Evaluates credit information and makes relationship recommendations
- Maximizes the Department’s profitability through the maintenance of a high quality loan portfolio
- Follows current loans to ensure conformity with terms; maintains current and complete credit file
- Participates in a formal call program to develop new loan, deposit, and fee based business
- Follows market trends and developments to increase the Bank’s business in established and developing markets
- Represents the Bank in civic and community activities
- May coach/mentor junior relationship managers
Requirements
- Bachelor's Degree or four years relevant experience
- Minimum of seven years commercial portfolio management experience
- Financial analysis and knowledge of banking credit principles
- General knowledge of banking and the Bank’s various commercial fee based products
- Applied knowledge of Bank policies and procedures
- Excellent communication and interpersonal skills with the ability to interact with all levels of personnel using diplomacy
- Ability to sell effectively to prospects and clients
- Excellent presentation skills.
Benefits
- competitive benefits ranging from medical and retirement to forty hours of paid volunteer time each year