SB Financial Services Relationship Manager develops and manages banking relationships with small business customers to acquire new business, sell financial products and services and grow the portfolio. Prospects for new customers, upsell opportunities, and referrals. Being a SB Financial Services Relationship Manager develops and maintains strong relationships with referral sources. Engages with existing customers to understand their financial needs and provide suggestions for products and services that benefit small businesses throughout the business cycle. Additionally, SB Financial Services Relationship Manager serves as point of contact and advocates for customers to answer questions, resolve issues, and provide product information. Maintains an in-depth understanding of product offerings and coordinates with other areas of the bank to upsell or deliver services to customers. Monitors and maintains assigned portfolio to ensure appropriate risk profile. Follows all regulatory and organizational policies and procedures. Requires a bachelor's degree or equivalent. Typically reports to a manager. The SB Financial Services Relationship Manager occasionally directed in several aspects of the work. Gaining exposure to some of the complex tasks within the job function. To be a SB Financial Services Relationship Manager typically requires 2 -4 years of related experience. (Copyright 2024 Salary.com)
Position Title: VP Relationship Manager
Department: Wholesale Banking
Grade Level: Officer
Reporting To: SVP, Modesto Market Manager
FLSA Status: Exempt
Salary: $125,000 - 200,000 - Commensurate with experience and qualifications
F&M Bank believes that each employee makes a significant contribution to our success. That contribution should not be limited by the assigned responsibilities. Therefore, this position description is designed to outline primary duties, qualifications and job scope, but not limit the individual nor the organization to just the work identified. It is our expectation that each employee will offer his/her services wherever and whenever necessary to ensure the success of our endeavors.
Job Summary
This individual has overall responsibility for managing a portfolio of commercial loans. We expect this individual to grow the portfolio through solicitation of new loans from existing customers and business owners as well as establishing new key relationships and increase their book of business. The individual will perform regularly scheduled business development calls and promote F&M Bank’s services including Treasury Management and Retail products. He/she should be able to demonstrate negotiating skills while discussing credit, negotiating fees and interest rates. They should also have a good understanding of commercial lending policies, programs and procedures, and the ability to follow federal and state regulations and laws.
Essential Job Responsibilities
Education & Skills Required
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Note: This job description is not an employment agreement or contract. Management has the exclusive right to alter this job description at any time without notice.
F&M Bank
We are an equal opportunity employer - This organization participates in E-Verify - Esta Organización Participa en E-Verify
Job Type: Full-time
Pay: $125,000.00 - $200,000.00 per year
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Work Location: In person
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