Sr Relationship Manager

SUMMARY
This position is responsible for driving new business through the sales of deposit accounts and treasury services offered by
the Bank. They are also a consultant and business partner to the Relationship Management (RM) team to ensure all Bank
clients are offered the specific products to fit their individual needs. This can be accomplished through customized sales
proposals conducting cost/benefit analyses building multiple pricing scenarios and identifying pricing improvements and
margin opportunities. Must be highly customer focused participate in customer calls as appropriate and provide pre and
postsale client support.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Generate new business through identifying market opportunities through cold calls warm leads & referrals.
Drive new sales opportunities by determining client needs and crossselling treasury products and services to
internal & external clients.
Maintain active sales pipeline and provide real time updates in customer management tools.
Provides support to the RM group to educate and sell additional products to clients via onsite and telephonic
meetings.
Maintain relevant working knowledge of industry practices pertaining to the full suite of products and services
offered.
Handle inbound customer service inquiries training and support requests pertaining to Treasury Management &
Internet Banking products and services while ensuring high customer service quality.
Reviews and ensures the completeness accuracy and adequacy of signed customer agreements maintenance
requests and cancelation forms.
Understand and comply with requirements of all laws and regulations applicable to the position.
Address new client setup and/or deletion requests and client training in all related products and services.
Assist in fulfilling the departments audit requirements and ensure the implementation and completion of agreed
audit recommendations.
Provide support to Bank employees in all areas of Electronic Banking and Treasury Management products and
services.
Serve as a subject matter expert on system capabilities client onboarding process & worksheets and bank
agreements related to Treasury Management services.
ADDITIONAL RESPONSIBILITIES
Demonstrates high degree of professionalism in communication attitude and teamwork with customers peers
and management.
Demonstrates high level of quality work attendance and professional appearance.
Adheres to all Company Policies & Procedures and Safety Regulations.
Adheres to local state and federal laws.
Performs any other duties that may be assigned by manager.
Understands and complies with all company rules and regulations.
Attends training and maintains a basic knowledge of procedures to ensure compliance with laws and regulations
governing financial institutions as they apply to the position and job responsibilities with an emphasis on the
BSA/AML/CIP Consumer Privacy Regulation CC Information Security Bank Protection Act FACTIdentity Theft
Information Technology and GLBA.
REPORTS TO: Director of Business
Banking
STATUS: Exempt
SUNWEST BANK
Serve as a subject matter expert on system capabilities client onboarding process & worksheets and bank
agreements related to Treasury Management services.
Additional duties as assigned as it relates to the position
SUPERVISORY RESPONSIBILITIES
This position does not have supervisory responsibilities
MINIMUM QUALIFICATIONS
5 years of related Business Development and/or Treasury Management experience and/or training; or the
equivalent combination of education and experience. Educational experience through inhouse training sessions
formal school or financial industry related curriculum should be applicable to the financial industry.
Some knowledge of related state and federal banking compliance regulations Bank operational policies and
procedures and the Banks products and services.
Exceptional verbal written and interpersonal communication skills with the ability to apply common sense to
carry out instructions and instruct others train personnel write reports correspondence and procedures and
speak clearly to customers and employees.
Ability to deal with complex problems involving multiple facets and variables in nonstandardized situations.
Ability to work with little/no supervision while performing duties.
COMPETENCIES:
Adaptability
Communication
Decision Making
Initiative
Innovation
Motivator
Organization
Professionalism
Results Orientated
PHYSICAL DEMANDS: In general the following physical demands are representative of those that must be met by an
employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to allow
differentlyabled individuals to perform the essential functions of the job.
Standing walking and squatting less than fifty percent of the work shift
Required to lift move and carry up to 40 pounds
Ability to read count and write to accurately complete all documentation and reports
Must be able to see hear and speak in order to communicate with employees and other customers
Specific vision abilities include close vision distance vision peripheral vision depth perception and ability to
adjust focus
Manual dexterity required using hands to finger; handle feel and type; reach with hands and arms
Sedentary: Limited activity no lifting limited walking
Moderate: Mostly standing walking bending frequent lifting
Light: Office work some lifting bending stooping or kneeling walking
Arduous: Heavy lifting bending crawling climbing
WORK ENVIRONMENT: In general the following conditions of the work environment are representative of those that an
employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to
allow differentlyabled individuals to perform the essential functions of the job within the environment.
The work space is clean orderly properly lighted and ventilated with the proper safety compliance
Noise levels are considered moderate
Sunwest Bank Is an Equal Opportunity Employer
Sunwest Bank works with staff members and customers without regard to race ancestry national origin sex marital
status age religion medical condition handicap disability or veteran status and to assist the Bank in maintaining its
Affirmative Action Program.
Compliance with Bank Secrecy Act laws and regulations is considered an extremely serious matter and it is intended that
Sunwest Bank through the purposeful efforts of its employees and officers are expected to make every resolute attempt
to conform to its Bank Secrecy Act Program and Procedures. Failure to comply will be reflected in their performance review
as well as in any bonus compensation programs in which they may participate.
Attend and complete all required classroom computerbased webbased and seminar training. It is the individual
responsibility of every employee to maintain a current awareness and understanding of and to fully comply with Sunwest
Banks Code of Ethics and Conduct. Each employee is also expected to maintain an awareness of the laws regulations
internal policies and procedures that are appropriate for his/her position
Note: The preceding job description has been designed to indicate the general nature and level and work performed by
employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all
duties responsibilities and qualifications required of employees assigned to this job. All job descriptions can be amended
without notice as warranted by business necessity.
SUNWEST BANK

All job descriptions can be amended without notice as warranted by business necessity.