Association Banking Relationship Manager
Association Banking Relationship Manager
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Job Description
GENERAL DESCRIPTION OF POSITION
The Association Banking Relationship Manager is responsible for attaining new deposit and loan business from community associations and management companies. The primary focus will be to source and develop full operating relationships utilizing lockbox services. The employee has the ability to manage a portfolio of smaller existing customers to expand relationships. The employee must attend and actively participate in professional groups for the community association industry.
ESSENTIAL DUTIES AND RESPONSIBILITIES
1. Attain new community associations and management companies as customers that will utilize CLASS lockbox and manage a portfolio of existing customers to expand relationships. This duty is performed daily.
2. Assist associations in utilizing products offered by the bank for investing association reserves and planning cash flow. Make cash management referrals to Commercial Services. This duty is performed daily.
3. Handle loan prospecting in assigned territory and provide preliminary underwriting of loans to associations. This duty is performed daily.
4. Attend and actively participate in professional groups for the community association industry. This duty is performed weekly.
5. The ability to work in a constant state of alertness and in a safe manner. This duty is performed weekly.
6. Completes required BSA/AML training and other compliance training as assigned. This duty is performed weekly.
7. Perform any other related duties as required or assigned.
QUALIFICATIONS
To perform this job successfully an individual must be able to perform each essential duty mentioned satisfactorily. The requirements listed below are representative of the knowledge skill and/or ability required.
EDUCATION AND EXPERIENCE
Broad knowledge of such fields as accounting marketing business administration finance etc. Equivalent to a four year college degree plus 5 years related experience and/or training and 2 years related management experience or equivalent combination of education and experience.
COMMUNICATION SKILLS
Ability to read analyze and understand general business/company related articles and professional journals; Ability to speak effectively before groups of customers or employees.
MATHEMATICAL SKILLS
Ability to calculate figures and amounts such as discounts interest commissions proportions percentages area circumference and volume. Ability to apply concepts such as fractions ratios and proportions to practical situations.
CRITICAL THINKING SKILLS
Ability to solve practical problems and deal with a variety of known variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written oral or diagram formats.
REQUIRED CERTIFICATES LICENSES REGISTRATIONS
Community Association Managers License
PREFERRED CERTIFICATES LICENSES REGISTRATIONS
Not indicated.
SOFTWARE SKILLS REQUIRED
Intermediate: Accounting Presentation/PowerPoint Spreadsheet Word Processing/Typing
Basic: 10-Key Alphanumeric Data Entry Contact Management Database
WORKING CONDITIONS
Periodically exposed to such elements as noise intermittent standing walking occasionally pushing carrying or lifting; but none are present to the extent of being disagreeable.
ENVIRONMENTAL CONDITIONS
The following work environment characteristics described here are representative of those an employee encounters while performing essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the functions of this job the employee is occasionally exposed to outdoor weather conditions. The noise level in the work environment is usually moderate.
PHYSICAL ACTIVITIES
The following physical activities described here 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 enable individuals with disabilities to perform the essential functions and expectations.
Semi-repetitive low physical. Semi-repetitive type work which requires periods of concentration for varied time cycles as prescribed by the tasks.
While performing the functions of this job the employee is continuously required to talk or hear; regularly required to stand walk sit; frequently required to use hands to finger handle or feel reach with hands and arms; and occasionally required to climb or balance stoop kneel crouch or crawl. The employee must occasionally lift and/or move up to 25 pounds; frequently lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision; and distance vision.
ADDITIONAL INFORMATION
Not indicated.
Required Experience:
Manager
Employment Type
Full-Time
