Relationship Manager Jobs

• SCOPE

The primary responsibilities of this position are to provide individualized customized services. Other responsibilities include assisting other bank staff in helping customers, as needed.
Area Of Responsibility
Customer Service

• Learns about customers' financial situations and needs and provides advice about the bank's products and services
• Provides excellent customer service to both internal and external customers
• Works with customers to help them establish new accounts
• Provides individual customized services to customers
• Assists other bank staff in helping customers as needed
• Works with customers to provide for consumer lending needs
• Works with customers to provide support across all digital banking channels
• Provides customers with account updates on a timely basis

Competencies
Communicating

• Communicates in a straightforward and assertive fashion
• Respects and considers all opinions, even counter-opinions
• Listens carefully to what others are saying
• Updates relevant people with timely information

Demonstrating Integrity

• Behaves according to sound ethical and legal standards
• Assumes responsibility for mistakes and failures
• Demonstrates consistency between what is said and what is done

Working With Others

• Balances individual goals with team goals
• Builds and maintains productive relationships with people throughout the organization
• Is respectful of others

Adapting to Change

• Adapts to help others adapt to change
• Demonstrations flexibility in working with others
• Maintains composure in frustrating situations

Client Service

• Answers customer questions and fully addresses their concerns
• Quickly and practically solves customer's problems
• Demonstrates appropriate discretion; keeps confidential information private
• Effectively responds to customer needs

Representing the Bank

• Demonstrates good interpersonal communication and presentation skills
• Manages difficult customer situations and treats others with respect
• Maintains a neat and professional appearance

Professional Excellence

• Demonstrates strong customer service and communication skills
• Demonstrates a consistently high level of professional judgment
• Maintains independent and objectivity in carrying out job responsibilities
• Provides customers with accurate and reliable financial information

Business Development

• Uses contacts in the business community to produce business for the bank
• Refers bank customers to specialists in other product areas, as needed
• Can think quickly and develop practical solutions to problems
• Develops strong relationships with existing customers
• Projects a good impression of the bank and its integrity
• Cross-sells the bank's products and services to customers

Job Knowledge

• Knowledge of fraud: prevention and detection
• General business and financial knowledge
• Strong knowledge of the company's products, services and policies
• Knowledge of payment systems and ACH as well as their applicable regulatory requirements
• Knowledge of lending and lending policies and procedures
• Relationship Manager job knowledge
• Knowledge of department-related financial services regulations and compliance

COMPLIANCE
All positions within Home Bank SB must comply with all state and federal laws and regulations as per the Bank's compliance policies and procedures.
Supervisory Responsibilities
This position does not require supervisory responsibilities.
WORK ENVIRONMENT
This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets, and fax machines.
PHYSICAL DEMANDS
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
While performing the duties of this job, the employee is regularly required to talk or hear. The employee frequently is required to stand, walk, use hands to finger, handle or feel, and reach with hands and arms.
POSITION TYPE
This is a full-time position. Days and hours of work are Monday through Friday, 8:00am to 6pm and Saturday 8:00am and 12:00 pm. This position may require long hours and frequent weekend work.
TRAVEL
Travel is not expected for this position.
Other Duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
Education And Other Requirements

• High School diploma or equivalent.
• This job requires skills needed in a typical office environment. This includes computer skills as well as utilization of office equipment.
• 2-3 years customer service/sales experience.