Relationship Manager (Reno, NV) at Farm Bureau Bank in NV - Nevada - Reno, NV 89521

Job description

• Position Type
• Full Time
• Job Shift
• Day
• Education Level
• 4 Year Degree
• Travel Percentage
• Up to 50%
• Category
• Banking
• Hiring for an in-person role in Reno, NV area.

Responsibilities

• Acquires, manages, retains meaningful relationships with our customers, using financial knowledge to offer appropriate financial solutions including all business and consumer products.
• Identifies new member prospects and assists in the development of portfolio analysis, proposals, social media and direct mail campaigns to enhance banks brand and awareness in the Nevada market.
• Serves as point of contact for strategic partners and high net earning individual and business client portfolio.
• Responsible for leading, directing and coordinating key extended team members in the analysis and execution in the effective delivery of their products and services to clients and prospects.
• Proactively manage portfolio of clients. Expand business banking customer relationships by identifying new needs and maximizing opportunities within relationships.
• Ensure customer satisfaction and retention by working closely with servicing partners within the Bank.
• Effectively leverage, coordinate and organize targeted marketing campaigns, events and new product launches to drive sales activities and fulfill customer needs across all Farm Bureau partners.
• Identify gaps, trends associated with service levels and works with department to establish corrective action plans to improve process to ensure service levels.
• Analyzes the client's financial and operating strategies and recommends alternative or additional financial services to best meet the client's immediate and long-term personal and business needs.
• Source and provide credit solutions for prospects and clients.
• Empowered to implement continuous improvements to processes, systems and services.
• Adhere to internal control policies such as the account opening and credit protocols of accurate collection, completion, monitoring and updating of all required documentation.
• Stays abreast of all regulatory, legal, government regulations, policy and procedures.
• Responsible for performing out bound customer courtesy calls to notify, educate, and troubleshoot customer inquiries (i.e. cross-selling products/services, new account access, first payment defaults, CD renewals, and final large payments).
• Responsible for assisting Relationship Banking Department with daily tasks as needed.
• Proactively aware of Farm Bureau Banks key performance indicators and assists with meeting credit and loan growth sales goals.
• Ensures procedures are followed in accordance with Bank processes and Federal regulations.
• Maintains a working knowledge of the complete line of products and services offered; takes responsibility to keep current with new product updates and requests assistance for further development, if needed.
• Owns personal development to achieve job proficiency and meets performance goals set within the Consumer Banking Team.

Requirements

• Undergraduate degree in business, finance or banking related field preferred or equivalent experience.
• 6+ years experience in a banking environment.
• 3+ years' of strategic sales relationship management experience.
• Experience in a leadership role with a concentration in customer service and sales

Skills

Required

• Financial knowledge
• Relationship management
• Strategic sales
• Leadership
• Customer service
• Portfolio analysis
• Credit solutions
• Regulatory compliance
• Marketing campaign coordination