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- Under the direction of the Commercial Banking Center Manager, the Primary Relationship Officer ( PRO ) is the primary contact between the bank and assigned commercial clients.
- He/she is responsible for all aspects of the client relationship, and as needs dictate, involves other bank officers and specialists to ensure that the client s credit and non-credit needs are met in a timely and profitable manner.
- The PRO negotiates credit in types, amount, and structure that is appropriate to the company s borrowing needs, and financial capacity.
- The PRO identifies and monitors risks and actively manages the credit aspects of the relationship with support from the Commercial Credit Group.
- Assists in business unit s compliance with applicable laws, regulations, regulatory requirements and Bank policies and procedures, including but not limited to those related to Fair Banking, Anti-Money Laundering laws and regulations, Bank Secrecy Act and USA PATRIOT Act.