Sr Relationship Manager - Boise - Sun West Bank

    Sun West Bank
    Sun West Bank Boise

    2 weeks ago

    Description

    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
    post-sale 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 cross-selling 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 in-bound 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 department's 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, FACT-Identity 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 in-house 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 Bank's 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 non-standardized 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
    differently-abled 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 differently-abled 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, computer-based, web-based 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
    Bank's "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
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