Business Banking Relationship Manager II

Location: Louisville
Posted on: November 16, 2023

Job Description:

GENERAL FUNCTION: Responsible for business development, relationship management and client experience of companies with annual gross sales of at least $2MM and generally less than $10MM. Assist the business owner inachievingtheirfinancialgoalsbyproviding smart financial solutions for both personal and business needs. Serve as a trusted advisor for these businesses; collaborate with a team of product partners utilizing the One Bank Sales Cycle tounderstandtheclients''/prospectsholistic business needs. Through such collaboration, develop revenue growth by identifying needs and providing needs based solutions and services to the client. Services would include loans, deposits, treasury management,andallother applicablebanking services. Position may be located in Financial Center.

ESSENTIAL DUTIES & RESPONSIBILITIES:

Business Development

. rospect for new clients by utilizing referral sources, existing clients, financial centers and centers of influence.

. Work with product partners (Affiliate- Retail IE, WMA, TMO, etc. and Bancorp- Vantiv, Paycor, etc.) to analyze, evaluate and develop a tailored relationship strategy for each client or prospect.

. Attend community and/or specific industry forums, conferences and/or meetings in order to broaden relationship networks, referral sources and continually deepen knowledge of trends, practices, services and the competitive landscape.

Portfolio Management

. Effectively retain and grow long term profitable "Lead" client relationships.

. Cross-sell all applicable 5/3 products and services to an existing portfolio of business customers and their owners/senior management with the ultimate goal of being clients'' lead or primary bank.

. Responsible for planning and conducting relationship strategy and relationship review meetings with product partners.

Client Experience

. Coordinate all client-facing activities including credit support and other product partners.

. Conduct thorough effective pre-call planning, One Bank Consultative Sales approach and prompt post call follow up.

. Utilize the Bank''s Customer Relationship Management (CRM) system for client activity tracking, call reports and pipeline management.

Credit Excellence

. Partner with Portfolio Managers and Credit Officers (Business Loan Center and Central Credit Utility) on credit requests and adhere to established Portfolio Management guidelines.

. Achieve credit standards and metrics in regard to asset quality, credit administration (matured/renewals, financial statement documents, covenant data integrity, matured notes and document exception) and RAROC.

. Monitor, on an ongoing basis, information concerning customer financial performance, condition, and industry trends to determine that any credit exposure is at an acceptable risk, and priced accordingly.

. Complete administrative responsibilities in a timely manner.

SUPERVISORY RESPONSIBILITIES: None.

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