SENIOR RELATIONSHIP MANAGER - Canyon Center

Job Description: GENERAL FUNCTION: Responsible and accountable for supporting a strong sales and referral environment within the financial center. Promote the financial center growth, personally and through the sales team, through the promotion of deposits, loans, fee-based services and the retention of customers. Serve as management backup for the day-to-day operational functioning of the financial center.


ESSENTIAL DUTIES & RESPONSIBILITIES:

SEE ACTUAL JOB DESCRIPTION FOR ALL DUTIES & RESPONSIBILITIES
1) Sales/Goals Function
A. Consistently meet and exceed profit, deposit and loan sales goals as defined by the Financial Center Manager, actively soliciting the various retail and Bancorp products.
B. Handle the commercial loan process, as prescribed within the financial center environment, by establishing the relationship, determining business needs, making recommendations for those applications passed to the appropriate loan officer and maintaining relationship as appropriate.
C. Oversee the complete consumer loan process.
D. Promote company products and services by regularly soliciting internal customers for expanded business and referrals, to assist in the continuing growth of the office and company.
E. Assist the Financial Center Manager and Customer Services Manager in coaching and mentoring the Customer/Financial Service Rep's in the referral process to help develop skills and achieve referral goals. Also, coach the Financial Service Rep's in the sales process to help develop sales skills.
F. In partnership with the other staff and business partners, actively work the call lists, and any other means for obtaining new business and retaining current business.
G. Establish close relationships with assigned business partners, such as Mortgage, Business Banking Officers and Brokerage Representatives to ensure that established goals for each business line is met.
2) Manager/HR Function
A. Support the sales functions based on priorities set with Financial Center Manager, and ensure follow through on the completion/implementation of the designated activities.
B. Assist with keeping the proper staffing levels according to the staffing model at the approved level.
C. Participate in the selection and on-boarding of new employees, and assist in the proper training and development of new employees.
D. Provide counseling and guidance as needed to less experienced sales personnel.
E. Provide honest and impartial feedback on staff members, as appropriate, to the Financial Center Manager as input to the formal written performance process.
F. In partnership with the Financial Center Manager ensure that regular sales and office staff meetings are established, assigning topics and responsibility for execution of the meetings to staff members.


SUPERVISORY RESPONSIBILITIES:
May be asked to provide employees timely, candid and constructive feedback; assisting in the development of employees to their full potential and providing challenging opportunities that enhance employee career growth; recognizing and rewarding employees for accomplishments.