The Senior Relationship Manager Associate (Sr. RMA) is an extension of the Relationship Manager (RM) team focused on providing distinctive customer service and performing administrative duties for RMs and clients. The Sr. RMA performs various support duties pertinent to meeting the needs of FirstBanks clients and development of new business, and functions as an extension of the RM team for sales opportunities and brand awareness. Uses advanced computer and communication skills to anticipate and proactively address client and RM needs.
ESSENTIAL FUNCTIONS: To perform this job, an individual must perform each essential function satisfactorily with or without a reasonable accommodation.
Function as an experienced member of the Relationship Manager team to provide support to Commercial Real Estate, Corporate and/or Retail Banking teams; anticipate needs, issues and concerns of internal teams and clients, providing resolution or escalation when appropriate.
Prepare and review all account documentation related to high-volume deposits and loans, and monitor the administration of the closing process.
Review loan files to ensure file completeness, including the proper security of designated collateral.
Monitor past dues and future maturities, manage draws, and update multiple RMs on a regular basis.
Actively work to develop relationships across all Bank partners to identify cross-sell opportunities and referral business exhibiting an advanced level of bank product knowledge.
May independently address client questions and issues; escalate advanced concerns to the appropriate RM team or Bank partner.
Answer phones and/or greet FirstBank visitors, providing assistance and direction as appropriate.
May assist RMs, Market Presidents or Area Presidents with special projects, including group presentations, community/civic events, internal and external meetings, etc.; may assist with preparation of Loan Committee packets.
Provide consistent, distinctive service to all clients when delivering the FirstBank service experience.
Practice safe and sound bank procedures, including adherence to applicable laws and regulations, internal controls, operational procedures, risk management policies, and security protocols.
Regular and reliable attendance.
Perform other duties as assigned.
Position serves both internal co-workers and external customers.
Access to and/or work with sensitive and/or confidential information.
Exhibit a foundational understanding of banking industry regulatory compliance including FirstBank-specific policies and procedures, applying knowledge and best practices as appropriate.
Not responsible for supervising employees.
KNOWLEDGE, SKILLS AND ABILITIES: The requirements listed below are representative of the knowledge, skills and/or abilities required.
Education: High school diploma or the equivalent required, with Bachelors degree preferred
Experience: Minimum three years, with specific bank experience preferred
Certifications and Licenses: N/A
Skills and Abilities:
Business Mathematical Skills
Moderate Computer Skills Frequent use of electronic mail, word processing, data entry, spreadsheets, graphics, etc. Ability to create, maintain and incorporate simple functions into documents, spreadsheets, databases and presentations to support business objectives.
Moderate Communication Regularly uses moderately complex oral and written skills. May train others in functional areas, interact with others, and make presentations to department or middle management.
Moderate Independent Judgment
Routine Business Problems
PHYSICAL AND MENTAL DEMANDS:
The physical demands described here 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 enable individuals with disabilities to perform the essential job responsibilities.
While performing the duties of this job, the employee is occasionally required to stand; walk; sit for extended periods of time; use hands to finger, handle or feel objects, tools or controls; reach with hands and arms; climb stairs; balance; stoop, kneel, bend, crouch or crawl; talk or hear; taste or smell. The employee must occasionally lift, push, pull and/or move up to 20 pounds. Repetitive motion of upper body required for extended use of computer. Required specific vision abilities include close vision, distance vision, color vision, peripheral vision, depth perception and the ability to adjust focus.
WORK ENVIRONMENT AND TRAVEL REQUIREMENTS:
Work environment characteristics described here are representative of those that an employee may encounter while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job responsibilities.
Work in well-lit, ventilated and climate-controlled retail branch banking environment with routine office equipment; some equipment has moving mechanical parts.
Noise level in the work environment is moderate and typical for a retail banking environment.
Minimum overnight travel (up to 10%) by land and/or air.
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