Relationship Manager

Ion Bank; East Meriden (CT); On-site; USD 65,000 - 90,000; Full time

Job summary

Ion Bank in Connecticut seeks a Relationship Manager to lead branch staff, drive exceptional customer service, and execute the sales process to deliver banking products to clients while growing the branch's profitability.

You will interview loan applicants, promote bank services, open accounts, and build relationships with local businesses, ensuring compliance with BSA/OFAC and mortgage licensing requirements. A collaborative, results-oriented mindset is essential.

Qualifications

• Three to five years of retail banking with supervisory experience.
• Proven track record of high performance and cross-partner referrals.
• Knowledge of mortgage licensing (NMLS) requirements.
• Strong leadership and teamwork abilities.
• Ability to open accounts and cross-sell products.

Responsibilities

• Provide leadership and management to branch staff, ensuring operational efficiency and customer service excellence.
• Develop plans to grow new business and existing relationships, including site visits and prospecting.
• Lead with other departments to develop market areas and promote bank services.
• Demonstrate knowledge of bank products to identify and satisfy customer needs.
• Interview loan applicants and process loans under direction of Loan Officer.
• Ensure security, compliance, and policy adherence within the branch.

Skills

Retail banking

Management

Sales & cross-selling

Customer service

NMLS registration

Job description

At Ion Bank, we pride ourselves on providing exemplary customer service and building lifetime relationships by partnering with our customers to identify and achieve their financial goals. We are passionate about our Service Standards and live by them every day.

Who we are seeking for this role

The ideal candidate will demonstrate and encourage high standards of behavior that is consistent with Ion’s service Philosophy of Safety & Security, Accuracy, Responsiveness, Friendly, Personalized Service. Consistently demonstrates a strong commitment to Ion, willing to go “above and beyond” whenever necessary. This individual thrives in an environment that encourages teamwork and promotes inclusion by working with a variety of people.

As a Relationship Manager, you are responsible for

Provide leadership and management to branch staff, ensuring operational efficiency, excellence in customer service, and the ongoing implementation of the sales process designed to deliver the Bank’s products and services to potential and existing customers while maximizing the branch's growth, competitiveness, and profitability.

Responsibilities

• Ensure service standards are continually achieved in areas of responsibility.
• Formulate and execute plans for developing new business and growing existing relationships, including, but not limited to, site visits to existing clients, prospecting potential business customers, and other specific initiatives to support market growth.
• Lead, influence, and proactively work with other department partners to develop market areas.
• Effectively demonstrate knowledge of all bank products and services to identify and satisfy customer needs successfully.
• Interview loan applicants and process and close consumer, mortgage, and commercial loans under the direction of the Loan Officer.
• Exercise administrative control over budget, audit, policy, and procedure issues.
• Develop and promote Bank services and products. Open accounts, cross-sell products and services and make referrals when appropriate.
• Ensure that the Bank’s security and loss prevention policies and procedures are carried out within the branch.
• Prepare and review performance evaluations and support employee performance objectives to develop staff to their fullest potential.
• Participate in Banking and civic organizations to promote the Bank's image and visibility within the community.
• Ensure a high level of customer service by branch staff.
• Responsible for branch and employee goal attainment, which supports corporate goals and objectives.
• Required to register with the Nationwide Mortgage Licensing System and Registry (NMLS) and maintain a unique identifying number.

Compliance

• Maintain working knowledge of Bank policies and procedures, State and Federal laws and regulations.
• Responsible for compliance regulations related to this position and receiving appropriate training including but not limited to:
• Bank Secrecy Act (BSA)
• Office of Foreign Assets Control (OFAC)
• USA Patriot Act
• All other applicable compliance regulations are identified by subject matter experts and are listed in the master compliance training spreadsheet.

Education and Qualifications

• Three to Five years of retail banking with supervisory or management experience or some comparable combination of education and experience.
• A proven track record of high performance, including Small Business acquisition and cross-partner referrals.
• 401k and Employer Match
• Life Insurance
• Disability
• HSA
• FSA
• Educational Assistance
• Wellness Programs
• Employee Assistance Program
• 15 Paid Time Off Days
• 11 Paid Holidays
• Job Shadowing

Ion Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, or veteran status.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities.

This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.