Relationship Manager

Saltee Co ^ Talent; Lawrenceville (GA); On-site; USD 60,000 - 90,000; Full time

Job summary

Embassy National Bank is seeking a Relationship Manager (Deposits) to grow the bank’s deposits and client base in the Lawrenceville area. You will identify new customers, onboard them, and provide tailored banking solutions while collaborating with lenders to cross-sell deposit-related services.

The role reports to the Chief Banking Officer and requires strong relationship-building, sales discipline, and knowledge of deposit products.

Qualifications

• Must have strong relationship-building and consultative selling skills.
• Experience in deposit products and branch operations preferred.
• Ability to manage multiple prospects and pipelines in a demanding environment.

Responsibilities

• Prospect for new customers aligned with deposit and loan growth goals.
• Market Treasury Management services to local businesses.
• Conduct discovery meetings to understand client challenges and requirements.
• Assist in onboarding new customers and opening accounts.
• Meet or exceed sales quotas and KPIs for pipeline growth and client acquisition.
• Sell deposit products in coordination with management and lenders.
• Ensure compliance with policies and security procedures.
• Handle customer transactions and on-boarding tasks as needed.

Skills

Relationship building

Sales

Cross-selling

Customer onboarding

Financial acumen

Education

Associate degree or higher in Finance

Job description

*Amazing Opportunity with Embassy National Bank*

Relationship Manager (Deposits)

Embassy National Bank

Role Specifics

The Relationship Manager/Business Development Officer will focus on growing relationships by identifying and attracting new customers who align with the bank's strategic goals, while also providing exceptional account-opening experience, offering tailored advice and solutions, and identifying opportunities to cross-sell deposit-related services.

This role reports to the Chief Banking Officer

Duties and responsibilities

• Prospects for new customers that align with Banks’s strategic goals for deposit and loan growth.
• Market Treasury Management services to local businesses.
• Conduct discovery meetings to understand challenges, technical requirements, and stakeholder priorities of prospects.
• Assist in the onboarding of new customers.
• Responsible for updating management on pipeline and sales activities.
• Meet or exceed monthly and annual sales quotas and KPIs related to pipeline growth and client acquisition.
• Work jointly with Management and Lenders to sell deposit products.
• Works with integrity and creates an environment of commitment to regulatory and compliance needs.
• Processes a variety of transactions for customers, including deposits, night deposits, withdrawals, check cashing, note payments, cashier checks, etc.
• Rents lock boxes and assists customers needing access to box.
• Assists customers in opening new accounts, issuing CD's, and arranging for direct deposits.
• Explains, promotes, or sells products or services.
• Enrolls customers in internet banking, remote deposit capture and ACH.
• Handles customer complaints. Counsels customers with special problems or in disagreement with Bank policies and procedures.
• Follows and operates all security procedures as needed.
• Maintains working knowledge of Bank policies and procedures.
• Other duties as assigned.

Role Requirements

Qualifications

• Associate degree or higher in Finance or related business field, or equivalent experience.
• Minimum 3 years of experience in managing a branch location and or deposit business development.
• Detailed knowledge of banking deposit related products and procedures.
• Critical thinking and ability to multitask in a demanding environment.

Working conditions

Normal office working conditions. Typical work week Monday - Friday.

Physical requirements

• Ability to move large paper files. Occasional travel by vehicle to meet customers.