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Farm Bureau Bank · 12 hours ago

Relationship Manager (Reno, NV)

Reno, NV

Full-time

Onsite

Senior Level

5+ years exp

Farm Bureau Bank is dedicated to providing financial services that support the agricultural community. The Relationship Manager will deliver quality customer service, manage a portfolio of clients, and expand business banking relationships while ensuring compliance with internal controls and regulations.

BankingFinanceFinancial Services

Responsibilities

Deliver enthusiastic, professional, quality customer service to Farm Bureau partners, members, non-members, and bank personnel by creating a positive first impression and acting as the single point of contact for all customers personal and business banking needs

Serve as point of contact for strategic partners and high net earning individual and business client portfolio

Leading, directing and coordinating in the effective delivery of products and services to clients and prospects

Proactively manage portfolio of clients. Expand business banking customer relationships by identifying new needs and maximizing opportunities within relationships

Effectively leverage, coordinate and organize targeted marketing campaigns, events and new product launches to drive sales activities and fulfill customer needs across all Farm Bureau partners

Identify gaps, trends associated with service levels and works with department to establish corrective action plans to improve process to ensure service levels

Analyze the client's financial and operating strategies and recommends alternative or additional financial services to best meet the client's needs

Source and provide credit solutions for prospects and clients

Empowered to implement continuous improvements to processes, systems and services

Adhere to internal control policies such as the account opening and credit protocols of accurate collection, completion, monitoring and updating of all required documentation

Stays abreast of all regulatory, legal, government regulations, policy and procedures

Responsible for performing out bound customer courtesy calls to notify, educate, and troubleshoot customer inquiries

Responsible for assisting Relationship Banking Department with daily tasks as needed, including reading/responding to customer emails, outbound calls and taking customer calls Relationship Banking phone queue and following up with customers as necessary

Proactively aware of Farm Bureau Banks key performance indicators and assists with meeting credit and loan growth sales goals

Ability to make independent decisions prior to contacting management

Qualification

Customer serviceRelationship managementSales experienceBanking experienceFinancial analysisStrategic salesLeadership skillsProblem-solvingCommunication skillsDecision making