Relationship Manager
Home Bank SB, Plainfield, IN, United States
SCOPE
The primary responsibilities of this position are to provide individualized customized services. Other responsibilities include assisting other bank staff in helping customers, as needed.
AREA OF RESPONSIBILITY Customer Service
Provides excellent customer service to both internal and external customers
Provides individual customized services to customers
Learns about customers' financial situations and needs and provides advice about the bank's products and services
Works with customers to help them establish new accounts
Works with customers to provide for consumer lending needs
Works with customers to provide support across all digital banking channels
Provides customers with account updates on a timely basis
Assists other bank staff in helping customers as needed
COMPETENCIES Communicating
Communicates in a straightforward and assertive fashion
Updates relevant people with timely information
Listens carefully to what others are saying
Respects and considers all opinions, even counter-opinions
Demonstrating Integrity
Assumes responsibility for mistakes and failures
Demonstrates consistency between what is said and what is done
Behaves according to sound ethical and legal standards
Working with Others
Is respectful of others
Balances individual goals with team goals
Builds and maintains productive relationships with people throughout the organization
Adapting to Change
Maintains composure in frustrating situations
Demonstrates flexibility in working with others
Adapts to help others adapt to change
Client Service
Effectively responds to customer needs
Answers customer questions and fully addresses their concerns
Quickly and practically solves customer's problems
Demonstrates appropriate discretion; keeps confidential information private
Representing the Bank
Demonstrates good interpersonal communication and presentation skills
Manages difficult customer situations and treats others with respect
Maintains a neat and professional appearance
Professional Excellence
Demonstrates a consistently high level of professional judgment
Provides customers with accurate and reliable financial information
Demonstrates strong customer service and communication skills
Maintains independent and objectivity in carrying out job responsibilities
Business Development
Develops strong relationships with existing customers
Projects a good impression of the bank and its integrity
Uses contacts in the business community to produce business for the bank
Can think quickly and develop practical solutions to problems
Cross-sells the bank's products and services to customers
Refers bank customers to specialists in other product areas, as needed
JOB KNOWLEDGE
General business and financial knowledge
Relationship Manager job knowledge
Knowledge of department‑related financial services regulations and compliance
Knowledge of fraud: prevention and detection
Knowledge of lending and lending policies and procedures
Strong knowledge of the company's products, services and policies
Knowledge of payment systems and ACH as well as their applicable regulatory requirements
COMPLIANCE All positions within Home Bank SB must comply with all state and federal laws and regulations as per the Bank's compliance policies and procedures.
SUPERVISORY RESPONSIBILITIES This position does not require supervisory responsibilities.
WORK ENVIRONMENT This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets, and fax machines.
PHYSICAL 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.
While performing the duties of this job, the employee is regularly required to talk or hear. The employee frequently is required to stand, walk, use hands to finger, handle or feel, and reach with hands and arms.
POSITION TYPE This is a full‑time position. Days and hours of work are Monday through Friday, 8:00am to 6pm and Saturday 8:00am and 12:00 pm. This position may require long hours and frequent weekend work.
TRAVEL Travel is not expected for this position.
OTHER DUTIES Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
EDUCATION AND OTHER REQUIREMENTS
High School diploma or equivalent.
2-3 years customer service/sales experience.
This job requires skills needed in a typical office environment. This includes computer skills as well as utilization of office equipment.
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AREA OF RESPONSIBILITY Customer Service
Provides excellent customer service to both internal and external customers
Provides individual customized services to customers
Learns about customers' financial situations and needs and provides advice about the bank's products and services
Works with customers to help them establish new accounts
Works with customers to provide for consumer lending needs
Works with customers to provide support across all digital banking channels
Provides customers with account updates on a timely basis
Assists other bank staff in helping customers as needed
COMPETENCIES Communicating
Communicates in a straightforward and assertive fashion
Updates relevant people with timely information
Listens carefully to what others are saying
Respects and considers all opinions, even counter-opinions
Demonstrating Integrity
Assumes responsibility for mistakes and failures
Demonstrates consistency between what is said and what is done
Behaves according to sound ethical and legal standards
Working with Others
Is respectful of others
Balances individual goals with team goals
Builds and maintains productive relationships with people throughout the organization
Adapting to Change
Maintains composure in frustrating situations
Demonstrates flexibility in working with others
Adapts to help others adapt to change
Client Service
Effectively responds to customer needs
Answers customer questions and fully addresses their concerns
Quickly and practically solves customer's problems
Demonstrates appropriate discretion; keeps confidential information private
Representing the Bank
Demonstrates good interpersonal communication and presentation skills
Manages difficult customer situations and treats others with respect
Maintains a neat and professional appearance
Professional Excellence
Demonstrates a consistently high level of professional judgment
Provides customers with accurate and reliable financial information
Demonstrates strong customer service and communication skills
Maintains independent and objectivity in carrying out job responsibilities
Business Development
Develops strong relationships with existing customers
Projects a good impression of the bank and its integrity
Uses contacts in the business community to produce business for the bank
Can think quickly and develop practical solutions to problems
Cross-sells the bank's products and services to customers
Refers bank customers to specialists in other product areas, as needed
JOB KNOWLEDGE
General business and financial knowledge
Relationship Manager job knowledge
Knowledge of department‑related financial services regulations and compliance
Knowledge of fraud: prevention and detection
Knowledge of lending and lending policies and procedures
Strong knowledge of the company's products, services and policies
Knowledge of payment systems and ACH as well as their applicable regulatory requirements
COMPLIANCE All positions within Home Bank SB must comply with all state and federal laws and regulations as per the Bank's compliance policies and procedures.
SUPERVISORY RESPONSIBILITIES This position does not require supervisory responsibilities.
WORK ENVIRONMENT This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets, and fax machines.
PHYSICAL 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.
While performing the duties of this job, the employee is regularly required to talk or hear. The employee frequently is required to stand, walk, use hands to finger, handle or feel, and reach with hands and arms.
POSITION TYPE This is a full‑time position. Days and hours of work are Monday through Friday, 8:00am to 6pm and Saturday 8:00am and 12:00 pm. This position may require long hours and frequent weekend work.
TRAVEL Travel is not expected for this position.
OTHER DUTIES Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
EDUCATION AND OTHER REQUIREMENTS
High School diploma or equivalent.
2-3 years customer service/sales experience.
This job requires skills needed in a typical office environment. This includes computer skills as well as utilization of office equipment.
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