Private Banking/Treasury Management Relationship Manager
The Union Bank Company, Delaware, Ohio, United States, 43015
# Private Banking/Treasury Management Relationship ManagerLewis Center - Delaware, OH 43015; Dublin Metro Place - Dublin, OH 43017## Description**We want U to be part of our team!****Join a Community That Cares – Grow Your Career at The Union Bank Company!****Benefits offered:*** Medical, Dental, Vision Insurance* Employee Stock Ownership Plan (w/ company match)* Paid Time Off (in addition to 10 paid holidays, 1 floating holiday, & birthday)* Tuition Reimbursement* **And more!**We are currently searching for a **Private Banking/Treasury Management Relationship Manager**!Under the direction of the Private Banking/Treasury Management Manager, the **Private Banking/Treasury Management Relationship Manager**’s primary role is to provide clients with the most competitive products available while providing fee income and loan and deposit growth to the institution.
Assist all market areas in overall growth of Private Banking and Treasury Management products and client service.
Responsible for new account generation and cross-selling bank products (loans and deposits for both personal and business).
Generating referrals for those services not sold directly.
**ACCOUNTABILITIES:****Private Banking/Treasury Management Relationship Manager Responsibilities:*** Generate new clients personally and through referrals of other departments, clients and members of the community.* Is the “sales champion” for the Private Banking and Treasury Management products of the Bank.
Must be motivated to work with clients to deepen existing relationships and generate new business.* Responsible for regular meetings with clients to review and analyze changes in goals and objectives and recommend changes to deposits as needed. Proactively schedules appointments each week and manages pipeline to ensure goals are consistently met each month.* Develop client relationship.
Gain trust of client with value added service.* Sell and service all Private Banking and Treasury Management products and services to Bank clients and prospects.* Generate new fee income for the institution through traditional and non-traditional products and services.
This will include soliciting new retail and business relationships and deepening relationships with existing clients.* Responsible for cross-selling and referring clients to the Retail, Commercial and Investment Departments of the Bank for various relationships.* Relationship-Driven: Has a developed Book of Business to include affluent clients, professionals and successful business owners.
Also has a developed list of cultivated prospects and contacts for future calling opportunities.
Maintains a strong Centers of Influence (COI) network to include accountants, attorneys, commercial real estate brokers and residential realtors as well as others; will continue to grow their COI network through continued business development efforts.* Actively participates in local business and community activities.* Develop sales to Public Funds entities.* Prepare proposals to present to clients/prospects regarding the company’s products.* Sell and install all Treasury Management products, which include but is not limited to ACH Manager, On-line Banking and Remote Capture.* Assist clients with resolution of account problems and issues.* Provide clients with the information and support needed.* Keep abreast of changes in products, policies and procedures, and attend training as needed.**Training:*** Help train other Private Banking/Treasury Management team members, Office Managers, New Accounts Representatives, Tellers and Commercial Lenders on new Private Banking and Treasury Management products and services for the institution.**Other Duties:*** Work with the Private Banking/Treasury Management Manager to keep Private Banking and Treasury Management products updated on the company’s website.* Work with Private Banking/Treasury Management Manager to update and develop Private Banking and Treasury Management products and services based on market demands and competitive needs.* Support other activities as requested.* Comply with all department and company policies and procedures.## Qualifications**EDUCATION:*** College degree in financial or business administration preferred.**SPECIAL REQUIREMENTS:*** Efficient utilization of office equipment* Interpersonal skills* Superior communication skills* Prefer someone with sales and management experience* 7 – 10 years’ experience in related field***\*\*It is encouraged that all applicants attach a resume when applying.****The Union Bank Company is an Equal Opportunity Employer of women, minorities, protected veterans and individuals with disabilities which includes reasonable accommodation of otherwise qualified disabled applicants and employees.
Please see Human Resources should you have any questions about this policy or these job duties.* #J-18808-Ljbffr
Assist all market areas in overall growth of Private Banking and Treasury Management products and client service.
Responsible for new account generation and cross-selling bank products (loans and deposits for both personal and business).
Generating referrals for those services not sold directly.
**ACCOUNTABILITIES:****Private Banking/Treasury Management Relationship Manager Responsibilities:*** Generate new clients personally and through referrals of other departments, clients and members of the community.* Is the “sales champion” for the Private Banking and Treasury Management products of the Bank.
Must be motivated to work with clients to deepen existing relationships and generate new business.* Responsible for regular meetings with clients to review and analyze changes in goals and objectives and recommend changes to deposits as needed. Proactively schedules appointments each week and manages pipeline to ensure goals are consistently met each month.* Develop client relationship.
Gain trust of client with value added service.* Sell and service all Private Banking and Treasury Management products and services to Bank clients and prospects.* Generate new fee income for the institution through traditional and non-traditional products and services.
This will include soliciting new retail and business relationships and deepening relationships with existing clients.* Responsible for cross-selling and referring clients to the Retail, Commercial and Investment Departments of the Bank for various relationships.* Relationship-Driven: Has a developed Book of Business to include affluent clients, professionals and successful business owners.
Also has a developed list of cultivated prospects and contacts for future calling opportunities.
Maintains a strong Centers of Influence (COI) network to include accountants, attorneys, commercial real estate brokers and residential realtors as well as others; will continue to grow their COI network through continued business development efforts.* Actively participates in local business and community activities.* Develop sales to Public Funds entities.* Prepare proposals to present to clients/prospects regarding the company’s products.* Sell and install all Treasury Management products, which include but is not limited to ACH Manager, On-line Banking and Remote Capture.* Assist clients with resolution of account problems and issues.* Provide clients with the information and support needed.* Keep abreast of changes in products, policies and procedures, and attend training as needed.**Training:*** Help train other Private Banking/Treasury Management team members, Office Managers, New Accounts Representatives, Tellers and Commercial Lenders on new Private Banking and Treasury Management products and services for the institution.**Other Duties:*** Work with the Private Banking/Treasury Management Manager to keep Private Banking and Treasury Management products updated on the company’s website.* Work with Private Banking/Treasury Management Manager to update and develop Private Banking and Treasury Management products and services based on market demands and competitive needs.* Support other activities as requested.* Comply with all department and company policies and procedures.## Qualifications**EDUCATION:*** College degree in financial or business administration preferred.**SPECIAL REQUIREMENTS:*** Efficient utilization of office equipment* Interpersonal skills* Superior communication skills* Prefer someone with sales and management experience* 7 – 10 years’ experience in related field***\*\*It is encouraged that all applicants attach a resume when applying.****The Union Bank Company is an Equal Opportunity Employer of women, minorities, protected veterans and individuals with disabilities which includes reasonable accommodation of otherwise qualified disabled applicants and employees.
Please see Human Resources should you have any questions about this policy or these job duties.* #J-18808-Ljbffr