Relationship Banking Manager

TITLE: Relationship Banking Manager

REPORTS TO: Market President

FLSA: Exempt

CATEGORY: Full Time

SHIFT: Monday - Friday 8:15am - 5:15pm

SUMMARY

At Summit Bank, we help our clients and communities succeed and grow. We also want to provide a great workplace for our colleagues, and produce consistent, exceptional long-term results. Founded in 2004, we offer innovative solutions and unparalleled experiences for the best businesses in Oregon. Since we've opened our doors, we've grown into the largest bank headquartered in the State of Oregon. We are very proud of this, which is why it is so important to find a Relationship Banking Manager who understands our service levels and values. We want all of our community members from owners of large food and beverage corporations of nonprofits to feel like they matter. It is our job to provide them with professional, friendly, caring and exceptional service that exceeds expectations.

As a Relationship Banking Manager, you will serve our clients and the community. You will manage the day-to-day activities of our Portland Metro area branches' client facing colleagues and be accountable for adhering to Bank policies and procedures, and all applicable state and federal laws and regulations of banking. A big portion of this job includes managing a team of new accounts people, tellers and any other client facing personnel across multiple locations in the Portland Metro area.

ESSENTIAL DUTIES

• Processes, solves and answers complex customer transactions, problems or inquiries.
• Directly supervise front-line staff, which includes but is not limited to approving schedules, time off requests, and complete performance reviews. This position will also manage the hiring of new colleagues.
• Overseeing audits along with other team members including New Accounts and CIP.
• Operates computer terminal or personal computer to process account activity, determine balances and resolve problems within given authority.
• Responsible to review daily deposit work of each teller outside of their deposit limits.
• Directs staff in preparation of uncollected funds holds (Reg CC).
• Directs staff in reconciling and researching teller differences as it relates to general ledger accounts; ensures that accurate teller balancing records are maintained.
• Participates in monthly certification process, including but not limited to: surprise cash counts, branch cash limits, wire transfers, excessive withdrawals (Reg D), stop payments, and safe deposit box contracts.
• Consistently applies superior decision-making techniques pertaining to inquiries, approvals and requests as they apply to existing policies and procedures, keeping within assigned approval limits and using these instances as learning tools for employee development.
• Assumes responsibility for special projects; gathers data and prepares reports for Senior Management, audits and other personnel.
• Assists team in the development of policies and procedures to ensure adherence to state and federal regulations and to meet standard bank operating guidelines.
• Ensures all related paper and electronic file systems are maintained so that necessary documents can be found easily, and documentation is consistent and complete.
• Places a high value on client retention efforts by developing and supporting long-term relationship with our clients.
• Provide coaching, training and development plans to front-line staff.
• Provides leadership to expand revenue and client relationships.

SECONDARY DUTIES

• Greets each client as they enter the bank and directs to proper individual.
• Responds to inquiries or refers inquiries to the appropriate department or person, and exhibiting the necessary follow-through with customers and/or staff involved.
• Directs staff to open and/or close certificates of deposit, personal and business accounts and safe deposit boxes, collecting all required documentation to ensure compliance with Bank, BSA and Patriot Act requirements.
• Provides operational support with the teams by checking and counting night drop, balancing vault cash, and processing cash shipments.
• Assumes responsibility for various department functions in the absence of staff members or in overload situations.
• Participates in various internal committees assigned by senior management.
• Completes all assigned Compliance Training.
• Oversee Portland Metro area branch presentation and facilities, to ensure a clean, organized, professional, and well-maintained environment that reflects the Bank's standards and delivers an exceptional client experience.

GENERAL

• Provides excellent personal customer service to all internal and external clients.
• Treats people with respect; keeps commitments; inspires the trust of others; works ethically and with integrity; upholds organizational values; accepts responsibility for own actions.
• Follows policies and procedures; completes administrative tasks correctly and on time; contributes to the overall profitability of the Bank through cost controls and expense monitoring.
• Applies good judgment in decision making and sees beyond immediate assignments and acts on opportunities and problem areas.
• Performs position safely, without endangering the health or safety to themselves or others and reports potentially unsafe conditions.
• Works according to established schedules, arriving on time and with a positive attitude.
• Supports the Bank's goals and values; benefits the Bank through outside activities.
• Any other duties as defined by management.

MINIMUM REQUIREMENTS

These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines.

• Minimum of 10 (10) years of related experience and/or training; or equivalent combination of education and experience. Work-related experience should consist of branch operations. Educational experience, through in-house training sessions, formal school or related curriculum, should be applicable to the finance industry.
• Advanced experience, knowledge and training in progressively responsible branch operations activities.
• Advanced knowledge of related state and federal banking compliance regulations, Bank operational policies and procedures, and the Bank's products and services.
• Excellent organizational and time management skills to ensure maximum productivity; demonstrated ability in organization and delegation skills.
• Intermediate skills in computer terminal and personal computer operation; word processing, spreadsheet and specialty software programs.
• Intermediate typing skills to meet production needs of the position.
• Exceptional verbal, written and interpersonal communication skills with the ability to apply common sense to carry out instructions and instruct others, train personnel, write reports, correspondence and procedures, speak clearly to customers, employees, directors and shareholders.
• Ability to deal with complex problems involving multiple facets and variables in non-standardized situations.
• Ability to work with minimal supervision while performing duties.