Relationship Manager

Sunwest Bank

Sandy, Utah

JOB DETAILS
SKILLS
Analysis Skills, Bank Management, Banking Operations, Banking Services, Business Banking, Business Development, Business Services, Business Support, Cash Management, Commercial Banking, Computer Skills, Consumer Regulations, Credit Reports, Customer Support/Service, Detail Oriented, Documentation, Establish Priorities, Federal Laws and Regulations, Financial Analysis, Financial Regulations, Financial Reporting, Information Technology & Information Systems, Information/Data Security (InfoSec), Lead Generation, Legal, Loan Operations, Loan Portfolio, Loan Processing, Loan Underwriting, Loans, Maintain Compliance, Marketing, Marketing/Sales Collateral, Microsoft Access Database, Microsoft Excel, Microsoft Word, Multitasking, Operations Planning, Organizational Skills, Privacy Regulations, Problem Solving Skills, Process Management, Project/Program Management, Regulations, Regulatory Compliance, Relationship Management, Resolve Customer Issues, Safety Process, Sales, Salesforce.com, State Laws and Regulations, Team Player, Time Management, Underwriting
LOCATION
Sandy, Utah
POSTED
1 day ago

SUMMARY

With direction and supervision from department head, provides direct support to develop and analyze all relevant depository and credit information pertaining to a wide range of bank business customers or prospects. Prepares or assists in the preparation of credit authorizations, in accordance with the Bank’s policies and procedures, for presentation to their supervisor and prior to submission to senior credit personnel and/or credit committees. Prepares detailed collateral analysis and coordinates appraisal and third-party analysis as necessary. Spreads and analyzes financial statement information to determine financial capacity of borrowers. Prepares support to supervisor in the sourcing and opening of new depository accounts, including but not limited to, the collection of  all legal and compliance-related materials that are required in the process of opening a new account.
 
This position, with direction and supervision from the department head, may be assigned a loan and deposit portfolio to manage at the discretion of their supervisor, and will be responsible to open and maintain a variety of relationships by selling other products/services to customers through development of relationship plans, lines, deposits or complex cash management and detail-oriented operational plans.
 
 
Please take a moment to complete the following assessment as part of our standard interview process.  https://assessment.predictiveindex.com/tB5/1505c6af-acf5-4047-95fc-5cdf1e3a477a?type=candidateba
 

ESSENTIAL DUTIES AND RESPONSIBILITIES

  • Grows and maintains a list of qualified centers of influence which complement the industries or niches in which they serve.
  • Identifies and attends marketing events that complement or serve the industry or product niches of their portfolio.
  • Sources/develops new business relationships consisting of both loan and deposit products.
  • Interfaces with borrowers and borrowers’ advisors as necessary.
  • Maintains a general knowledge of cash management and deposit products offered by the Bank.
  • Works as a member of a team comprised of Sunwest Bank product experts to ensure continuity of high- quality service, product delivery and responsiveness to client needs.
  • Creates and maintains effective relationships with members of the team.
  • Maintains a high degree of creativity and independence.
  • Interacts with branch staff, bank operations and cash management to support business services and products.
  • Effectively uses company resources such as Salesforce to deliver excellent customer service both inside and outside the Bank.
  • Requests and prepares financial information needed by the supervisor to identify potential operations and lending risks and ensure proper documentation on accounts.
  • Underwrites directly or manages the underwriting process of all loans under supervisor’s responsibility.
  • Reviews requests for the establishment or renewal of loans.
  • Compiles all necessary documentation to prepare and draw loan documents.
  • Ensures credit files for all loans under supervisor’s responsibility are complete and prepared in form and substances satisfactory for Credit Administration and regulatory review.
  • Effectively manages the loan process to ensure requests are being reviewed efficiently, that customers receive timely answers and that all approved transactions are completed quickly and accurately.
 

ADDITIONAL RESPONSIBILITIES

  • Demonstrates high degree of professionalism in communication, attitude and teamwork with customers, peers and management
  • Demonstrates high level of quality work, attendance and appearances
  • Adheres to all Company Policies & Procedures and Safety Regulations
  • Adheres to local, state and federal laws
  • Understands and complies with all company rules and regulations
  • Attends training and maintains a basic knowledge of procedures to ensure compliance with laws and regulations governing financial institutions, as they apply to your position and job responsibilities, with an emphasis on the BSA/AML/CIP, Consumer Privacy, Regulation CC, Information Security, Bank Protection Act, FACT-Identity Theft, Information Technology and GLBA.
  • Additional duties as assigned as it relates to the position
 
 

SUPERVISORY RESPONSIBILITIES

This position does not have supervisory responsibilities
 

MINIMUM QUALIFICATIONS

  • Ability to understand different legal entity structures.
  • Knowledge of commercial banking products and services.
  • General computer skills to enable communication with all levels of Bank management, staff and customers (Excel, Word, and Internet access).
  • Organizational ability with capacity to efficiently manage multiple projects simultaneously.
  • Ability to take the initiative and prioritize tasks; good time management, problem prevention and problem- solving skills.
 

COMPETENCIES:

  • Adaptability
  • Communication
  • Decision Making
  • Initiative
  • Innovation
  • Motivator
  • Organization
  • Professionalism
  • Results Orientated

About the Company

S

Sunwest Bank

Sunwest Bank has been consistently named one of the top performing banks in the United States by American Banker and SNL Financial. Sunwest’s primary focus is commercial business and real estate banking. Through 12 targeted locations across the Western United States, Sunwest offers a full suite of private and commercial banking services to its clients.

Since 2009, Sunwest has completed five failed bank acquisitions beginning with the acquisitions of MetroPacific Bank of Irvine. Later that year, Sunwest expanded the franchise south to San Diego with the acquisition of Pacific Coast National Bank. Its expansion continued beyond the California border with the acquisition of First State Bank of Flagstaff from the FDIC, adding a presence in Northern Arizona. In 2013, the Bank expanded into the Northwest by acquiring the Washington-based Westside Community Bank which added two locations outside of Tacoma. Sunwest then broadened its Northwest presence to Boise through acquiring the failed Syringa Bank from the FDIC, adding nearly $140 million in assets and a network of five Idaho branches. In the latter half of last year, the Bank broadened its footprint further by adding LPOs in both the Salt Lake City and Phoenix, Arizona markets. These three out-of-state acquisitions and two de novo LPOs have positioned Sunwest well as it embarks on its next expansionary phase.

Sunwest Bank operates with an iron clad balance sheet of $885 million in assets, $111 million in tangible capital and $4MM in reserves, making it well poised to continue its growth.

Sunwest Bank is the flagship of H Bancorp, a $1.3 billion privately-owned bank holding company with a controlling interest in Bay Bank located in the Baltimore/D.C. corridor. H Bancorp provides strategic leadership, access to capital and an opportunity to participate credits across the entire H Bancorp family.

SUNWEST BANK – AN ENTREPRENEURIAL BUSINESS BANK
Sunwest prides itself on being an entrepreneurial and innovative commercial business bank. The Bank positions itself through deep knowledge in lending niches ensuring our people are regarded as trusted advisors and not simply bankers. It is with this approach that we provide impeccable service to our clients.

COMPANY SIZE
50 to 99 employees
INDUSTRY
Banking
FOUNDED
1970
WEBSITE
https://www.sunwestbank.com/