- Professional
- Bureau à Franklin
Summary:
The Relationship Manager Associate (RMA) provides administrative processing support to the Relationship Manager (RM) team while providing a high level of customer service to clients. The RMA performs various support duties pertinent to meeting the needs of FirstBank’s clients and development of new business, and functions as an extension of the RM team for sales opportunities and brand awareness.
Essential Duties and Responsibilities:
- Function as a member of the Relationship Manager team providing support to Commercial Real Estate and/or Retail Banking teams as needed.
- Prepare and review all account documentation pertinent to loans and monitor the administration of the loan closing process.
- Review loan files to ensure file completeness, including the proper security of designated collateral.
- Monitor past dues and future maturities, manage draws, and update RMs on a regular basis.
- Provide deposit support for clients including opening accounts and general maintenance.
- Actively work to develop relationships with all Bank partners to identify cross-sell opportunities and referral business.
- Answer phones and/or greet FirstBank visitors, providing assistance and direction as appropriate.
- May assist with preparation of Loan Committee packets.
- Provide consistent, distinctive service to all clients when delivering the FirstBank service experience.
- Practice safe and sound bank procedures, including adherence to applicable laws and regulations, internal controls, operational procedures, risk management policies, and security protocols.
Education and/or Experience
- High school diploma or GED
- Minimum 2 years banking experience
Skills and Abilities
- Business Mathematical Skills - Ability to add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rates, ratios and percentages and to draw and interpret graphs.
- Moderate Computer Skills – Frequent use of electronic mail, word processing, data entry, spreadsheets, graphics, etc. Ability to create, maintain and incorporate simple functions into documents, spreadsheets, databases, and presentations to support business objectives.
- Moderate Communication – Regularly use moderately complex oral and written skills. May train others in functional areas, interact with others, and make presentations to department or middle management.
- Moderate Independent Judgment - Results are defined; set personal goals and determine how to achieve results with few or no guidelines to follow; supervisor/manager provides broad guidance and overall direction.
- Job-Specific Impact - Decisions generally affect own job or assigned functional area.
- Ability to demonstrate the highest level of ethical behavior and confidentiality and maintain confidentiality with sensitive information.
- Respectful demeanor toward other associates and managers that promotes a positive and professional work environment.
- Understand and comply with bank policy, laws, regulations as applicable to your job duties. This includes but is not limited to; complete compliance training and adhere to internal procedures and controls; report any known violations of compliance policy, laws, or regulations and report any suspicious customer and/or account activity.
