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Company

Lake Ridge BankSee more

addressAddressCross Plains, WI
type Form of workFull-Time
CategoryRetail

Job description

We are in search of a relationship driven Agriculture & Commercial Relationship Manager!  This role will be responsible for prospecting new agriculture and business relationships, maintain and expand existing customer relationships all while ensuring quality of loans and limiting risk to the bank and shareholders. The location of this position is flexible with a focus in the northern market (Dane, Sauk, Columbia & Dodge counties), depending on candidate preferences and business need.


  • Prospect potential new customers for all areas of the bank through letters, cold calling efforts, referral sources and other sources deemed necessary.
  • Maintain and service a profitable loan portfolio to ensure quality and limited risk to the bank and shareholders.
  • Utilize external programs to limit the exposure to the bank and to ensure the customer’s best interests are taken into account 
  • Initiate cross selling opportunities through meetings with customers and fellow employees by reviewing the customer’s banking relationships.
  • Maintain regular, continuous contact with customers through various means of communication.
  • Work past dues, overdrafts, insurance exceptions and financial exceptions to ensure that they are resolved in a timely manner to limit exposure to the bank.
  • Remain active in community and community organizations to enhance bank image and identity.
  • Actively use CRM system to log customer and prospect activities.

Ideal candidates will be relationship focused with the drive for success. In addition, successful candidates must also possess:

  • Associate’s degree in Finance, Business Administration, Accounting or similar field and/or minimum of five years work experience in an agriculture loan, commercial loan, underwriting, banking, sales or similar environment.
  • Firm comprehension of loan documents and required disclosures and regulations.
  • Results orientated sales ability with success in establishing and building customer relationships.
  • Proven concern for quality of work, guidelines, processes, etc.
  • Exceptional interpersonal and communication skills to be able to interact and communicate with a diverse group of clients.
  • Ability to exercise independent judgment and work with little to no supervision
  • Demonstrated ability to represent the organization in a professional, positive manner
  • Good accounting skills with the ability to work precisely with numbers and financial calculations
  • Capability to maintain confidentiality of customer information
  • Ability to put forth the extra effort necessary to make the office a successful operation including the willingness to work additional hours (evenings and weekends), attend outside educational programs, seminars, etc.

 

The State Bank of Cross Plains values a diverse workforce and is an Affirmative Action/Equal Opportunity Employer. Minorities, Females, Veterans, and Individuals with Disabilities encouraged to apply.

 

Consistent with State Bank of Cross Plains’ commitment to employ and advance qualified individuals with disabilities, State Bank of Cross Plains provides reasonable accommodation to apply for or perform a job. Some examples of reasonable accommodation include alternate methods to apply, providing documents in an alternate format, altering work procedures, specialized equipment or use of an interpreter. If an individual needs reasonable accommodations to apply or perform a job here at State Bank of Cross Plains, please contact Human Resources at (608) 849-2700 or email us.

Refer code: 2328617. Lake Ridge Bank - The previous day - 2023-02-03 13:30

Lake Ridge Bank

Cross Plains, WI
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