Commercial Deposit Relationship Manager

• Develops and maintains contact with referral sources; reviews lists, records, newspapers, and other data sources; and attends networking opportunities for business development leads.
• Develops new prospects and customers for the financial institution by maintaining an organized business development effort including but not limited to calling on new and existing clients, utilizing a contact management program, and planning and documenting calls as appropriate.
• Conducts other business development activities such as but not limited to joint calling with commercial and other business line staff as appropriate, and attending community and networking events, and participation in targeted industry associations such as professional firms, property managers, and HOA’s, among others.
• Refers clients and prospects to other product specialists as appropriate including commercial banking, branch, and mortgage personnel.
• Presents recommendations to clients and prospects. Routine recommendations can be by various forms of correspondence whereas more comprehensive recommendations, especially as for new clients, are typically made in person with hard copy presentations.  Presents non-credit products to prospects and clients.  Jointly presents with other product specialists such as commercial bankers when credit or other non-depository or treasury services are involved.
• Manage client relationships with frequent, ongoing contact with individual clients by which banking services are provided in the context of being the primary bank with long-term familiarity with client goals and needs.
• Regularly reviews client accounts to ensure client needs are being met and to propose new services as appropriate. Responds timely to client inquiries, service issues, and requests.
• Engages Treasury Management Representatives and Commercial Services as appropriate for assistance in fulfilling customer requests and resolving service issues. Joint calls with such personnel on prospect and client calls as appropriate.
• Serves as a role model for peers and support staff in matters of professional conduct, service and sales attitudes. Often acts as a resource or mentor for less experienced officers and support personnel.
• Demonstrates a positive and professional image
• Other duties, in addition to those above, may be assigned by management.

Compliance:

All employees are accountable for compliance with all laws, regulations and adherence to established internal controls and procedures when performing their job duties.  Each employee is expected to be familiar with the legal and regulatory requirements and internal controls affecting his or her job responsibilities.  It is the affirmative duty of each employee to carry out these responsibilities at all times in a manner that complies with all applicable legal and regulatory requirements and internal controls.   All employees shall be responsible for communicating upward, problems in operations, noncompliance with the code of conduct, or other policy violations or illegal actions.  Employees must participate in required training on pertinent compliance laws and regulations as required by the Bank of the Pacific.

All employees will be committed to maintaining a high level of compliance with the Bank Secrecy Act and Anti Money Laundering, USA PATRIOT Act and Financial Recordkeeping regulations recognizing that all three acts are important tools in federal efforts to combat organized crime, terrorism and drug trafficking.

Education / Experience:

• Bachelor’s degree in business, finance or related field, or equivalent experience.
• One to two years of experience, preferably in a financial institution or lending operation.
• Good understanding of general bank policies and regulations.
• Past experience to demonstrate:
  • Good decision making based on sound reasoning.
  • Demonstrated interest and ability in sales.
  • Ability to organize and have attention to detail.
  • Resourceful, with good follow-through.

Skills / Knowledge / Abilities:   

• Extensive knowledge of Commercial Depository and treasury services.
• General understanding of how client general ledger systems interact with treasury services preferred.
• Excellent communication and sales skills. Good ability to coach junior staff.
• Proficient in computer software common fulfilling the principal responsibilities of the job.
• Familiarity with on-line computer systems.
• Above average courtesy and tact in dealing with community and peers.
• Strong professional, appearance, dress, attitude, interpersonal and communications skills.
• Ability to perform independently and with minimal supervision.
• Manifests the values of the organization, particularly relative to peers and support staff.

Working Conditions / Environment / Potential Hazards:

• While performing the duties of this job the employee regularly works in general office setting with a controlled climate.
• Work involves being able to concentrate on the matter at hand, sometimes managing distracting work conditions and frequent employee and customer contacts and interruptions during the day. 
• Work requires regular attendance, punctuality and adherence to agreed-upon schedule with willingness to work additional hours as needed.

Physical Requirements:  

• The employee is frequently required to stand, walk, type, and speak with internal and external customers for extended periods of time.
• Typically sitting at a desk or table; intermittently standing, stooping, bending at the waist, kneeling or crouching to file materials. 
• Work may involve the constant use of computer screens.  
• Ability to operate a computer keyboard, multi-line telephone, photocopier, scanner, fax machine, and other office equipment including those related to completing banking services in the branches. Work requires dexterity of hands and fingers with repetitive wrist and hand motion.
• Occasional lifting 20 lbs (i.e., deposit bags, money trays, loan files, boxes).

At Bank of the Pacific, we are committed to delivering memorable service beyond the customer’s expectation, to include both external and internal customers. We consistently demonstrate our values through teamwork, open communication, integrity, honesty and respect for others. Additionally, we will maintain a professional appearance through dress, conduct and an orderly work area. A successful candidate will possess these qualities and be enthusiastic, professional and of high ethics. They will embrace our Mission, Vision and Values and actively contribute to our success.

            We consistently demonstrate this through:

Teamwork and open communication ~ Integrity, honesty and respect for others ~ Enthusiasm and positive recognition ~ Professionalism, initiative and innovation ~ Accountability, focused action and timely follow-through ~ Commitment to make our company a success 

For your Benefit We Offer:

• Salary range for this position is $120,000 to $135,000 annually. The specific salary offered will depend on several factors including but not limited to applicant’s knowledge, skills and experience relevant to the position.
• Eligible to participate in annual incentive plan.
• We offer a comprehensive healthcare benefit package that includes: Medical, Dental, Vision, EAP, LTD, STD, Group Life, VTL, AD&D, FSA, DCAP, LFSA, and HSA.
• Retirement Savings Plan through 401(k) with an additional Roth 401(k) option. We match 100% of your deferral up to 5% of eligible compensation.
• Wellness Dollars up to $500 per year.
• Weekend Wellness Hours, 4 per quarter.
• Paid Birthday and Anniversary Holiday
• 11 paid Holidays per Year
• Sick Leave Time – Earn up to 8 days each Year
• Vacation – 12 days each Year (first year adjusted based on hire)
• Vacation Purchase Plan
• Tuition Reimbursement
• Employee Banking Privileges and Special Loan Features.

 Salary Range Disclaimer:

The base salary range represents the minimum and the maximum of Bank of the Pacific’s salary range for this position. Actual salaries will vary depending on factors related to business needs and the employee’s relevant knowledge, qualifications, experience, and job performance for the position.