Community Relationship Manager (Personal Banker Non-Sales)

At Bank of Central Florida, we believe in a client-focused approach to local banking. All positions are committed to being self-managed and entrepreneurial, while consistently embracing growth opportunities. Employees are dedicated to engaging with other team members in peer-to-peer solutions to propel Bank of Central Florida’s strategic objective of being the preferred community financial institution across Central Florida. We care about our team members, our clients, and our communities, and in doing so, our employees demonstrate servant leadership and volunteering within the community. Bank of Central Florida’s team reflects the characteristics of our core values and leads by example.

POSITION OVERVIEW

The Community Relationship Manager promotes, cross-sells, and services a full range of financial products and services with established goals and accountabilities pertaining to client service. The Community Relationship Manager is effective in calling activity, risk mitigation, and has the ability to build successful relationships. The Community Relationship Manager position embraces a client focus both internally and externally to deliver superior service. This position brings a solutions-oriented perspective to client and internal interactions, continually looks for innovative alternatives, embraces accountability for our work and productivity, resolves issues at the peer level to provide more efficient service, and displays a caring and positive attitude at work each day.

DUTIES AND RESPONSIBILITIES

• Develop consultative relationships with clients in order to add value by delivering appropriate banking solutions and emphasize deposit gathering and consumer lending.

• Manage a community banking portfolio with emphasis on growth and retention through systematic client contact.

• Collaborate effectively with partners to identify opportunities and deliver exceptional client service.

• The ability to proactively sell, promote and explain all Community Banking products and services offered through the bank.

• Required to be fully knowledgeable and skilled in the areas of client services, opening and monitoring DDA, lines of credit, knowledge of the consumer credit process.

• Assist in the marketing efforts to promote the community banking activities.

• Represent the Bank professionally, efficiently, and tactfully while in contact with the public, either face-to-face or by telephone.

• Interact with others (co-workers, management, clients, and vendors) in a professional and tactful manner including treating them with respect and consideration regardless of their status or position.

• Demonstrates the ability to represent the Bank in a professional manner, through proper attire, effective communication, and a team oriented and willing attitude to go above and beyond.

• Excellent knowledge of banking products and services, taking responsibility to stay informed about new products, and utilizes this knowledge to provide solutions to client needs.

• Demonstrate ongoing learning agility by actively participating in continuing education opportunities.

• Fulfill responsibilities under the Bank Secrecy Act and Anti-Money Laundering regulations. This may include identifying customers properly, initiating CTRs and SARs investigations as needed, utilizing OFAC records and maintaining appropriate records.

• Adheres to Bank’s policies and procedures and all Federal and State laws and regulations.

• Perform any other duties, as assigned.

COMPETENCIES

• Collaborative and Team Oriented: Fosters a culture of teamwork and collaboration by developing, maintaining, and strengthening partnerships with others to accomplish work goals and solutions that all team members can support.

• Detailed Oriented: Exhibits strong organizational skills, time management, and attention to detail. Intermediate skills with Microsoft Office suite, specifically Outlook, Word, and Excel.

• Adaptable: Adapts well to changes in work assignments and priorities. Approaches change positively and adjusts behaviors accordingly.

• Communication: Demonstrates strong interpersonal communication (verbal, written, and nonverbal) with internal and external clients. Uses active listening skills and communicates with honesty, integrity, and trust. Demonstrates high level of professionalism. Projects an approachable demeanor.

• Self-Motivated and Continuous Learning: Demonstrates initiative, accountability, and a high level of productivity. Committed to professional development through self-motivation, education, seminars, webinars, and other learning activities. Introduce new knowledge and skills on the job. Ability to learn and perform new duties and responsibilities.

• Critical Thinking and Problem Solving: Exhibits an inquisitive nature. Identifies issues and opportunities.

Gathers information, analyzes issues, examines ideas from multiple perspectives, and solves problems in a timely manner with accuracy, clarity, logic, and open-mindedness.

• Creativity and Innovation: Generates innovative solutions and ideas for improvement and efficiencies.

• Service and Quality Focus: Values and earns client trust and respect through meeting and exceeding client expectations. Takes personal responsibility for resolving service problems. Presents in a positive manner with clients both internal and external.

• Self-Awareness: Maintains awareness of emotions and uses this information to guide one’s thinking and actions within a context of appropriate work behavior and performance, including periods of stress and adversity. Recognizes personal and professional strengths and limitations, areas for growth, and resources for improvement.

EDUCATION AND QUALIFICATIONS

• High school diploma or equivalent education

• Minimum two years of banking experience

• Deposit and/or Loan Operations experience preferred

WORKING ENVIRONMENT AND PHYSICAL ACTIVITES

• General office environment that requires the extensive use of arms, hands, and fingers.

• Frequently required to sit for extended periods of time, reach with arms and hands, stand, walk, stoop, talk and hear.

• May be required to lift and/or move up to 20 pounds.

• All requirements are subject to possible modification to reasonably accommodate individuals with disabilities.

• Frequently preforms work outside of the Bank to develop new client relationships and increases sales.

EEO/AA: Females/Minorities/Disabled/Vets

Job Type: Full-time

Pay: $45,000.00 - $55,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Parental leave
• Tuition reimbursement
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

Education:

• High school or equivalent (Required)

Experience:

• banking: 2 years (Required)
• Deposit and Loan Operations: 1 year (Preferred)

Work Location: In person