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 Professional Relationship Manager is responsible for community engagement and managing and growing a portfolio of individuals and small business clients within their given market. The Professional Relationship Manager will focus on identifying opportunities to add value to the personalized client experience. This position will collaborate with bankers and support staff to deliver high quality service. The Professional Relationship Manager is accountable for calling activity, proposal generation, revenue generation, risk mitigation, and the ability to build successful relationships.
DUTIES AND RESPONSIBILITIES
- Lead the local business development activities to promote the Bank’s products and services, ensure the maintenance of the Bank’s favorable image, and develop total banking relationships with existing and potential professional banking clients.
- Develop a network of referral sources and Centers of Influence in the market to support business development.
- Represent the Bank in industry and professional associations, community organizations, local business groups, etc., and promote the Bank's favorable image. Stay current on trends in the market place.
- Manages a Professional Banking portfolio with emphasis on growth and retention through a systematic client contact strategy.
- Establish joint calling efforts with Commercial and Treasury partners to identify and deepen relationships within the
Commercial and Professional Banking Portfolios.
- Identify prospects and use a value added sales approach by utilizing research and bank provided tools and resources.
Proactively promote and explain all products and services offered through the bank with an emphasis on technology based solutions.
- Leads by example when it comes to utilizing the tools and resources provided by the bank in the area of sales process and client management. Consistently exceed expectations when it comes to activity that drives results.
- Partner with Professional Banking support team and internal partners to deliver a high level of client service with an emphasis on exceeding expectations and urgency.
- Achieve the goals assigned in the areas of loan, deposits, and new client acquisition.
- 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 ALL other duties, as assigned.
COMPETENCIES
- Driving Results: Recognizes and capitalizes on opportunities. Sets and maintains high performance standards that holds self accountable for achieving results. Experiments to reach challenging goals. Proven sales success including:
- Leadership: Leads, accepts and embraces change. Provide leadership in a fashion that supports the company’s culture, mission and values. Be a role model for the company culture. Foster a success-oriented, accountable environment within the company.
- 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: Generate 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: Maintain 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
- Bachelor’s degree or equivalent, preferably in Business Administration, Finance, or Marketing fields.
- Five years of successful sales related work experience required, preferably in the banking industry.
- Proficiency in Excel, Word and Outlook 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
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
Education:
Experience:
- Sales: 5 years (Required)
- Banking: 1 year (Preferred)
Work Location: In person
