Relationship Manager Assistant Supervisor

POSITION SUMMARY

As the Relationship Manager Assistant (RMA) Supervisor, you will be providing supervision and training to all RMAs as well as support to each of the Market Presidents, Commercial Relationship Managers (RM), Business Bankers, and Portfolio Managers (PM) in the day-to-day administration of individual loan portfolios and deposit relationships. This role is the liaison between the Market President, Relationship Managers, Business Bankers, Portfolio Managers, Retail, Credit and Operations. This role is highly visible in the Bank and requires a high level of professionalism and self-awareness. In this role, you are required to be extremely flexible to meet the overall demands of the department and ultimately the Bank.

JOB REQUIREMENTS

• High school diploma or equivalent required


• Five years of related experience and/or training preferred


• Experience in completing commercial real estate documents preferred


• 2+ years of management experience preferred

COMPETENCIES

• Possess a desire to lead and develop people


• Possess strong communication skills within and outside of the department and organization


• Ability to be self-motivated and self-sufficient with minimal management oversight or supervision


• Ability to multi-task and change focus quickly without getting stressed or overwhelmed


• Ability to think analytically and strategically


• Possess acute attention to detail


• Ability to be a team player and assist staff with any and all duties as necessary


• Ability to consistently display a positive attitude


• Ability to read and comprehend documents such as policies and procedures


• Possess professional communication skills when dealing with customers and other employees of the Bank


• Possess proficient computer skills and be familiar with Microsoft Office applications


• Possess experience in completing commercial real estate documents


• Ability to listen and identify the needs and wants of a customer


• Possess knowledge and ability to open and maintain accounts


• Possess proficient knowledge of Bank products and services

DUTIES AND RESPONSIBILITIES

• Provide strong mentorship and training program to all RMAs


• Work with Senior Operations Officer and Market Presidents to execute operational changes impacting RMA staff


• Train new RMAs coming into the role and continue to develop each new and existing RMA


• Conduct training for all RMAs as needed


• Continuously update RMA training plan


• Lead monthly RMA meetings


• Grow and develop RMAs to maximize potential for both the employee and the organization


• Evaluate and adjust, as necessary, workload assignments to ensure a balance among all RMAs


• Conduct regular audits on closed loans to verify RMA accuracy


• Serve as the office/department first point of contact by greeting visitors, welcoming and directing them appropriately


• Maintain a strong, productive relationship, and assist with problem resolutions, between the Market Presidents, RMs, Business Bankers, PMs, RMAs, Retail, Operations and Credit


• Provide support to Relationship Managers, Business Bankers, and Portfolio Managers on a daily basis with administration of their individual loan portfolio


• Assist the Relationship Manager, Business Banker, and/or Portfolio Manager in the preparation of loan approval documents as needed


• Accurately order attorney work and coordinate loan closings


• Complete pre-loan preparation as outlined on commercial loan checklists


• Complete loan closing preparation with accurately prepared and reviewed loan documents


• Attend loan closings as needed


• Provide notary services


• Monitor loans on an ongoing basis


• Assist clients with service and maintenance issues as needed for the loan relationship


• Track and collect exception items


• Coordinate the monitoring of payment status of a portfolio with the respective RM


• Provide loan payoffs as requested


• Open business and consumer checking accounts according to the guidelines outlined in the New Accounts Manual


• Accurately create and maintenance RMS records


• Order products as needed on checking accounts including checks, debit cards, and online banking


• Assist Retail and RMs with tracking daily overdrafts if needed


• Assist clients as needed with the changing or maintenance of signers on current business accounts


• Assist clients with service issues as needed for wire transfers, stop payments and account transfers


• Provide customer support for all Cash Management type products as needed


• Select and develop team members by leveraging individual strengths to build a highly productive team


• Deliver effective employee onboarding and support ongoing training and development aligned with both employee growth and organizational needs


• Facilitate cross-training and professional development to enhance team capabilities and continuity


• Empower team members to strengthen confidence, job knowledge, and communication skills, and identify, discuss, and support career and promotional development opportunities


• Provide ongoing coaching, mentoring, and timely feedback to team members through continuous, two-way communication


• Establish clear expectations, goals, and timelines while collaborating with the team toward shared objectives


• Foster a culture of continuous improvement and accountability


• Actively listen to feedback and address issues or conflicts in a timely and constructive manner


• Review and approve timecards and benefit time for direct reports, ensuring appropriate staffing and coverage


• Conduct regularly scheduled one-on-one meetings with direct reports


• Ensure job descriptions remain current and accurately reflect assigned duties, required skills, and experience to support effective staffing and recruitment


• Maintain compliance with regulations and bank policies and procedures, including the Bank Secrecy Act (BSA) and the Office of Foreign Assets Control (OFAC) requirements


• Consistently support, uphold and model the organization’s core values and standards


• Complete other duties as assigned as determined by management to be reasonable and beneficial