RELATIONSHIP MANAGER II

POSITION DESCRIPTION

The Relationship Manager (RM) is responsible for the leadership of the branch team and the performance to retail scorecard goals. The responsibilities include developing profitable client relationships, developing and maintaining a sales and service culture, providing guidance to all aspects of the client experience, and overseeing employee development within an assigned branch. In addition, the RM ensures that established policies and procedures are adhered to (delegates a large portion to CSM), and in partnership with the Client Success Manager (CSM), Residential Loan Officer (RLO), and respective Team Leads, is responsible for creating and maintaining a team environment, providing exceptional client experience, and achieving branch scorecard goals as set by Executive Leadership. Must be active in the market area with strong community ties. The RM is responsible for direct supervision of the Client Service Manager (CSM), and a branch staff that consists or CSC’s, CRO’s and / or RLO’s, including officers.

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