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Relationship Manager

KEMBA Financial Credit Union • Columbus, OH • 5h ago

Title: Relationship Manager

Reports to: Business Services and SBA Lending Manager

Supervises: None

Status: Exempt

Objective

The Relationship Manager is responsible for actively developing business contacts within the community and providing business banking solutions with loan, deposit, and ancillary products to meet or exceed budgeted goals. Responsible for receiving, reviewing, evaluating, and pre-qualifying business loan requests. Meets with and manages member and potential member needs through a holistic relationship management approach, which includes understanding their business and personal needs as well. Meets with members to explain KEMBA's products and services and to present them as possible solutions. Collects loan information and documentation. Serves members and prospective members promptly and professionally. Provides general Credit Union information and cross- sells services. Assists internal and external Business Services personnel as needed.

Duties and Responsibilities

Assumes responsibility for the effective and professional completion of assigned business loan functions:

Interviews, takes applications, and processes preliminary documentation on business loan requests. Discusses loan alternatives, credit criteria, interest rates and loan documentation in such a manner as to elicit positive responses from members

Analyzes and evaluates loan requests and prepares written submission for consideration by the Business Loan Committee or underwriter. Identifies problems or potential problems with credit information and coordinates with the necessary party to resolve the problems

Assists in review of construction loan advances on commercial properties, as needed.

Conducts property inspections as assigned as well as annual site visits

Follows-up and collects updated documents needed to renew matured loans

Assists in the collection of delinquent accounts as required

Completes lending functions in accordance with established Credit Union policies and legal requirements

Works with businesses to establish and grow deposit relationships

Offers business credit cards and merchant card services to all eligible business members.

Works within a Market Area Team toward meeting multiple-product goals including business and personal products.

Assumes responsibility for establishing and maintaining effective and professional business relations with members and trade professionals:

Answers questions and resolves requests

Keeps borrowers informed of Credit Union loan policies and services

Meets with applicants whose loans are denied and explains reasons and alternatives, as needed

Maintains and projects the Credit Union's professional reputation

Cultivates Credit Union presence in the community by regularly representing Credit Union at business group meetings, Chambers of Commerce, networking groups, etc. in the Credit Union's major markets

Assumes responsibility for establishing and maintaining effective communication, coordination and working relations with Credit Union personnel and with management:

Coordinates functions with related departments and branches and provides support as needed

Assists Business Development personnel and provides support with Select Employee Groups (SEGs) as needed

Keeps management informed of area activities and of any significant problems.

Attends and participates in meetings and committees as required

Completes required reports and records

Assumes responsibility for related duties as required or assigned:

Cross-sells Credit Union services

Stays informed regarding changes in lending standards and related legal requirements

Completes spec

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