Professional Practice Relationship Associate

Genesee Regional Bank • Rochester, NY • 1w ago

PRIMARY RESPONSIBILITY:The Professional Practice Relationship Associate is responsible for managing, originating, and underwriting assigned and new professional practice relationships in their designated market area. This position is also responsible for cross-selling and developing core deposits and cash management products. ESSENTIAL FUNCTIONS: Manage existing professional practice commercial banking relationships. To primarily include dental, veterinarian, and medical practices. Prospect assigned market utilizing a defined Sales Plan and participating in community affairs and industry related events. Meet with Bank Clients and Prospects to grow business, build relationships and leverage cross-selling opportunities. Engage with COIs via direct calling and networking activities. Interview individuals and visit premises to understand the business practice. Structure, analyze, and underwrite new credit requests. Perform day-to-day support of the banks Professional Practice clients through the following: Initiate and follow up on customer communication and any service-related issues. Research and resolve client loan and deposit issues and inquiries. Provide technical support/troubleshooting for clients related to various bank services and systems including remote deposit, online banking, ACH, Merchant Services and ATM/debit cards. Coordinate completion of the daily NSF reporting. Maintain customer records in nCino, including deposit accounts and email tracking. Coordinate the opening of new Professional Practice deposit accounts, Merchant Services relationships, and Cash Management opportunities. Prepare Professional Practice Annual Reviews and Commercial Loan Approval Packages. Review with/Submit to appropriate level of lending authority. Coordinate with Credit Administration/Professional Practice Portfolio Associate to close the transactions Manage, monitor and grow a portfolio of relationships to deepen total Banking relationship. Active participation and demonstrating skills and abilities in the GRB Experience. SECONDARY FUNCTIONS: Develop new core deposits, merchant services referrals, and residential mortgage opportunities. Utilize the Professional Practice equipment loan program for additional loan opportunities. Mentor the Customer Service staff at one of our Banking Offices. Have a thorough knowledge of CRA and Compliance Policies. Have a working knowledge of other Banking Policies. Assist supervisor with assigned tasks. EDUCATION AND EXPERIENCE: Bachelors degree, (business-related discipline) and a minimum of 2 years sales and/or relationship management experience in Commercial Banking. outside professional sales and/or business development, or the equivalent combination of education and experience. Experience in the following is strongly desired: Commercial Business Development Commercial Loan Underwriting Bank Office Operations COMPETENCIES: Provide a remarkable client experience. Greet clients with warmth, genuine interest and a smile. Lead by example. Identify current or potential problems, take ownership and see them through to resolution. Act as a unified team. Possess strong interpersonal skills including the ability to proactively communicate with and help others, within and across departments. Ability to work independently. Seek and incorporate feedback on your performance from management, coworkers and clients. Excellent written and verbal communication skills. Proficiency with needs-based, consultative selling. Demonstrated PC literacy. PHYSICAL DEMANDS:The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.While pe

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