Job Description
The RM is responsible for building comprehensive financial relationships with existing and prospective clients by combining a thorough knowledge of the client’s operations, condition, leadership, growth plans and economic/market trends, to recommend appropriate financial services (loans, deposit accts./ treasury services). Working closely with a Portfolio Manager (PM), the RM is responsible for analysis of a client’s or prospect’s financial condition to determine the risk of credit extensions and for recommending credit structures to mitigate risks. The RM leads presentations to CCB leadership to obtain loan approval and to the Executive Loan Committee for review. The RM recommends deposit accts. and treasury services to support the client’s cash management needs.