Relationship Manager

Position Title: Relationship Manager

Reports To: Market President

Status: Hourly; Non-Exempt

Position Summary: To provide secretarial and administrative support to the Edmond market. To perform duties related to the processing and preparation of loan documents and/or reviewing of post-closing documents. Open new deposit accounts as requested. To maintain exceptional customer relations, provide timely assistance and cross-sell Bank products and services whenever possible.

Principal Responsibilities and Duties:

• Greet public in person and on the telephone, provide general information, answer questions and direct individuals to appropriate party as necessary.
• Provide general secretarial and clerical support to Edmond loan staff in regards to correspondence and documentation.
• May coordinate calendars, schedules and meetings of Market President and other staff as necessary.
• Open new deposit accounts for customers.
• Cross-sell bank products and services as needed and to promote various marketing campaigns.
• Refer customers to other bank personnel for specialized customer needs, such as treasury services, cash management and merchant services.
• Build and maintain loan and deposit information on new and existing customers
• Prepare reports, documents and take minutes for Oklahoma Loan Committee and other committees and markets as assigned.
• Process, prepare and conduct initial review of commercial loan documentation.
• Review commercial engagement forms and credit memos in order to accurately prepare commercial loan documentation.
• Process and prepare loan closing documents.
• Manage and understand collateral perfection processes such as UCC and mortgage filings.
• Assist in working loan exceptions under loan officer direction.
• Perform loan administration duties, as required or assigned.
• Order title work as directed.
• Understand Federal, State and Union State Bank rules and regulations.
• Maintain regular and reliable attendance and punctuality following established attendance and call-in procedures.
• Perform other duties as may be required or assigned.

Supervisor Responsibilities: N/A