What are the responsibilities and job description for the Senior Relationship Manager position at De Lacy Executive Limited?
Our client, a producer-focused, food and agribusiness corporate and investment bank, is searching for a Senior Relationship Manager to be based in Washington or Idaho. The Senior Relationship Manager will play a key role in supporting dairy, potato, hay and alfalfa farmers and producers in one of the most productive agricultural regions in the world.
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RESPONSIBILITIES : MARKETING GOALS
Manage a portfolio of customers and their relationship with the Bank and monitor the customer goals and needs to expand each relationship in a profitable manner.
Grow the portfolio and bottom-line profit annually.
Responsible for identifying marketing opportunities within their assigned territory to grow the Bank's brand name.
Food and Agribusiness Research to deliver Local Farm Financial Solutions.
LOAN PORTFOLIO GROWTH
Target the top 25% of agricultural producers to provide banking solutions to their farm financial needs.
Use banking products and services to create solutions for potential customers. Identify customer needs and sell solutions; not price them (low interest rates).
Identify profitable potential customers who are sustainable / growing and have a risk profile that is acceptable to the Bank.
NETWORK DEVELOPMENT
Develop new customer referrals by building relationships with appraisers, attorneys, CPA’s, ag retailers, product buyers, bankers, title companies, realtors and educators. This includes bank brand building by attending top producer trade shows, farm visits, ag-related seminars, local public events and other ag-related events to promote the Bank effectively.
MARKETING PROGRAM
Develop a target list of potential customers in the assigned area, sector or market segment which will be contacted on a regular basis.
Maintain the customer relationship management (CRM) documentation on prospects, inquiries, direct mail contacts, referrals, and clients to assist in marketing and the overall marketing efforts of the Bank.
CROSS-SELL SERVICES
Target existing customers for expansion of company products and services.
Drive customer retention through the offering of products and services that add value to the client and their operations.
Achieve goals aimed at increasing the average products utilized per customer in his or her portfolio.
MARKETS R&R QUALITY FRAMEWORK
Develop a familiarity with the Markets R&R Quality Framework, relationship development including Client Selection, documentation of client calls and activity, involving Markets in the marketing process as appropriate, generally ensuring that suitable products are sold to suitable clients and the ongoing maintenance of the relationship to recertify client eligibility and reassess client’s suitability.
Actively mentor Financial Analysts in customer relationship building.
DESIRED PROFILE :
Bachelor's degree (Masters preferred)
7 years of ag related financial services
Passion for agriculture and solid understanding of the producer experience
Ag lending experience in dairy, potato, hay, and alfalfa
Ability to read, analyze, and interpret risk in appraisals, financial statements, crop insurance reports, FSA reports and other customer data. Ability to communicate, market and sell banking products.
Must be able to manage cross organizational relationships and have completed managing priorities and relationship training course.
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