What are the responsibilities and job description for the Branch Relationship Associate (Relationship Manager Trainee) position at Orange County Trust Company?
Relationship Manager Training Program
Objective : To provide a training program that will teach employees the skills and knowledge needed to become a successful Relationship Manager and overall Banker.
Relationship Manager purpose / role : The Relationship Manager is responsible for the oversight of the branch or market, including developing business and managing overall bank business, at their location; support a branch and / or region by executing successful sales and developing deep client relationships to achieve desired business results; responsible for managing existing client relationships, developing new business, and referring new clients to all areas of the Bank, including Commercial Banking, Trust, HVIA and Private Banking, and managing a team of branch employees.
Goal : To prepare the trainee for a future Relationship Manager position.
Requirements : A minimum of three (3) years of Branch experience as a Business Banker, Assistant Branch Manager, etc. required.
Duration : 12 Month Program
Candidate Selection : Candidates will be interviewed by Human Resources, EVP, Regional President and select current Relationship Mangers.
Areas of Concentration :
- Deposit Operations / Cash Management Support (on site at HQ and possibly the LPO)
- Loan Operations (on site at HQ)
- Branch Operations (on site at various branch locations in Westchester)
- Credit (on site at HQ and the LPO)
- Commercial Lending Training
- Private Banking
- Hudson Valley Investment Advisors
- Special Projects may be assigned in an area during the training process
Training Methods and Tools :
Training may be accelerated if the trainee previously worked in one of the concentrated areas at Orange Bank & Trust. Approval should be granted by Human Resources and the Program Leader.
Program Leader : Assigned Relationship Manager
Program Sponsors : EVP, Regional President & VP, Human Resources & Training Mgr.
The trainee reports to the program leader monthly along with the Department Manager of the Phase.
