Strategic Partnerships Relationship Manager

A Strategic Partner Relationship Manager ("Relationship Manager") reports to the Manager of Strategic Partnership Operations and is responsible for all aspects of the day-to-day oversight, supervision, and management of designated programs, which includes but is not limited to relationship management, ongoing marketing of product offerings, credit, operations, compliance, finance, settlement, policies and procedures, account management, vendor management, and technology. The Relationship Manager interacts with and is supported by each respective department within TAB Bank and third-party resources that are required for ongoing oversight, reviews, and monitoring of the assigned programs.

Duties: 

• The Relationship Manager is the primary point of contact for each assigned program to manage the initial and ongoing oversight and supervision of their assigned relationship(s)
• Responsible for the overall risk management of assigned relationship
• Ensure compliance with regulatory standards and policies for each assigned relationship to mitigate reputational and operational risks to the bank
• Perform periodic risk-based targeted and annual site visits to review and audit adherence to the relationship agreement and applicable regulations
• Work closely with each respective department within the bank or third-party resource that is required for ongoing oversight, program and product testing, reviews, and monitoring of assigned relationships
• Interact with the Bank's Credit Department to manage all aspects of the credit program, including initial and ongoing review and approval of credit policies, account management strategies, and overall underwriting process.
• Work with internal and external groups to review and approve all required material including policies, procedures, and customer facing documentation
• The Relationship Manager is responsible for scheduling the site visits, preparing the site visit agenda, managing the site visits, drafting the memos which report findings or recommendations, and tracking such items
• Support management during regulatory exams or internal audits
• Support Business Development with the onboarding of new relationships as assigned
• Complete all assigned bank compliance training.
• Other duties as assigned.

Education and Experience Requirements:

• Bachelor's degree and a minimum of 7 years of consumer and/or commercial financing experience primarily focused on operations of consumer and commercial private-label or bank card products
• Good people-management and interpersonal skills including the ability to work well in a team or on an individual basis
• Experience dealing with regulators (FDIC, Utah Department of Financial Institutions) is highly desired
• Strong knowledge of the current banking regulatory environment is required
• Excellent ability to analyze complex issues and identify suitable solutions
• This position requires travel equivalent to 25% of time
• Ability to interface effectively with other departments and operate in a fast-paced environment with minimum supervision
• Ability to recognize and focus on critical issues
• Flexibility to balance and respond to competing needs within the organization
• A self-starter, with professional verbal/written skills, who is highly organized and able to work independently to finish assigned projects
• Solid working knowledge of various computer systems, software and changing technology
• Proactively seek opportunities to serve in leadership roles
• Challenge others to develop as leaders while serving as a role model
• Develop relationships with customer personnel that foster customer ties
• Continually seek opportunities to increase customer satisfaction and deepen customer relationships
• Suggests areas for improvement in internal processes along with possible solutions

TAB Bank Offers:

• Onsite Gym
• Tuition Reimbursement
• Paid Holidays
• Gym Reimbursement
• College Scholarships for Employees and Families
• 401(k)
• Paid Time Off (PTO)
• Employee Assistance Program (EAP)
• I Made the Grade
• Holiday Club Program
• Medical, Dental, Vision, Life and AD&D, Voluntary Disability, Flex Spending & Dependent Care

 TAB Bank will not sponsor applicants for work visas.