Strategic Partnerships Relationship Manager

A Relationship Manager 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 monitoring of product offerings, credit, operations, 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 assigned programs.

 Essential Duties and Responsibilities:


* 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


* Primary point of contact for each assigned program


* Responsible for the overall risk management of assigned relationship


* Ensure compliance with legal documents and company 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


* Work with internal and external groups to review and approve all required material including policies, procedures, and customer-facing documentation


* Support management during regulatory exams or internal audits


* Support Business Development with the onboarding of new relationships as assigned


* Travel required as needed, up to 25% of time, usually 2-4 consecutive days per trip


* Other duties as assigned

Required education and experience:


* 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

 Competencies:


* Ability to lead and maintain working relationships among team members


* Excellent ability to analyze and interpret complex information


* Proficient knowledge of bank products, services, policies, and procedures


* Sound decision making, strong self-confidence, and good judgement are required


* Able to work independently


* Strong attention to detail and effective communication skills are required


* Continually seek opportunities to increase customer satisfaction and deepen customer relationships...