Sr Relationship Manager

SUMMARYThis position is responsible for driving new business through the sales of deposit accounts and treasury services offered bythe Bank. They are also a consultant and business partner to the Relationship Management (RM) team to ensure all Bankclients are offered the specific products to fit their individual needs. This can be accomplished through customized salesproposals, conducting cost/benefit analyses, building multiple pricing scenarios and identifying pricing improvements andmargin opportunities. Must be highly customer focused, participate in customer calls as appropriate, and provide pre andpost-sale client support.ESSENTIAL DUTIES AND RESPONSIBILITIES• Generate new business through identifying market opportunities through cold calls, warm leads & referrals.• Drive new sales opportunities by determining client needs and cross-selling treasury products and services tointernal & external clients.• Maintain active sales pipeline and provide real time updates in customer management tools.• Provides support to the RM group to educate and sell additional products to clients via onsite and telephonicmeetings.• Maintain relevant working knowledge of industry practices pertaining to the full suite of products and servicesoffered.• Handle in-bound customer service inquiries, training and support requests pertaining to Treasury Management &Internet Banking products and services, while ensuring high customer service quality.• Reviews and ensures the completeness, accuracy and adequacy of signed customer agreements, maintenancerequests and cancelation forms.• Understand and comply with requirements of all laws and regulations applicable to the position.• Address new client setup and/or deletion requests and client training in all related products and services.• Assist in fulfilling the department's audit requirements and ensure the implementation and completion of agreedaudit recommendations.• Provide support to Bank employees in all areas of Electronic Banking and Treasury Management products andservices.• Serve as a subject matter expert on system capabilities, client onboarding process & worksheets and bankagreements related to Treasury Management services.ADDITIONAL RESPONSIBILITIES• Demonstrates high degree of professionalism in communication, attitude and teamwork with customers, peersand management.• Demonstrates high level of quality work, attendance and professional appearance.• Adheres to all Company Policies & Procedures and Safety Regulations.• Adheres to local, state and federal laws.• Performs any other duties that may be assigned by manager.• Understands and complies with all company rules and regulations.• Attends training and maintains a basic knowledge of procedures to ensure compliance with laws and regulationsgoverning financial institutions, as they apply to the position and job responsibilities, with an emphasis on theBSA/AML/CIP, Consumer Privacy, Regulation CC, Information Security, Bank Protection Act, FACT-Identity Theft,Information Technology and GLBA. REPORTS TO: Director of BusinessBankingSTATUS: ExemptSUNWEST BANK• Serve as a subject matter expert on system capabilities, client onboarding process & worksheets and bankagreements related to Treasury Management services.• Additional duties as assigned as it relates to the positionSUPERVISORY RESPONSIBILITIESThis position does not have supervisory responsibilitiesMINIMUM QUALIFICATIONS• 5 years of related Business Development and/or Treasury Management experience and/or training; or theequivalent combination of education and experience. Educational experience, through in-house training sessions,formal school or financial industry related curriculum, should be applicable to the financial industry.• Some knowledge of related state and federal banking compliance regulations, Bank operational policies andprocedures, and the Bank's products and services.• Exceptional verbal, written and interpersonal communication skills, with the ability to apply common sense tocarry out instructions and instruct others, train personnel, write reports, correspondence and procedures, andspeak clearly to customers and employees.• Ability to deal with complex problems involving multiple facets and variables in non-standardized situations.• Ability to work with little/no supervision while performing duties.COMPETENCIES:• Adaptability• Communication• Decision Making• Initiative• Innovation• Motivator• Organization• Professionalism• Results OrientatedPHYSICAL DEMANDS: In general, the following physical demands are representative of those that must be met by anemployee to successfully perform the essential functions of this job. Reasonable accommodations may be made to allowdifferently-abled individuals to perform the essential functions of the job.• Standing, walking and squatting less than fifty percent of the work shift• Required to lift, move and carry up to 40 pounds• Ability to read, count and write to accurately complete all documentation and reports• Must be able to see, hear and speak in order to communicate with employees and other customers• Specific vision abilities include close vision, distance vision, peripheral vision, depth perception and ability toadjust focus• Manual dexterity required using hands to finger; handle, feel and type; reach with hands and armsSedentary: Limited activity, no lifting, limited walkingModerate: Mostly standing, walking, bending, frequent liftingLight: Office work, some lifting, bending, stooping or kneeling, walkingArduous: Heavy lifting, bending, crawling, climbingWORK ENVIRONMENT: In general, the following conditions of the work environment are representative of those that anemployee encounters while performing the essential functions of this job. Reasonable accommodations may be made toallow differently-abled individuals to perform the essential functions of the job within the environment.• The work space is clean, orderly, properly lighted and ventilated with the proper safety compliance• Noise levels are considered moderateSunwest Bank Is an Equal Opportunity EmployerSunwest Bank works with staff members and customers without regard to race, ancestry, national origin, sex, maritalstatus, age, religion, medical condition, handicap, disability or veteran status and to assist the Bank in maintaining itsAffirmative Action Program.Compliance with Bank Secrecy Act laws and regulations is considered an extremely serious matter, and it is intended thatSunwest Bank, through the purposeful efforts of its employees and officers, are expected to make every resolute attemptto conform to its Bank Secrecy Act Program and Procedures. Failure to comply will be reflected in their performance reviewas well as in any bonus compensation programs in which they may participate.Attend and complete all required classroom, computer-based, web-based and seminar training. It is the individualresponsibility of every employee to maintain a current awareness and understanding of and to fully comply with SunwestBank's "Code of Ethics and Conduct." Each employee is also expected to maintain an awareness of the laws, regulations,internal policies and procedures that are appropriate for his/her positionNote: The preceding job description has been designed to indicate the general nature and level and work performed byemployees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of allduties, responsibilities, and qualifications required of employees assigned to this job. All job descriptions can be amendedwithout notice as warranted by business necessity.SUNWEST BANKAll job descriptions can be amended without notice as warranted by business necessity.#SWB75

Created: 2025-06-02