Branch Relationship Associate (Relationship Manager ...

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: On the job training and rotations (may vary across all locations) 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. Training Checklist detailed for each Phase May be required to complete an external class Monthly Progress Reports with Trainee, Program Leader and Department Manager 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. Items are "checked off" as they are learned/ implemented and trainee shows competency in that area. Trainee's performance is critiqued during/after each Phase of the program. Trainee displays the aptitude and attitude required for placement. Trainee displays the organizational skills needed to fulfill this position. Trainee builds on the foundation given to them in each phase of training. Trainee fulfills role according to the Bank's needs.

Created: 2024-11-19