Manages overall relationship profitability and portfolio risk. Exhibits strong adherence to the Bank's Core Values and Guiding Principles. Identifies business opportunities and solicits referrals from investors and other service providers. Calls on existing or prospective clients and meets with them. Discusses and promotes all bank products and services to establish total client banking relationships, including financing opportunities.
Exercises sound credit and risk judgment in approving transactions.
Interfaces with other Bank units as necessary. Defines responsibilities and coordinates objectives for all product areas in a relationship or transaction. Resolves all client needs and any internal issues. Monitors portfolio for quality, risk and adherence to policy. Maintains an awareness of competitive products, practices, rates, and changes in market area.