Government Banking Relationship Manager

Description

Join the Bank that shares success with others! As a locally managed mutual bank, South Shore Bank is driven by the needs of communities rather than the demands of investors. You can help us serve as a trusted advisor to the people, businesses and organizations that make our communities stronger. We also provide a competitive benefit package with Medical, Dental, Vision, Flexible Spending, Dependent Care, Childcare Subsidy, Retirement, Life Insurance, and many other benefits.

The Government Banking Relationship Manager is responsible for the business development activities and portfolio management of government banking clients.  Duties include prospecting new Government clients, facilitating account opening & treasury management onboarding, ongoing relationship management/servicing, retention, and other administrative tasks required to support the client relationship or department. Along with the Sr. Government Banking RM, the candidate will serve as an in-house subject matter expert related to Government Banking. 

 ESSENTIAL DUTIES AND RESPONSIBILITIES

• Markets specialized financial services to state, county and local Municipal bodies, school districts, towns, housing authorities, utilities, special districts and other public and quasi-public entities. 
• Sources prospects, creates relationships and builds a portfolio of Municipal clients. 
• Actively manages the portfolio, aiming toward business retention and cross-selling of existing clients. 
• Achieves individual objectives in support of overall Government Banking program goals.
• Optimizes the portfolio by focusing on growth, profitability, and market share objectives. 
• Supports sales process by attending sales calls, identifying & attending appropriate events/meetings, structuring proposals, and acts as a resource to internal/external clients. 
• Creates detailed notes on client/prospect interactions, outreach and servicing.
• Provides excellent client support during and after implementation of banking services.
• Possesses clear and working knowledge of all government banking products as well as the bank’s digital capabilities.
• Troubleshoots client issues to resolution and escalate as needed.
• Works collaboratively with applicable internal business partners and departments, including Holding Company affiliates.
• Ensures proper collection of all necessary paperwork to open/modify client banking accounts/relationships.
• Serves as the ambassador of South Shore Bank to all municipal entities where business relationships can be created.
• Attends educational and business development opportunities to promote South Shore Bank’s Government Banking program.
• Develops business plan and works with management to modify as needed.
• Cross-sells other banking services as applicable.
• Actively participate as a member of the appropriate county/state-based Government associations.
• Travels within territory for client/prospect calls and Government-focused meetings/conferences including, but not limited to, MCTA, MASSNAHRO, County Treasurer/Collector Associations & local Chamber of Commerce events.
• Completes all internal Bank training as assigned and required.
• Adheres to the Bank’s privacy and data security policies including but not limited to safeguarding of sensitive information and complying with relevant regulations to protect non-public information.

Requirements

COMPETENCIES:

• Solving problems for clients consistent with South Shore Bank standards.
• Strong interpersonal skills; ability to build strong relationship with clients and employees; proven strong judgement and business acumen; ability to multi-task and prioritize workload; works independently; analyzing and assessing risk; collaborative problem solving; demonstrated proficiency in computers/technology; familiarity with and ability to abide by banking procedures and regulations; familiarity with or aptitude to learn branch hardware and software platforms.
• Willingness to master use of electronic products and bank services offered.
• Eagerness to learn and achieve proficiency.
• Skilled at hosting events and facilitating introductions.
• Exceptional communication, presentation and organizational skills.
• Proficiency with Microsoft Office product suite (Excel; Word; PowerPoint, Outlook).
• Basic understanding of treasury management products and services.
• Ability to maintain a high level of confidentiality and ethics.
• Community Minded.
• Self-motivated.
• Detail-oriented.
• Prompt.

EXPERIENCE 

Minimum aggregate three years’ banking, cash management, municipal treasury/collections or financial services exper