Position : VP, Relationship Manager

　　Location : Rutland, VT

　　Division: Retail Banking

　　Department: MyBanker

　　Reports to: FVP, MyBanker Team Leader

　　Status: Exempt/Officer

　　Grade: 11

　　Pay range: $66,699 - $120,113

　　Location: Hybrid / Rutland, VT (VT & Whitehall, NY area)

　　Purpose/Objective :

　　Provides direction and overall leadership, focusing on affluent clients, delivering on Berkshire Bank’s franchise power. Works collaboratively with MyBanker Team Leader to ensure alignment and the proper prioritization to achieve short and long-term business strategies and objectives. Builds internal and external visibility with other lines of business within the organization including Commercial Lending, Retail Banking, Mortgage Lending, Insurance, and Wealth Management. Builds a referral network to ensure a stream of new business prospects.

　　Key Accountabilities :

　　Provides full-service banking to high value clients and oversees a portfolio of simple and/or packaged product account relationships.

　　Consults with new and existing clients’ regarding their financial needs following a diagnostic sales and service approach. Identifies sales opportunities and follows through to close; deepens customer relationships through cross-selling. Direct sales include Investments, Insurance, Commercial and Retail products.

　　Interacts daily with client base at bank branches, clients’ homes, and places of business to provide a high touch personalized customer experience with availability seven (7) days.

　　Works directly with the MyBanker Leader, to develop consistent and specific sales strategies, priorities, targets, performance standards, marketing plans and accomplishments. Proactively builds internal and external visibility with other lines of business within the organization.

　　Continually builds a network of internal and external centers of influence to further enhance the client experience and to exceed customer’s expectations.

　　Ensures compliance with all banking laws, rules, regulations, and prescribed policies/practices/procedures necessary to reduce risk and uphold ethical standards related to and required by one’s duties.

　　Extensive travel may be required to meet with clients and/or to attend business line meetings.

　　Must be eligible to be registered in the Nationwide Mortgage Licensing System & Registry for purposes of SAFE Act.

　　Education:

　　BA or equivalent degreeExperience:

　　5+ years’ experience in a financial sales environment with proven results

　　Demonstrated ability to lead and manage Salesforce; proven coaching skills

　　Demonstrated experience servicing the needs of high net-worth individuals with premier level of customer service

　　Commercial/business banking experience

　　Skills & Knowledge:

　　Ability to set strategic direction and deliver business solutions

　　Demonstrates a high level of Leadership Behaviors

　　Strong client management skills

　　Strong business development skills

　　Extensive understanding of financial markets

　　Excellent verbal and written communication skills necessary to interact with personnel at all levels of the organization

　　Ability to work nights and weekends

　　Berkshire Bank is an Equal Opportunity Employer - all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or national origin.