Evans Bank Relationship Manager Platform in Depew, New York

Position Summary:

The primary role of the Relationship Manager is to support and champion the inside sales opportunities within the Financial Center. The Relationship Manager will be in constant contact with customers pertaining to assisting them with financial product solutions, including opening new accounts; servicing existing accounts and seeking cross sell opportunities. The Relationship Manager will also assist in maintaining the Financial Centers operational excellence by supporting the Customer Experience Manager including but not limited to reporting requirements.

About You!

  • Associate’s Degree or equivalent experience in goal oriented sales role

  • You are honest and work with integrity

  • You get excited about making an impact

  • You thrive in learning through hands on experience

  • You enjoy working toward personal and shared goals

  • You are a great teammate and enjoy contributing to a positive work environment

  • You take pride in who you are and what you do.

  • Proven Experience in sales and customer service

  • You are detail oriented and organized

The Position:

Sales/Referral Responsibilities:

  • Ensures personal sales/referral goals are attained.

  • Maintains strong knowledge of Evans Bank products and services to effectively refer product solutions across various business lines and achieve referral goals.

  • Manages own book of business.

  • Effectively utilizes the sales process through the use of the Sales Pipeline, Evans Rewards, On Boarding process, sales campaigns and call nights.

  • Assists customers in the account opening process, the interviewing of customers for loan requests and the closing of loans.

  • Works closely with the Business Development Manager and Customer Experience Manager to build the internal sales culture at the branch.

Operations:

  • Assists in the overall smooth and efficient operations of the Financial Center.

  • Upholds all bank policies, procedures and banking regulations.

  • Assists in the timely completion of required branch reports in an accurate manner.

  • Assists in performing audits.

  • Provides customer’s access to safe deposit boxes.

  • Responsible for the overall Financial Center when management is not available and acts as a management designee.

Other Responsibilities:

  • Participates in activities to enhance public awareness of Evans Bank in the community.

  • Takes advantage of educational opportunities that exist.

  • Has approval authority for official bank checks and internal bank documents within prescribed limits.

  • Embraces the organization's commitment to synergy by seeking and recognizing opportunities to refer new business to all areas of Evans.

What We Offer:

  • We’re a locally-based, community financial institution which allows associates to help the communities that they serve thrive

  • As an Evans Associate, you have the ability to positively contribute to the resurgence of our area through responsible local decision making and meaningful community projects.

  • Evans offers an inclusive work environment and encourages associates to leverage their strengths and passions in achieving personal and organizational goals

  • Evans Associates benefit from frequent timely coaching sessions with their managers that enable professional growth.

  • Competitive compensation and benefits

  • The opportunity to work for a growing and winning team.

  • Evans has been named to the Buffalo Business First Best Places to work since 2012

What Our Associates Say:

Equal Employment Opportunity has been, and will continue to be, a fundamental principle at Evans and its subsidiaries, where employment is based upon personal capabilities and qualifications without discrimination on the basis of race, color, creed, religion, sex, national origin, age, disability, marital status, citizenship status, military status, sexual orientation, victims of domestic violence, protected veterans status, gender identity, genetic information, genetic predisposition or carrier status and any other category protected by law. This policy of Equal Employment Opportunity applies to all policies and procedures relating to recruitment and hiring, compensation, benefits, termination and all other terms and conditions of employment. This includes compensation based upon external and internal job worth in order to provide fair and competitive wages to associates

Equal Employment Opportunity has been, and will continue to be, a fundamental principle at Evans and its subsidiaries, where employment is based upon personal capabilities and qualifications without discrimination on the basis of race, color, creed, religion, sex, national origin, age, disability, marital status, citizenship status, military status, sexual orientation, victims of domestic violence, protected veterans status, gender identity, genetic information, genetic predisposition or carrier status and any other category protected by law. This policy of Equal Employment Opportunity applies to all policies and procedures relating to recruitment and hiring, compensation, benefits, termination and all other terms and conditions of employment. This includes compensation based upon external and internal job worth in order to provide fair and competitive wages to associates.