FNBO · 2 days ago
Relationship Associate - Lead
Woonsocket, SD
Full-time
Onsite
Mid, Senior Level
$47K/yr - $77K/yr
2+ years expFNBO is committed to the success of its employees and is seeking a Relationship Associate - Lead to provide front line supervision and ensure adherence to policies and procedures. The role involves monitoring team productivity, resolving escalated issues, onboarding new hires, and collaborating with management on performance evaluations and departmental procedures.
AccountingBankingFinanceFinancial ServicesMortgage
No H1B
Responsibilities
Provide front line supervision to personnel and ensure all policies and procedures are followed as directed by Manager
Make recommendations and assist Manager in the planning, prioritizing, monitoring, coaching/development, and performance reporting of the work of the Relationship Associates
Assist in the identification and implementation of enhancements to department procedures/protocol, training, and technology
Develop and maintain a comprehensive knowledge of the Relationship Associate role
Continuously evaluate workloads and priorities across all assigned Regions; assign available resources to meet workflow deadlines as needed
Monitor RA productivity volumes through capacity reporting
Research and resolve escalated issues from team members
Work collaboratively with team members to understand and resolve issue(s)
Develop and maintain departmental procedures in Sharepoint
Create/Modify Business Objects and Salesforce reports
Onboard new hires
Identify and recommend to manager additional training opportunities for self and team members
Provide on the job training as needed
Lead and coordinate the completion of assigned projects
Assist the department manager by representing the Relationship Associates for the assigned region in business partner and project meetings
Assist manager with one-on-one employee meetings on a regularly scheduled basis to provide the following: Coaching: To consistently meet and/or exceed the desired outputs for assigned role
Feedback: Regarding production output, departmental policies/procedures, etc
Collaborate with manager on day-to-day coaching, feedback, reporting, performance evaluation and monitoring of the accuracy and quality results
Responsible for Time Sheet and PTO management; ensuring all submissions are timely and compliant with policy
Document and deliver quarterly and yearly performance reviews
Exhibit professional behavior and promote working relationships
Practice positive values and support goals and strategic plans
Understand and adhere to all bank policy, laws, and regulations applicable to role, to include FNNI 'Code of Ethics'
Other tasks as assigned
Understand and comply with bank policy, laws, regulations, and the bank's BSA/AML Program, as applicable to your job duties
Complete compliance training and adhere to internal procedures and controls, as required
Report any known violations of compliance policy, laws, or regulations
Report any suspicious customer and/or account activity
Ensure direct reports meet the above requirements and take action to address employee performance issues
Qualification
Required
Bachelor's degree or relevant work experience as Relationship Associate or in loan documentation, credit analysis, compliance, auditing, or equivalent
Minimum Two Years' Experience In The Banking Industry
Excellent verbal and written communication skills are required in the areas of human relations, interpersonal conversation; must have the ability to effectively communicate with lending, operations, and technical staff
Excellent time management skills including but not limited to the ability to organize, prioritize and manage multiple projects with minimal supervision within assigned deadlines
Exceptional attention to detail
Must be proficient in the use of personal computers and the Microsoft suite of software products
Ability to complete multiple assignments/projects with quality, accuracy and within set deadlines
Candidates must possess unrestricted work authorization and not require future sponsorship
Benefits
Medical, Dental, Vision Insurance
401k, With Matching Contributions
Time Off Programs
Health Savings Account (HSA)/Dependent Care
Employee Banking
Growth Opportunities
Tuition Assistance
Short-Term/Long-Term Disability Insurance
Company
FNBO
FNBO is a financial organization that offers digital banking and accounting service and products for business and personal commercial needs.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Matt Spyers
Chief Technology Officer
Chris Inserra
CFO - Enterprise Technology Services
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