Professional Practice Relationship Manager - Legal

Salary Range:  $105,000 - $130,000

 

PRIMARY RESPONSIBILITY:

The Relationship Manager (RM) is a client-facing, advisory driven position focused on acquiring, managing and deepening financial relationships with legal professionals and law firms through active client management. 

ESSENTIAL FUNCTIONS:


* Serve as the primary point of contact for legal clients, providing tailored financial solutions including lending, day-to-day banking, and cash management services.


* Proactively manage and expand a portfolio of law firm clients while prospecting new business in the legal industry through consistent outreach and calling effort.


* Provide comprehensive financial solutions tailored to the specific business lifecycle of law firms, ranging from small practices to large firms.


* Leverage knowledge of specialized banking products, including Estate, IOLA and Operating accounts for attorneys and law firms.


* Prospect assigned market utilizing a defined Sales Plan and participating in community affairs and legal education seminars and events.


* Develop and cultivate Center of Influence (COI) relationships within the GRB market footprint.


* Maintain a comprehensive knowledge of market trends and the competitive landscape related to legal industry, including best practices related to products and services, systems, and compliance.


* Utilize a needs-based sales approach to understand clients’ needs and offer customized solutions.


* Partner with internal partners in Commercial, Credit, Retail, Treasury and Cash Management to deliver integrated specialized financial solutions.


* Work closely with the Bank’s credit underwriting team as it relates to the underwriting and credit approval process for new loans and annual reviews of existing credit relationships in the Legal Vertical.


* Structure and prepare terms and conditions of credit requests, along with deposit and cash management services.


* Consistently exceed customer expectations by providing best-in-class customer service.


* Contribute to client satisfaction by meeting sales and service expectations, resolving problems, and developing ideas to improve overall performance.


* Utilize nCino to memorialize all calling efforts and sales results, to achieve assigned annual sales and referral goals to GRB’s internal partners.


* Active participation in demonstrating the behaviors outlined in the GRB Experience.


* Maintain and ensure all banking and regulatory policies and procedures are adhered to and are up to date.


* All other duties as assigned.

EDUCATION AND EXPERIENCE:


* Bachelor’s degree in business-related discipline, and a minimum of 5 years’ sales and/or relationship management experience, preferably in Retail/Business Banking and/or outside professional sales, or the equivalent combination of education and experience.


* Expertise in needs-based, consultative selling.


* Familiarity with t...