Customer Relationship Management Jobs in Omaha, NE

Established in 1964 in Omaha, Nebraska, our family-owned financial institution's vision is to be the best in class in meeting the evolving financial needs of our customers. Our extensive history and family-owned legacy give us a deep and genuine understanding of how to serve and treat our customers. We offer a holistic financial approach with solutions for personal, business and wealth in three markets: Iowa, Nebraska and Texas.

As a community bank, we value long-term partnerships built on trust and integrity. As an employer, we take pride in building meaningful relationships and celebrating the unique differences that define each team member; it's what makes us a stronger unit. It's one of the many reasons why creating a strong culture of empowerment, support, and opportunity is an ongoing focus.

JOB SUMMARY

This position is responsible for developing and servicing banking relationships with both new and existing commercial loan customers.

ESSENTIAL FUNCTIONS

Grow Bank Profitably by Maintaining Existing Customers (20%)

• Help the Bank grow profitably by maintaining relationships with existing customers for loans, deposits, and fee-based services.
• Capable of handling a loan portfolio of up $35MM in outstanding's.

Grow Bank Profitably by Attracting New Customers & Services (40%)

• Help the Bank grow profitably by attracting new commercial loan and deposit accounts, primarily by calling on existing and potential customers gathered from referrals, business leads and by prospecting.

Referrals (5%)

• Pursue new business opportunities through actively involving commercial lending, private client services, wealth management, mortgage lending, and retail as an integrated team.
• Establish periodic meetings, determining strategy, executing on that strategy, and documenting results.

Maintain High Asset Quality (15%)

• Comply with all regulatory and compliance requirements, managing past-due loans and overdrafts, monitoring credits, and managing problem credits to avoid losses.

Provide Business Banking Services at Designated Branch Location(s) (10%)

Other Duties as Assigned (10%)

• Daily review of overdrafts.
• Data input using borrower financial statement analysis.
• Facilitate the processing of loans and loan applications in compliance with regulations.

KNOWLEDGE, SKILLS AND ABILITIES

• Be able to demonstrate the ability to communicate effectively both verbally and in writing.
• Be able to demonstrate the ability to administer and monitor loans properly throughout the entire loan process as well as develop business for the Bank, particularly through the use of strong interpersonal skills.
• Ability to maintain predictable and reliable attendance.

EDUCATION*

• Four-year degree with emphasis in accounting, finance, or business administration, or equivalent commercial credit analysis experience.

EXPERIENCE*

• Minimum of 10 years of successful commercial lending experience handling a loan portfolio of up to $30MM or equivalent credit analysis experience.
• Equivalent education and experience will be considered

PHYSICAL REQUIREMENTS

While performing the duties of this job, the employee is regularly required to stand; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. The employee frequently is required to walk. The employee is occasionally required to stoop or kneel. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, and depth perception.

WORKING CONDITIONS

This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.

AFFIRMATIVE ACTION

Security National Bank provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws.