AgWest Farm Credit

Financial Services

RelationshipManager

$73–110k Paso Robles, California, United States FULL TIME Remote Friendly
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Mid+ candidates.

The Brief

“Relationship Manager at AgWest Farm Credit. Skills: Sales, Credit management, Customer service. Market and sell products. Establish rapport with customers”

What You'll Achieve.

Provide high quality credit; Provide profitable credit; Provide constructive credit services; Maximize profitability

Industry & Context.

Financial Services
Eligibility Requirements

Up to 25% travel, Overnight travel

What They're Looking For.

Must Have

Bachelor's in business, economics, or finance, Read audited financial statements, Establish rapport with customers, Communicate and negotiate terms, Travel to perform duties, Valid driver's license

Nice to Have

Working knowledge of finance, Working knowledge of accounting principles, General understanding of credit laws, General understanding of credit regulations

What You'll Do.

Market and sell products

Establish rapport with customers

Develop and maintain confidence

Complete visits to customers

Document customer operations

Inspect loan collateral

Evaluate customer practices

Evaluate repayment expectations

Make quality credit decisions

Ensure customer service

Maintain loan portfolio

Manage assigned accounts

Provide efficient customer service

Maximize profitability

Prepare credit analysis

Submit recommendations

Gather financial information

Comply with documentation

Assist in credit investigations

Participate in loan closings

Ensure credit administration

Implement servicing plans

Coordinate with credit analysts

Coordinate with loan specialists

Communicate with other groups

Ensure timely transfers

Meet customer service needs

Meet organization objectives

Represent organization values

Communicate organization purpose

Communicate organization mission

Support agricultural organizations

Participate in sponsored events

Adhere to company policies

Adhere to internal controls

How You'll Work.

Team & Collaboration

Coordination with other teams; Coordination with portfolio groups; Coordination with credit analysts; Coordination with loan specialists

Communication Scope

Communicate terms; Communicate values; Communicate purpose; Communicate mission

Full Job Description

AgWest Farm Credit is a member-owned financial cooperative that provides financing and related services to farmers, ranchers, agribusinesses, commercial fishermen, timber producers, rural homeowners and crop insurance customers in a seven-state territory in the Western United States. AgWest is part of the 100+ year-old Farm Credit System – the leading provider of credit to American agriculture. AgWest champions the growth and advancement of agriculture, the value of rural communities, and the vital contribution our customers make to the economy and society. We serve customers in 59 locations throughout the West. We are in search of a Relationship Manager I or Relationship Manager II to join our California Lending and Insurance department in Paso Robles. This full-time position reports to the SVP, Portfolio Manager and is accountable for supporting the provision of high quality, profitable, and constructive credit and related services to customers. Compensation Information The base salary range for this position in Paso Robles, California is: Level I: Typical starting range: $72,600 - $97,800 Full base salary range: $72,600 - $110,400 Annual performance-based incentive target is 12% of base. Level II: Typical starting range: $80,000 - $110,100 Full base salary range: $80,000 - $37,800 Annual performance-based incentive target is 15% of base. *Relocation assistance will be provided to eligible candidates who must relocate to accept this position. Essential Duties Market and sell products including loans and financially related services; establish rapport with and develop and maintain confidence of customers and prospective customers. Complete visits to customers’ operations and document observations; this may include visually inspecting the condition and value of loan collateral and evaluate customers’ management practices and expected repayment. Make quality credit decisions to ensure customer service, a high-quality loan portfolio and loan administration. Monitor lo

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