About this role
Role Overview
- Actively manages a portfolio of clients within the entry end of the Business Banking segment.
- Effectively manage the client relationship by selling and promoting a broad array of financial products and services.
- Provide pertinent financial information to clients and identify/referring cross-marketing opportunities.
- Develop strategic relationships with Key lines of business to effectively refer business and leverage partnerships.
- Proactively call on a portfolio of assigned clients within set interval periods to address service or business-related needs.
- Make joint calls with partners to enhance selling skills and uncover consumer opportunities.
- Review financial statements, assess credit lines, and renew loans.
- Aggressively maintain client retention and mitigate profitable client run-off.
Requirements
- Associate's degree or equivalent experience (required)
- A minimum of 1 year of experience in a comparable or skill transferrable role, demonstrating strong customer service & selling skills (required)
- A minimum of 1 year of extensive financial services experience, in business/commercial banking, with a thorough understanding of the regulatory and competitive environment, key industry players, economic drivers, and operating issues (required)
- Small Business lending experience (required)
Benefits
- Employee workspaces prioritizing in-office presence
- Flexible options in circumstances where roles can be performed effectively in a mobile environment