Identifies, prioritizes and develops relationship strategy for high-value retention / expansion clients and acquisition targets
Delivers knowledgeable advice and solutions, institutionalizes client relationships, and optimizes revenue opportunities to the Commercial Bank
Isolates current and emerging client needs and proactively introduces solutions
Identifies and works with relevant business partners in a team-based delivery model
Plans and executes quality client/prospect calls, centered around advice-driven delivery
Manages transaction processes from initial engagement through final close, including structure, pricing, internal approval / compliance processes and documentation
Exercises credit acumen and pricing discipline
Develops consistent practices learned through the Relationship Management Process and relevant credit training
Requirements
Bachelor’s degree and two (2) years experience in Commercial Banking or four (4) years experience in closely related client-facing financial services
High school diploma or GED and six (6) years experience in Commercial Banking or eight (8) years experience in closely related client-facing financial services