Business Banking Relationship Manager jobs in United States, New York, Buffalo

Job Description:

Job Description:
This job is responsible for supporting a cluster of financial centers in designated markets in the absence of the assigned financial center manager and as a market-level resource. Key responsibilities include managing as a business owner, fostering a team environment, and instilling an effective client-centric and risk culture. Job expectations include driving operational excellence, ensuring that all aspects of the financial center run effectively and cohesively.Responsibilities:
Operates as a back up financial center leader within a market
Manages client traffic, engaging and appropriately routing clients, and fostering client retentionCreates a world class client experience environment
Manages market-level initiative prescribed by market leaders
Drives operational excellenceManagerial Responsibilities: This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above.Manager of Process & Data: Demonstrates and expects process knowledge, data driven decisions, simplicity and continuous improvement.Risk Manager: Leads and encourages the identification, escalation and resolution of potential risks.Financial Steward: Manages expenses and demonstrates an owner’s mindset.
Enterprise Talent Leader: Recruits, on-boards and develops talent, and supports talent mobility for career growth.Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Job Description:

Job Description:

This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.

Responsibilities:

• Executes the bank's risk culture and strives for operational excellence

• Builds relationships with clients to meet financial needs

• Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations

• Grows business knowledge and network by partnering with experts in small business, lending, and investments

• Manages financial center traffic, appointments, and outbound calls effectively

• Drives the client experience

• Manages cash responsibilities

Required Qualifications:

• Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.

• Collaborates effectively to get things done, building and nurturing strong relationships.

• Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives.

• Is confident in identifying solutions for new and existing clients based on their needs.

• Communicates effectively and confidently, and is comfortable engaging all clients.

• Has the ability to learn and adapt to new information and technology platforms.

• Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking).

• Applies strong critical thinking and problem-solving skills to meet clients’ needs.

• Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.

• Efficiently manages time and capacity.

• Focuses on results, while acting in the best interest of the client.

• Can be flexible to work weekends and/or extended hours as needed.

Desired Qualifications:

• Experience in financial services and knowledge of financial services industry, products and solutions.

• One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.

• Six months of cash handling experience.

• Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance​

• Adaptability

• Business Acumen

• Customer and Client Focus

• Oral Communications

• Problem Solving

• Account Management

• Client Experience Branding

• Client Management

• Client Solutions Advisory

• Relationship Building

• Business Development

• Pipeline Management

• Prospecting

• Referral Identification

• Referral Management

Minimum Education Requirement:

• High School Diploma / GED / Secondary School or equivalent

As a Digital Sales Consultant for Capital One Auto Finance, you will partner closely with a defined set of Automobile Dealerships, providing consultative guidance to help each dealer achieve its operational objectives. Your ability to build entrenched relationships with business owners and key decision makers throughout the organization will ensure adoption of our suite of lead-generation products and lending solutions. As the primary point of contact for each dealer, you will be responsible for the end-to-end activities related to product adoption including the product presentation, dealership training, and monitoring of dealer performance. Backed by the strength of Capital One Auto Finance’s dominant position in automotive financing and powered by our position as tech leader in the industry, you will become part of the team that is rapidly expanding its footprint across the spectrum of dealership sales and financing operations.

Job Description:

• Establish trusted relationships with key decisions makers at each dealer location

• Maintain and grow Capital One Auto Finance’s leading position as a national full credit spectrum auto lender

• Be a product expert across our digital lead-generation platform and provide solutions that help dealers achieve their sales objectives

• Confidently deliver sales presentations and facilitate dealer training to drive product adoption

• Be innovative, organized, and driven to achieve extraordinary business results while providing best in class service to each dealer

• Create and execute a monthly plan of dealer engagement based on careful analysis of available data and sales metrics

• Work closely with internal business partners and teammates to drive cohesion and operational excellence

The ideal candidate will:

• Have an entrepreneurial spirit and serve as an advocate for our customers

• Thrive in a fast paced, rapidly changing environment, acquiring and maintaining high levels of product, service, and process knowledge

• Be innovative, highly organized, and have a measurable, demonstrated ability to drive business results while delivering superior service to our customers

• Demonstrate the ability to work remotely and independently with ample self-motivation and discipline

• Possess superior relationship building, consulting, and closing skills

• Have exceptional written, verbal, and presentation skills

• Cultivate a desire for learning and personal growth with the ability to use feedback in a positive way with personal accountability

• Demonstrate proficiency in using customer relationship management systems

Basic Qualifications:

• High school diploma, GED or equivalent certification

• At least 1 year of financial services experience or business to business sales

Preferred Qualifications:

• Bachelor’s Degree

• 1+ year of experience representing lead-provider products and solutions

• 1+ year of experience in the automotive financing or advertising media industries

. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.

If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at 1-800-304-9102 or via email at . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.

Responsibilities:

• Manages the end-to-end client journey to deliver on client needs and drive sales opportunities while mitigating risk
• Identifies and refers specialized small business opportunities and solutions to clients while conducting small business relationship reviews
• Delivers a branded customer experience within aligned sales portfolios by being in the field a minimum of 80% of the time
• Fosters relationships with key partners such as Merchant, Practice Solutions, Treasury, and Business Banking to increase small business opportunities
• Leverages knowledge of credit to advise small business owners on solutions, services, and digital capabilities that help them meet their short and long-term business goals
• Supports execution of the sales delivery model to achieve targeted performance and growth of the bank's Small Business segment
• Coaches, develops, guides, and delivers feedback to associates and clients while embodying a client and employee-centric culture

Skills:

• Client Experience Branding
• Client Management
• Client Solutions Advisory
• Customer and Client Focus
• Pipeline Management
• Credit Documentation Requirements
• Financial Analysis
• Oral Communications
• Prioritization
• Written Communications
• Coaching
• Interpret Relevant Laws, Rules, and Regulations
• Prospecting
• Risk Management

*Candidates must live/work in Buffalo, NY.

Being the cybersecurity partner of choice, protecting our digital way of life.

Your Impact

• Provide necessary data and reports to distributors to set plan targets and KPIs

• Responsible for scheduling, preparing, and leading recurring Business Review meetings (QBRs) at least three times per year with cross-functional audience Sales Management, Marketing, Services, Channel SE team, and optional attendees from Regional, Theatre, and WW management including executive QBRs

• Meet with Distributors to update the annual business plan with the previous quarter’s results and set targets, objectives, and activities for a new quarter and frequently convene to assess ongoing trajectory of the business and adjust activities as needed to drive better results

• Responsible for establishing senior executive relationships and leveraging your rapport with distributors’ executives to influence investments in and positive outcomes for Palo Alto Networks.

• Lead monthly updates with the distributor(s) to cover relevant new company information or content provided in the previous month. Ensure company content, programs, and update proper “land” within the distributor and share calls-to-action for distributors with said updates

• Increase the distributor’s quoting utilization. Provide adequate training. Monitor and share quoting utilization statistics with distributors monthly.

• Responsible for semi-annual NextWave Program Compliance efforts for Distribution Managed Partners, including working with the distributor(s) on plans to address gaps in Partner requirements and to make the decision on up-leveling, downgrading, or off-boarding these Partners

• Work closely with the Renewals team and distributors to improve renewals process efficiency and to improve key Renewal business KPIs

• Building and monitoring plans with distributors to drive attendance to important Palo Alto Networks global, regional, and local events

• Give face-to-face presentations to distributors at the start of each quarter for product updates, business opportunities, best practices from other distributors in other regions

• Facilitating cadence of “Peering” between local management teams

• Facilitating local Sales team engagement with Distribution

  • Each distributor is invited to make a presentation to PANW Sales organization during a weekly Sales meeting at least 1 time per quarter

• Handle (solve or escalate) all escalations related to day-to-day order processing and Distributor Credit situations

• Be onsite (when able) at a local distributor at each end of month / EOQ and participate actively in the “War Room” virtual environment at EOM/EOQ to ensure flawless execution of all Commit orders

• Ensure distributors are proactively reviewing their pipeline to ready their systems and account for processing orders with available credit and no minor mistakes

• Manage the Distribution Rebates by setting targets and defining MBOs; provide regular Rebate updates – this should include QTD against target funnel and in Quarter pipeline report

• Manage all processes and documentation related to Distribution Development Funds (DDF)

• Manage all processes and documentation related to Distribution Co-Funded Heads

• Manage open Pipeline weekly. Use Clari to understand which deals are coming in each week/month/quarter and work proactively with distributors to ensure all orders are closed and processed by their committed Close Date

• Lead weekly forecast call with each local distributor to review weekly/monthly/quarterly

• Work with distributors and Marketing Manager to have all Marketing plans and Distribution Development Plans (DDF) submitted as per the timeline and process

• Work with Distributors on marketing plans that drive net-new account acquisition and install base expansion

• Attend local sales and marketing events hosted by Distributors and Distribution Managed Partners

• Work with Distributors and Channel/Product Market to develop, land, and monitor Channel Sales incentives and promotions for Distributors and Distribution Managed Partners

• Coordinate efforts and drive alignment between Distributors and PANW Inside Sales Team; proactively schedule sales activities onsite between Inside Sales and Distributors

• Regularly share important SFDC reports with Distributors

Your Experience

• 5 – 7 years of distribution or channel management experience
• 2 – 3 years of channel sales management experience in vendor environments
• 2 – 3 years of Program Management or BU Management or close work in channel programs
• Working knowledge and experience selling technology solutions
• Proven experience influencing senior-level partner executives
• Ability to develop complex partner and territory plans and strategies
• Skilled in developing business plans, contributing to strategic plans, and devising reporting to track business Key Performance Indicators (KPI) and return on investments (ROI)
• Strong presentation skills and the ability to describe market transitions
• Proven ability to communicate effectively and professionally (verbal and written) with customers and interface with a variety of organizations. - Clear and concise
• Strong leadership skills with the ability to develop and manage virtual sales teams
• Strong time management, organizational, and negotiation skills
• Professional IT Sales and business development experience
• Strong public speaking skills

Compensation Disclosure

The compensation offered for this position will depend on qualifications, experience, and work location. For candidates who receive an offer at the posted level, the starting base salary (for non-sales roles) or base salary + commission target (for sales/commissioned roles) is expected to be between $225,000 - $309,000/YR. The offered compensation may also include restricted stock units and a bonus. A description of our employee benefits may be found .

All your information will be kept confidential according to EEO guidelines.

This role may require travel to and from Palo Alto Networks, Inc. business meetings and events and requires reliable transportation to do so. If a hire chooses to drive in connection with company business, the hire for this role must maintain a valid driver’s license.