This job is responsible for retaining a business banking portfolio, expanding relationships and generating additional revenue from existing clients. Key responsibilities include managing a client portfolio comprised of treasury and/or credit needs to ensure sales, revenue, and retention goals are met. Job expectations include ability to build relationships with the appropriate contacts within the client's company, analyzing client's financial/operating strategies and recommending alternative or additional financial services to best meet the client's immediate/long-term personal/business needs
Responsibilities:
- Implements comprehensive commercial credit and treasury/cash management skills
- Utilizes excellent sales process skills, including call preparation, execution and follow-up
- Demonstrates strong oral and written communication skills
- Applies intermediate credit analysis skills
- Works effectively in a team environment
- Adapts to changes within the line of business
Skills:
- Account Management
- Business Development
- Client Solutions Advisory
- Pipeline Management
- Client Experience Branding
- Client Management
- Prospecting
- Relationship Building
- Referral Identification
- Referral Management
Required Qualifications:
- Ability to work with others in a team environment.
- 3-5 years small Business Banking experience
- 1-3 years Inside sales experience
- Excellent sales process skills: Call Preparation, Execution & Follow-up
- Strong oral and written communication skills
- Self-motivated and results oriented
- Early Adopter to changes in line of business
Desired Qualifications:
- Complex commercial credit experience
- Advisory sales experience
- Intermediate credit analysis skills
High School Diploma / GED / Secondary School or equivalent
1st shift (United States of America)