Responsible for business development, relationship management and
client experience of companies with annual gross sales of $0-10M.
Proactively consult the business owners in achieving their
financial goals by providing smart financial solutionsforpersonal
and business needs. Serve as a trusted advisor for businesses;
collaborate with a team of product and retail partners utilizing
the One Bank Sales Cycle to understand the clients'' holistic
business needs. Through such collaboration,developrevenue growth by
identifying needs and providing needs based solutions and services
to the client. Services would include loans, deposits, treasury
management, and all other applicable banking services. Serve as a
producing leader by coachingandmentoring Relationship Managers.
Represent the Sales Manager as needed.
ESSENTIAL DUTIES & RESPONSIBILITIES:
. Develop qualified client prospects in defined segment by
identifying and utilizing referral sources, existing clients and
centers of influence.
. Work with product partners (Affiliate- Retail IE, WMA, TMO, etc.
and Bancorp- Vantiv, Paycor, etc.), analyze, evaluate and develop a
tailored relationship strategy for each client or
. Actively participate in community and/or specific industry
forums, conferences and/or meetings in order to broaden
relationship networks, referral sources and continually deepen
knowledge of trends, practices, services and the competitive
. Effectively retain and grow long-term, profitable, Lead client
. Cross-sell all applicable 5/3 products and services to an
existing portfolio of business customers and their owners/senior
management with the ultimate goal of being clients'' Lead or
primary bank .
. Responsible for planning and conducting relationship strategy and
relationship review meetings with product partners.
. Coordinate all client-facing activities including credit support
and other product partners.
. Conduct thorough effective pre-call planning, One Bank
Consultative Sales approach and prompt post call follow
. Utilize the Bank''s Customer Relationship Management (CRM) system
for client activity tracking, call reports and pipeline
. Partner with Portfolio Managers and Credit Officers (Business
Loan Center and Central Credit Utility) on credit requests and
adhere to established Portfolio Management
. Achieve credit standards and metrics in regard to asset quality,
credit administration (matured/renewals, financial statement
documents, covenant data integrity, matured notes and document
exception) and RAROC.
. Monitor, on an ongoing basis, information concerning customer
financial performance, condition, and industry trends to determine
that any credit exposure is at an acceptable risk, and priced
. Complete administrative responsibilities in a timely
SUPERVISORY RESPONSIBILITIES: Provide coaching, leadership, and
guidance to RM I''s and II''s in conjunction with their Regional
Sales Manager or in addition to their Regional Sales