Overview
Role Overview: Responsible for managing approximately 250 business relationships with $1–$5 million in annual revenues, serving as the primary contact within the bank.
Key Responsibilities:
- Revenue Growth & Product Sales: Conduct business profiling to identify growth opportunities, act as a financial advisor, achieve product and sales goals, and proactively identify sales opportunities aligned with customer needs.
- Customer Retention & Service: Ensure accuracy, responsiveness, and high service scores; enhance customer experience through collaboration with branch and product partners, supporting bank initiatives.
- Risk Management: Identify non-credit risks via account reviews and conversations, adhere to regulations and policies, and manage risks related to credit, operational, legal, and reputational factors.
Qualifications & Skills: Bachelor's degree with three years of banking experience or a high school diploma/GED with seven years of experience. Business credit training and lending experience are preferred. Strong communication, problem-solving, and relationship management skills are essential.