Account Manager responsible for customer relationships in Southeast service territory at Xcel Energy. Drive customer satisfaction through account management strategies and energy services negotiations.
About the role
- Business Banking Relationship Manager providing financial solutions to small businesses with annual revenues up to $20 million. Actively managing relationships and acquiring new clients through networking and prospecting.
Responsibilities
- This job is responsible for providing comprehensive financial solutions to small businesses with annual revenues up to $20 million while actively managing and deepening relationships with high value and opportunity clients.
- Key responsibilities include supporting growth of the profitability of the small business customer base, identifying, developing, and driving results, and acquiring new client opportunities through prospecting, networking, and developing external referral sources.
- Job expectations include opening core small business accounts while adhering to procedural guidelines.
Requirements
- Has proven success in consultative sales in financial services and/or business-to-business sales
- Demonstrated success improving business financial outcomes by interpreting financial statements and recommending specific levers
- Is passionate about outside sales and enjoys spending time prospecting
- Is motivated to enhance existing relationships and exceed sales goals
- Can analyze financial conditions of clients and industry trends
- Can understand and interpret financial statements and cash flow analysis
- Has excellent communication skills and demonstrated leadership ability
- Enjoys partnering and negotiating with a team of bank employees to solve client issues
- Demonstrated management of a client portfolio with focus on relationship development and deepening
- Thorough knowledge of small business financial products and services
- Familiarity with CRM platforms and other banking systems
Benefits
- Health insurance
- Retirement plans
- Paid time off
- Flexible work arrangements
- Professional development
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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