Account Management role assisting the onshore broking team in managing risk and insurance programs while building client relationships. Requires knowledge of risk management processes and legislative compliance.
About the role
- Business Banking Relationship Manager developing customer portfolios for small businesses. Partnering with branches and maintaining key community relationships for optimal service delivery.
Responsibilities
- Develop a portfolio of customers, prospects and Centers of Influence (COIs) through networking and other business development efforts.
- Sell of bank products to new and existing customers.
- Partner with assigned branches for cross sale opportunities and customer relationship management
- Manage relationships externally with key Community Partners to leverage programs, tools and resources that can assist BB customers grow and make their business more profitable.
- Source, evaluate and recommend new BB banking opportunities for loan and deposit relationships. Loan relationships will include both C&I and CRE relationships.
- Manage a portfolio of BB clients to help minimize risk for the bank, cross sell to the book of business and create a positive customer experience.
- Coordinate calling and relationships management activities with multiple internal business partners including commercial, investments, treasury, retail, and insurance.
- Conduct preliminary underwriting and structure of credit requests.
- Maintain internal Bank contact management system including full history.
Requirements
- Bachelor's Degree or equivalent combination of training and related experience required.
- Five-to-eight years of sales and management experience
- Must have a basic understanding of commercial businesses and banking
- Demonstrated basic knowledge of credit with some prior credit training and sales training.
- Strong communication skills (written and verbal).
- Strong communication and interpersonal skills.
- Strong sales skills in a fast paced environment.
- Able to utilize full range of prospecting sales activities.
- Technologically proficient.
- Candidate must be able to attend networking and other events outside of customary business hours
- Must be a self starter and able to self generate sales prospects and pipeline.
Benefits
- health insurance
- retirement plans
- paid time off
- flexible working arrangements
- professional development
- bonuses
- stock options
- equipment allowances
- wellness programs
Job title
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