Key Account Manager at Oatsome developing retail partnerships and driving brand growth. Overseeing key accounts in the FMCG sector with a focus on food products.
About the role
- Business Banking Virtual Relationship Manager manages small business client portfolios. Responsible for promoting financial products and maintaining client relationships in a virtual environment.
Responsibilities
- Maintain and manage an assigned client portfolio of Business Banking Small Business clients in an effort to grow and retain the banking relationship(s).
- Proactively call on a portfolio of assigned clients within set interval periods to address service or business-related needs.
- Promote and cross-market products and services to clients by keeping clients informed of products, services, special promotions, and providing appropriate financial solutions via consultative review and proactive contact.
- Make joint calls with partners to enhance their selling skills and uncover consumer opportunities, as well as engage Business Banking RMs, Branch Managers, and/or other specialty partners on role assigned sales opportunities.
- Review financial statements, assess credit lines, and renew loans.
- Identify opportunities to lend in the form of a business loan and complete associated lending responsibilities.
- Aggressively maintain client retention and mitigate profitable client run-off.
- Responsible for various operational tasks while acting as a bank advocate and advisor to the client.
- Manage all administrative tasks associated with client portfolio to ensure all clients are within bank compliance.
- Embrace a virtual team model and enhance the professional atmosphere that leads to a successful sales environment.
- Strategically manage unprofitable and/or anticipated exiting client relationships.
Requirements
- Associate's degree or equivalent experience (required)
- A minimum of 1 year experience in a comparable or skill transferrable role, demonstrating strong customer service & selling skills (required)
- A minimum of 1 year of extensive financial services experience, in business/commercial banking, with a thorough understanding of the regulatory and competitive environment, key industry players, economic drivers, and operating issues (required)
- Small Business lending experience (required)
Benefits
- Incentive compensation which may include production, commission, and/or discretionary incentives.
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