Manager BB Business Development & Support
Core
Collaborate with Relationship Managers to support client onboarding, account openings, credit/treasury solutions, and complex service requests for a commercial bank's business banking segment.
Role type
Manager, Business Banking Business Development & Support
Builds
Deposit, Credit, and Treasury Management portfolios for commercial clients
Domain
Commercial Banking / Business Banking
Required skills
Credit and treasury management solutions, client onboarding, account openings, loan submissions, document collection, client outreach, servicing, regulatory compliance, problem-solving, cross-selling
Preferred skills
Advanced degrees (Associates, Bachelor's, Master's), extensive related professional experience
Technologies
Outlook, Word, Excel, PowerPoint
Responsibilities
Achieve targeted segment's Deposit, Credit and Treasury Management targets through proactive portfolio management in collaboration with Relationship Managers; Provide sales and support for Relationships Managers by engaging in activities related to client onboarding, account openings, loan submissions, document collection, client outreach, servicing, and ongoing maintenance; Utilize research and problem-solving skills to identify, analyze and resolve client issues promptly; Identifying and referring cross-sell opportunities to the appropriate colleague; Ensure compliance with all regulations, policies, and procedures.
Seniority
Manager, hands-on IC