Business Solutions Banker
Core
Manage a portfolio of high-value business and Not-for-Profit clients by providing financial solutions, education, and advice to enhance client experience and business well-being.
Role type
Business Banking Relationship Manager
Builds
Financial solutions, credit opportunities, and cash management strategies for business clients
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Business banking relationship management, portfolio management, financial education, credit analysis, cash flow analysis, MS Office proficiency, virtual client engagement
Preferred skills
Finance degree, commission-based sales experience
Responsibilities
Conduct scheduled meetings to identify banking needs and growth opportunities, recommend and promote banking solutions within risk parameters, manage credit opportunities up to $250,000, optimize cash management and payment solutions, own end-to-end client experience and survey results