Regional Banking Client Manager
On-site · United StatesNo visa sponsorship
Core
Onboarding new business banking customers and managing ongoing relationships to ensure quality control and a 'Simply the Best' customer experience for a group of Business Bankers with portfolios of customers with $500K to $20 million in annual sales.
Role type
Regional Banking Client Manager
Builds
Long-term customer relationships and coordinated cross-sell efforts for the Business Banking team
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Portfolio management, loan process coordination, due diligence, document gathering, relationship planning, cross-sell coordination, financial statement collection
Preferred skills
Business Banking sales and product knowledge, consultative selling, profiling, organizational skills, multi-tasking, PC and internet proficiency