Senior Small Business Relationship Banker - Regency Branch
Core
Meet with customers and prospects in person and on the phone to determine financial needs and proactively offer products, services, and guidance to achieve financial goals, focusing on small business customers with revenues up to $5MM.
Role type
Senior Small Business Relationship Banker
Builds
Checking, credit cards, merchant services, and lending products for small business customers
Domain
Banking / Small Business Finance
Deliverable
product features
Required skills
Customer relationship management, outbound sales, financial product knowledge, cash handling, digital banking education, regulatory compliance
Preferred skills
Bachelor's degree, strong business acumen
Technologies
Microsoft Office, mobile banking platforms, online banking systems
Responsibilities
Conduct outbound phone calls to expand relationships and acquire new customers, serve as primary relationship manager for a portfolio of small business customers, educate customers on emerging technology and digital solutions, own and resolve customer issues, support team development as a subject matter expert
Seniority
Senior, hands-on IC