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Description
Responsible for owning and managing a large portfolio of Business Banking clients primarily through telephone contact with limited face to face interaction. Manages and grows client relationships that meet the thresholds for relationship management assignment but do not meet the thresholds to justify face to face interaction channels, i.e., existing primary and non-primary Business Banking clients with annual revenue from USD1MM to USD5MM, including privately-held companies and mixed household accounts as needed. Serves as the primary bank contact for the assigned client with individual performance goals of revenue/profit growth, client penetration (through cross-sell), and service excellence, etc.
Contact assigned clients via telephone, to assess client needs, conduct a cash cycle conversation, generate revenue from client accounts, improve profit from these accounts, and improve service excellence scores. Returns client calls, solves complex servicing issues and refers to management team as appropriate. Asks for referrals to generate leads for the Business Banking Relationship Managers. Documents loan opportunities, manages or coordinates the loan approval process depending upon credit requests. Determines appropriate referral opportunity of larger credits to the SBA BDO or the Business Banking Relationship Manager.
Qualifications
Basic Requirements:
* High school diploma.
* 3 to 5 years of sales experience of banking/financial products with direct experience of telephone sales in the financial industry.
* In-depth knowledge of business banking products, banking sales process and cycle, understanding how a business operates and its cash flow requirements, and general knowledge of financial statements and tax returns.
* Ability to maintain a business client relationship and build client loyalty.
Preferred Requirements:
* Bachelor''s degree.
* 5 years or more of sales experience of banking/financial products or solutions including phone sales and relationship management experience.
Job
: Commercial Banking
Primary Location
: North Carolina-NC-Charlotte-NC-Charlotte-Kings Drive Office
Schedule
: Full-time
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Details:
Job Id:
34001474
Posted / Updated:
3/12/2012 3:35:48 PM
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