Regional Banking Client Manager
About The Position
The Regional Banking Client Manager onboards new business banking customers and manages ongoing relationships to ensure quality control and a “Simply the Best” customer experience. The role supports a group of Business Bankers whose customers have annual sales of $500,000 to $20 million, with a strong emphasis on identifying and coordinating cross-sell opportunities through ongoing portfolio reviews and relationship management. The position oversees loan-process and portfolio-management activities, including coordinating due diligence and documentation for new and renewal loans, ensuring timely renewals and collection of required financial statements, and helping Business Bankers manage customer portfolios. It also supports sales and relationship deepening by preparing for appointments, researching customers, identifying Challenger Insights, drafting agendas, and coordinating Relationship Plans. The role performs other duties as assigned.
Requirements
- Bachelor's degree, or the equivalent of an additional two years of sales experience in a financial services or credit environment.
- At least two years of sales experience in a financial services or credit environment.
Nice To Haves
- Business Banking sales and product knowledge.
- Consultative selling and profiling experience.
- Proven organizational skills.
- Excellent customer service and interpersonal skills.
- Exceptional written and verbal communication skills, including face-to-face and phone communication, professional grammar, and demeanor.
- General knowledge of Business Banking sales and products.
- A proven track record of working well in a team environment.
- Strong organizational skills and attention to detail.
- Ability to multitask.
- PC and internet proficiency.
Responsibilities
- Support Business Bankers in managing portfolios of customers with $2 million to $20 million in annual sales.
- Coordinate due diligence and document gathering needed to document and close new and renewal loans.
- Ensure loan renewals are completed on time.
- Ensure required customer financial statements are collected on time.
- Build and maintain long-term customer relationships to support quality control and a “Simply the Best” customer experience.
- Provide client service and manage client relationships using a relationship plan or model.
- Partner with a team of Business Bankers to achieve team results.
- Assist with appointment preparation, including researching customers, identifying appropriate Challenger Insights, and drafting agendas.
- Identify cross-sell opportunities and coordinate cross-selling efforts for the team.
- Onboard new Business Banking customers and manage ongoing relationships through cross-selling and portfolio reviews.
- Coordinate with Business Bankers and partners to prepare Relationship Plans for each customer.
- Perform other duties as assigned.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
