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 serving customers with $500,000 to $20 million in annual sales, with a significant emphasis on identifying cross-sell opportunities and coordinating them for the team. The position reviews customer portfolios for additional business opportunities and provides client service and management using a relationship plan or model. The role supports loan processes and portfolio management, including coordinating due diligence and documentation for new and renewed loans, ensuring renewals are completed on time, and collecting required financial statements. It also supports Business Bankers’ sales and relationship-deepening efforts through appointment preparation, customer research, relationship planning, onboarding, cross-selling, and portfolio reviews. Other duties may be assigned.
Requirements
- Bachelor’s degree, or an additional two years of sales experience in a financial services or credit environment in lieu of the degree.
- 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 and attention to detail.
- Excellent customer service and interpersonal skills.
- Exceptional written and verbal communication skills, including face-to-face and phone communication, with professional grammar and demeanor.
- General knowledge of Business Banking sales and products.
- Demonstrated ability to work well in a team environment.
- Ability to multitask.
- PC and internet proficiency.
Responsibilities
- Assist 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 renewals are completed on a timely basis.
- Ensure required financial statements are collected from customers on a timely basis.
- Build and maintain long-term customer relationships to support quality control and a “Simply the Best” customer experience.
- Provide client service and client management using a relationship plan or model.
- Partner with a team of Business Bankers to achieve team results.
- Assist with appointment preparation for Business Bankers, including research, identifying appropriate Challenger Insights, and drafting appointment 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 review.
- 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
