Relationship Banker, Needham, MA
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About The Position
The Relationship Banker position in Needham, MA involves identifying and pursuing new sales prospects within existing or untapped markets. The role requires gathering market intelligence, generating leads, and developing proposals/campaigns to garner new business, ensuring a consistent flow of new revenues to the company. The banker will use their knowledge of markets, industries, and clients to determine demand, future trends, and potential projects. They will work with pre-developed lead lists to generate business and identify new customer prospects. The banker is responsible for client relationships, including attracting and retaining new clients and strengthening current relationships. Activities include maximizing cross-sales opportunities through customer profiling with the ultimate goal of cultivating interest in other business banking products. The banker will provide support to help clients coordinate solutions, manage accounts, obtain advice, and administer services. They will ensure customer questions and issues are answered correctly and efficiently by documenting and identifying trends in customer service needs. The banker will resolve and oversee customer issues surrounding consulting, information, and software services, solutions, and products, and will make presentations to potential clients while contributing to the achievement of sales targets.
