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Relationship Bankers are responsible for retaining and deepening existing client relationships through cross-selling, establishing new banking relationships, referring clients to product partners (e.g., Mortgage, Investments, Small Business, Treasury Management, Merchant Services, Private Banking, Wealth Management, Commercial), educating clients on digital solutions, providing account servicing and maintenance, effectively resolving client servicing issues, and processing.
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Proactively resolves moderate to complex customer maintenance and/or client service problems using available resources for problem resolution, including analysis and understanding of information received from other internal departments such as Loan Operations, Deposit Operations, Internal Bank Support, Reconcilement, Risk Management, etc.
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Markets a full range of consumer and small business banking services to existing and prospective clients through proactive techniques such as lobby engagement, outbound telephone calls, marketing campaigns, or in-house events; may occasionally participate in outside sales calls.
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Encouraged to participate in their community through service in a Community Organization, Not-for-Profit volunteer, Business-Related Networking groups, or similar organizations. Contributes to the banking center's financial success by achieving targets for loan production, new account production, line of business referrals, and digital banking enrollment.
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Cross sells products and services and refers to business product partners to ensure client needs are met. Consults with clients/prospective clients over the lifecycle of the relationship to uncover needs, educate, and advise on product and service alternatives that align with the client’s financial objectives.
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There are two levels of Relationship Banker, depending on banking experience including client service, deposit, and lending experience. Minimum one year banking experience including deposit/transaction processing, account servicing, new account opening and consumer lending.
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Maintains contact with client base through periodic proactive touch points (on-boarding, service follow up, etc.) Demonstrates consultative sales skills and strong service levels to build and deepen client relationships.
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Maintains and demonstrates in-depth knowledge of the different banking channels and educates clients on emerging technology and digital solutions including mobile, online, and ATM offerings to enhance their service experience.
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Hand off customer service and non-sales related client inquiries to the Customer Service department; focus on selling Have a complete understanding of Spectrum Business coax services, rates (individual and bundled) and applicable taxes Demonstrate selling skills and product knowledge.
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Date posted: 08/06/2024 Requisition Number: 2024-38261 Business unit: Marketing Location: Hurst, Texas Areas of interest: Outside Sales, Sales Position Type: Full Time SAE270 Average target compensation $100k plus, with minimum commission guarantee JOB SUMMARY The Business Account Executive is responsible for selling primary and ancillary communications solutions to small and medium sized businesses within a specified territory.
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Date posted: 09/24/2024 Requisition Number: 2024-40979 Business unit: Community Solutions Location: San Diego, California Areas of interest: Outside Sales, Sales Position Type: Full Time SAE270 Average target compensation $100k plus, with minimum commission guarantee JOB SUMMARY The Business Account Executive is responsible for selling primary and ancillary communications solutions to small and medium sized businesses within a specified territory.
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Date posted: 08/13/2024 Requisition Number: 2024-38596-1 Business unit: Marketing Location: Maryville, Tennessee Areas of interest: Outside Sales, Sales Position Type: Full Time SAE270 Average target compensation $100k plus, with minimum commission guarantee JOB SUMMARY The Business Account Executive is responsible for selling primary and ancillary communications solutions to small and medium sized businesses within a specified territory.
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Date posted: 08/09/2024 Requisition Number: 2024-38453 Business unit: Marketing Location: Worcester, Massachusetts Areas of interest: Outside Sales, Sales Position Type: Full Time SAE270 Average target compensation $100k plus, with minimum commission guarantee JOB SUMMARY The Business Account Executive is responsible for selling primary and ancillary communications solutions to small and medium sized businesses within a specified territory.
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Responsible for customer and account origination, retention and maintenance, including but not limited to Retail Deposit Accounts, Digital Products and Services, small business deposit accounts.
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Assist Branch Management with daily Branch Operations duties such as pulling various customer reports and gathering data, as needed. Act as advocate of digital product adoption for customers and internal support for branch associates.
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