GENERAL FUNCTION: Responsible for business
development, relationship management and client experience of
companies with annual gross sales of at least $2MM and generally
less than $10MM. Assist the business owner
inachievingtheirfinancialgoalsbyproviding smart financial solutions
for both personal and business needs. Serve as a trusted advisor
for these businesses; collaborate with a team of product partners
utilizing the One Bank Sales Cycle
tounderstandtheclients''/prospectsholistic business needs. Through
such collaboration, develop revenue growth by identifying needs and
providing needs based solutions and services to the client.
Services would include loans, deposits, treasury
management,andallother applicablebanking services. Position may be
located in Financial Center.
ESSENTIAL DUTIES & RESPONSIBILITIES:
. rospect for new clients by utilizing referral sources, existing
clients, financial centers and centers of influence.
. Work with product partners (Affiliate- Retail IE, WMA, TMO, etc.
and Bancorp- Vantiv, Paycor, etc.) to analyze, evaluate and develop
a tailored relationship strategy for each client or
. Attend community and/or specific industry forums, conferences
and/or meetings in order to broaden relationship networks, referral
sources and continually deepen knowledge of trends, practices,
services and the competitive landscape.
. Effectively retain and grow long term profitable "Lead" client
. Cross-sell all applicable 5/3 products and services to an
existing portfolio of business customers and their owners/senior
management with the ultimate goal of being clients'' lead or
. Responsible for planning and conducting relationship strategy and
relationship review meetings with product partners.
. Coordinate all client-facing activities including credit support
and other product partners.
. Conduct thorough effective pre-call planning, One Bank
Consultative Sales approach and prompt post call follow
. Utilize the Bank''s Customer Relationship Management (CRM) system
for client activity tracking, call reports and pipeline
. Partner with Portfolio Managers and Credit Officers (Business
Loan Center and Central Credit Utility) on credit requests and
adhere to established Portfolio Management
. Achieve credit standards and metrics in regard to asset quality,
credit administration (matured/renewals, financial statement
documents, covenant data integrity, matured notes and document
exception) and RAROC.
. Monitor, on an ongoing basis, information concerning customer
financial performance, condition, and industry trends to determine
that any credit exposure is at an acceptable risk, and priced
. Complete administrative responsibilities in a timely
SUPERVISORY RESPONSIBILITIES: None.