Relationship Manager
Current• Outreach to existing and prospective commercial customers to develop new business, expand existing relationships, maintain positive customer relations, and ensure proper servicing of accounts• Build, develop, and maintain profitable deposit relationships with new and existing customers which includes consulting at customer place of business in order to understand their business practices and discuss their goals and objectives related to banking, cash flow, and treasury… Show more • Outreach to existing and prospective commercial customers to develop new business, expand existing relationships, maintain positive customer relations, and ensure proper servicing of accounts• Build, develop, and maintain profitable deposit relationships with new and existing customers which includes consulting at customer place of business in order to understand their business practices and discuss their goals and objectives related to banking, cash flow, and treasury services• Identify treasury management product and service needs, develop and propose solutions to commercial customers that best meet their needs, and facilitate on-boarding and implementation• Conduct training for customers utilizing internet banking and related modules, including on-site installation of remote deposit, as needed• Sales effort includes developing and executing an effective sales strategy, implementing a formalized calling plan, generating leads, and following up on referrals. Show less