Regional Banking Client Manager, Staff Officer
CurrentOn-boarding of new Business Banking customers Building and maintaining long-term customer relationships to ensure quality control and a “Simply the Best” customer experience Partners with a team of Business Bankers to achieve team results Portfolio of customers with $1MM to $5MM in annual sales Significant emphasis on cross-sell to identify opportunities and coordinate these efforts for the team Identifying needs, recommending products (including cross sales) and negotiating loan terms. Continually reviews portfolio to uncover other business opportunities and to ensure no past dues or exceptions Client service and client management utilizing a relationship plan/model Assist in the loan renewal process including minimizing maturity delinquencies