Senior Relationship Manager
Current• Focus on deepening relationships with individual and small business customers/clients, accomplishing this by identifying financial needs, offering appropriate solutions and connecting clients with specialists. • Primary point of contact within financial centers for small business clients and resident expert for small business products, services and strategies. • Partner with a team of dedicated product specialists – all designed to meet the unique priorities of small business clients, including managing cash flow, improving their business, managing employees, banking with convenience, and achieving their personal financial goals. • Report to the Market Leader and partner closely with the Financial Center Managers to ensure adherence to operational compliance policies and procedures