Responsible for managing a portfolio of business and personal relationships. Through proactive client profiling deepens client relationships by cross selling appropriate products and services. Develops new clients through referral sources and business development calling efforts.
Responsible for creating a focused sales and service environment by providing clarity on branch and individual performance expectations (goals) and consistent direct feedback on branch and individual performance to those goals.
In this role, the selected candidate must have the ability to accurately review and opine on the strength/weaknesses of the client's Income Statement and Balance Sheet reporting with emphasis on cash flow and liquidity.
Responsibilities include relationship management, financial planning, development of a deep understanding of the clients current financial status and future financial goals, portfolio management, lead/referral management and sales management.
In this role, you will focus the majority of their time deepening relationships by connecting customers to sales specialists and offering appropriate financial solutions and services to both individual and small business clients.
Develops an individual business plan, consistent with the bank's plan, to target companies with likely needs; executes the business plan by making calls, seeking referrals and developing relationships.
The ideal candidate is an individual with charisma, confidence, and strong relationship skills; someone who is great with understanding how to connect and relate with individuals and to think critically to identify problems with a customer's current vendor and create solutions.
Develops new clients through referrals and calling efforts. Manages a portfolio and actively deepens client relationships through developing solutions and cross-selling all City National Bank (CNB) products.