Focus the majority of their time deepening customer relationships by referring customers to sales specialists and selling financial products and services to both individual and small business customers/clients.
Leads or supports relationship management activities with new and existing clients to generate new revenue through the acquisition of new clients, and the expansion and retention of existing client relationships.
Develops and executes strategies to acquire, expand and retain client relationships to generate revenue and deepen share of wallet. Manages risk and maximizes profitability for entire portfolios of clients. Leverages client insight and sales tools to proactively identify and successfully convert sales opportunities.
Build and maintain effective and influential relationships at senior levels within the client organization;Develop and implement strategies to provide high quality, creative and integrated services to clients.
In this role, you will establish successful business relationships by seeking new business influences within assigned territory; targeting line of business leadership to identify business challenges; fully understanding the customers decision-making process.
Resolves problems/issues within accounts by methodically identifying customer issues/pains; being a primary point of contact; utilizing expertise in development of solutions; collaborating with internal resources; engaging the proper resources; and communicating the customers report issue to the account team.
The Commercial Relationship Manager has responsibility for soliciting, negotiating, and coordinating the closing of complex commercial and business loans in compliance with the Banks lending policies, procedures, and loan authority limits.
The Senior Global Relationship Manager implements effective strategies for long-term success by utilizing knowledge of the sales process and efficient selling techniques; applying time-management skills to planning and managing projects; continuously evaluating revenue targets; and ensuring time and resource investment to produce greater returns.