In this role, you will be responsible for meeting or exceeding assigned business development goals. The sbb client manager contributes to the profitability and growth of business banking by building, developing, and managing new and expanded existing relationships (typically high value) with business banking customers.
In this role, you will be responsible for overall delivery and management of the client service experience for the Market and Complex.Accountable for proactive client service, client advocacy, transition management, and problem resolution to improve the client experience.
In this role, you will be responsible for developing and maintaining solid, productive long-term relationships with assigned clients by developing an in-depth understanding of the clients needs, including short-term and long-term goals.
In this role,you will Perform in the role of counselor and coach for all members of the team: help set aggressive but achievable goals, provide regular feedback on accomplishments and opportunities for improvement, champion successes.
The CRM manage the Client Associates and Service Support Staff along with the branch's Operations Department where responsibilities include Funds/Securities Receipt & Processing, Wire & Order, and Trade Corrections and Document Control where the review and approval of all Client Financial transactions takes place.
In this role you will manage client negotiations; pricing of the product within the target rate of return; proper documentation and closing the transaction; and compliance and conformance with company policy and regulatory requirements.
In this role, the selected candidate will maintain regular meeting schedules with clients and drive quarterly/stewardship meetings to track, discuss and ensure client short- and long-term sales initiatives are being addressed.