The SRM is responsible for leading, directing and coordinating key extended team members in the analysis and execution in the effective delivery of their products and services to clients and prospects.
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, manages and retains high value business banking relationships and brings new business relationships to the bank. Focus is on service-oriented culture and cross-sell/other revenue enhancing activities. Responsibilities include: managing loan and portfolio credit quality, sourcing prospects and developing new customer relationships, providing financial advice to customers, selling appropriate bank products and services to those prospects and clients, identifying and successfully capitalizing on cross-sell opportunities and making appropriate referrals.
The Senior Small Business Relationship Manager (SBRM) provides comprehensive financial solutions to small businesses with annual revenues from $250K up to $5 million, and are the primary point of contact within financial centers for walk-in small business customers and the resident expert for Small Business products, services and strategies.
The Regional Manager oversees a team of 25+ Relationship Managers with responsibility for revenue and profitability, market strategy, client satisfaction, coaching and inspecting the Client Management Process across multiple key or major market(s).
Build collaborative internal and external relationships to provide the best in client advice and service, develop the business to ensure a seamless experience for the client who has multiple products and services.
The Senior Relationship Manager- Strategic Business Development (Large National Firm and Strategic Acquiring Firm) role is responsible for managing the enterprise/corporate level relationships of many of company Advisor Services (AS) largest and most complex clients.