Build client referral pipeline via identification and development of internal and external centers of influence. Develops a comprehensive understanding of client's needs based on the review and analysis of personal and business financial data gathered.
In this role, you will manage a portfolio of credit and non - credit relationships of varying size and complexity & responsible for active market coverage of prospective clients to achieve new client acquisition goals to generate new and incremental margin and fee - based revenue .
In this role, you will be responsible for
provides consistent project management oversight and experience to cohesively facilitate and liaise on behalf of Clients with internal partners such as Treasury Services, Product, Service, Implementation, Operations, Risk, Legal, Tech/GTI.