In this role, you will work well within a team environment and collaborates closely with internal partners to deliver customer solutions. The selected candidate will monitor maturing loans and upcoming renewals.
In this role, you will serve as a trusted advisor to the client in delivering comprehensive and customized business banking products and solutions tailored to the financial needs and circumstances of business clients.
In this role, the selected candidate will deliver proactive account management, including, but not limited to; understanding client goals & objectives, implementing a strategic relationship process, developing and maintaining client specific business plans, deepening existing client relationships, assisting plan sponsor in managing fiduciary responsibilities, ensuring client is aware of Lincoln products and services capabilities and identifying opportunities to increase assets under management.
In this role, you will work within stated guidelines to acquire and/or expand and retain client relationships to generate revenue and deepen share of wallet. Handles the origination, financial analysis, negotiation and documentation of credit and non-credit products and services.