Banking Sales Resume Samples

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Guide the recruiter to the conclusion that you are the best candidate for the banking sales job. It’s actually very simple. Tailor your resume by picking relevant responsibilities from the examples below and then add your accomplishments. This way, you can position yourself in the best way to get hired.

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G Bashirian

Gisselle

Bashirian

697 Emmanuelle Parks

Boston

+1 (555) 962 9430

697 Emmanuelle Parks

Boston

Phone

p +1 (555) 962 9430

Experience Experience

Phoenix, AZ

Business Banking Sales & Service Prof

Phoenix, AZ

Ankunding, Luettgen and Collins

Phoenix, AZ

Business Banking Sales & Service Prof

Thorough knowledge of deposit, loan and investment systems, report generation and information gathering
Prepares documents for management review and reporting. This may include new product proposals, sales presentations, new business reports, customer performance and relationship maintenance reports. Assist with setting up and training new SSP’s and Business Banking RM’s
Provides assistance to Senior Department Managers with special projects
Assist in performance of complex administrative activities, which may include regulatory reviews, account distributions, preparation of loan documents and underwriting requests, account exception clearing, and ensuring customer relationships are in compliance through various measures of review and tracking. Assist RM with portfolio maintenance
Interacts daily with internal and external contacts to ensure that all account activity such as account opening and closing, payments to and from customers, and requests from customers are processed timely; loan advances, deposits, distributions, wire transfers, loan bookings, DDA transfers and receipts are processed timely
Interacts with customers, managers, attorneys and accountants via telephone, written communications, or meetings regarding problem resolution and/or account maintenance; serves as liaison between operational and support areas, customer, and area in-market personnel; performs research and communicates resolution of problem to customer; resolves questions and problems presented by customers concerning transactions in their accounts and day to day operational issues. Coordinate with customers to ensure accurate customer prepared reporting
Responsible for coordinating the functional training of officers and staff on systems utilized in Business Banking. Assists in establishing and recommending code set adjustments, authorizations and system changes. Understands all aspects of relevant systems utilized within the Department, including procedures for internal control of source data and associated documents

Dallas, TX

Head of Business Banking Sales

Dallas, TX

Trantow, Gleason and Heidenreich

Dallas, TX

Head of Business Banking Sales

Execute a wide range of Business Banking initiatives
Inspire and lead a geographically disperse team across a 11 state footprint with business targets of revenue of 0-25M and a branch network of over 1200
Ensure all sales tools such as sales force automation and lead generation processes are executed effectively
Partner across the enterprise to ensure shared best practices, participation in enterprise wide projects and build meaningful and effective relationships within and outside of Business Banking
Develop productive relationships with internal and external partners
Develop a leadership and coaching culture to ensure succession, continued advancement, and a drive of constant development of those at all levels of the sales force
Create a culture of exceptional focus on the customer

present

Houston, TX

Dir Business Banking Sales

Houston, TX

Dicki-Beahan

present

Houston, TX

Dir Business Banking Sales

present

Provides BBO on-boarding and training programs. Ensure a strong-focus on prospecting training and tools for the BBOs
Works with Business Banking Officers on appeals, overrides, and pricing exceptions within the lending process
Manage and provide leadership to the Business Banking Area Managers to include small business deposits, lending and fee income products and services
Day to day Direct Sales Management of Business Banking Officers to achieve business lending, deposit & Fee Income goals to include activity and pipeline management
Conduct systematic “results-oriented” coaching evaluations with each direct report covering sales and service results utilizing my performance navigator results
Collaborates with Small Business National Sales Manager to support, train, and implement all product promotions and campaigns for your market. Promotes teamwork between all staff members and coordinates activities with strategic partners and branch management
Vast knowledge of individual and corporate financial statements and the key elements used to make credit decisions

Education Education

Bachelor’s Degree in Finance

University of Florida

Bachelor’s Degree in Finance

Skills Skills

Extensive knowledge and experience of business banking credit
Experience of leading a department through significant change (i.e. business model change, culture change, acquisition/merger)
A dynamic problem solver with a proven track record of leading the improvement of consumer, and relevant commercial financial products and services as well as customer service, a key differentiator of success in the hyper-competitive financial services marketplace
A proven track record at demonstrating this through previous hands-on experience and leadership will separate this individual from others
The ability to pinpoint how money is made within a Business Banking organization by leveraging the holistic capabilities and resources of the greater company is the hallmark of success for this senior position
15-20+ Business Banking leadership experience
Proven and consistent sales performance in growth of revenue while driving efficiencies over a period of time
Proven success in managing sales routines and leveraging sales force automation and reporting
Success at people leadership with proven development of future leaders, progression, and improvement within the function
Possess a thorough understanding of how to increase revenue, profitability, and efficiency within the geographical region with the right mix and breadth of aggressive leadership

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Cib-transaction Banking Sales Analyst Resume Examples & Samples

Acting as back-up in the relationship management of existing clients
Supporting the implementation of new client solutions and following up client queries
Appropriate collaboration with Client Service, Operations, Product, Technology, Risk, Credit, Legal and other areas to optimize product and service delivery to client
Supports sales managers in client onboarding activities including but not limited to client due diligence in accordance with J.P. Morgan’s internal guidelines in AML and KYCs, accurate recording pricing and billing structures and efficient implementation process
Assist to organize and coordinate client events and communication to promote and strengthen J.P. Morgan’s franchise
1 year work experience in Financial Services industry (Treasury Services preferred)
You will be able to discuss your experience in a front office environment, where you have had to deal with Client requests/enquiries
Experience in Proposal & Presentation management/ P&L analysis/Risk Management/ Middle office function preferred

Business Banking Sales Assistant Resume Examples & Samples

Handle and respond to customer informational requests and keep respective Relationship Managers informed when appropriate
Prepare and process documents, such as new accounts, fund transfers, etc
Complete account and product documentation along with maintaining customer account records
May perform basic service transactions such as address changes, check orders, issue/activate ATM cards, accept loan payments, give account balances, and perform stop payments
Offer assistance to clients who call for or drop by to see their Relationship Manager
Assist department and Relationship Managers in development of cross-selling and other sales activities and opportunities
Assist Relationship Manager with deposit account openings as well as loan requests
Communicate with Loan Center during underwriting, doc prep and loan closing
Review reports for cross-sell and expansion opportunities

Business Banking Sales Manager Resume Examples & Samples

6 - 8 years sales experience, preferably in the Banking industry
6-8 years management experience, preferably in a Financial Institution
Formal credit training is preferred
Ability to analyze financial statements and cash flow analysis
Demonstrated personal computer skills required
Effective communication skills is required
Demonstrated consultative sales skills
Self starter, works independently
Goal Oriented

Business Banking Sales Manager Resume Examples & Samples

Bachelor's degree preferred in Business, Finance or Accounting
3 - 4 years sales experience, preferably in the Banking industry
3-5 years management experience, preferably in a Financial Institution

Consumer Banking Sales Manager Resume Examples & Samples

Knowledgeable of Customer Service and Sales in a high volume contact center
Demonstrates aptitude for problem solving, analytics, and reporting
Demonstrates ability to manage time and meet deadlines ¿ works under general supervision
Demonstrates ability to work proactively & collaboratively in a team environment
Demonstrates ability to partner with multiple lines of business to achieve common goal
Knowledge of banking products, systems, policies/procedures and regulations
Knowledge or ability to gain proficiency in Microsoft office products, contact center applications
Strong knowledge of Microsoft Office suite
Networking skills
Ability to effectively manage multiple priorities simultaneously
Demonstrated skill of people development

Mobile Banking Sales Resume Examples & Samples

You will be enthusiastic, motivated and driven to succeed, and confident in dealing with current and prospective customers face to face, in a variety of settings
You will have a minimum of 12 months experience in Retail Banking, and be confident in selling retail banking products
You will provide a high quality customer centric service to customers, delivering outstanding sales performance and customer loyalty
You will be APA or ideally QFA qualified, and have a full clean driving licence

Banking Sales Analyst Resume Examples & Samples

Analyzes complex business problems and issues using data from internal and external sources to provide insight to decision-makers
Identifies and interprets trends and patterns in datasets to construct recommendations for strategic/tactical sales plans
Builds dashboards and reporting to tracking sales performance of 24-person sales team, sales events and/or programs, and subsets of Advisors engaged in sales-driven pilots and campaigns
Creation of informed target lead lists for banking sales campaigns, based on historical data analysis
Engage with both internal and external banking product areas to understand product goals and translate to needed field activity to exceed targets
Collaborate closely with the banking analytics team on reporting automation initiatives
Own the analytics and recommendations for the national sales force coverage strategy
Create and manage the field engagement project plan
Identify what is working in the field and quantify the impact of the sales force
LI-Recruiter

Senior Business Banking Sales Specialist Resume Examples & Samples

Up-sell additional Cash Management Online (CMO) functionality migrated clients
Sell CMO for Small Business offer to targeted SB clients
Partner with Small Business sales channel to drive incremental sales from branch referrals
Evolve into a virtual RM role with expanded sales responsibilities including: Additional business banking services
Basic credit facilities
Trade finance products
To provide an exceptional experience for new and existing clients by identifying their needs through the utilization of CIBC Financial tools
Required to meet weekly sales and service targets
Responsible for proactively initiating phone calls with clients to discuss their needs and to offer financial solutions
Accountable for accurately capturing and validating clients’ financial information, ensuring all documentation is completed in accordance with CIBC policies and procedures
Ensure that all internal dealings and dealings with clients reflect the standards prescribed by CIBC policies and procedures, including: Anti-money laundering, Reputational and Legal Risk, Code of Conduct, Risk Management, etc
Ensure ongoing personal development, remaining current on changing technology as well as maintaining high levels of fluency with internal product and processes

Ipb-banking Sales Incentive Administration Analyst Resume Examples & Samples

Degree in Technology preferred
At least 4 years' of working experience in banking sector or related field
Strong analytical skill and eye for detail
Independent, versatile and able to perform under pressure
Strong working knowledge of database and programming skills in MS Access, SAS, VBA, SQL, Excel
Knowledge on banking products such as Deposits, Equity, Mutual Funds, Fixed Income Securities and Insurance is a must
Must be familiar with advanced testing techniques to verify completeness and accuracy of data processing

Transactional Banking Sales Manager Resume Examples & Samples

Using this to assist in the formulation of key banking solutions and new product requirements using deep product skills in the team and collaboration across all working capital related products i.e. Physical Cash, Point of Sale (POS), Trade, Liquidity Management and delivering this through targeted campaigns into the appropriate client base and/or industry sector
Make recommendations in the formulation of new innovative means of client engagement and identification of new product requirements and revenue streams
Proactively research to create target client lists for new business in conjunction with the Coverage Banking teams
Provide continuous product training to the Coverage Bankers which will increase the awareness and therefore sales effectiveness of the Transactional Banking suite of products
Develop and maintain links with other Barclays businesses and product areas to maximise cross selling opportunities
Make recommendations on product development and design of marketing and sales materials founded on an understanding of client needs
Understand and comply with all applicable governance, compliance, risk policies and procedures
Thorough understanding of relevant, up-to-date technical knowledge in own field and across the broader Transactional Banking offering. Broad and deep Transactional Banking expertise to support being the face of Transactional Banking to clients

Dir Business Banking Sales Resume Examples & Samples

4-6 years of portfolio management experience, and 5-10 years of banking or financial services experience
Of 5 years Direct Sales Management leading a team of 10 or more employees with proven results and ability to manage across multiple states/cities
Demonstrated ability to provide group leadership to a team of ten or more
Excellent understanding of small business products including deposit, credit and cash management services
Preferred formal business credit training & underwriting knowledge
SBA processes and procedures knowledge
Working knowledge of Microsoft Office desktop applications
Ability to travel as the job requires, occasionally overnight

Analyst, Transaction Banking Sales Resume Examples & Samples

Assistance with customer and industry research
Assess working capital profiles of clients and identify improvements
Financial calculation/modelling of proposed solutions
Support Account Management, BDM and Analysis functions across Cash and Trade sales
Regular contribution to Account planning exercises
Inputs into portfolio strategy, data mining and/or analysis and pitch support
Experience in financial analysis with a background in accounting/auditing/corporate finance/financial markets
An understanding of Working Capital Management, WACC, and related financial theory
A tertiary qualification in a business (preferably finance) or related discipline is required
Post graduate qualifications such as CA, CFA or MBA highly regarded
Excellent analytical skills with the ability to think laterally and the flexibility to work in an environment of constant change
Experience in administering, maintaining and monitoring ‘well managed’ compliance and audit requirements
Ability to identify ways to strengthen the Transaction Banking Brand for stakeholders and clients through insights and reporting and ability to deal with client needs autonomously
Strong communication skills in order to manage client and stakeholder expectations and excellent professional presence and exceptional presentation skills
Client facing experience an advantage
Experience in dealing with a variety of customers in diverse industries
Strong industry and economic research background
Developed experience in Microsoft Excel based analysis (e.g. advanced formulas, modelling)

Wholesale Banking Sales Rep Resume Examples & Samples

Proven sales ability in commercial banking or related financial services industry
Strong credit and commercial lending skills
Excellent presentation, interpersonal, verbal and written communication skills
Demonstrated negotiation and sales strategy implementation skills
Ability and motivation to work independently as well as part of a team
Ability to work and excel in an unstructured environment

Transaction Banking Sales Resume Examples & Samples

5-7 years of sales experience within the Financial/Banking Industry
3+ years of experience in Transaction Banking (TB) product sales. Additional experience at a large corporate is preferred
Broad knowledge of TB products and solutions in Cash (payments, collections, liquidity and channel solution), Trade (shot-term trade – LCs, open account products, Guarantees, Supply Chain Management) and transactional FX services
Basic understanding of working capital solutions, corporate treasury management practices and advisory services and credit risk exposure
Knowledge of regulatory policies and procedures
Ability to manage deal coordination across regions / branches and departments
Hands-on and positive work attitude. Able to navigate internal processes
Strong computer skills including Excel, Word and PowerPoint to support online banking activities for corporate activities
Good organizational and analytical skills
Japanese language skills a plus
Demonstrated ability to build and lead teams in multi-cultural environments
Ability to work with staff of all levels
Eligible to work in the US

Transaction Banking Sales Manager Resume Examples & Samples

Degree holder, preferable in Banking and Finance
More than 06 years of working experience in banking and/ or treasury function
Relevant professional certification

Small Business Banking Sales Manager Resume Examples & Samples

5+ years of experience in sales management of a highly successful team
5+ years of sales experience in business banking or retail banking
3+ years of strong facilitation/presentation skills
Candidate must have exceptional influencing skills, strategic thinking and strong leadership skills
Effective Coach the Coach skills as well as direct coaching, leadership skills, influencing, facilitation/training, knowledge of business banking & retail reporting and systems, sales process, customer experience, computer skills i.e. Excel, Powerpoint

Manager, Transaction Banking Sales Resume Examples & Samples

Deliver against sales and revenue targets for existing customers and identify and target new sales opportunities
Develop and execute sales opportunities and while maintaining a focus on risk and credit quality
Provide holistic working capital solutions incorporating both Trade, and Payment and Cash Management (PCM) requirements
Engage TB counterparts across the region to leverage our presence in other markets
Assist Head of Transaction Banking in the development of strategies and plans to access broader market opportunities Transaction Banking Solutions
Develop market-leading transaction banking and e-channel solutions for existing and target customers as required
Contribute to client Account Plans to maximize Transaction Banking share of wallet
Being conversant with Compliance Obligations, notably Anti-Money Laundering (AML), Counter-Terrorism Financing (CTF) and Know Your Customer (KYC) policies
Promote and develop e-Channel solution for customers
Attend networking functions to actively promote the ANZ Royal brand in the local business community
Qualifications in a related financial services stream is preferred
Strong track record in growth sales environment
Understanding of trade regulations and rules (e.g. UCP600, URDG758, etc.) and Transaction Banking products
Understanding of working capital, accounts payables and receivables solutions
Strong commitment, sound communication and interpersonal skills in English and Khmer (Chinese language skills an added advantage)
Local knowledge and experience is highly desirable
Strong customer services skills
Proven ability to lead projects

Branch Banking Sales Assistant Resume Examples & Samples

Manage administrative task for the Head of Branch Banking including scheduling calendar, retrieving and responding to email and voice mail messages while maintaining confidentiality
Prepare memos, letters, presentations and reports
Develop and maintain sales reporting by collecting and analyzing information
Create and organize agendas for department and leadership meetings and other ad hoc meetings as needed
Prepare slide presentations for departmental meetings and internal/external clients presentations
Attend meetings when required to ensure appropriate notes are taken and distributed
Organize and coordinate special branch and client functions as needed
Assist other Retail functional areas on special projects
Minimum of 6 years of administrative and/or sales support experience
High School diploma required; BA preferred
Excellent organizational, prioritization and implementation skills required
Strong computer skills with advanced proficiency in Excel, Access, Word, and Power Point
Proven data analysis experience
Database or report writer experience preferred
Positions requires the need to travel to other FMB locations for meetings and events

Small Business Banking Sales Manager Resume Examples & Samples

Exercises strong decision making abilities & problem solving skills
Proven sales ability along with the ability to translate that skill to others by in-person & phone coaching
Knowledge of business credit, including policies
Extensive Sales management and coaching/training skills
Knowledge of risk management principles in direct sales of business banking products with proven record of success

Business Banking Sales Consultant Resume Examples & Samples

Knowledge and ability to determine and satisfy client needs and maintain a partnering relationship during engagements; includes influencing, communicating, presenting, facilitating, managing and developing others
Knowledge of and ability to implement effective strategies and activities that promote long-term customer loyalty
Knowledge of the techniques and the ability to work with a variety of individuals and groups in a constructive and collaborative manner
Knowledge of and the ability to recognize and be sensitive to the different perspectives and priorities of different customers

Treasury Management & Municipal Banking Sales Manager Resume Examples & Samples

Supervises, coordinates, coaches, mentors and counsels staff activities to ensure achievement of assigned goals and objectives. Responsible for staff retention, performance, and developmental coaching
Schedules and conducts departmental sales calls and sales meetings with their team and participates in joint sales call with the TM Sales Consultants
Provides feedback to TM Operations and Support as well as other business managers to remove obstacles or make improvements to products and procedures
Monitors industry trends and benchmark provides feedback to business managers to ensure best practices are used and products are offered
Periodically assigned to committees with other internal partners to determine best practices and procedures
Work closely with local sales force to identify prospective business opportunities
Assist in planning and implementation of sales efforts within assigned regions
Be available to make face to face calls on customers and prospects throughout the region
Coordinate problem resolution with customer and bank relationship and service teams
Be knowledgeable of industry, competitor and bank treasury management products
Be able to analyze current and potential customers’ banking needs and recommend suitable treasury management solutions
Maintains accurate employee records for the purpose of attendance and job performance ratings
In depth knowledge of treasury management products
Ability to analyze current and potential customer’ banking needs and to recommend appropriate treasury management solutions
Must be able to drive sales through creative coaching and calling techniques
Must be able to demonstrate leadership, planning and managerial abilities
Must have proficient verbal and written communication skills
Bachelor’s degree with major in Sales, Marketing, Management, Finance or Accounting and/or equivalent amount of experience and training
Four years of direct experience in treasury management sales is required
Three years supervisory or management experience is required
Commercial and Municipal sales experience is preferred

Head of Business Banking Sales Resume Examples & Samples

Develop, execute and drive sales strategy to ensure top performance while focusing on the voice of the customer (VOC) needs (leading sales performance in each segment)
Increase revenue, drive efficiency, anticipate market shifts and changes and respond accordingly
Execute short and long term business line and cross business line strategies to drive increased productivity and revenue growth
Anticipate market trends, company requirements, customer needs, and other things that could impact the business and adjust accordingly
Lead, coach and hold all managers and sales colleagues accountable to execute on Business Banking’s sales process
Ensure all sales tools such as sales force automation and lead generation processes are executed effectively
Execute a wide range of Business Banking initiatives
Inspire and lead a geographically disperse team across a 11 state footprint with business targets of revenue of 0-25M and a branch network of over 1200
Develop a leadership and coaching culture to ensure succession, continued advancement, and a drive of constant development of those at all levels of the sales force
Create a culture of exceptional focus on the customer
The leader will be held accountable to achieve high levels of customer engagement and peer bank leading customer satisfaction scores recognized benchmark surveys
Lead people through change; create followership, customer focus, team and partner collaboration and accountability
Develop productive relationships with internal and external partners
Partner across the enterprise to ensure shared best practices, participation in enterprise wide projects and build meaningful and effective relationships within and outside of Business Banking
Ensure the sales function mitigates risk while ensuring business needs are met
Accountable for the successful execution of Citizens Bank’s Business Banking growth strategy - this includes driving revenue and margin growth while keeping a trained eye on talent acquisition and talent development
Accountable for surfacing new business opportunities in the market while expanding existing relationships
The head of sales is expected to understand (or have the ability to quickly get up to speed on) the Bank’s footprint, the major competitors in the market, the typical business product set sold, industry trends and best practices
Possess a thorough understanding of how to increase revenue, profitability, and efficiency within the geographical region with the right mix and breadth of aggressive leadership
15-20+ Business Banking leadership experience
A dynamic problem solver with a proven track record of leading the improvement of consumer, and relevant commercial financial products and services as well as customer service, a key differentiator of success in the hyper-competitive financial services marketplace
A proven track record at demonstrating this through previous hands-on experience and leadership will separate this individual from others
The ability to pinpoint how money is made within a Business Banking organization by leveraging the holistic capabilities and resources of the greater company is the hallmark of success for this senior position
Must possess the right amount of leadership vision, confidence, charisma and political savvy to bring credibility and energy to one of the bank’s largest growth engines
Progressive sales leadership roles, preferably in Business Banking
Experience of leading a department through significant change (i.e. business model change, culture change, acquisition/merger)
Proven and consistent sales performance in growth of revenue while driving efficiencies over a period of time
Proven success in managing sales routines and leveraging sales force automation and reporting
Success at people leadership with proven development of future leaders, progression, and improvement within the function
Extensive knowledge and experience of business banking credit

Banking Sales Specialist Resume Examples & Samples

Product Program related
Good understanding of CPB
Advanced MS based software knowledge particularly Powerpoint and EXCEL
Any qualification relevant to the role

Business Banking Sales & Service Prof Resume Examples & Samples

Interacts with clients, managers, attorneys and accountants via telephone, written communications, or meetings regarding problem resolution and/or account maintenance; serves as liaison between operational and support areas and customer; performs research and communicates resolution of problem to customer; resolves questions and problems presented by clients concerning transactions in their accounts and day to day operational issues
Provides direct technical support for officers and management in administration and management of accounts, including monitoring daily balances; complex credits; indentifying, reconciling and depositing income and principal to accounts, preparing complex disbursements from accounts, researching cost basis and providing other technical accounting assistance to officer and management; funding assets into and distributing assets from accounts; assisting administrator in preparing an filing documents with courts, governmental and regulatory agencies, other duties as assigned
Provides assistance to Senior Department Managers with special projects
Performs basic clerical needs; composes, initiates and reviews correspondence and memoranda; drafts and types letters, complete complex forms. Compiles and coordinates the production of presentation reports, meeting materials and management reports
Responsible for coordinating the functional training of officers and staff on systems utilized in Business Banking. Assists in establishing and recommending code set adjustments, authorizations and system changes. Understands all aspects of relevant systems utilized within the Department, including procedures for internal control of source data and associated documents
Advanced PC and software application skills; includes the Microsoft Office Suite
Excellent understanding of bank operating practices and procedures, including all IT systems in use
Extensive knowledge of credit and banking law
Advanced interpersonal, verbal and written communication skills
Advanced organization skills; ability to handle multiple tasks simultaneously in a competent and professional manner
Ability to working with data/information requiring a high degree of confidentiality and complexity

Business Banking Sales & Service Prof Resume Examples & Samples

Interacts with customers, managers, attorneys and accountants via telephone, written communications, or meetings regarding problem resolution and/or account maintenance; serves as liaison between operational and support areas, customer, and area in-market personnel; performs research and communicates resolution of problem to customer; resolves questions and problems presented by customers concerning transactions in their accounts and day to day operational issues. Coordinate with customers to ensure accurate customer prepared reporting
Interacts daily with internal and external contacts to ensure that all account activity such as account opening and closing, payments to and from customers, and requests from customers are processed timely; loan advances, deposits, distributions, wire transfers, loan bookings, DDA transfers and receipts are processed timely
Assist in performance of complex administrative activities, which may include regulatory reviews, account distributions, preparation of loan documents and underwriting requests, account exception clearing, and ensuring customer relationships are in compliance through various measures of review and tracking. Assist RM with portfolio maintenance
Assist Business Banking Relationship Managers in developing new lending and depository business with existing and prospective customers including preparation of advance presentation packages for bank product presentations and in-market focused sales campaigns. Work to increase customers’ utilization of product features such as auto debit and online banking. Prospect identification research through Salesforce and internet search engines
Prepares documents for management review and reporting. This may include new product proposals, sales presentations, new business reports, customer performance and relationship maintenance reports. Assist with setting up and training new SSP’s and Business Banking RM’s
Thorough knowledge and understanding of lending practices and policies, loan documentation and collateral regulations and requirements
Thorough knowledge of deposit, loan and investment systems, report generation and information gathering
Excellent customer relation skills focused on delivering superior service quality
Excellent PC skills including spreadsheet and word processing applications, and proprietary applications