Overview In this role you will cultivate profitable business banking relationships with mid-size to large clients, leveraging knowledge of markets and products to drive growth. You will partner with internal teams to expand the portfolio and unlock new opportunities, while maintaining a disciplined sales process. You'll build a robust referral network, manage pipelines, and engage customers with consultative solutions. This position offers impact across complex accounts and a clear path to shaping client outcomes within a major financial institution.
Compensation / Benefits- Healthcare (medical, dental, vision)
- Life insurance
- Disability insurance
- Retirement plan (401(k
- Paid vacation
- Paid holidays
Responsibilities- Develop profitable business account relationships and increase profitability from existing and new accounts
- Identify business opportunities based on knowledge of clients, markets, products and services
- Deliver sales presentations to clients to illustrate product benefits and fit
- Implement and maintain a referral network and call program to promote sales
- Manage pipeline activity with strong follow-up and execution discipline
- Collaborate with internal teams to grow and retain portfolio customers
- Leverage CRM tools to manage leads, activities, and sales performance
Key requirements- Bachelor's degree, or equivalent work experience
- Seven to nine or more years of relevant work experience
- Ability to travel locally, regionally, and some nationally
- Strong credit analysis and financial assessment skills
- Experience with mid-size to large businesses and clients with $10MM+ annual revenue
- Experience with Centers of Influence (COIs) to generate opportunities
- Proven ability to prospect, discovery, and close deals
- Knowledge of payment products and basic product marketing and operations
- Strong customer relationship management, negotiation, and problem resolution skills
- Experience using Salesforce or similar CRM tools
- negotiation
- relationship management
- problem solving
- proactive communication
- Salesforce or similar CRM
- credit analysis and financial assessment
