Job Description

The Business Banker is responsible for proactively sourcing, acquiring, expanding, and retaining customer relationships by maximizing sales opportunities in an assigned Area, growing and retaining a book of business, and ensuring a world-class customer experience for all current and prospective clients. Individuals in this role are Subject Matter Experts (SME) on Deposit, Credit, and Cash Management products and support their assigned area branches end to end. Responsibilities:Lead as the subject matter expert across a broad sales Area of assigned branches, which comprise of branch stakeholders and other Area partners (e.g. Wealth Management, Mortgage)Partner with cross retail segment Area peers spanning Wealth Management, Consumer and Mortgage and initiate collaboration to optimize relationships to execute sales planAccountable to scorecard metrics and KPI’s as defined by Senior ManagementSupport the development of small business knowledge and skills to assigned branch Area team through execution of joint sales activities, ongoing training, and identifying referral opportunitiesCall on your assigned book of high valued clients, to deepen the relationship and retain their business, while owning, responding to, and proactively uncovering future needs, roadblocks, or risks for the business to achieve their goalsEducate and introduce clients to the appropriate products and services that fit their needs and grow both the balance and revenue of your portfolioManage credit requests up to $250K, and work closely with Sr. Business Bankers on lending relationships over $250KDevelop and execute an integrated and comprehensive sales plan to achieve scorecard results, drive acquisition of new to bank clients and target industry/sectors maximizing the highest potential across designated territoryAdhere to sales management routines, sales practices and protocols for Business Banking to ensure compliance with all policies and procedures.Proactively manage portfolio of assigned high value clients. Expand business banking customer relationships by identifying needs and maximizing opportunities while ensuring customer satisfaction and retention.Foster teamwork and Business Banking knowledge in all assigned branches to ensure a positive customer experience. Be accountable to client service scores.Collaborate with Consumer and Wealth business partners to deepen client relationships.Work closely with the credit/risk team and Branches to facilitate loan closings, including pipeline management, loan escalations / appeals and advocacy, application quality and pricing issues.