Business Banking Relationship Manager - San Antonio, TX

About the role

We are seeking a seasoned Business Banking Relationship Manager in San Antonio, TX. This role is responsible for the growth, retention, and expansion of a portfolio of existing Business Banking customers, and sourcing new customers through referrals.

Responsibilities

• Recommends the appropriate solutions to clients as a trusted advisor to meet the clients' objectives.
• Mets assigned revenue goal for region and products.
• Gains complete knowledge of the business and personal financial needs of assigned customers.
• Visits client locations every 6 months.
• Builds knowledge of each assigned client by completing an in-depth profile of business and develops/manages a relationship plan for each client.
• Develops and drives new acquisitions within assigned banking center through centers of influence, such as CPA's, attorneys, and existing client base.
• Sets and meets Key Performance Measures, including portfolio growth, revenue/profitability, retention, and customer satisfaction key metrics.
• Handles client requests directly or refers to appropriate resources.

Qualifications

• Typically requires a Bachelors and 4+ years of directly related experience.
• Full use and application of standard principles, theories, concepts, and techniques.
• Working knowledge of sales techniques, banking products and services.
• Excellent customer service, negotiation, and PC's skills.