Business Banking Relationship Manager – Tanglewood/Houston, TX

About the role

This position is responsible for the growth, retention and expansion of a portfolio of existing Business Banking customers. Also, responsible for sourcing new customers through referrals. Recommends the appropriate solutions to clients as a trusted advisor to meet the clients' objectives. Meets 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. Ensures client requests are met by handling them directly and/or referring to appropriate resource. Meets or exceeds Key Performance Measures, as established by the Business Banking Area Manager, including but not limited to, portfolio growth, revenue/profitability, retention, and customer satisfaction key metrics.

Responsibilities

• Sources new customers through referrals
• Recommends appropriate solutions to clients as a trusted advisor to meet clients' objectives
• Maintains and expands relationships with existing customers
• Meets assigned revenue goals for region and products
• Gains comprehensive knowledge of the business and personal financial needs of assigned customers
• Visits client locations every 6 months
• Develops and manages a relationship plan for each client
• Drives new acquisitions within assigned banking center through centers of influence
• Ensures client requests are met by handling them directly or referring to appropriate resources
• Maintains Key Performance Measures, including portfolio growth, revenue/profitability, retention, and customer satisfaction

Qualifications

• Typically requires a Bachelors and 4+ years of directly related experience
• Broad application of principles, theories, and concepts in applicable discipline, plus extensive knowledge of other related fields
• Extensive knowledge of sales techniques, banking products and services
• Excellent customer service, negotiation, and PC skills