Business Banking RM I

Sales and Business Development

• Conducts a minimum of 10 client or prospect calls per week to build new relationships and strengthen existing ones.
• Pursues new small-mid-sized business clients with borrowing needs less than $3mm and who are generally less than $10mm in revenue and provides opportunities to generate deposit, loan and revenue growth for the bank.
• Promotes a full suite of banking products and services, ensuring clients are aware of all available options.
• Works closely with business partners such as the Financial Solutions Centers, Treasury Management, Mortgage, Equipment Finance, FCI and FCA to deepen the relationship and expand the relationship revenue.

Financial Solutions Advisory

• Shares insights with clients, positioning the bank as a trusted partner in their business growth.
• Affirms clients’ financial needs and objectives to provide tailored banking solutions.

Compliance and Risk Management

• Works with Credit Administration to determine initial credit worthiness, understanding their credit strengths and weaknesses and ensuring adherence to bank policies.
• Works with Business Banking Portfolio Management to ensure credit quality standards are met/maintained including financial statement monitoring and past due accounts.

Client Support and Relationship Management

• Adds and addresses client inquiries, troubleshoots issues and provides ongoing support to clients.
• Prepares and maintains accurate call records of client service calls made and meetings held with present and prospective clients.