Commercial Relationship Officer

Responsibilities

• Possess and manage a portfolio of commercial deposit clients, including businesses, their owners and senior executives.
• Prospect, produce, and manage relationships with both direct and referred clients.
• Manage and expand existing commercial deposit relationships, including treasury management and card services products.
• Act as the primary officer and manager for clients, and as the lead sales agent for prospects referred by other relationship managers.
• Refer loan opportunities to the appropriate banker and/or group, and cross-sell and refer treasury management and other bank services and deposit products.
• Maintain consistent communication with clients through outbound calls and personal on-site visits.
• Develop strong professional relationships with internal and external business units, including commercial services, credit, treasury management, legal, and other relevant departments.
• Orchestrate customer and prospect sales calls, focusing on a consultative approach to expand business relationships.
• Prepare and present comprehensive sales proposals to customers and prospects, and manage all elements of the sales cycle.
• Maintain an accurate and up-to-date sales pipeline within the Bank’s customer relationship management system.
• Stay informed about industry trends and communicate client and prospect needs to Commercial Product Management.
• Represent the bank at local industry conferences and networking events.
• Partner with Treasury Management personnel to ensure new services are established correctly and customer issues are addressed professionally and promptly.

Requirements

• A professional, production goal-driven individual with a passion for generating profitable banking relationships and taking excellent care of clients.
• A bachelor’s degree and a minimum of 5 years commercial/private banking/treasury management experience (preferred), or demonstrated sales and service experience in a compatible industry.
• A demonstrated track record of meeting sales goals and a solid understanding of relationship management.
• Proficiency with email, word processing, and spreadsheet/presentation software, with CRM experience being beneficial.
• The ability to travel up to 50% of the time, traveling to markets such as Chicago, Phoenix, Oklahoma City, and Denver.