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Business Banking Relationship Manager
Zions Bancorporation
Pearland, TX, United States
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Description
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 exceed 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.
• Other duties as assigned.
Qualifications
• Typically requires a Bachelors and 2+ years of directly related experience.
• Working knowledge of sales techniques, banking products and services.
• Must have excellent customer service, negotiation and PC's skills.