The Client Manager (CM) is responsible for managing a portfolio of business banking clients who require financial services and products to meet their needs. In addition to being the primary point of contact and key financial advisor for the client, the CM is accountable for prospecting new business and retaining and deepening existing relationships. The CM analyzes the client's financial and operating strategies and recommends alternative or additional financial services to best meet the ...
Bank of America - 2 years ago
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