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.
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. Must have excellent customer service, negotiation and PC's skills.
- Hours: Monday - Friday: 8:00 A.M. – 5:00 P.M., 40 hrs. /wk.
- Must be able to work schedule
- Salary and job level commensurate with experience
- Employees regularly scheduled to work 20 hours or more per week are eligible for a full benefits package
hours per week
Texas-Sugar Land-TX - Sugar Land
Amegy Bank - 14 months ago
Multibank holding company Zions Bancorporation operates eight bank subsidiaries with some 485 branches in 10 western and southwestern...