Sr Small Business Specialist II - Reading
Sovereign Bank - Reading, PA

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This full time position is located at 601 Penn St., Reading, PA

Job Duties

I. POSITION SUMMARY
A dedicated resource that is responsible for acquiring new customers and deepening relationships with existing customers. New customers are sourced through prospecting, referrals from centers-of-influence as well as successfully leveraging internal and external partnerships. Determines and sells appropriate product and service solutions to meet the banking needs of prospects and customers. Responsible for growing the profitability, relationship depth and retention of a portfolio of existing customers. The Specialist is responsible for driving performance within a cluster of branches or a high opportunity branch, and spends the majority of their time meeting with prospects and customers at their place of business. Focuses their time on larger small business customers and prospects and refers smaller relationships down to the Branch Manager. Reports to the Small Business Team Leader and works closely with Branch Managers to drive performance.
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II. PRIMARY DUTIES & RESPONSIBILITIES
A. Actively engages in customer outreach efforts focused on acquiring new small business customers. Outreach efforts will include but not limited to lead lists, internal and external referrals, and cold calling. (40%)
B1. Actively engages in customer outreach efforts to expand relationships with existing customers. (10%)
B2. Responsible for a portfolio of small business customers with
a prescribed process for contacting these customers in order to grow, retain, and improve the profitability of these relationships. (10%)
C. Conducts customer conversations and appointments following a prescribed sales process to effectively uncover customer needs and provide relevant solutions. (10%)
D. Fulfills solutions including opening deposit accounts, completing the entire loan application process and servicing the ongoing needs of customers. (10%)
E. Develops and maintains relationship with in-branch partners and key external business partners to increase cross-sell and achieve sales goals. (10%)

Qualifications

Education: Bachelors or Equivalent
License/Certificates:
Experience - At least 5 Years
Full understanding of the business credit process.
Experience in banking/financial services.
Minimum 5 years sales and relationship management experience. Business to business sales experience preferred.
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IV. SPECIALIZED KNOWLEDGE
Advanced knowledge of small business credit
Excellent sales, prospecting, customer service and relationship management skills
Knowledge of cash management products for referral opportunity
Strong organizational and time management skills.

Contact Information

Job ID: 53259

Notes

Performs job requirement/responsibilities in compliance with applicable laws and regulations

To express interest in and be considered for a position, please provide your background information and work experience by completing the employment application in its entirety. Incomplete information may result in rejection of your application from consideration.

Santander Bank - 2 years ago - save job
About this company
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Santander Holdings USA is the parent company of Sovereign Bank, which reigns in the Northeast with more than 700 branch locations....