Performance strictly & solely driven by sales numbers/goals
VP- Relationship Manager- Small Business (Former Employee) – Washington, DC – June 19, 2018
Addressing client maintenance needs, submitting completed financing requests to Loan Center, circling back to U/W'ers to move deals forward, handling portfolio requirements, i.e., renewals & updated financials, outbound telephone sales/service calls, visits & callbacks to 9 branches that I supported, customer referrals to TD partners for additional products/services & scheduling face to face meetings with prospects, customers & referral COI's (CPA's, Attorneys, Realtors)
Gained increased credit U/W'ing knowledge & importance of strengthening my centers of influence (COI's)
Central NJ Regional Management Team was an experienced & knowledgeable one but was not as proactive in working with the line personnel, micromanaged too much & needed to roll-up their sleeves to lead more by example.
Culture is unique. You learned to develop a positive rapport with back-office personnel to get the job done together.
Challenges due to the ever-changing regulatory requirements in the financial industry. Needed to be adaptive in jumping from one priority to another. Sometimes was frustrating that resolutions could not be resolved in a more productive manner.
Working with clients to help their businesses grow & assisting them with their other financial needs. Receiving thanks from them was very satisfying.
Good 401K plan, bonus compensation
Limited options for employee banking services, same as for customers