Business Banking Relationship Manager Trainee
Core
Cultivates and manages relationships with a portfolio of small business clients to build a pipeline of new business and increase market share.
Role type
Business Banking Relationship Manager Trainee
Builds
Business banking products and services for small business clients
Domain
Financial Services / Business Banking
Deliverable
client delivery
Required skills
financial analysis, credit assessment, business banking product knowledge, lending processes, customer sales, relationship management, risk management, data analysis
Preferred skills
strategic problem solving, change management, stakeholder management
Technologies
banking databases, loan documentation systems
Responsibilities
Proactively develop and execute sales strategies to attract new business clients; Identify prospective customers and cross-sell additional products and services; Understand customer needs and offer financial solutions that meet customer goals; Resolve or escalate issues; Monitor and track performance; Follow security and safeguard procedures and apply due diligence
Seniority
Mid-level, hands-on IC
