Relationship Banker

Responsible for client relationships, including attracting and retaining new clients and strengthening current relationships. Activities include maximizing cross-sales opportunities through customer profiling with the ultimate goal of cultivating interest in other business banking products. Provides support to help clients coordinate solutions, manage accounts, obtain advice and administer services. Ensures customer questions and issues are answered correctly and efficiently by documenting and identifying trends in customer service needs. Resolves and oversees customer issues surrounding consulting, information, and software services, solutions and products. Makes presentations to potential clients and contributes to the achievement of sales targets. Engages customers in the lobby to assist, educate and train on how to conduct simple transactions through self-service technologies. Attends and actively participates in weekly partnership meetings and joint calls with Branch partners. Increases profitability by sourcing new customers, prospecting via outbound calling, receiving referrals from centers-of-influence, lobby engagement, and via branch partners. Uses Explore process to acquire and deepen existing relationships. Creates customized solutions for new and existing clients in order to help them achieve their financial goals. Ensures customers/clients are connected to the appropriate partner to help them achieve their financial goals, ensuring all sales, service and specialized needs are met, and helping to drive overall revenue growth. Proactively manages risk in every business, product and service transaction, leveraging available tools.