Business Banking Virtual Relationship Manager

This is a fully remote position, open to applicants in Ohio.

📋 Description

• Proactively manages a portfolio of clients within the entry-level segment of Business Banking.

• Effectively cultivate client relationships by selling and promoting a diverse range of financial products and services.

• Provide relevant financial insights to clients while identifying and referring cross-marketing opportunities.

• Establish strategic partnerships with key business lines to efficiently refer business and leverage collaborations.

• Regularly engage with a designated portfolio of clients at defined intervals to address their service or business-related needs.

• Promote and cross-sell products and services by keeping clients informed about offerings, services, and special promotions.

• Conduct joint calls with partners to enhance their sales skills and discover consumer opportunities.

• Analyze financial statements, evaluate credit lines, and renew loans.

• Identify lending opportunities in the form of business loans and fulfill related lending duties.

• Actively work to retain clients and reduce profitable client attrition.

• Handle various operational tasks while serving as a bank advocate and advisor to clients.

⛳️ Requirements

• Associate's Degree or equivalent experience (required).

• At least 1 year of experience in a similar or transferable role, showcasing strong customer service and sales skills (required).

• A minimum of 1 year of comprehensive financial services experience, particularly in business/commercial banking, with a solid understanding of the regulatory landscape, competitive environment, key industry players, economic factors, and operational challenges (required).

• Experience in small business lending (required).

🏝️ Benefits

• Please click here for a list of benefits for which this position is eligible.