• Manage the end-to-end client journey to deliver client needs and drive sales opportunities
• Identify and refer specialized small business opportunities and solutions to clients
• Deliver a branded customer experience by being in the field a minimum of 80% of the time
• Foster relationships with key partners to increase small business opportunities
• Leverage knowledge of credit to advise small business owners on solutions

Requirements

Proven success in consultative sales in financial services or business-to-business sales
Ability to demonstrate examples of improving financial outcomes by interpreting financial statements
Passionate about outside sales and enjoys prospecting
Ability to enhance existing relationships and exceed sales goals
Excellent communication skills and demonstrated leadership ability
Thorough knowledge of small business financial products and services
Familiarity with CRM platforms and other banking systems

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Hard Skills

consultative sales
financial services
business-to-business sales
interpreting financial statements
small business financial products
small business financial services

Soft Skills

relationship building
sales goal achievement
communication skills
leadership ability
prospecting

Business Banking Relationship Manager

Territory Manager