Account Manager
Bisnow
Banking Relationship Manager III
Eastern Bank
full-time
Posted on:
Location Type: Hybrid
Location: Wakefield • Massachusetts • 🇺🇸 United States
Visit company websiteJob Level
Mid-LevelSenior
About the role
- Develop a portfolio of customers, prospects and Centers of Influence (COIs) through networking and other business development efforts.
- Sell of bank products to new and existing customers.
- Partner with assigned branches for cross sale opportunities and customer relationship management
- Manage relationships externally with key Community Partners to leverage programs, tools and resources that can assist BB customers grow and make their business more profitable.
- Source, evaluate and recommend new BB banking opportunities for loan and deposit relationships.
- Manage a portfolio of BB clients to help minimize risk for the bank, cross sell to the book of business and create a positive customer experience.
- Coordinate calling and relationships management activities with multiple internal business partners including commercial, investments, treasury, retail, and insurance.
- Conduct preliminary underwriting and structure of credit requests.
- Maintain internal Bank contact management system including full history.
Requirements
- Bachelors Degree or equivalent combination of training and related experience required.
- Five-to-eight years of sales and management experience
- Must have a basic understanding of commercial businesses and banking
- Demonstrated basic knowledge of credit with some prior credit training and sales training.
- Strong communication skills (written and verbal).
- Strong sales skills in a fast paced environment.
- Able to utilize full range of prospecting sales activities.
- Technologically proficient.
- Candidate must be able to attend networking and other events outside of customary business hours
- Must be a self starter and able to self generate sales prospects and pipeline.
Benefits
- medical, dental, vision, life and disability insurance
- retirement
- vacation
- tuition reimbursement
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
salescredit underwritingcredit trainingbankingcustomer relationship managementprospectingportfolio managementrisk managementbusiness developmentcommercial banking
Soft skills
communicationsales skillsself-starternetworkingrelationship managementorganizational skillscustomer experienceteam collaborationadaptabilitytime management
Certifications
Bachelor's Degreesales training certificationcredit training certification
