Account Manager

• 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.

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