Treasury Analyst
Inogen
Business Banking Relationship Manager III
Eastern Bank
full-time
Posted on:
Origin: • 🇺🇸 United States • Massachusetts
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 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 Business Banking customers grow and make their business more profitable.
- Source, evaluate and recommend new Business Banking opportunities for loan and deposit relationships, including Commercial & Industrial (C&I) and Commercial Real Estate (CRE) relationships.
- Manage a portfolio of Business Banking clients to help minimize risk for the bank, cross sell to the book of business and create a positive customer experience.
- Coordinate calling and relationship 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) and strong interpersonal skills.
- 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.
