обновлено 21 час назад
Business Banking Relationship Manager - Virtual Client
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Business Banking Relationship Manager - Virtual Client (Business Banking/Sales): Managing and growing a virtual portfolio of 400+ business clients in the $2–10MM revenue segment with an accent on outbound outreach, financial needs analysis, and product sales. Focus on structuring credit and non-credit solutions, increasing share of wallet, converting sales opportunities, and managing regulatory, operational, reputational, and credit risks.
Location: Remote from select geographic locations in the United States; home-based work in Pennsylvania is indicated. Occasional in-office participation and annual travel for team meetings may be required.
Company
is a banking organization providing financial products and services to business and consumer clients.
What you will do
- Manage and grow a portfolio of more than 400 business clients with annual revenues of $2–10MM.
- Conduct outbound calls, identify client needs, and develop sales opportunities across multiple markets.
- Present products and services while increasing client engagement, loyalty, revenue, and share of wallet.
- Originate, analyze, negotiate, and document credit and non-credit products and services.
- Use reporting, sales tools, and technology to identify opportunities and manage virtual client relationships.
- Monitor and mitigate regulatory, reputational, operational, and credit risks while collaborating with virtual relationship managers and small-business sales partners.
Requirements
- University or college degree, or a comparable combination of education, certifications, and experience.
- At least 3 years of relevant or direct industry experience, preferably in business banking relationship management.
- Experience working with businesses generating $2–10MM in annual revenue.
- Strong virtual communication, client relationship management, sales, organization, and technology skills.
- Ability to manage high volumes of client relationships, metrics, priorities, and monitored sales activity.
- does not provide employment visa sponsorship or participate in STEM OPT for this position.
Nice to have
- Experience analyzing business tax returns and structuring small-business loans.
- Spanish-speaking ability.
Culture & Benefits
- Remote work from an approved, quiet, secure, and confidential home workspace.
- Annual team-meeting travel and possible occasional in-office participation based on business needs.
- Medical, prescription, dental, vision, life, disability, and health savings account options.
- 401(k) match, pension, stock purchase plan, dependent-care support, and educational assistance.
- Paid holidays, parental leave, occasional absence days, and 15–25 vacation days depending on career level and service.
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