As senior relationship manager I am responsible for managing a portfolio of complex business clients, focusing on retaining and deepening existing relationships by providing customized banking solutions tailored to their financial needs, while also actively prospecting for new clients and leveraging their network to identify potential business opportunities; essentially acting as a key point of contact for high-value clients, understanding their business goals and recommending appropriate financial products and services to achieve them, all while adhering to risk management protocols and compliance guidelines.
Leverage knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as creative marketing techniques utilizing CRM resources and materials to develop business network and prospects
Develop relationships with clients, prospect and centers of influence through in-person/virtual calls to understand the needs of the business and its owners and develop the full financial relationship.More...