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Business Banking Advisor
2 months ago
As a Small Business Banking Specialist, you will serve as the main point of contact for a designated group of small business clients. Your focus will be on businesses with annual revenues ranging from $100,000 to $1 million.
Key Responsibilities- Manage and nurture relationships with small business clients, ensuring their banking needs are met.
- Utilize customer relationship management tools to track interactions and client progress.
- Collaborate with various internal teams, including Business Bankers, Relationship Managers, and Financial Advisors, to provide comprehensive support to clients.
- Assist clients in navigating financial products and services tailored to their business needs.
The ideal candidate will possess strong interpersonal skills and a deep understanding of small business banking solutions. A commitment to client satisfaction and the ability to work collaboratively with a team are essential for success in this role.
