Senior Banking Relationship Manager
1 week ago
Job Summary:
As a VP, Specialty Banking Relationship Manager at Enterprise Bank & Trust, you will be responsible for developing new National Deposit Vertical deposit account relationships within the Legal Industry & Escrow Services while implementing comprehensive banking solutions for new and existing National Deposit Vertical account relationships. You will develop and execute a sales plan that focuses on Cold Calling, In-Market Event attending, Centers of Influence development and maintenance, and networking within Legal Industry & Escrow Services Industry.
Key Responsibilities:
* Represent the bank in the business community and develop relationships with business owners, C-level execs, COIs, etc.
* Build and maintain a list of at least 15 targeted prospect profiles and strategize and execute a call plan to meet individual and team sales objectives for the bank's various business lines.
* Review and recommend deposit and treasury management products for new banking relationships.
* Manage an existing portfolio of clients by performing periodic calls and reviews, assisting with service-related requests, deepening the relationships by providing product and treasury management solutions, and by providing recommendations to other EB&T resources.
* Monitors market conditions, observing competitor impact and makes recommendations to maintain competitive advantage.
* Develop and maintain comprehensive knowledge of all commercial products including loans, cash management, trade service products and deposits to facilitate cross-selling and enhance the client experience.
* Organize and maintain key client data in bank's CRM system.
* Attend meetings, events, trade shows and conferences to help support sales efforts.
* Call on both warm and cold leads as needed.
* Assist with any other daily job duties.
* Participate in required training courses related to the job.
Requirements:
* Strong communication skills.
* Strong organizational skills.
* Details and task-oriented.
* Excellent customer service and/or sales skills along with the ability to answer questions related to treasury management products and services, customer accounts and bank-related materials.
* Basic math skills.
* Basic phone skills including business and sales etiquette.
Education and/or Experience:
* High school education or GED.
* Five to seven years of customer service or sales experience.
* Five plus years of banking experience.
* Five plus years of specific industry experience.
* Over 5 years' experience working in a sales environment.
* A proven track record of achieving over $20MM in new deposit production annually.
* Experience reviewing banking forms and documents is also a plus.
Computer and Software Skills:
* Microsoft Office suite.
* Google Apps.
* Excel.
Certificates, Licenses and Registrations:
* None.
Equal Opportunity Statement:
Enterprise Bank & Trust is committed to helping individuals with disabilities participate in the workforce and ensuring equal opportunity to apply and compete for jobs. If you need an accommodation in order to apply for a position at Enterprise Bank & Trust please contact Human Resources at
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