Senior Banking Relationship Manager
7 days ago
Company Overview:
At Webster Bank, we are committed to putting people first and helping individuals, families, businesses, and colleagues achieve their financial goals. Our focus on integrity, collaboration, accountability, agility, respect, and excellence sets us apart as a bank and an employer.
We remain passionate about serving our clients and supporting our communities through meaningful work that expands career potential, benefits from robust development opportunities, and promotes teamwork in a positive working environment.
Job Description:
This role is responsible for achieving sales, service, and operational goals for the Banking Center based on Webster's Strategic Guidelines. The individual assumes responsibility for the branch in the Banking Center Manager's absence and works with existing clients and prospects to deepen the share of wallet and increase market share.
The Senior Banking Relationship Manager plays a vital role in coaching staff to cross-sell products and services by maintaining a working knowledge of Webster's products. They assist with completion of required operational tasks to help the team achieve/exceed audits and develop a strong partnership with various business segments through collaboration and communication.
Responsibilities:
- Assists Banking Center Manager with achievement of banking center sales, customer service, P&L management, operations, and employee development
- Assumes responsibility for the banking center in the Manager's absence and ensures exceptional client experience
- Expected to achieve/exceed individual sales, service & operations targets
- Responds to customers' needs by processing routine banking transactions accurately; prepares and compiles client application/information to open accounts
- Build COI's by networking and prospecting to propagate the Webster brand and create value
- Successfully uses lead management tools and resources to document activities, e.g., Salesforce
- Supports segmentation strategy with existing clients by implementing sales, retention, and other bank initiatives to support Banking Center's growth and profitability objectives
- Assists with the completion of required audits and operational standards
- Ensures compliance with Federal and State laws as well as bank policies and procedures. Meets/exceeds branch evaluation requirements
- Provides mentorship and guidance to colleagues to adhere to sales and service process by demonstrating leadership skills and modeling the way
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