Description:
Manages important bank customers and helps the bank acquire and retain clients. This is generally a more senior customer-facing position.
Typical responsibilities:
- Manage a portfolio of clients
- Build relationships with customers
- Find new clients
- Recommend loans, deposits, credit cards and other products
- Understand clients’ financial needs
- Monitor customer accounts
- Meet sales/revenue targets
- Coordinate with credit and operations teams
Requirements:
- Bachelor’s degree, usually Business, Finance, Economics, Marketing or related
- Strong communication skills
- Sales and negotiation skills
- Customer relationship management
- Financial knowledge
- Ability to meet targets
- Banking/sales experience is commonly preferred
Good for: Experienced banking or sales professionals.