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.