Job Description
**Description**
**Location:** On site at location listed in job posting
**Schedule:** Monday through Friday. 9:00AM to 5:00PM
**Summary**
Provides full-service banking to business clients, providing them with tailored financial solutions like loans, lines of credit, cash management services, and deposit accounts.
**Key Responsibilities Include**
+ Develops new relationships through calling on targeted potential clients; uncovers prospect needs for products and services and recommends solutions; develops sales plans and strategies; finalizes and helps structure and close deals with high close rate; answers questions.
+ Cross-sells retail, investment, financial, and estate planning services.
+ Acts as a financial advisor by educating the customer about financial strategies (e.g. Financial planning, investments, insurance, credit, market trends) based on customer profile and financial plan, and matching customer needs with appr...
**Location:** On site at location listed in job posting
**Schedule:** Monday through Friday. 9:00AM to 5:00PM
**Summary**
Provides full-service banking to business clients, providing them with tailored financial solutions like loans, lines of credit, cash management services, and deposit accounts.
**Key Responsibilities Include**
+ Develops new relationships through calling on targeted potential clients; uncovers prospect needs for products and services and recommends solutions; develops sales plans and strategies; finalizes and helps structure and close deals with high close rate; answers questions.
+ Cross-sells retail, investment, financial, and estate planning services.
+ Acts as a financial advisor by educating the customer about financial strategies (e.g. Financial planning, investments, insurance, credit, market trends) based on customer profile and financial plan, and matching customer needs with appr...