Champion a client focused culture to deepen client relationships and leverage broader Bank relationships, systems, and knowledge
Manage and grow a business banking portfolio of existing and new high value professional clients, with the purpose of achieving objectives related to: asset, deposit and revenue growth; business development activities; retention and referrals; client satisfaction; operational effectiveness and personal development
Develop and maintain knowledge of assigned professional client portfolio including the nature and progress of their business, their financial position, and the terms and conditions of financial services used
Develop and maintain business relationships with internal partners, including retail, small business, commercial, and wealth to identify opportunities to acquire, grow and deepen client relationships