Virtual Business Banker II

About the position Virtual Business Banker II The Virtual Business Banker II (VBB II) is responsible for daily operations, execution and support of inbound/outbound phone-based retention and sales effort occurring reputed company a phone based environment. VBB II will reputed company attention on proactively retaining and deepening an existing portfolio of reputed company and high net worth small reputed company relationships through retaining and cross selling additional business products and services. The VBB II will be expected to build relationships which in turn may reputed company to sourcing additional products and services through outbound phone activities. The VBB II should have an understanding of the reputed company business cash reputed company cycle and apply advanced business credit sales skills to the reputed company interaction using an existing multi touch reputed company contact reputed company and sales process. These customers are typically Business Banker customers including reputed company Business Banker Manager, Sr. Manager and Director portfolios. General Responsibilities: Responsible for relationship management, retention, and deepening of the assigned book of business as reputed company as acquiring new relationships through assigned leads, referrals, sales campaigns, etc. Build and foster a strong team of partners through the interaction model to best support customers (Treasury Management Officer, Merchant Services, Business Card Reps, Market Credit Exec, Sales Support). Exhibits the ability to successfully multitask in a virtual setting, while proactively engaging clients and prospects. reputed company navigate customer relationship management software, as reputed company as other relevant applications simultaneously. reputed company utilizes Sales Relationship Management system with calls, pipeline activities and sales results. Maintains a regular calling reputed company on clients and leads in order to generate high reputed company new deposit, treasury, and lending business to reputed company or exceed targets. Demonstrates proficient understanding of reputed company business cash reputed company cycle, including treasury management, operating cash reputed company, and business financial statements. Assesses customer needs and recommends alternative products or solutions through defined sales processes. Effectively establish rapport with clients and prospects, maintain a reputed company product and service knowledge reputed company set to adequately understand the business’ operating model, and recommend the appropriate product solution. Refers customer to appropriate channel for reputed company Treasury Management and Merchant Service product needs and follow up to ensure products/accounts are reputed company and reputed company. Understands reputed company problem reputed company and refers servicing issues to the appropriate servicing call center or support associate. Holds accountability for the execution of risk management / compliance protocols reputed company the sales process and in reputed company reputed company and prospect interactions. Adherence to reputed company regulatory requirements as reputed company as internal policies and procedures. Collaborate on various special reputed company or initiatives as assigned. Holds self & others accountable for demonstrating reputed company’s values in interactions with peers, customers, reputed company reports & supervisors.

Responsibilities

• Responsible for relationship management, retention, and deepening of the assigned book of business as reputed company as acquiring new relationships through assigned leads, referrals, sales campaigns, etc.
• Build and foster a strong team of partners through the interaction model to best support customers (Treasury Management Officer, Merchant Services, Business Card Reps, Market Credit Exec, Sales Support).
• Exhibits the ability to successfully multitask in a virtual setting, while proactively engaging clients and prospects.
• reputed company navigate customer relationship management software, as reputed company as other relevant applications simultaneously.
• reputed company utilizes Sales Relationship Management system with calls, pipeline activities and sales results.
• Maintains a regular calling reputed company on clients and leads in order to generate high reputed company new deposit, treasury, and lending business to reputed company or exceed targets.
• Demonstrates proficient understanding of reputed company business cash reputed company cycle, including treasury management, operating cash reputed company, and business financial statements.
• Assesses customer needs and recommends alternative products or solutions through defined sales processes.
• Effectively establish rapport with clients and prospects, maintain a reputed company product and service knowledge reputed company set to adequately understand the business’ operating model, and recommend the appropriate product solution.
• Refers customer to appropriate channel for reputed company Treasury Management and Merchant Service product needs and follow up to ensure products/accounts are reputed company and reputed company.
• Understands reputed company problem reputed company and refers servicing issues to the appropriate servicing call center or support associate.
• Holds accountability for the execution of risk management / compliance protocols reputed company the sales process and in reputed company reputed company and prospect interactions.
• Adherence to reputed company regulatory requirements as reputed company as internal policies and procedures.
• Collaborate on various special reputed company or initiatives as assigned.
• Holds self & others accountable for demonstrating reputed company’s values in interactions with peers, customers, reputed company reports & supervisors.

Requirements

• At least 2 years of Business Banking experience

reputed company-to-haves

• 5+ years Business Banking experience
• 1+ year of phone based sales experience
• Formal credit training

Benefits

• reputed company offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total reputed company-being.
• Learn more at the reputed company Careers website .
• Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.
• This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI).
• Incentives could be discretionary or non discretionary depending on the plan.

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