Job Description
Qualifications
Bachelor’s degree (or equivalent experience) required; 5 - 10 years of banking experience and proven leadership capabilities in a small business banking environment
Ability to travel regularly between Rhode Island and Eastern Connecticut markets
Demonstrated relationship management experience
Strong communication skills both verbal and written
Ability to plan, pipeline and prospect potential customers; setting objectives, developing strategies, budgeting, and developing policies and procedures)
Collaborate; develop effective working relationships with individuals at all levels of the organization
Responsibilities
Identify, develop and maintain a portfolio of small to medium sized business relationships within the CT and RI markets
Utilize objective and sound personal financial planning and financial advisory concepts to provide an integrated delivery of a broad range of small business products and services including core banking solutions and cash management services to all appropriate customers
Serve as the primary point of contact, integration and responsibility for both new and existing small business banking customers
Sell, deliver and provide ongoing service for a broad range of retail banking products and services appropriate to small business customers
Responsible for delivering a level of personalized, attentive service that customers deem outstanding
Establish and periodically update understanding of customer financial needs and conditions based upon sound profiling and analysis
Keep abreast of changing economic, legal, and general market and business issues impacting small businesses
Serve as an experienced, personal financial resource for customers
Meet revenue growth, profitability and retention goals by developing new customer relationships, expanding services, and marketing new products to existing customers
Monitor, maintain and update sales activity, pipeline and other pertinent information
Establish and maintain excellent working relationships with various Bank departments and employees who are designated to support small business growth and development efforts
Ensure an integrated and seamless approach to developing, servicing and enhancing the small business customer portfolio
Establish and maintain mutually beneficial business relationships with external centers of influence who will enhance business development efforts
Work within existing audit, compliance and regulatory framework in order to ensure a high quality, compliant portfolio of customer relationships
Participate in the ongoing implementation and development of cash management services, including processes, products, services and operating policies and procedures
Job description
Identify, develop and maintain a portfolio of small to medium sized business relationships within the CT and RI markets. Utilize objective and sound personal financial planning and financial advisory concepts to provide an integrated delivery of a broad range of small business products and services including core banking solutions and cash management services to all appropriate customers.
Key Accountabilities:
• Serve as the primary point of contact, integration and responsibility for both new and existing small business banking customers. Sell, deliver and provide ongoing service for a broad range of retail banking products and services appropriate to small business customers. Responsible for delivering a level of personalized, attentive service that customers deem outstanding.
• Establish and periodically update understanding of customer financial needs and conditions based upon sound profiling and analysis.
• Keep abreast of changing economic, legal, and general market and business issues impacting small businesses. Serve as an experienced, personal financial resource for customers.
• Meet revenue growth, profitability and retention goals by developing new customer relationships, expanding services, and marketing new products to existing customers. Monitor, maintain and update sales activity, pipeline and other pertinent information.
• Establish and maintain excellent working relationships with various Bank departments and employees who are designated to support small business growth and development efforts. Ensure an integrated and seamless approach to developing, servicing and enhancing the small business customer portfolio.
• Establish and maintain mutually beneficial business relationships with external centers of influence who will enhance business development efforts.
• Work within existing audit, compliance and regulatory framework in order to ensure a high quality, compliant portfolio of customer relationships.
• Participate in the ongoing implementation and development of cash management services, including processes, products, services and operating policies and procedures.
Requirements
• Bachelor’s degree (or equivalent experience) required; 5 - 10 years of banking experience and proven leadership capabilities in a small business banking environment.
• Ability to travel regularly between Rhode Island and Eastern Connecticut markets.
• Demonstrated relationship management experience.
• Strong communication skills both verbal and written.
• Ability to plan, pipeline and prospect potential customers; setting objectives, developing strategies, budgeting, and developing policies and procedures).
• Collaborate; develop effective working relationships with individuals at all levels of the organization.
Bachelor’s degree (or equivalent experience) required; 5 - 10 years of banking experience and proven leadership capabilities in a small business banking environment
Ability to travel regularly between Rhode Island and Eastern Connecticut markets
Demonstrated relationship management experience
Strong communication skills both verbal and written
Ability to plan, pipeline and prospect potential customers; setting objectives, developing strategies, budgeting, and developing policies and procedures)
Collaborate; develop effective working relationships with individuals at all levels of the organization
Responsibilities
Identify, develop and maintain a portfolio of small to medium sized business relationships within the CT and RI markets
Utilize objective and sound personal financial planning and financial advisory concepts to provide an integrated delivery of a broad range of small business products and services including core banking solutions and cash management services to all appropriate customers
Serve as the primary point of contact, integration and responsibility for both new and existing small business banking customers
Sell, deliver and provide ongoing service for a broad range of retail banking products and services appropriate to small business customers
Responsible for delivering a level of personalized, attentive service that customers deem outstanding
Establish and periodically update understanding of customer financial needs and conditions based upon sound profiling and analysis
Keep abreast of changing economic, legal, and general market and business issues impacting small businesses
Serve as an experienced, personal financial resource for customers
Meet revenue growth, profitability and retention goals by developing new customer relationships, expanding services, and marketing new products to existing customers
Monitor, maintain and update sales activity, pipeline and other pertinent information
Establish and maintain excellent working relationships with various Bank departments and employees who are designated to support small business growth and development efforts
Ensure an integrated and seamless approach to developing, servicing and enhancing the small business customer portfolio
Establish and maintain mutually beneficial business relationships with external centers of influence who will enhance business development efforts
Work within existing audit, compliance and regulatory framework in order to ensure a high quality, compliant portfolio of customer relationships
Participate in the ongoing implementation and development of cash management services, including processes, products, services and operating policies and procedures
Job description
Identify, develop and maintain a portfolio of small to medium sized business relationships within the CT and RI markets. Utilize objective and sound personal financial planning and financial advisory concepts to provide an integrated delivery of a broad range of small business products and services including core banking solutions and cash management services to all appropriate customers.
Key Accountabilities:
• Serve as the primary point of contact, integration and responsibility for both new and existing small business banking customers. Sell, deliver and provide ongoing service for a broad range of retail banking products and services appropriate to small business customers. Responsible for delivering a level of personalized, attentive service that customers deem outstanding.
• Establish and periodically update understanding of customer financial needs and conditions based upon sound profiling and analysis.
• Keep abreast of changing economic, legal, and general market and business issues impacting small businesses. Serve as an experienced, personal financial resource for customers.
• Meet revenue growth, profitability and retention goals by developing new customer relationships, expanding services, and marketing new products to existing customers. Monitor, maintain and update sales activity, pipeline and other pertinent information.
• Establish and maintain excellent working relationships with various Bank departments and employees who are designated to support small business growth and development efforts. Ensure an integrated and seamless approach to developing, servicing and enhancing the small business customer portfolio.
• Establish and maintain mutually beneficial business relationships with external centers of influence who will enhance business development efforts.
• Work within existing audit, compliance and regulatory framework in order to ensure a high quality, compliant portfolio of customer relationships.
• Participate in the ongoing implementation and development of cash management services, including processes, products, services and operating policies and procedures.
Requirements
• Bachelor’s degree (or equivalent experience) required; 5 - 10 years of banking experience and proven leadership capabilities in a small business banking environment.
• Ability to travel regularly between Rhode Island and Eastern Connecticut markets.
• Demonstrated relationship management experience.
• Strong communication skills both verbal and written.
• Ability to plan, pipeline and prospect potential customers; setting objectives, developing strategies, budgeting, and developing policies and procedures).
• Collaborate; develop effective working relationships with individuals at all levels of the organization.
💡 Quick Summary
Seeking a career-building opportunity? The AVP, Small Business Banker position is now open for candidates interested in the Bank Jobs sector. This role in West Warwick offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
