Job Description:

Key Functions:

Client & Industry Insights

Counsel Relationship Managers on insights that pertain to the client and/or industry.

• Leverage sales tools (Navigator, PeerProfiler, VerticalIQ, Marketing Toolkit , etc.) to develop industry insights for a client or prospect meeting
• Propagate industry knowledge across the market to apply learnings to multiple clients
• Create Peer Profiler Library for the market’s most common industries

Proactive Calling & Pre-Call Planning

Develop and recommend effective calling strategy for the RM’s portfolio and targeted prospects to support key business goals

• Develop pre call plan strategy for all client calls in partnership with SSA to garner existing client information
• Develop pre call planning package for each client/prospect using insights that will shape a meaningful client conversation
• Leverage pre call planning tools to ensure consistency and execution of calling practices
• Support Executive calling pre call planning

Market Strategy

Supports the Market Executive and Relationship Managers in a market strategy to grow the business.

• Works in concert with the Market Executive and Relationship Managers to build individual business plans and a market plan
• Creates inspection routines that drive activities to growth
• Develops best practices to share across the market and region
• Leverages sales tools (CAT, Navigator, etc.) to mine prospecting strategies and opportunities for the market
• Develop COI Strategies to win influence in the market

Skills Required:

• Bachelor’s Degree in Accounting, Finance or related area preferred
• Executive Presence both internally to all levels of the firm and externally for client presentations
• Ability to think strategically and build strategic plans for market growth
• Outstanding communication skills, both written and verbal
• Deep knowledge of sales tools, systems, and processes to support the client and client team
• Deep knowledge of Business Banking and the clients/products
• Ability to structure presentations for client meetings using PowerPoint, Excel and/or Word
• Organize routines for the Client Team that foster client engagement
• Cultivates relationships across the market to collaborate on growth strategies

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