Small Business Banker

Comerica; Dallas (TX); On-site; USD 50,000 - 80,000; Full time

Job summary

An established industry player in the financial sector is seeking a Small Business Banker to enhance customer relationships and drive growth. This role involves managing a portfolio of small business clients, focusing on their unique needs and ensuring exceptional service. You'll be the trusted advisor, engaging in community outreach and fostering new business connections. With a strong emphasis on compliance and customer satisfaction, this position offers a chance to make a significant impact while advancing your career in a dynamic environment. If you're passionate about helping small businesses thrive, this opportunity is perfect for you.

Qualifications

• Strong background in customer relationship management and business development.
• Ability to conduct quality conversations to identify customer needs.

Responsibilities

• Attract, expand, and retain small business customers through effective relationship management.
• Manage a portfolio of business customers and ensure compliance with regulations.

Skills

Customer Relationship Management

Business Development

Sales Techniques

Compliance Knowledge

Education

Bachelor's Degree in Business or Finance

Job description

Small Business Banker

Comerica Dallas, United States Apply now Posted 13 days ago Permanent Competitive

Small Business Banker

The Small Business Banker is responsible for driving net customer growth through the attraction, expansion, retention, and servicing of small business relationships. This role supports multiple banking centers within a defined geographic territory, focusing on their portfolio and business customers. The focus is on small business customers with up to approximately $3 million in annual revenues, with lending needs initially up to $100K, expanding to $250K in the future.

The trusted advisor will be committed to new business development, conducting quality conversations to build rapport and discover unmet needs of customers, providing relationship servicing, and enhancing partner referral processes by following best practices.

Position Responsibilities

Customer Relationship Activities

• Service, execute, and impact customer relationship activities aimed at attracting, expanding, and retaining business customers.
• Provide effective onboarding and engagement by strengthening relationships with new and existing customers, introducing them to Comerica's products and services, and addressing questions.
• Acquire and retain business customers through partnership activities.
• Manage the portfolio to retain and expand current relationships and increase the number of portfolio customers.
• Participate in community involvement to increase bank outreach and foster new business relationships.
• Proactively set appointments and hold regular meetings with portfolio customers to build trust and identify needs.
• Ensure compliance with company policies, regulations, and security procedures to serve customers and enhance satisfaction.

Customer Experience and Partnership Activities

• Continuously learn about new products, services, technologies, and customer service tactics.
• Enhance customer experience by aligning solutions with customer needs and Comerica's values.
• Manage servicing requests from portfolio customers.
• Resolve complex customer complaints.
• Partner with banking centers to grow revenue and improve customer experience.
• Identify opportunities to introduce customers to small business, banking, merchant services, and treasury management partners.

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