Small Business Banker

Support.com; Dallas (TX); On-site; USD 50,000 - 90,000; Full time

Job summary

An established industry player is seeking a Small Business Banker to enhance customer relationships and drive growth in small business banking. This role focuses on developing and maintaining strong connections with business customers, ensuring their needs are met through tailored solutions and effective onboarding. The successful candidate will engage actively with the community and collaborate with banking centers to foster new business opportunities. If you are passionate about building relationships and have a knack for business development, this is the perfect opportunity for you to make a significant impact in the financial sector.

Qualifications

• Strong background in customer relationship management and business development.
• Ability to effectively communicate and resolve customer issues.

Responsibilities

• Drive customer growth through attraction, expansion, and retention of small business relationships.
• Lead portfolio management efforts and community involvement to foster new business.

Skills

Customer Relationship Management

Business Development

Sales Skills

Communication Skills

Problem Solving

Education

Bachelor's Degree in Business or related field

Job description

Small Business Banker
The Small Business Banker is responsible for driving net customer growth through the overall attraction, expansion, retention including servicing of small business relationships. This role will support multiple banking centers in a defined geographic territory by focusing on their portfolio and business customers. This includes calling on small business customers with up to approximately $3 million in annual revenues with lending needs up to 100K (future will be up to $250K).

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 consistently enhancing the partner referral processes by following best practices.

Position Responsibilities

Customer Relationship Activities

• Service, execute and impact the customer relationship activities for the attraction, expansion, and retention of business customers.
• Provide effective customer onboarding and engagement by routinely strengthening new and current customer relationships, introducing new and existing customers to Comerica's products and services, and addressing customer questions.
• Responsible for the acquisition and retention of business customers through partnership activities.
• Lead portfolio management efforts to retain and expand current portfolio relationships and increasing the number of portfolio customers in the banking center.
• Lead and/or participate in community involvement to increase bank outreach with the community and COIs to foster new business customer relationships at the banking center.
• Proactively set appointments and regular meetings with portfolio customers to build trust and identify needs.
• Comply with company policies and procedures, regulations, and security procedures to serve customers and optimize customer satisfaction.

Customer Experience and Partnership Activities

• Proactively seek to learn about new products, services, technologies, and customer service tactics.
• Enhance the customer experience by aligning customer needs with Comerica's values and practices that create tailored customer solutions.
• Manage servicing requests from customers in the assigned portfolio.
• Resolve complex customer complaints.
• Partner with defined Banking Centers to grow revenue and customer experience.
• Proactively identify opportunities to introduce customers to our small business, business banking, merchant services, and treasury management partners.