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Manager, Commercial Client Solutions

LINKBANK
United Statesfull_timeVerifiedPosted 11 Oct 2024
💰 $125,795/yr($94,939/yr$125,795/yr)

About the role

Description

Wage / Benefit Information:

$94,939 - $125,795, annual bonus eligible, Medical/Dental/Vision insurance contributory (including family), 401k with 50% match up to 3%, employer paid life Insurance, employer paid short and long term disability, 15 days annual PTO (prorated based on your date of hire), 10 days annual family care time (prorated based on your date of hire), parental leave, 11 paid holidays annually, up to 24 hours of paid time per year for community volunteer activities, 1 paid day off for your Birthday, Employee Stock Purchase Plan, Educational Reimbursement program, Referral Program


General Responsibilities / Job Summary:

Specialized focus in leading Small Business Lending relationships in assigned territory. The role will be responsible for being active in the community through Business Development activities, Chamber Events, and board participation. Oversees the operations of Solution Center through a team of Client Solution Specialists and/or Client Solutions Administrators. Responsible for the execution and coordination of all branch sales and deposit-gathering activities to include small business development. Responsible for the development, execution, and implementation of the branch sales plans to effectively gain and expand both business and retail relationships and provide referrals to business partners in helping to achieve bank-wide sales, deposit and service goals. 

Essential Functions/Duties:

  • Embrace the LINK corporate values of LIVE, INTEGRITY, NURTURE, KNOWLEDGE and infuse those values throughout the company. 
  • Outside sales calling activity 70-80% of the time including networking, business development and community related activities with a goal of developing relationships that bring new business to LINKBANK. 
  • This position requires the employee to possess a positive attitude and willingness to learn, while providing superior client service to all clients and employees of LINKBANK. 
  • Responsible for providing leadership, coaching and encouragement to a team of Client Solutions Specialists and/or Administrators to attain solution center sales, deposits and service goals; this includes filling in to assist customers when needed. 
  • Actively engages relationships with other departments, specifically Commercial Lending Group to encourage free flow of information and servicing of mutual clients.  
  • Oversees the efficient operation of the solution center through Client Solution team. Oversee and ensure that the solution centers operate in compliance with the Bank’s operating and security policies and procedures. 
  • Responsible for the retail and small business functions in the solution center and within the community; including addressing customer concerns and issues. 
  • Maintains a proficient level of knowledge of Small Business Lending. 
  • Proficient understanding of Mortgage lending to field referrals to the mortgage team. 
  • Leads in the development and successful accomplishment of the solution center market plan. In conjunction with other leadership, ensures that each team member understands their part in meeting LINKBANK goals and encourages team members to meet these goals. Ensures that team members know the Bank’s products through regular sales and product knowledge meetings and on-the-job coaching. 
  • Responsible for development of and adherence to departmental budget. 
  • Actively call on clients and prospects to ensure satisfaction and deepen the relationship with needs-based selling. 
  • Meet with clients and prospects to understand their business and its products, gather information to submit loan underwriting. 
  • Develop and actively call referral sources to obtain leads, documenting activities in the CRM system timely. 
  • Other duties as assigned. 

Requirements

Minimum Qualifications:


Education/Training: Associates or Bachelors degree in related discipline, or 5+ years related banking experience. 


Knowledge/Skills/Abilities: 

  • Ability to juggle multiple priorities with clear direction from supervisor. 
  • Ability to generate new business by outbound calling, generating referrals and involvement in the local community. 
  • Attention to detail, problem solving and the ability to be proactive. 
  • Knowledge of bank products and services. 
  • Skilled in engaging clients/prospects in a sales conversation and optimizing sales opportunities. 
  • Strong ability to comply with policies and procedures. 
  • Strong computer knowledge and Microsoft Windows skills required. 
  • Involvement in community groups/events and strong networking skills. 
  • Strong interpersonal, communication, leadership, and organizational skills. 

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Company

LINKBANK

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