Business Banking Relationship Manager

Pioneer Albany, NY $79,000 - $121,309
Full Time Mid Level 3+ years

Posted 3 weeks ago

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About This Role

Develop and expand relationships with commercial clients by identifying opportunities for deposits, credit, and cash management products. The role involves proactive service and representation of Pioneer within the business community.

Responsibilities

  • Actively solicit and originate new commercial clients through outside sales calls, networks, and referrals
  • Provide ongoing service, needs assessment, and relationship management to existing clients
  • Manage, cultivate, and grow a portfolio of credit and deposit clients
  • Represent Pioneer professionally in the business community and as an ambassador of its corporate culture
  • Participate in joint sales calls with business partners from Commercial Services, Retail Branches, and other departments
  • Act as branch point of contact and resource for commercial client matters
  • Conduct needs assessment and recommend appropriate solutions based on Pioneer's products and services
  • Source, manage, and execute new and ongoing credit applications
  • Identify and execute opportunities for new and additional deposits
  • Target opportunities to introduce and implement cash management products to support clients’ key operations

Requirements

  • Associate’s Degree
  • 3-5 years of related experience in commercial banking, sales support, and/or bank operations
  • Proficient computer skills (Word, PowerPoint, Excel, Outlook)
  • Excellent interpersonal, organizational, verbal, and math skills
  • Knowledge of deposit products, credit, cash management products, and ancillary bank services
  • Strong and effective customer service skills
  • Access to transportation and ability to maintain a valid driver’s license

Qualifications

  • Associate’s Degree required; Bachelor’s Degree in Business or Sales and Marketing preferred
  • 3-5 years of related experience in commercial banking, sales support, and/or bank operations

Nice to Have

  • Bachelor's Degree in Business or Sales and Marketing
  • Existing network of Capital Region business contacts and clients

Skills

Word * Excel * PowerPoint * Outlook *

* Required skills

About Pioneer

Finance
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