Job summary
The Virtual Business Banker II (VBB II) is responsible for daily operations, execution and support of inbound/outbound phone-based retention and sales effort occurring within a phone based environment.VBB II will focus attention on proactively retaining and deepening an existing portfolio of complex and high net worth small business owner relationships through retaining and cross selling additional business and personal products and services.The VBB II should have an understanding of the complex business cash flow cycle and apply advanced business credit sales skills to the client interaction using an existing multi touch client contact strategy and sales process.
Job seniority: mid-to-senior level
Responsibilities
• Responsible for relationship management of the assigned book of business• Requires ability to proactively build relationships, retain and sell over the phone while navigating a computerized data entry system or other relevant applications• Build a strong team interaction model to best support customers and achieve a personal customer relationship experience• Exhibits the ability to proactively sell over the phone and navigate a computerized data entry system or other relevant applications• Delivers on sales volume and revenue targets as agreed upon by VMSE• Acts as expert for branches when needed• Has a thorough understanding of the client's needs in order to build relationships and cross sell additional products and services to existing Business Banking segment customers that are not managed by a Business Banker due to an inactive portfolio• Applies proficient understanding of complex business cash flow cycle in client discussion along with advanced business credit sales skills• Exhibits in depth knowledge of the organization, products, and/or services• Maintains a regular calling program on clients in order to generate high quality new deposit and loan business from existing clients in order to achieve or exceed targets
Requirements
• At least 3 years of Business Banking experience• At least 3 years of sales experience• 4+ years Business Banking experience• 1+ year of phone based sales experience• Formal credit training
