Job details

Small Business Banker Pacific Beach

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 enhance 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 relationship 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 sets 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 seeks 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.

Preferred Skills

Proven Sales and Marketing Skills
Intermediate level computer competency including Microsoft Windows (Word, Excel and Outlook)
Commercial Loan and Real Estate product knowledge
Active Listening Skills
Interpersonal Skills
Critical Thinking/Problem Solving
Proficient Presentation Skills

Qualifications

Bachelor's Degree from an accredited University or 4 years of relevant experience
4 years in Consumer/Business financial services sales experience
1 year experience with utilizing Microsoft Office products including Word, Excel and PowerPoint

Pacific Beach
8:00am - 5:00pm Monday - Friday