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Business Banking Associate-New Haven or Hartford

New Haven, Connecticut;

Job Description:

Business Banking Associate

Summary:

  • Partner with Relationship Managers to develop and recommend industry research and insights for prospect and client meetings

  • Develop strategies to grow business in the market using portfolio analytics and sales tools

  • Enable the market to achieve growth targets by developing consistent execution tactics and inspection routines

  • Act as a client advisor using insights and recommendations to grow the client’s business

Key Functions:

Client & Industry Insights

Counsel Relationship Managers on insights that pertain to the client and/or industry.

  • Leverage sales tools (Navigator, PeerProfiler, VerticalIQ, Marketing Toolkit , etc.) to develop industry insights for a client or prospect meeting

  • Propagate industry knowledge across the market to apply learnings to multiple clients

  • Create Peer Profiler Library for the market’s most common industries

Proactive Calling & Pre-Call Planning:

Develop and recommend effective calling strategy for the RM’s portfolio and targeted prospects to support key business goals

  • Develop pre call plan strategy for all client calls in partnership with SSA to garner existing client information

  • Develop pre call planning package for each client/prospect using insights that will shape a meaningful client conversation

  • Leverage pre call planning tools to ensure consistency and execution of calling practices

  • Support Executive calling pre call planning

Market Strategy:

Supports the Market Executive and Relationship Managers in a market strategy to grow the business. 

  • Works in concert with the Market Executive and Relationship Managers to build individual business plans and a market plan

  • Creates inspection routines that drive activities to growth

  • Develops best practices to share across the market and region

  • Leverages sales tools (CAT, Navigator, etc.) to mine prospecting strategies and opportunities for the market

  • Develop COI Strategies to win influence in the market

Skills Required:

  • Bachelor’s Degree in Accounting, Finance or related area

  • Executive Presence both internally to all levels of the firm and externally for client presentations

  • Ability to think strategically and build strategic plans for market growth

  • Outstanding communication skills, both written and verbal

  • Deep knowledge of sales tools, systems, and processes to support the client and client team

  • Deep knowledge of Business Banking and the clients/products

  • Ability to structure presentations for client meetings using PowerPoint, Excel and/or Word

  • Organize routines for the Client Team that foster client engagement

  • Cultivates relationships across the market to collaborate on growth strategies

Job Band:

H5

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

Job Description:

Business Banking Associate

Summary:

  • Partner with Relationship Managers to develop and recommend industry research and insights for prospect and client meetings

  • Develop strategies to grow business in the market using portfolio analytics and sales tools

  • Enable the market to achieve growth targets by developing consistent execution tactics and inspection routines

  • Act as a client advisor using insights and recommendations to grow the client’s business

Key Functions:

Client & Industry Insights

Counsel Relationship Managers on insights that pertain to the client and/or industry.

  • Leverage sales tools (Navigator, PeerProfiler, VerticalIQ, Marketing Toolkit , etc.) to develop industry insights for a client or prospect meeting

  • Propagate industry knowledge across the market to apply learnings to multiple clients

  • Create Peer Profiler Library for the market’s most common industries

Proactive Calling & Pre-Call Planning:

Develop and recommend effective calling strategy for the RM’s portfolio and targeted prospects to support key business goals

  • Develop pre call plan strategy for all client calls in partnership with SSA to garner existing client information

  • Develop pre call planning package for each client/prospect using insights that will shape a meaningful client conversation

  • Leverage pre call planning tools to ensure consistency and execution of calling practices

  • Support Executive calling pre call planning

Market Strategy:

Supports the Market Executive and Relationship Managers in a market strategy to grow the business. 

  • Works in concert with the Market Executive and Relationship Managers to build individual business plans and a market plan

  • Creates inspection routines that drive activities to growth

  • Develops best practices to share across the market and region

  • Leverages sales tools (CAT, Navigator, etc.) to mine prospecting strategies and opportunities for the market

  • Develop COI Strategies to win influence in the market

Skills Required:

  • Bachelor’s Degree in Accounting, Finance or related area

  • Executive Presence both internally to all levels of the firm and externally for client presentations

  • Ability to think strategically and build strategic plans for market growth

  • Outstanding communication skills, both written and verbal

  • Deep knowledge of sales tools, systems, and processes to support the client and client team

  • Deep knowledge of Business Banking and the clients/products

  • Ability to structure presentations for client meetings using PowerPoint, Excel and/or Word

  • Organize routines for the Client Team that foster client engagement

  • Cultivates relationships across the market to collaborate on growth strategies

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-21036247

Band: H5

Manages People: No

Travel: Yes, 10% of the time

Manager:

Talent Acquisition Contact:

Sylvia Sanchez

Referral Bonus:

0

Connecticut job seekers

Connecticut pay range:

$75,000 - $80,000 annualized salary, offers to be negotiated based on experience, education and skill set.

Discretionary incentive eligible

This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.

Benefits

This role is currently benefits eligible. We provide industry-leading benefits, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.