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Commercial Associate, Business Banking - Orange County, CA

Newport Beach

Job Description:

Partners with Relationship Managers to develop and recommend industry research and insights for prospect and client meetings. Develops strategies to grow business in the market using portfolio analytics and sales tools. Enables the market to achieve growth targets by developing consistent execution tactics and inspection routines. Acts as a client advisor using insights and recommendations to grow the clients 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

Required Qualifications:

• 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

Additional Qualifications:

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

Job Band:

H5

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

Job Description:

Partners with Relationship Managers to develop and recommend industry research and insights for prospect and client meetings. Develops strategies to grow business in the market using portfolio analytics and sales tools. Enables the market to achieve growth targets by developing consistent execution tactics and inspection routines. Acts as a client advisor using insights and recommendations to grow the clients 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

Required Qualifications:

• 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

Additional Qualifications:

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

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-22036368

Band: H5

Manages People: No

Travel: Yes, 10% of the time

Manager:

Talent Acquisition Contact:

Kimberly Ravlich

Referral Bonus:

0

Street Address

Primary Location:
520 NEWPORT CENTER DR, CA, Newport Beach, 92660