CDG Bus Banking Client Mgr-Pasadena, CA Job in Pasadena, California US
CDG Bus Banking Client Mgr-Pasadena, CA
The Bank of America Business Banking Segment's Client Development Group (CDG) is seeking a Client Manager. The Business Banking group serves companies and institutions with annual revenues from $1.0 million to $20 million. This position will leverage the power of our company to provide comprehensive financial solutions to our clients. The CDG Client Manager is a member of a telephone-based relationship management team that is responsible for retaining a business banking portfolio, expanding relationships and generating additional revenue from existing clients. The role is responsible for managing a client portfolio comprised of treasury management and/or credit clients to ensure sales, revenue, and retention goals are met. The CDG CM will have the ability to forge relationships with the appropriate decision makers within the client company. Additionally, the CDG Client Manager analyzes the client's financial and operating strategies and recommends alternative or additional financial services to best meet the client's immediate and longer-term personal and business needs. The CDG client manager is the "quarterback" of the client team. This involves coordinating client involvement by the team's specialists in credit and payments. To effectively perform this role, the CM must be well versed in all Bank of America products and services for proper identification of cross-selling opportunities. This role does not require local market prospecting but does require a winning telephonic personality because all duties are performed from the specified CDG site via telephone.