Account Representative responsible for maximizing sales of lift trucks and Crown Insite products. Seeking to enhance business relationships and sales strategies in a specified territory.
About the role
- Commercial Relationship Manager at United Community Bank focusing on developing client relationships and managing commercial banking services. Responsible for business acquisition and ensuring financial health of client portfolios.
Responsibilities
- Develop and grow relationships. This includes making loans, obtaining deposit integrating cash management services, and offering other bank services.
- Actively monitor the financial health of the relationships you manage and be able to clearly communicate any changes or new opportunities to internal partners.
- Establish yourself in the market through exemplary customer service, creative thinking/idea sharing, and relentless networking
- Direct and supervise the entire loan closing process to ensure adherence to company loan policies and procedures
- Provide guidance to credit analysts and/or portfolio managers
- Take a balanced approach to quality, profitability, and growth
- Advocate for your clients within the context of United Community's credit standards and current economic conditions
- Network with clients to identify avenues for new business opportunities
Requirements
- Bachelor's Degree in business, economics, finance or accounting OR equivalent combination of education, training, and experience
- 5+ years of commercial and/or middle market banking experience
- Strong understanding of credit, commercial products, and financial statement analysis
- Sales and relationship building skills
- Proven ability to achieve individual goals while working within a team-based sales environment
- Proven ability to effectively communicate historical, current, and projected financial trends, ratios, and risks to clients and bank-internal partners alike
- Proven ability to work independently toward reaching and exceeding quarterly and annual goals
- Active in the Community through industry groups, networking events, and board/volunteer services
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
Account Representative responsible for maximizing sales of lift trucks and related products in specified territory. Developing accounts and business relationships while consulting and problem - solving.
Account Representative driving sales of lift trucks and Crown Insite products within a territory. Developing business relationships and conducting sales presentations to meet objectives.
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