Small Business Banker
📋 Role Overview & Responsibilities
Small Business BankerThe 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 ResponsibilitiesCustomer Relationship ActivitiesService, 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 ActivitiesProactively 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 SkillsProven Sales and Marketing SkillsIntermediate level computer competency including Microsoft Windows (Word, Excel and Outlook)Commercial Loan and Real Estate product knowledgeActive Listening SkillsInterpersonal SkillsCritical Thinking/Problem SolvingProficient Presentation SkillsQualificationsBachelor’s Degree from an accredited University or 4 years of relevant experience4 years in Consumer/Business financial services sales experience1 year experience with utilizing Microsoft Office products including Word, Excel and PowerPoint
Frequently Asked Questions
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This position is located in Houston, TX with potential relocation and sponsorship assistance depending on candidate qualifications.
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