What are the responsibilities and job description for the SVP - Client Care Manager position at First Central Savings Bank?
Job Description
Job Description
Purpose :
The SVP-CCM is responsible for overall new business development. Business DDA balances growth, loans (where appropriate), fee income, remote deposit, cash management and merchant services. Responsible for overall relationship management and cross selling bank products while providing a superior level of service for a specific target market of small to medium size businesses and business professionals, while ensuring compliance with Bank policies and procedures. The position of SVP-CCM is responsible for attaining established individual, department and Bank goals through active participation in sales management and officer call programs.
Essential Job Functions :
Primarily responsible for the strategic execution of business development and customer management.
- Take ownership of new clients as they are brought into FCSB by specified lenders and manage those relationships by being the point person for those clients. Act as liaison between lenders and clients.
- Make joint calls to ensure that FCSB story is accurate and well told as well as observe sales skills.
- Overall management of sales process.
- Maintain book of business between 2-16 million.
- Develop a sales action plan to prospect, acquire and maintain new business relationships.
- Coordinate daily, weekly, monthly sales calls to attorneys, CPA’s and other referral sources.
- Target territories are limited to the Tri-State area with particular concentration in the Retail Branches’ general respective geography.
- Maintain and share calendar of scheduled appointments with Supervisor.
- Maintain an active pipeline report to be submitted to Supervisor on a monthly basis.
- Prepare weekly sales report to submit and present at weekly sales meetings.
- Team up with business partners, as needed, for lending, cash management and overall support.
- Perform related and unrelated duties as may be required or assigned.
- May be required to work weekends or attend business related social events to meet business development needs and expand COI.
Required Knowledge, Skills and Abilities :
Superior presentation, communication and customer service skills required.
Degree in Business Administration or Credit trained required.
Minimum of 10 years’ experience in sales.
