Job Description:Key Functions:Client & Industry InsightsCounsel 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 meetingPropagate industry knowledge across the market to apply learnings to multiple clientsCreate Peer Profiler Library for the market's most common industries Proactive Calling & Pre-Call PlanningDevelop and recommend effective calling strategy for the RM's portfolio and targeted prospects to support key business goalsDevelop pre call plan strategy for all client calls in partnership with SSA to garner existing client informationDevelop pre call planning package for each client/prospect using insights that will shape a meaningful client conversationLeverage pre call planning tools to ensure consistency and execution of calling practicesSupport Executive calling pre call planning Market StrategySupports 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 planCreates inspection routines that drive activities to growthDevelops best practices to share across the market and regionLeverages sales tools (CAT, Navigator, etc.) to mine prospecting strategies and opportunities for the marketDevelop COI Strategies to win influence in the market Skills Required:Bachelor's Degree in Accounting, Finance or related area preferredExecutive Presence both internally to all levels of the firm and externally for client presentationsAbility to think strategically and build strategic plans for market growthOutstanding communication skills, both written and verbalDeep knowledge of sales tools, systems, and processes to support the client and client teamDeep knowledge of Business Banking and the clients/productsAbility to structure presentations for client meetings using PowerPoint, Excel and/or WordOrganize routines for the Client Team that foster client engagementCultivates relationships across the market to collaborate on growth strategiesJob Band:H5Shift: 1st shift (United States of America)Hours Per Week:40Weekly Schedule:Referral Bonus Amount:0 Job Description:Key Functions:Client & Industry InsightsCounsel 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 meetingPropagate industry knowledge across the market to apply learnings to multiple clientsCreate Peer Profiler Library for the market's most common industries Proactive Calling & Pre-Call PlanningDevelop and recommend effective calling strategy for the RM's portfolio and targeted prospects to support key business goalsDevelop pre call plan strategy for all client calls in partnership with SSA to garner existing client informationDevelop pre call planning package for each client/prospect using insights that will shape a meaningful client conversationLeverage pre call planning tools to ensure consistency and execution of calling practicesSupport Executive calling pre call planning Market StrategySupports 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 planCreates inspection routines that drive activities to growthDevelops best practices to share across the market and regionLeverages sales tools (CAT, Navigator, etc.) to mine prospecting strategies and opportunities for the marketDevelop COI Strategies to win influence in the market Skills Required:Bachelor's Degree in Accounting, Finance or related area preferredExecutive Presence both internally to all levels of the firm and externally for client presentationsAbility to think strategically and build strategic plans for market growthOutstanding communication skills, both written and verbalDeep knowledge of sales tools, systems, and processes to support the client and client teamDeep knowledge of Business Banking and the clients/productsAbility to structure presentations for client meetings using PowerPoint, Excel and/or WordOrganize routines for the Client Team that foster client engagementCultivates relationships across the market to collaborate on growth strategiesJob Band:H5Shift: 1st shift (United States of America)Hours Per Week:40Weekly Schedule:Referral Bonus Amount:0 Job Description: Key Functions:Client & Industry InsightsCounsel 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 meetingPropagate industry knowledge across the market to apply learnings to multiple clientsCreate Peer Profiler Library for the market's most common industries Proactive Calling & Pre-Call PlanningDevelop and recommend effective calling strategy for the RM's portfolio and targeted prospects to support key business goalsDevelop pre call plan strategy for all client calls in partnership with SSA to garner existing client informationDevelop pre call planning package for each client/prospect using insights that will shape a meaningful client conversationLeverage pre call planning tools to ensure consistency and execution of calling practicesSupport Executive calling pre call planning Market StrategySupports 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 planCreates inspection routines that drive activities to growthDevelops best practices to share across the market and regionLeverages sales tools (CAT, Navigator, etc.) to mine prospecting strategies and opportunities for the marketDevelop COI Strategies to win influence in the market Skills Required:Bachelor's Degree in Accounting, Finance or related area preferredExecutive Presence both internally to all levels of the firm and externally for client presentationsAbility to think strategically and build strategic plans for market growthOutstanding communication skills, both written and verbalDeep knowledge of sales tools, systems, and processes to support the client and client teamDeep knowledge of Business Banking and the clients/productsAbility to structure presentations for client meetings using PowerPoint, Excel and/or WordOrganize routines for the Client Team that foster client engagementCultivates relationships across the market to collaborate on growth strategies Shift:1st shift (United States of America) Hours Per Week: 40