Location: San Jose, CA
Company: Comerica Bank
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 Responsibilities Customer Relationship Activities Service, 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 Activities Proactively 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 Skills Proven Sales and Marketing Skills Intermediate level computer competency including Microsoft Windows (Word, Excel and Outlook)Commercial Loan and Real Estate product knowledge Active Listening Skills Interpersonal Skills Critical Thinking/Problem Solving Proficient Presentation Skills Qualifications Bachelor'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 Power Point San Jose - Airport8:00am - 5:00pm Monday - Friday%387008% %%finance%%
Banking jobs refer to positions within banks and financial institutions that deal with money management, investment services, and customer transactions. These roles can range from tellers and customer service reps to investment bankers and financial analysts. Key characteristics of banking jobs include a strong focus on accuracy, customer service, regulatory compliance, and oftentimes, a fast-paced environment. Employees in the banking sector typically need strong numerical skills, attention to detail, and the ability to understand complex financial products and services. With the rise of fintech, banking jobs are also evolving to include more technology-driven positions.
Banking jobs refer to employment opportunities within the banking sector, which plays a pivotal role in the financial services industry. These positions range from tellers and customer service representatives to investment bankers and risk analysts. Key characteristics of banking jobs include handling monetary transactions, providing financial advice, managing clients' portfolios, and ensuring regulatory compliance. They often demand strong analytical skills, attention to detail, and a commitment to maintaining customer trust and confidentiality. With the rise of fintech, many banking roles also require adaptability to technological advancements and innovative financial solutions.
to internships and job placement support through our industry-leading talent placement firm YUPRO Placement. If you receive an internship, it may be at Salesforce, Workday, or Pay Pal among other leading organizations in the California Bay Area (Pleasant Hill, San Francisco, San Jose).
Are you eligible? You can apply to Year Up if you are: - 18-29 years old - A high school graduate or GED recipient - Eligible to work in the U. S. - Available Monday-Friday throughout the duration of the program - Highly motivated to learn technical and professional skills - Have not obtained a Bachelors degree What will you gain? Professional business and communication skills, interviewing and networking
skills, resume building, ongoing support and guidance to help you launch your career. Some coursework is eligible for college credit. During the internship phase, Year Up students earn an educational stipend of $525 per week.
In-depth classes include: - Application Development & Support - Data Analytics - Helpdesk/Desktop Support - Project Management Support - Banking & Customer Success Get the skills and opportunity you need to launch your professional career. 80% of Year Up graduates are employed and/or enrolled in postsecondary education within 4 months of graduation. Employed graduates earn an average starting salary of $52,000 per year.
to internships and job placement support through our industry-leading talent placement firm YUPRO Placement. If you receive an internship, it may be at Salesforce, Workday, or Pay Pal among other leading organizations in the California Bay Area (Pleasant Hill, San Francisco, San Jose).
Are you eligible? You can apply to Year Up if you are: - 18-29 years old - A high school graduate or GED recipient - Eligible to work in the U. S. - Available Monday-Friday throughout the duration of the program - Highly motivated to learn technical and professional skills - Have not obtained a Bachelors degree What will you gain? Professional business and communication skills, interviewing and networking
skills, resume building, ongoing support and guidance to help you launch your career. Some coursework is eligible for college credit. During the internship phase, Year Up students earn an educational stipend of $525 per week.
In-depth classes include: - Application Development & Support - Data Analytics - Helpdesk/Desktop Support - Project Management Support - Banking & Customer Success Get the skills and opportunity you need to launch your professional career. 80% of Year Up graduates are employed and/or enrolled in postsecondary education within 4 months of graduation. Employed graduates earn an average starting salary of $52,000 per year.
