• Maintain and manage an assigned client portfolio of Business Banking Small Business clients in an effort to grow and retain the banking relationship(s). • Proactively call on a portfolio of assigned clients within set interval periods to address service or business-related needs. • Promote and cross-market products and services to clients by keeping clients informed of products, services, special promotions, and providing appropriate financial solutions via consultative review and proactive contact. • Make joint calls with partners to enhance their selling skills and uncover consumer opportunities, as well as engage Business Banking RMs, Branch Managers, and/or other specialty partners on role assigned sales opportunities. • Review financial statements, assess credit lines, and renew loans. • Identify opportunities to lend in the form of a business loan and complete associated lending responsibilities. • Aggressively maintain client retention and mitigate profitable client run-off. • Responsible for various operational tasks while acting as a bank advocate and advisor to the client. • Manage all administrative tasks associated with client portfolio to ensure all clients are within bank compliance. • Embrace a virtual team model and enhance the professional atmosphere that leads to a successful sales environment. • Strategically manage unprofitable and/or anticipated exiting client relationships.