Small Business Relationship Banker I - Woodridge
Core
Primary Small Business Banking partner for assigned branches, providing comprehensive financial solutions to small businesses with annual revenues between $500K and $2.5 million.
Role type
Small Business Relationship Banker
Builds
Business deposit products, lending and credit products, treasury management, payment solutions, business credit cards, and digital tools for small businesses.
Domain
Banking / Small Business Finance
Deliverable
product features
Required skills
consultative selling, prospecting, relationship management, financial solution design, CRM discipline, regulatory compliance (SAFE Act, Reg Z)
Preferred skills
business operations knowledge, new business development, community relations, pipeline management
Responsibilities
Conduct outside prospecting and sales activities to grow revenue; identify client priorities and align products to growth and risk objectives; translate financial information and risk indicators into practical guidance; maintain relationship ownership through handoff and activation; share referral outcomes and sales practices with branch partners.
Seniority
Individual Contributor, mid-level (3+ years experience)
