Small Business Banker II - Middletown, NY
Core
Proactively deepens relationships with existing Small Business customers within a specified territory, initiates contact with new customers, and manages loan portfolios.
Role type
Senior Small Business Banker (Relationship Manager)
Builds
Customer relationships, loan origination, and sales referrals for small businesses
Domain
Banking / Small Business Finance
Required skills
Customer relationship management, sales generation, loan origination and structuring, financial statement analysis, market knowledge, reporting and dashboard evaluation
Preferred skills
None stated
Technologies
None stated
Responsibilities
Conduct customer assessments for new Small Business accounts within 30 days, assign customers to appropriate Relationship Managers, manage a group of store loan portfolios including origination and closing, generate sales and referrals to internal business partners, meet individual sales goals, review pipelines and dashboards for accurate reporting
Seniority
Senior, hands-on IC