Business Banker (LO)-Wellington,FL
Core
Build, maintain, and grow relationships with low to moderately complex business clients ($500K–$2MM annual sales) by offering financial solutions and digital services.
Role type
Business Banker (Loan Originator)
Builds
Business accounts, credit, treasury services, and digital tools for small business clients
Domain
Banking / Small Business Lending
Deliverable
product features
Required skills
Client relationship management, financial needs analysis, product expertise, prospecting, networking, compliance adherence, risk management
Preferred skills
In-branch business banking experience, territory management, bilingual Spanish
Technologies
Mobile banking platforms, internal banking systems
Responsibilities
Manage and grow a portfolio of business clients, offer tailored financial recommendations, actively prospect and network, partner with Relationship Managers for complex structures, assist customers with dwelling secured product referrals
Seniority
Individual Contributor