Business Banker
Core
Proactively grow and deepen relationships with existing and new small business clients ($1-$5M revenue) by presenting deposit, treasury, and credit solutions.
Role type
Business Banker (Sales & Relationship Management)
Builds
Consumer and small business banking products (deposits, treasury, credit)
Domain
Banking / Small Business Finance
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Commercial loan negotiation, sales goal achievement, client relationship building, financial accounting analysis, community event leadership, competitor product knowledge, portfolio growth planning
Preferred skills
None stated
Technologies
Microsoft Office (Word, Excel, Outlook)
Responsibilities
Execute regular calling programs to generate new deposits and loan business; meet with clients to discuss financial needs and recommend solutions; coordinate with internal partners to meet client goals; review deposit profitability and outline strategies to improve unprofitable accounts; communicate lending decisions to clients; follow up on loan exceptions; represent the bank at civic and community functions.
Seniority
Mid-level (4-6 years experience)
