Business Banker
Core
Proactively grow and deepen relationships with existing and new small business clients (up to $2M annual revenue) by presenting deposit, treasury, and credit solutions.
Role type
Business Banker (Sales & Relationship Management)
Builds
Consumer and small business banking products and services
Domain
Banking / Small Business Finance
Deliverable
product features
Required skills
sales of financial products, client relationship management, credit product sales, portfolio growth planning, competitor analysis, deposit profitability analysis, financial accounting and analysis, community event participation
Preferred skills
prior experience as a business advocate, sourcing small business clientele, leading professional organization events
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 business 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
