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 goal achievement, client relationship management, financial accounting analysis, banking product knowledge, community event leadership, competitor product analysis
Preferred skills
Microsoft Office proficiency, portfolio growth planning, loan exception management
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 account status; communicate lending decisions to clients; represent the bank at civic and community functions.
Seniority
Mid-level, hands-on IC
