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
Builds
Consumer and small business banking products and services
Domain
Banking / Small Business Finance
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
sales goal achievement, proactive client sourcing, relationship building, financial accounting analysis, competitor product knowledge, community event leadership
Preferred skills
advanced knowledge of retail and small business banking strategies, Microsoft Office proficiency
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, represent the bank at civic and community functions.
Seniority
Mid-level, individual contributor
