Virtual Business Banker II
Core
Proactively retain and deepen relationships with high net worth small business owners via inbound/outbound phone sales to cross-sell banking products.
Role type
Senior IC business banker (phone-based sales)
Builds
New deposits, treasury, and lending business for existing complex business portfolios
Domain
Banking / Small Business Finance
Deliverable
product features
Required skills
Business banking sales, complex cash flow cycle understanding, treasury management knowledge, business financial statement analysis, CRM software navigation, multi-tasking in virtual settings, regulatory compliance adherence
Preferred skills
Formal credit training, phone-based sales experience
Responsibilities
Manage assigned book of business for retention and acquisition, build partner teams to support customers, maintain regular calling cadence to generate new business, assess customer needs and recommend product solutions, refer complex servicing issues to appropriate channels, execute risk management and compliance protocols
Seniority
Mid-level, hands-on IC