7 дней назад
Business Banker
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Business Banker (Small Business Banking): Growing and deepening relationships with small business clients by recommending deposit, treasury, credit, and related banking solutions with an accent on client acquisition, portfolio growth, and financial analysis. Focus on sourcing new business, managing lending relationships, improving deposit profitability, and engaging with local business communities.
Location: Creighton - Pensacola, Florida, United States
Company
provides banking products and services for consumer and small business clients.
What you will do
- Grow and deepen relationships with existing and prospective small business clients, typically companies with up to $2 million in annual revenue.
- Recommend deposit, treasury, credit, consumer, and small business banking solutions.
- Generate new deposit and loan business through regular client calls, prospecting, business visits, and community outreach.
- Develop portfolio growth plans, review deposit profitability, and implement strategies to improve account performance.
- Coordinate with internal business partners, gather updated financial information, communicate lending decisions, and follow up on loan exceptions.
- Represent the bank at civic functions, educational seminars, and local professional or business events.
Requirements
- Bachelor’s degree or equivalent years of experience.
- 1–2 years of related banking experience, including selling financial products and services.
- Experience meeting sales goals, sourcing small business clients, and building client relationships.
- Basic knowledge of banking, retail and small business products, financial accounting, and financial analysis.
- Basic Microsoft Office skills, including Word, Excel, and Outlook.
- Strong communication, organization, prioritization, independent working, and customer service skills; ability to travel when required.
Culture & Benefits
- Work includes direct engagement with local businesses and community organizations.
- Role involves independent work with coordination across internal business partners.
- Employment is full time.
- Equal employment opportunity is provided in accordance with applicable federal, state, and local laws.
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