About this role
Role Overview
- Actively manages a portfolio of clients within the entry end of the Business Banking segment.
- Effectively manage the client relationship by selling and promoting a broad array of financial products and services.
- Proactively call on a portfolio of assigned clients within set interval periods to address service or business-related needs.
- Promote and cross-market products and services to clients.
- Review financial statements, assess credit lines, and renew loans.
- Identify opportunities to lend in the form of a business loan and complete associated lending responsibilities.
- Aggressively maintain client retention and mitigate profitable client run-off.
Requirements
- Associate's degree or equivalent experience (required)
- A minimum of 1 year in a comparable or skill transferrable role, demonstrating strong customer service & selling skills (required)
- A minimum of 1 year of extensive financial services experience, in business/commercial banking, with a thorough understanding of the regulatory and competitive environment, key industry players, economic drivers, and operating issues (required)
- Small Business lending experience (required)
Benefits
- incentive compensation which may include production, commission, and/or discretionary incentives.