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JOB FUNCTION / SUMMARY:
This position is responsible for proactively growing and deepening relationships with both existing and new small business clients. These clients are typically companies with up to $2 million in annual revenues. This position will deepen the client relationship by presenting product and service solutions that meet the client’s needs and financial goals, including consumer and small business. These products and services include deposits, treasury and credit solutions, as well as referring related banking products and services. In addition, the position will reach out into the community by visiting businesses, making outbound calls to clients and may conduct educational seminars in the community.
ESSENTIAL DUTIES & RESPONSIBILITIES:
SUPERVISORY RESPONSIBILITIES:
None
MINIMUM REQUIRED EDUCATION, EXPERIENCE & KNOWLEDGE:
Bachelor’s degree for a four-year college or university or equivalent years of experience
2-4 years of experience as a Business Banker
Proven ability to meet sales goals, including credit products and internal business partner referrals
Proficient in proactively sourcing, acquiring, building and maintaining relationships with clients and co-workers
Working knowledge of Microsoft Office skills including Word, Excel and Outlook
Prior experience in a role as a business advocate
Working knowledge and understanding of retail and/or small business products and strategies
Working knowledge and understanding of banking products and services
Experience sourcing small business clientele
Demonstrated understanding of financial accounting and analysis
Experience leading or participating in events and activities for local networks or professional organizations, such as the chamber of commerce, professional business groups, or chapter of national organizations such as the United Way.
ESSENTIAL MENTAL & PHYSICAL REQUIREMENTS:
Equal Opportunity/Affirmative Action Employers. All qualified applicants will receive consideration for employment without regard to race, color, religious beliefs, national origin, ancestry, citizenship, sex, gender, sexual orientation, gender identity, marital status, age, physical or mental disability or history of disability, genetic information, status as a protected veteran, disabled veteran, or other protected characteristics as required by federal, state and local laws.