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About the role
Key responsibilities & impact- Play a pivotal role in helping business clients achieve their financial goals
- Approach each day with the purpose of doing the right thing for business clients
- Maintain strong client relationships based on trust and assess clients’ banking needs
- Obtain and process client and account information
- Educate clients on available deposit and loan products and services
- Recommend financial solutions based on each client’s unique goals and needs
- Build, develop, and manage new and existing relationships with business clients
- Deliver financial expertise and client-centric solutions for long-term relationships
Requirements
What you’ll need- Bachelor's degree, or equivalent work experience
- Four to five years of relevant experience
- Strong relationship management and business development abilities
- Well-developed analytical and problem-solving skills
- Basic knowledge of credit administration, analysis, and credit policy/procedure
- Knowledge of cash flow management and business credit underwriting with commercial credit training preferred
- Demonstrated understanding of basic financial accounting and analysis
- Some knowledge of bank products and services that results in successfully identifying appropriate opportunities to sell the bank’s products
- Ability to work effectively with individuals and groups across the company to manage customer relationships
- Excellent presentation, verbal and written communication skills
- Demonstrated business acumen with knowledge of diverse types of businesses, industries, markets, financial and economic concepts
Benefits
Comp & perks- Healthcare (medical, dental, vision)
- Basic term and optional term life insurance
- Short-term and long-term disability
- Pregnancy disability and parental leave
- 401(k) and employer-funded retirement plan
- Paid vacation (from two to five weeks depending on salary grade and tenure)
- Up to 11 paid holiday opportunities
- Adoption assistance
- Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
credit administrationcredit analysiscredit policycash flow managementbusiness credit underwritingfinancial accountingfinancial analysisbank productsbusiness developmentrelationship management
Soft Skills
analytical skillsproblem-solving skillsclient relationship managementcommunication skillspresentation skillsbusiness acumentrust buildingcustomer relationship managementinterpersonal skillsteam collaboration
Certifications
Bachelor's degree