Key skills
Communication
About this role
Role Overview
- Play a pivotal role in helping business clients achieve their financial goals
- Approach each day with a purpose to help business clients achieve their vision for success
- Maintain strong client relationships based on trust
- Assess and attend to 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
- Responsible for building, developing, and managing relationships with new and existing business clients
- Deliver financial expertise and client-centric solutions that build strong, long-term relationships
Requirements
- 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
- 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