Business Banker
On-siteTarpon Springs, Florida, United States
Job Summary
Proactively grow and deepen relationships with small business clients generating $1–5 million in annual revenue by presenting deposit, treasury, and credit solutions. Execute a regular calling program to discuss business needs, recommend financial strategies, and source updated client information. Assist in portfolio growth planning aligned with asset/liability objectives while reviewing deposit profitability to restore unprofitable accounts. Coordinate with internal partners to meet client goals, maintain competitive market knowledge, and communicate lending decisions. Serve as a community advocate by visiting businesses, conducting outbound outreach, and participating in civic functions to enhance the bank's image and drive new business.
Required Qualifications
- Bachelor's degree for a four-year college or university
- 4-6 years of experience as a Business Banker
- 3 years of experience in negotiating and structuring commercial loans
- Proven ability to meet sales goals, including credit products and internal business partner referrals
- Skilled in proactively sourcing, acquiring, building and maintaining relationships with clients and co-workers
- Working knowledge of Microsoft Office skills including Word, Excel and Outlook
- Significant experience in a role as a business advocate
- Advanced knowledge and understanding of retail and/or small business products and strategies
- Advanced knowledge and understanding of banking products and services
- Significant experience sourcing small business clientele
- Demonstrated understanding of complex financial accounting and analysis
- Significant 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
- Effective organizational, multi-tasking and prioritization skills
- Excellent verbal, written and interpersonal communication skills
- Ability to work independently without supervision
- Ability to provide exceptional customer satisfaction to retain and grow client banking relationships
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