Small Business Banker
On-siteDallas, Texas, United States or Nashville, Tennessee, United States
Job Summary
Own and grow the largest small business client relationships within the assigned geographic area, generally focused on accounts of $1 million or greater. Deliver tailored solutions across deposits, lending, treasury management, and fee-based services while acting as a trusted advisor to help clients identify growth opportunities and manage risk. Partner with branch teams to support client transitions and serve as the escalation point for complex opportunities, including needs-based discovery and financial analysis. Manage inbound referrals and generate outbound prospects for new larger small business clients within the local market. Drive deposit growth, lending volume, and fee income across assigned portfolios. This role supports the bank's transition from a transaction-focused model to a deposit gathering and small business growth model.
Required Qualifications
- Strong consultative sales and relationship management ability
- Ability to translate complex financial concepts into client-friendly solutions
- Skilled in partnership and influence across retail and business line teams
- Strong pipeline management and execution discipline
- Excellent communication and presentation skills
- Proficiency with CRM and lead management systems used to track pipeline, referrals, and client interactions
- Experience using retail and commercial banking systems for account servicing, onboarding, and relationship management
- Ability to navigate digital banking platforms (online banking, treasury portals, client-facing tools)
- Familiarity with lending platforms and credit systems for underwriting, loan structuring, and deal tracking
- Ability to interpret financial spreads, credit memos, and borrower analytics using internal tools
- Working knowledge of SBA-related systems and workflows
- Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint, Outlook, Teams, SharePoint)
- Comfort using dashboards and reporting tools to track productivity and client trends
- Bachelor's degree in Business, Finance, or related field
- 3-7+ years of experience in business banking, commercial banking, or small business lending
- Proven track record of generating deposit and loan growth within a client portfolio
- Experience working with business financial statements and underwriting processes
- NMLS or ability to obtain NMLS
Desired Qualifications
- Bachelor's degree in Business, Finance, or related field (or equivalent experience) preferred
- Experience working with business financial statements and underwriting processes preferred
- NMLS or ability to obtain (preferred)
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