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View salary and benefits informationDevelops and manages banking relationships with small business customers to acquire new business, sell financial products and services and grow the portfolio. Prospects for new customers, upsell opportunities, and referrals. Develops and maintains strong relationships with referral sources. Engages with existing customers to understand their financial needs and provide suggestions for products and services that benefit small businesses throughout the business cycle. Serves as point of contact and advocates for customers to answer questions, resolve issues, and provide product information. Main more...
Develops and manages banking relationships with small business customers to acquire new business, sell financial products and services and grow the portfolio. Prospects for new customers, upsell opportunities, and referrals. Develops and maintains strong relationships with referral sources. Engages with existing customers to understand their financial needs and provide suggestions for products and services that benefit small businesses throughout the business cycle. Serves as point of contact and advocates for customers to answer questions, resolve issues, and provide product information. Main more...
The Small Business Administration Loan Officer II reviews required customer financial information and coordinates with SBA to provide a lending solution for the customer. Develops and structures loans and markets other banking products and services to Small Business Administration (SBA) eligible small and medium sized businesses. Being a Small Business Administration Loan Officer II requires a bachelor's degree. Structures the SBA loan proposals, completes initial underwriting, and prepares credit package that complies with all applicable regulations and SBA guidelines. In addition, Small Busi more...
The Small Business Banking Relationship Manager II has full knowledge of the bank's rules, procedures and products. Provides financial services to small business customers in order to increase client satisfaction and portfolio growth. Being a Small Business Banking Relationship Manager II may require NASD series 6 and 63 licenses. Identifies opportunities to sell other business to enhance customer relationships and boost revenue. In addition, Small Business Banking Relationship Manager II requires a bachelor's degree. Typically reports to a manager of a unit/department. Working as a Small Busi more...
There is currently no job description for Business Banker. Be the first to submit the job responsibilities for a Business Banker.
Manages a private banking portfolio of individuals with high-net worth using banking strategies, solutions, and advice that are customized to the client's needs. Develops and maintains client relationships by engaging the resources of other parts of the organization to provide meaningful and personalized service. Acts as an advisor, providing financial research and information. Achieves deposit and loan volume goals, approves loans, and sells additional fee-based services. Typically requires a bachelor's degree. Typically reports to a manager. Occasionally directed in several aspects of the wo more...
The Personal Banker II identifies customer needs and uses current knowledge of all bank products and services to explain, promote, and cross-sell products and services. Acts as the customer's go-to banking resource to deliver in-branch services, referrals, and product information, resulting in enhanced satisfaction and broadened customer relationships. Being a Personal Banker II provides research and solutions to account issues, answers to customer inquiries, and education and training on banking self-service technology. Processes basic branch service transactions and refers customers to the r more...
The Private Client Banker II develops and maintains client relationships by engaging the resources of other parts of the organization to provide meaningful and personalized service. Manages a private banking portfolio of individuals with high-net worth using banking strategies, solutions, and advice that are customized to the client's needs. Being a Private Client Banker II achieves deposit and loan volume goals, approves loans, and sells additional fee based services. Acts as an advisor, providing financial research and information. In addition, Private Client Banker II typically requires a b more...
The Small Business Banking Relationship Manager I has full knowledge of the bank's rules, procedures and products. Provides financial services to small business customers in order to increase client satisfaction and portfolio growth. Being a Small Business Banking Relationship Manager I requires a bachelor's degree. Identifies opportunities to sell other business to enhance customer relationships and boost revenue. In addition, Small Business Banking Relationship Manager I typically reports to a manager of a unit/department. Working as a Small Business Banking Relationship Manager I typically more...
Manages a private banking portfolio of individuals with high-net worth using banking strategies, solutions, and advice that are customized to the client's needs. Develops and maintains client relationships by engaging the resources of other parts of the organization to provide meaningful and personalized service. Acts as an advisor, providing financial research and information. Achieves deposit and loan volume goals, approves loans, and sells additional fee-based services. Typically requires a bachelor's degree. Typically reports to a manager. Work is generally independent and collaborative in more...
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