Business Finance Specialist

1 week ago


Mukwonago, Wisconsin, United States Citizens Bank - WI Full time

Job Title: Business Finance Specialist

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Citizens Bank in Wisconsin is seeking a skilled Business Finance Specialist to join our team. The estimated annual salary for this position is $85,000-$120,000.

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About the Job:

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  • As a Business Finance Specialist, you will develop and maintain long-term customer relationships with commercial customers.\
  • You will negotiate commercial loan terms that meet internal credit standards.\
  • You will obtain customer financial information and conduct preliminary analyses of customer needs.\
  • You will work closely with the Commercial Credit Department to create credit presentations.\
  • You will present customer financial information to relevant committees.\
  • You will cross-sell relevant bank products and services to commercial customers.\
  • You will effectively manage loan portfolios.\
  • You will perform other duties as assigned by management.\
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Requirements:

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  • A High School Diploma or GED is required.\
  • A Bachelor's degree is preferred.\
  • At least 5 years of commercial lending experience is required.\
  • Strong verbal and written communication skills are necessary.\
  • Excellent presentation skills are required.\
  • The ability to make decisions with little supervision is essential.\
  • Knowledge of standard commercial lending practices is necessary.\
  • Banking experience and knowledge of bank systems and practices are preferred.\
  • Compliance with applicable laws and regulations is required.\
  • A strong level of professionalism is necessary.\


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