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Assistant Business Development Manager
2 months ago
The Bank of San Antonio is seeking a highly skilled and experienced Assistant Business Development Manager to join our team. As a key member of our business development team, you will be responsible for supporting our Relationship Managers in consistently growing our client portfolio by enhancing client satisfaction through exceptional customer service, timely and accurate product implementation, communication, coordination, and processing.
Key Responsibilities- Client Retention and Growth
- Retain satisfied clients by assisting with day-to-day banking needs, providing clients with a single point of contact within the bank for their deposit and loan needs.
- Ensure clients receive updates within one hour and satisfactory resolutions within 24 hours.
- Cross-Selling and Upselling
- Identify clients' needs and cross-sell bank products and services to existing clients, helping them build their businesses.
- Account Management and Record-Keeping
- Record own activities and calls, as well as assist Relationship Managers with Salesforce tracking and upkeep of records.
- Loan Processing and Closing
- Review and resolve accounts listed on any report, such as insufficient funds and past due.
- Provide assistance to Relationship Managers by gathering all necessary information for credit decisions on all commercial, real estate, and consumer loans.
- Prepare for loan closings by ordering appraisals, environmental assessments, surveys, title commitments, and attorney-prepared documents.
- Work closely with clients to clear loan approval conditions and set clear expectations on the closing process.
- Review all loan documents, including attorney-prepared documents, to ensure all documentation is as approved.
- Coordinate loan closing and prepare necessary documents for funding.
- Compliance and Regulatory Requirements
- Ensure that all client services and product processing activities are carried out in accordance with all regulatory, legal, and governmental regulations.
- Work with corporate compliance, loan, and deposit operations to ensure conformity with bank policies, procedures, and Federal and State regulations and laws.
- Education
- High School Diploma (or GED or High School Equivalence Certificate).
- Experience
- At least 3 years of banking experience. Loan processing experience is a benefit.
- Sales or referral experience is useful.
The salary for this position is $46,000 - $78,000, depending on experience.
