Business Relationship Banker

3 weeks ago


Chattanooga, Tennessee, United States First Volunteer Full time
Job Summary

We are seeking a highly skilled Business Relationship Banker to join our team at First Volunteer. As a key member of our commercial banking team, you will be responsible for building and maintaining strong relationships with small business owners and entrepreneurs.

Key Responsibilities
  • Develop and execute a portfolio of small business clients, focusing on family-owned, community-minded, and multi-generational businesses with annual revenues between $500,000 and $1,500,000.
  • Work closely with retail bank leaders to provide small business advisory services, including understanding and communicating appropriate structure, terms, and conditions to business owners.
  • Develop industry expertise and build a niche in selected industries to drive business growth and revenue.
  • Complete regular face-to-face meetings with business decision-makers to build relationships and identify new business opportunities.
  • Develop strong working relationships with Retail Bank Market Leaders to drive deeper relationships and higher share of wallet.
  • Report on marketing efforts and results through our CRM system on a weekly basis.
  • Work closely with Commercial Relationship Managers to identify referral opportunities with businesses requiring commercial debt in excess of $1,500,000 or high-level servicing.
  • Develop strong working relationships with the centralized small business lending unit and accurately document credit request packages.
Secondary Activities and Responsibilities
  • Commit to the BWB Vision, Behavioral Standards, and Ground Rules.
  • Serve as a leader in our culture-building efforts.
  • Commit to executing our Profit Rich Sales process and help coach others on it.
  • Participate in community activities through civic groups and intentional efforts to educate clients and the community.
  • Develop strong referral relationships with our insurance agency, mortgage lending department, and other ancillary vendors.

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