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Business Relationship Banker
2 months ago
As a Business Relationship Banker at First Volunteer, you will be responsible for building a portfolio of family-owned, community-minded, and multi-generational businesses. Your primary goal will be to serve as a financial advisor to these businesses, providing them with expert guidance and support to help them achieve their financial goals.
Key Activities- Develop strong relationships with retail bank leaders to serve as a small business advisor.
- Understand and communicate appropriate structure, terms, and conditions to business owners.
- Develop or have selected industries where you have intelligence and can build a niche.
- Complete fifteen face-to-face meetings with business decision-makers weekly.
- Develop strong working relationships with Retail Bank Market Leaders.
- Report summarily through the CRM system on results of marketing efforts by Friday each week.
- Work closely with Commercial Relationship Managers on referral opportunities with businesses needing in excess of $1,500,000 of commercial debt and/or those businesses which require a high level of servicing.
- Develop strong working relationships with centralized small business lending unit and accurately and fully document credit request packages.
- Commitment to the BWB Vision, Behavioral Standards, and Ground Rules.
- Serve as a leader in our culture building efforts.
- Commitment to execute our Profit Rich Sales process and help coach others on it.
- Involvement in community via civic groups and intentional efforts to aid our education of our clients and the community.
- Develop strong referral relationships with Bank's insurance agency, mortgage lending department, and other ancillary vendors.
First Volunteer is an Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities. We are committed to providing a fair and inclusive work environment for all employees and applicants.
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