Commercial Banking Relationship Executive

2 weeks ago


Olympia Fields, Illinois, United States BankFinancial Full time
Position Overview

Key Responsibilities

  1. Establishes and nurtures business credit and deposit partnerships.
  2. Accountable for generating new business through referrals and proactive outreach.
  3. Develops and sustains a client portfolio by evaluating and fulfilling both business and personal requirements.
  4. Enhances market presence by forging new customer connections and leveraging the Bank's financial offerings to create more effective banking solutions.
  5. Facilitates loan structuring and adeptly cross-sells additional products.
  6. Constructs and upholds a professional network of centers of influence and referral partners.
  7. Maintains a consistent pipeline of potential clients through a structured calling strategy as outlined by leadership.

Travel Requirements

Willingness to travel approximately 25% within the designated region and across the BankFinancial service areas as necessary. Up to 10% of travel outside the state may be required.

BankFinancial is committed to diversity and is an Equal Opportunity Employer (minorities/females/veterans/individuals with disabilities/sexual orientation/gender identity)

Qualifications

  • Bachelor's Degree is preferred.
  • A minimum of 5 years of experience in Commercial or Business Lending.
  • At least 2 years of experience in outbound sales efforts.
  • Demonstrated success in sales and portfolio management.
  • Strong skills in pipeline management and communication.
  • Ability to cultivate and maintain high-level business relationships with key decision-makers for sourcing new and renewal opportunities.
  • Excellent organizational capabilities with a proactive approach to managing and prioritizing tasks.

Licenses and Certifications

  • Required certifications and licenses as mandated by the SVP of Business Banking.
  • Must remain current with ongoing education requirements.
  • Notary Public certification is preferred.

Technical Proficiency

  • Proficient in Microsoft Office Suite (Word, Excel, Outlook).
  • Familiarity with teller and banking platform systems.


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