Minimum Qualifications:
- Bachelor’s degree in finance, accounting, or business administration required; MBA or other related graduate degree preferred.
- Proven track record of relationship-based business development.
- Minimum five years of related commercial lending or portfolio management experience.
- Strong credit analysis skills.
- Proficient use of standard computer/software programs including but not limited to Microsoft Office Suite of products, Internet, video conferencing; Experience in Salesforce and nCino or other CRM or loan originating system strongly preferred.
- Must be goal-oriented, self-disciplined, self-motivated, and client-focused with excellent interpersonal, verbal, and written communication skills, including a demonstrated ability to communicate complex data and structural components to a variety of people and work in a team-building environment.
Must be willing and able to take team approach to client relationships and work to ensure all associates are providing the highest and best value of their time and talents.
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Physical Requirements:
The work environment is typical of a standard office or retail banking setting. Reaching may be required involving the ability to move arms in any direction. Office equipment, such as a computer and telephone, will be used requiring the ability to manipulate a keyboard, mouse, and/or keypad. The ability to decipher a computer screen or written documents is necessary. The ability to express or exchange ideas; impart information to clients, coworkers, or the public; or to convey detailed or important instructions; is required. The ability to receive and understand detailed information shared through oral or written communication is required. Position requires occasional lifting and/or the exerting of up to ten pounds of force. If associate is approved for any hybrid work locations, lifting of about 5 lbs. (laptop) is required twice daily. Position will involve moving about the workspace to reach entrances/exits, restrooms, conference rooms, or other areas within the work environment. The position involves frequent, sustained periods of sitting but also frequent, sustained periods of standing or moving from one worksite to another, including for example client locations, community events, and/or building sites. Position requires the ability to timely transport oneself from one local work site to another local work site via automobile or public transportation on a regular basis. Exposure to the elements is possible while outdoors. Depending upon specialty/geographic area assigned, position requires the ability to travel outside of local area, necessitating the ability to travel via airplane or other public transportation on an occasional basis.
