The business banker is responsible for developing new business as well as managing an assigned client base.
Essential Duties and Responsibilities:
- Manage a portfolio of clients, along with building relationships by providing financial advice to business clients with a focus on the client experience, credit, and risk management.
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Build collaborative internal and external relationships to provide the Best-in-Class customer service, develop the business to ensure a seamless experience for the client.
- Meet and exceed all established goals.
- Serve as a trusted advisor to the client in delivering comprehensive and customized business banking products and solutions tailored to the financial needs and circumstances of business clients.
- Manage a portfolio of clients; grow portfolio by prospecting for new clients and deepening relationships with existing clients.
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Use knowledge of business, finance, banking, credit, and risk management to identify, recommend and promote products and solutions that best serve the client while still working within risk parameters that protect the bank.
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Build relationships by calling on existing clients to truly understand their businesses and analyze product and service growth opportunities that ensure profitability of the portfolio
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Utilize referral networks and centers of influence to identify and pursue potential new clients, looking for ways to cultivate a long-term relationship.
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Execute portfolio administration duties as required for the position.
MEMBER FDIC/EQUAL OPPORTUNITY/AFFIRMATIVE ACTION EMPLOYER/DRUG FREE WORKPLACE
