Overview
Coordinates at a senior level with the sales team to establish, build, and sustain Commercial Banking relationships with companies with gross sales of generally less than $25mm.
Responsible for the overall success and growth for assigned sales territory. Represents the bank as the primary relationship manager with clients in the book of business.
Involved in the credit process including Credit Underwriting, Portfolio Management and Review, Risk / Credit Grading and Risk identification and management.
Portfolio management will include servicing, covenant compliance, collateral monitoring.
Principal Duties & Responsibilities :
- Meets or exceeds individual sales and retention goals adhering to corporate, legal, and regulatory policies, guidelines, and requirements regarding compliance.
- Independently expands existing relationships and solicits new business through client referrals and cold calling efforts to meet or exceed the Bank’s strategic goals.
- Generates proposal and develops sales strategies at an expert level.
- Develops, expands, and maintains referral sources.
- Documents relationship process.
- Works with clients in analyzing problems and propose solutions.
- Acts as the client’s advocate in securing suitable credit and cross selling products and services.
- Structures and completes secured and unsecured business loans.
- Evaluates business, management, industry, financial and structural risk, and documents assessment in a credit approval document.
- Organizes and leads involved sales initiatives, including generating complex, customized proposals.
- Works to develop and maintain solid relationships with all partners.
- Maintains expert level knowledge of all bank products and services.
- Participates in special projects as needed.
- Must be willing to participate in community organizations and activities.
Qualifications
- 5-7 years experience in Commercial Banking.
- Must have strong credit and lending understanding and experience.
- Must be highly capable of meeting sales goals, independent activity in direct banking sales and credit support as well as maximizing cross-sell opportunities and relationship profitability.
- Knowledge of commercial banking products and services including credit analysis, underwriting, and treasury management products and services.
- Demonstrated strong financial acumen and high level of problem solving skills.
- Effective communicator, results oriented, demonstrates the ability to excel in high-pressure situations.
- Exhibit strong interpersonal skills with the ability to cultivate long term relationships and influence others internally and externally.
- Knowledge of Microsoft Office products : Word, Excel and Outlook.
- Formal credit training, preferred.
Education
- Bachelor's Degree in Business Administration or an equivalent.
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