The role is responsible for developing new banking relationships and servicing an assigned portfolio of small business clients
Job Summary
The role is responsible for developing new banking relationships and servicing an assigned portfolio of small business clients.
Candidates must effectively manage risk by evaluating credit information and recommending appropriate loan structures while negotiating with underwriters.
The position requires achieving specific sales goals including $300M-$500M in revenue and managing a loan portfolio of $15M-$40M.
Matching Summary
The role is responsible for developing new banking relationships and servicing an assigned portfolio of small business clients.
Salary
Base: $119,500.00 - $199,100.00 USD; Bonus/Equity: Not specified; Benefits: Not specified
Skills & Requirements
Must-have
5+ years of relevant work experience
Strong credit skills to evaluate loan requests
Ability to read and analyze financial statements
Knowledge of Cash Management and Merchant Services
Proven ability to achieve sales revenue goals
Nice-to-have
Network with centers of influence like accountants
Experience in civic and cultural organizations
Strong interpersonal and presentation skills
Ability to negotiate with underwriters and clients
Participation in retail sales sprints
Key Requirements
Bachelor's degree or 3-5 years relevant experience