Responsible for managing an assigned portfolio of loan and deposit relationships with small business clients and soliciting new business
Job Summary
Responsible for managing an assigned portfolio of loan and deposit relationships with small business clients and soliciting new business.
Work closely with branch partners to maximize sales efforts and cross-sell other bank products and services.
Achieve sales goals including revenue, loan production, and deposit balance targets while actively participating in business banking and retail sales initiatives.
Matching Summary
Responsible for managing an assigned portfolio of loan and deposit relationships with small business clients and soliciting new business.
Salary
Base: $85,800.00 - $143,000.00 Annual (USD); Bonus/Equity: Not specified; Benefits: Not specified
Skills & Requirements
Must-have
Business banking relationship management
Credit risk evaluation
Loan portfolio management
Cross-selling bank products
Financial statement analysis
Sales goal achievement
Nice-to-have
Bilingual Spanish/English skills
Networking with referral sources
Strong interpersonal and presentation skills
Participation in civic and cultural organizations
Key Requirements
Bachelor’s degree or 4 years related experience
Knowledge of financial statements and tax returns
Sound credit skills for loan evaluation
Experience with Cash Management and Merchant Service products