Business Banker IV

C

Conveyance

Business Banker IV

Fort Wayne, IN
Full Time
Paid
  • Responsibilities

    POSITION SUMMARY
    Responsible for the growth and management of a portfolio of large sized business and very complex accounts.

    ESSENTIAL REQUIREMENTS

    • Serves as business banking relationship manager for large sized business customers, providing them with a full range of financial services products, including loans, deposit services and all related business banking services offered.
    • Provides customers with the services/products that result in revenue to meet internal financial goals and control expenses.
    • Reviews and analyzes business plans for investment potential and monitors portfolio for quality and returns.
    • Provides qualified referrals to colleagues for the services/products offered for which they are the specialists.
    • Analyzes and approves credits within prescribed limit, typically handles relationships of $1MM+ and manages a large portfolio.
    • Documents bank/customer relationships and commitments.
    • Retains and strengthens current relationships and seeks to develop new business.
    • Reviews periodically the bank’s exposure and relative account profitability.
    • Performs financial reviews on a timely basis.
    • Complies with bank’s loan policies and procedures and legal requirements.
    • Performs supervisory responsibilities as requested.
    • Must have valid driver’s license.
    • Regular and predictable attendance is an essential requirement of the position.
    • Responsible for the completion of all compliance training related to the position.
    • Understands all applicable laws and regulations that apply to the position and complies with the requirements.

    NON-ESSENTIAL FUNCTIONS

    • Prepares reports for internal and external needs as required.
    • Performs all other duties as assigned.

    EXPERIENCE/SKILLS

    • Ten (10) or more years Personal Banking or Business Banking sales experience preferred.
    • Good PC skills--proficiency in Microsoft Word and Excel essential.
    • Strong verbal and written communication skills with the ability to communicate with all levels internally and externally.
    • Ability to maintain effective relationships with internal service partners and customers in order to gain their trust and respect.
    • Customer service oriented.
    • Ability to handle multiple tasks in a fast-paced environment.

    EDUCATION
    Bachelor's degree in business, economics or finance is preferred.

    TRAVEL REQUIREMENTS
    Ability to travel to off-site locations for meetings, projects, seminars, etc., as well as ability to travel overnight.