Business Banker - Draper
Zions Bank · Draper, UT · 4 wk ago
On-siteFinanceFull-time
About the role
We are looking for an experienced Business Banker to provide top-notch customer service to our clients and customers within Salt Lake City from our Draper branch. This role performs full-service banking services to new and existing customers within the branch, with a primary focus on sales and service. If you are passionate about being part of a community, being a team player, and helping others reach their financial goals, then we are interested in speaking with you.
Responsibilities
- Responsible for the growth, retention, and expansion of a portfolio of existing Business Banking clients
- Sources new customers through referrals
- Contributes to deposit growth by cross selling and promoting additional banking products
- Seeks and obtains quality new business through client and prospect calls, referrals, and cross selling efforts
- Recommends the appropriate solutions to clients as a trusted advisor to meet the objectives of clients
- Meets assigned revenue goal for region and products
- Gains complete knowledge of the business and personal financial needs of assigned customers
- Visits client locations regularly
- Builds knowledge of each assigned client and develops/manages a relationship plan for each client
- Ensures client requests are met by handling them directly and/or referring to appropriate resource
- Meets or exceeds key performance measures, including but not limited to, portfolio growth, revenue/profitability, retention, and customer satisfaction key metrics
- Responsible for sales, credit analysis, proper loan structuring, and interviewing applicants
- Complies with applicable company policies and all banking regulations
- Other duties as assigned
Requirements
- Requires a bachelor's degree in banking, finance or a related field and 2+ years of credit-associated lending or other directly related experience. An equivalent combination of education and experience may meet qualifications
- Knowledge and experience of Business Bank lending, credit analysis preferable in a commercial lending environment
- Ability to expand loans, client relationships and cross sell bank products
- Solid experience with the sales, loan processing and closing processes
- Requires skills and experience in applicant interviewing and perceptive character judgment
- Ability to structure loans and monitor credit performance
- Must have good interpersonal and communication skills
- Solid working knowledge of software applications, including word processing and spreadsheets
- Manages a small commercial portfolio
- Must want to be a part of a motivated and driven team and work under respected leaders
- Proactive, great attitude, confident, and able to inspire others to achieve department initiatives
Benefits
- Medical, Dental and Vision Insurance – start day one
- Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
- Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
- Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays
- 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
- Mental health benefits including coaching and therapy sessions
- Tuition Reimbursement for qualifying employees
- Employee Ambassador preferred banking products
Schedule
This position is five days in-office in Draper, UT.