Business Banker III, Lafayette, IN

Position Summary

Responsible for the growth and management of a portfolio of large sized business and complex accounts. Typically manages a portfolio from $25-$40MM.

Essential Requirements

• Analyzes and approves credits within prescribed limits; recommends action on credits in excess of loan limits.
• 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.
• Must have valid driver’s license.
• Completes 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

Performs all other duties as assigned.

Experience/Skills

• Five (5) to eight (8) years Personal Banking or Business Banking sales experience preferred.
• Working knowledge of Cash Management products.
• Strong consultative sales and proactive calling skills.
• 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 preferred, concentration in business, economics or finance.

Travel Requirements

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

Physical Demands

• Sit, stand and walk.
• Use hands and fingers to operate keyboard and other office equipment.
• Reach with hands and arms.
• Talk or hear.
• Sometimes stoop or kneel.
• Lift and/or move up to 10 pounds.

EQUIPMENT

• MS Office PC
• Fax
• phone and standard office equipment.