Business Banker IV, Fort Wayne, IN

Position Summary

Responsible for the growth and management of a portfolio of large sized business and very complex accounts. Typically manages a portfolio from $40-$70MM.

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 that 1st Source offers.
• 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 that 1st Source offers 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.
• Maintains regular and predictable attendance.
• 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

• 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.

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.