Business Banker Sr

Job Description

The Sr. Business Banker is primarily responsible for the overall success and revenue growth of their assigned portfolio and sales territory, with a focus on new member acquisition. This is an outside sales position.

• Business Prospecting: The primary focus at this level will be businesses with highly complex to novel needs.
• Originate and grow a portfolio of business (credit and depository) relationships to achieve stated individual and team goals.
• Demonstrate proficiency in initiating the member credit application process through high-impact prospect calls and prompt & complete financial data collection from prospective members.
• Identify appropriate prospects within defined target markets and create and manage an effective prospect list and perform activities to ensure growth in deposit, loan and fee income portfolios.
• Achieves prospective member calling objectives.
• Proactively uncover sales opportunities with non-members and provide proposals in order to obtain the business as a member.
• Dedicated use of the CRM tool to track business prospects, contacts, members, events and activities will help accurately track/monitor daily, weekly and monthly progress.
• Utilize credit union contact management system to retain prospective member names and records, as well as standard credit union templates (such as term sheet template).
• Relationship Management: Conduct meetings with existing business members. Retain and achieve revenue growth of the existing portfolio by providing continuous financial advice and maintaining profitable relationships through securing suitable deposit, loan, and treasury products.
• Serve members through a consultative selling, trusted advisor role to assist them in recognizing and tackling business opportunities and risks, and helping them accomplish their goals while maximizing our effectiveness.
• Participate in the management of the business member portfolio. Monitor portfolios. Understand, detect, and report the early warning signs of problem credits so as to minimize the risk of credit loss and to maintain appropriate risk ratings on all loans.
• Networking: Build relationships with referral sources, engaged in networking activities, trade shows, chamber meetings, etc.
• Collaboration: Provide ongoing business education to service centers, including at least one daily huddle with the staff monthly. Attend and actively participate in regularly scheduled division meetings and on-going training. Collaborate with internal business partners to ensure full "cross-sale" penetration of member relationship. Partners with and refers to other credit union departments, such as Corporate, Business Consultants and Lenders, to identify other appropriate products and services.
• Bank Secrecy Act: Remains cognizant of and adheres to Wings policies and procedures, and regulations pertaining to the Bank Secrecy Act.

Qualifications

• Minimum Formal Qualifications For This Position:
• PREFERRED: Bachelor's Degree in Business Administration, Finance, Accounting, or related field of study
• REQUIRED: 5+ years' experience with business-to-business related sales.
• PREFERRED: 3+ years' in a business-to-business role in a financial institution with a focus on outbound sales.
• Technical Or Specialized Knowledge/Skills:
• Relationship Management - influencing, advisory, and acquisition skills
• Problem solving - superior problem solving skills
• Communication - superior verbal and written communication skills
• Initiative/Sound decision making/managing the member experience with credit union regulations and procedures
• Able to operate a motor vehicle
• Comprehensive knowledge of financial services and offerings
• Strong knowledge of business economics and banking
• Strong knowledge of commercial/small businesses
• Proficient with the Microsoft Office Suite of products (Word/Excel/Outlook)
• Certifications Required:
• REQUIRED: Driver's license

Additional Information

PAY RANGE: $88,649 to $97,968 Annually (S16) plus monthly incentives. On-Target Earnings (OTE) incentives: $12,000 annually Car Allowance: $6,240 annually Final compensation for this position will be determined by various factors such as relevant work experience, specific skills and competencies, education, certifications, location and internal pay equity.

Benefits:

• Generous 401(k) match
• 401k Discretionary Profit Sharing
• Health Insurance
• Dental Insurance
• Vision Insurance
• Life Insurance
• Short Term and Long Term Disability
• Health Savings Account with company contribution
• Employee Assistance Program
• Paid Vacation, Sick, Floating Holidays and Volunteer Time Off
• Paid Holidays
• Tuition Reimbursement
• Paid Parental Leave

We anticipate this position to close on 08/05/2026. Please submit your application at your earliest convenience to be considered.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities.