Business Banking Specialist

About the Role

This full-time position reports to the Chief Lending Officer and focuses on growing and developing the bank’s business account relationships. The Business Banking Specialist will build and maintain business customer relationships by ensuring customers utilize bank products and services to best fulfill their business needs. Strong initiative, work ethic, communication skills, and a team-player mentality are essential. The role requires meeting and exceeding sales goals through proactive prospecting and customer follow-up.

Responsibilities

• Support and advocate for the bank’s business customers, providing exceptional customer service and resolving issues promptly and effectively.
• Conduct regular follow-ups with business customers to ensure service satisfaction and assess new needs through cross-selling opportunities.
• Make proactive calls and visits to prospective and current bank customers.
• Meet monthly sales and contact goal requirements.
• Maintain working knowledge of bank products and services, including loan and non-loan products.
• Ensure compliance with bank policies and regulations.
• Collaborate with Loan Officers, Branch Management, and support staff for business sales efforts.

Requirements

• Proficient knowledge of Microsoft Office applications.
• Excellent communication (oral, written, phone) and negotiating skills.
• Ability to maintain interpersonal relationships and work effectively in a team environment.
• Professionalism and strong organizational skills.
• Valid Driver’s License.

Qualifications

• High School Diploma or equivalent; college degree preferred.
• Minimum of 2 years of sales experience required.
• Previous business banking experience preferred.

Physical Requirements

• Ability to drive and make outside visits to customer and branch locations.
• Ability to operate a computer keyboard, use hands to finger, handle, or feel, reach with hands and arms, and talk, see, or hear.
• Ability to carry or transport lightweight equipment.
• Ability to sit or stand for extended periods of time.
• Close vision and ability to adjust focus.

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities required for this job. Duties and responsibilities may change at any time with or without notice.