Business Banking Team Leader - NH/ME
for each section heading. Use - for any list of duties/requirements/benefits. Use
for prose.
We need to preserve all substantive information. Remove boilerplate: cookie/navigation/legal/EEO etc. Not present. The text includes "Overview:" then "Responsible for the management...". That's overview. Could be part of About the role? But we don't have a heading for Overview. Could treat as About the role? The instruction: use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we can include About the role if there is content. The overview is a paragraph describing role. So we can put About the role section with that paragraph.
Then Responsibilities: list of duties. We'll extract bullet points from "Primary Responsibilities:" and subsequent sentences. Also "Scope of Responsibilities:" and "Supervisory/ Managerial Responsibilities:" maybe combine.
We need to preserve all substantive info, not invent. So we will list each duty as
- . Might be many; we can group similar but must not lose detail. Could break into separate
- for each distinct duty.
Let's parse:
Overview paragraph: "Responsible for the management of a team of at least three Business Bankers, with a combined loan portfolio of at least $50MM, in meeting assigned goals including loan volume production, cross sale of other bank products, control of delinquencies on existing loan portfolio and maintenance, retention, and increase of relationships with existing and new Business Banking customers."
That's about the role.
Primary Responsibilities: after "Primary Responsibilities:" we have a long sentence: "Knowledge of and adherence to Bank’s Credit Policy, and use of lending authority, accordingly.Provide direction to team members in:Development of new banking relationshipsServicing of existing client baseAchievement of assigned goalsCoordination with branch partners in maximizing sales efforts and cross salesNetworking with centers of influence and other referral sourcesNegotiating with underwriters and clients to maximize revenue and minimize riskUtilization of prescribed selling techniques to maximize sales opportunitiesAchieve sales goals equaling the sum of personal and team members’ goals with minimum expectations as follows:Revenue goal of $750M or greaterLoan production goal of $20MM or greaterDeposit balance production of $3MM or greaterOversight of team’s relationship managed clients, with the expectation of no more than 10 clients handled personallyParticipation in civic and cultural organizations and programs. Maintenance and creation of relationships with COIs, and other referral sources.Assists Regional Business Banking Manager with development of department strategy, and budget planning and management."
We need to split into list items. Could break by periods and commas but ensure we keep details.
Let's extract bullet points:
- Knowledge of and adherence to Bank’s Credit Policy, and use of lending authority accordingly.
- Provide direction to team members in:
- Development of new banking relationships
- Servicing of existing client base
- Achievement of assigned goals
- Coordination with branch partners in maximizing sales efforts and cross sales
- Networking with centers of influence and other referral sources
- Negotiating with underwriters and clients to maximize revenue and minimize risk
- Utilization of prescribed selling techniques to maximize sales opportunities
- Achieve sales goals equaling the sum of personal and team members’ goals with minimum expectations as follows:
- Revenue goal of $750M or greater
- Loan production goal of $20MM or greater
- Deposit balance production of $3MM or greater
- Oversight of team’s relationship managed clients, with the expectation of no more than 10 clients handled personally
- Participation in civic and cultural organizations and programs.
- Maintenance and creation of relationships with COIs, and other referral sources.
- Assists Regional Business Banking Manager with development of department strategy, and budget planning and management.
Then "Scope of Responsibilities:" paragraph: "Responsible for interacting with loan analysts, underwriters and customers on lender’s behalf to facilitate loan production. Provision of support and problem solving for lenders on loan structuring on complex credits; joint sales calls. Coordination of efforts of lenders and branch managers via communication with Area Sales managers to achieve mutual market goals. Keep current with customer demand for deposit products, information reporting systems, investment methods, etc."
We can add these as responsibilities as well.
"Supervisory/ Managerial Responsibilities:" paragraph: "Responsible for the management of a team of at least three Business Bankers. Responsible for personnel management, recruitment and training, including exercise of usual management authority with respect to staffing, performance appraisals, promotions, salary recommendations, and terminations."
Add those.
Now Education and Experience Required: paragraph: "Education and Experience Required: MBA preferred; Bachelors degree or 3-5 years of relevant work experience required 7+ years in commercial lending experience Knowledge of software utilized within the department, specific familiarity with Word, Excel. Ability to read and analyze financial statements and tax returns; familiarity with technical terminology of accounting field. Excellent credit skills. Excellent understanding of product specialties available to Business Banking customers and the ability to identify sales opportunities within the product sets. Self motivated, well organized Excellent verbal and written communication skills with the ability to interact with all levels of bank personnel as well as clients and potential customers. Thorough knowledge of bank’s policies, products and services. Ability to work under critical time constraints. Ability to function professionally at many different levels (client, management, peers). Attendance at functions outside of normal working hours. May involve substantial travel."
We need to split into list items.
Let's extract:
- MBA preferred
- Bachelor's degree or 3-5 years of relevant work experience required
- 7+ years in commercial lending experience
- Knowledge of software utilized within the department; specific familiarity with Word, Excel
- Ability to read and analyze financial statements and tax returns; familiarity with technical terminology of accounting field
- Excellent credit skills
- Excellent understanding of product specialties available to Business Banking customers and the ability to identify sales opportunities within the product sets
- Self motivated, well organized
- Excellent verbal and written communication skills with the ability to interact with all levels of bank personnel as well as clients and potential customers
- Thorough knowledge of bank’s policies, products and services
- Ability to work under critical time constraints
- Ability to function professionally at many different levels (client, management, peers)
- Attendance at functions outside of normal working hours
- May involve substantial travel
Education and Experience Preferred: "3-5 Years In Supervisory Or Branch Management Experience Preferred." Could add as preferred qualification.
We could include under Requirements or a separate "Preferred Qualifications" but not required heading. Could add as part of Requirements list.
Pay: "The pay range for this position is $143,300.00 - $238,900.00 Annual (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation."
We'll put that in Pay section as a
.
Location: "Location Portsmouth, New Hampshire, United States of America". Could be part of About the role or separate? Not a heading; we can include in About the role paragraph.
We must not include boilerplate like EEO etc. Not present.
Now produce HTML:
About the role
Responsible for the management of a team of at least three Business Bankers, with a combined loan portfolio of at least $50MM, in meeting assigned goals including loan volume production, cross sale of other bank products, control of delinquencies on existing loan portfolio and maintenance, retention, and increase of relationships with existing and new Business Banking customers. Location: Portsmouth, New Hampshire, United States of America.
Responsibilities
- Knowledge of and adherence to Bank’s Credit Policy, and use of lending authority accordingly.
- Provide direction to team members in:
- Development of new banking relationships
- Servicing of existing client base
- Achievement of assigned goals
- Coordination with branch partners in maximizing sales efforts and cross sales
- Networking with centers of influence and other referral sources
- Negotiating with underwriters and clients to maximize revenue and minimize risk
- Utilization of prescribed selling techniques to maximize sales opportunities
- Achieve sales goals equaling the sum of personal and team members’ goals with minimum expectations as follows:
- Revenue goal of $750M or greater
- Loan production goal of $20MM or greater
- Deposit balance production of $3MM or greater
- Oversight of team’s relationship managed clients, with the expectation of no more than 10 clients handled personally
- Participation in civic and cultural organizations and programs.
- Maintenance and creation of relationships with COIs, and other referral sources.
- Assists Regional Business Banking Manager with development of department strategy, and budget planning and management.
- Interact with loan analysts, underwriters and customers on lender’s behalf to facilitate loan production.
- Provide support and problem solving for lenders on loan structuring on complex credits; joint sales calls.
- Coordinate efforts of lenders and branch managers via communication with Area Sales managers to achieve mutual market goals.
- Keep current with customer demand for deposit products, information reporting systems, investment methods, etc.
- Manage a team of at least three Business Bankers.
- Handle personnel management, recruitment and training, including exercise of usual management authority with respect to staffing, performance appraisals, promotions, salary recommendations, and terminations.
Requirements
- MBA preferred
- Bachelor's degree or 3-5 years of relevant work experience required
- 7+ years in commercial lending experience
- Knowledge of software utilized within the department; specific familiarity with Word, Excel
- Ability to read and analyze financial statements and tax returns; familiarity with technical terminology of accounting field
- Excellent credit skills
- Excellent understanding of product specialties available to Business Banking customers and the ability to identify sales opportunities within the product sets
- Self motivated, well organized
- Excellent verbal and written communication skills with the ability to interact with all levels of bank personnel as well as clients and potential customers
- Thorough knowledge of bank’s policies, products and services
- Ability to work under critical time constraints
- Ability to function professionally at many different levels (client, management, peers)
- Attendance at functions outside of normal working hours
- May involve substantial travel
- 3-5 years in supervisory or branch management experience preferred
Pay
The pay range for this position is $143,300.00 - $238,900.00 Annual (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation.
We need to ensure no extra text. Output only HTML fragment.
Check for any repeated content: we included overview and location. Good.
Check that we didn't include any headings with empty content. All sections have content.
Check that we didn't include any boilerplate
for prose. We need to preserve all substantive information. Remove boilerplate: cookie/navigation/legal/EEO etc. Not present. The text includes "Overview:" then "Responsible for the management...". That's overview. Could be part of About the role? But we don't have a heading for Overview. Could treat as About the role? The instruction: use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we can include About the role if there is content. The overview is a paragraph describing role. So we can put About the role section with that paragraph. Then Responsibilities: list of duties. We'll extract bullet points from "Primary Responsibilities:" and subsequent sentences. Also "Scope of Responsibilities:" and "Supervisory/ Managerial Responsibilities:" maybe combine. We need to preserve all substantive info, not invent. So we will list each duty as
. Location: "Location Portsmouth, New Hampshire, United States of America". Could be part of About the role or separate? Not a heading; we can include in About the role paragraph. We must not include boilerplate like EEO etc. Not present. Now produce HTML:
About the role
Responsible for the management of a team of at least three Business Bankers, with a combined loan portfolio of at least $50MM, in meeting assigned goals including loan volume production, cross sale of other bank products, control of delinquencies on existing loan portfolio and maintenance, retention, and increase of relationships with existing and new Business Banking customers. Location: Portsmouth, New Hampshire, United States of America.
Responsibilities
- Knowledge of and adherence to Bank’s Credit Policy, and use of lending authority accordingly.
- Provide direction to team members in:
- Development of new banking relationships
- Servicing of existing client base
- Achievement of assigned goals
- Coordination with branch partners in maximizing sales efforts and cross sales
- Networking with centers of influence and other referral sources
- Negotiating with underwriters and clients to maximize revenue and minimize risk
- Utilization of prescribed selling techniques to maximize sales opportunities
- Achieve sales goals equaling the sum of personal and team members’ goals with minimum expectations as follows:
- Revenue goal of $750M or greater
- Loan production goal of $20MM or greater
- Deposit balance production of $3MM or greater
- Oversight of team’s relationship managed clients, with the expectation of no more than 10 clients handled personally
- Participation in civic and cultural organizations and programs.
- Maintenance and creation of relationships with COIs, and other referral sources.
- Assists Regional Business Banking Manager with development of department strategy, and budget planning and management.
- Interact with loan analysts, underwriters and customers on lender’s behalf to facilitate loan production.
- Provide support and problem solving for lenders on loan structuring on complex credits; joint sales calls.
- Coordinate efforts of lenders and branch managers via communication with Area Sales managers to achieve mutual market goals.
- Keep current with customer demand for deposit products, information reporting systems, investment methods, etc.
- Manage a team of at least three Business Bankers.
- Handle personnel management, recruitment and training, including exercise of usual management authority with respect to staffing, performance appraisals, promotions, salary recommendations, and terminations.
Requirements
- MBA preferred
- Bachelor's degree or 3-5 years of relevant work experience required
- 7+ years in commercial lending experience
- Knowledge of software utilized within the department; specific familiarity with Word, Excel
- Ability to read and analyze financial statements and tax returns; familiarity with technical terminology of accounting field
- Excellent credit skills
- Excellent understanding of product specialties available to Business Banking customers and the ability to identify sales opportunities within the product sets
- Self motivated, well organized
- Excellent verbal and written communication skills with the ability to interact with all levels of bank personnel as well as clients and potential customers
- Thorough knowledge of bank’s policies, products and services
- Ability to work under critical time constraints
- Ability to function professionally at many different levels (client, management, peers)
- Attendance at functions outside of normal working hours
- May involve substantial travel
- 3-5 years in supervisory or branch management experience preferred
Pay
The pay range for this position is $143,300.00 - $238,900.00 Annual (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation.
We need to ensure no extra text. Output only HTML fragment. Check for any repeated content: we included overview and location. Good. Check that we didn't include any headings with empty content. All sections have content. Check that we didn't include any boilerplate