Business Banker I, Warsaw, IN

1st Source Bank•Warsaw, IN
•Onsite

About The Position

Responsible for the management of a portfolio of medium sized business and complex accounts. Typically manages a portfolio from $7-$15MM.

Requirements

  • Good PC skills--proficiency in Microsoft Word and Excel essential.
  • Good 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.
  • Valid driver’s license.
  • Ability to travel to off-site locations for meetings, projects, seminars, etc., as well as ability to travel overnight.

Nice To Haves

  • One (1) to three (3) years personal banking or business banking sales experience preferred.
  • Prior sales and proactive calling skills preferred.
  • Knowledge of cash management products preferred.
  • Bachelor's Degree in business, economics or finance is preferred.

Responsibilities

  • 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 seek 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.
  • Able to identify client needs (i.e., SBU products and services; such as cash management, etc.) and requests documents.
  • Must be willing to travel for extended periods of time for training within different Small Business Units.
  • Must have valid driver’s license.
  • Regular and predictable attendance is an essential requirement of the position.
  • Completes all compliance training related to the position.
  • Understands all applicable laws and regulations that apply to the position and complies with the requirements.
  • Performs all other duties as assigned.
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