Business Banker II

WNB Financial NAAltoona, WI
2d

About The Position

Position Summary: Provides service to current and prospective clients seeking commercial relationships. Cultivates and manages a portfolio of commercial loans while proactively identifying and developing new client relationships to drive portfolio growth and deepen market presence. Understands and completes job responsibilities in accordance with federal and state regulations. Essential Functions: Business Banker 85% Develops strong client relationships with Bank’s business clients Analyzes financial information and makes funding recommendations that adhere to the bank’s loan policy and aligns with the bank’s risk appetite Develops new business by actively calling on existing and prospective clients Promotes products and services that support client goals Closes loans, opens accounts, and makes intradepartmental referrals Monitors the inherent risk of his or her loan portfolio Possesses thorough working knowledge of business deposit accounts, cash management, online banking, merchant processing and other business banking products Analyzes clients’ product needs and makes the appropriate recommendations Can act as the client’s first point of contact when they have questions or problems with their accounts/services Actively participates in outside events and organizations Additional Duties and Responsibilities 15% Serves on Bank committees as needed Other job related duties necessary to carry out the responsibilities of this position Participates in internal and external training and development opportunities as required

Requirements

  • A four-year degree in accounting, finance, business or equivalent is required.
  • Three years of business banking experience required.
  • Must possess courteous and professional customer service attitude; excellent verbal and written communication skills; strong management skills; ability to maintain the integrity of highly confidential client and Bank information.
  • Must possess strong computer skills, technical ability to input and retrieve computerized information; strong mathematical skills up to and including statistical analysis; legible handwriting; cross-selling skills.
  • Must be able to deal effectively with time pressures and stress that can change hourly depending on level of activity; highly effective problem solving and technical research skills.
  • Must be a self-starter and independent thinker and meet goals as outlined by the bank strategic plan.

Responsibilities

  • Develops strong client relationships with Bank’s business clients
  • Analyzes financial information and makes funding recommendations that adhere to the bank’s loan policy and aligns with the bank’s risk appetite
  • Develops new business by actively calling on existing and prospective clients
  • Promotes products and services that support client goals
  • Closes loans, opens accounts, and makes intradepartmental referrals
  • Monitors the inherent risk of his or her loan portfolio
  • Possesses thorough working knowledge of business deposit accounts, cash management, online banking, merchant processing and other business banking products
  • Analyzes clients’ product needs and makes the appropriate recommendations
  • Can act as the client’s first point of contact when they have questions or problems with their accounts/services
  • Actively participates in outside events and organizations
  • Serves on Bank committees as needed
  • Other job related duties necessary to carry out the responsibilities of this position
  • Participates in internal and external training and development opportunities as required
© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service