Business Banker III, Lafayette, IN

1st Source•Lafayette, IN

13d

About The Position

POSITION SUMMARY Responsible for the growth and management of a portfolio of large sized business and complex accounts. Typically manages a portfolio from $25-$40MM. ESSENTIAL REQUIREMENTS 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 seeks 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. Must have valid driver’s license. Regular and predictable attendance is an essential requirement of the position. Responsible for the completion of all compliance training related to 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. NON-ESSENTIAL FUNCTIONS Performs all other duties as assigned.

Requirements

Five (5) to eight (8) years Personal Banking or Business Banking sales experience preferred.
Working knowledge of Cash Management products.
Strong consultative sales and proactive calling skills.
Good PC skills--proficiency in Microsoft Word and Excel essential.
Strong 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.
Must have valid driver’s license.
Regular and predictable attendance is an essential requirement of the position.

Nice To Haves

Bachelor’s Degree preferred, concentration in business, economics or finance.
Ability to travel to off-site locations for meetings, projects, seminars, etc., as well as ability to travel overnight.

Responsibilities

Responsible for the growth and management of a portfolio of large sized business and complex accounts.
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 seeks 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.
Responsible for the completion of 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.