Business Banking Relationship Officer

BANK OF BARTLETT • Bartlett, TN

3d • Onsite

About The Position

Responsible for the growth of the loan portfolio by development of current and new consumer and business relationships. An emphasis is placed on fully banking consumer and business customers. Purpose driven calls should correspond with needs of customers as well as loan portfolio goals. Maintain customer's portfolio list and prospects at all times and prioritize customer/prospect needs. Introductory and follow up correspondence should be prepared and sent to customers and prospects. Reporting should be timely on calls, scorecards, exceptions and other information requests, maintaining the appropriate bank standards. Perform other job related duties as assigned.

Requirements

• Five years to eight years of similar or related experience.
• A bachelor's degree, or achievement of formal certifications recognized in the industry as equivalent to a bachelor's degree (e.g., information technology certifications in lieu of a degree).
• Good communication skills.
• Must be able to lift up to 50 pounds.

Nice To Haves

• Excellent knowledge of financial services offered by the bank.
• Knowledgeable of competitors' services.
• Meet sales goals with special emphasis in commercial lending.
• Maintain a professional work environment and business-like appearance at all times.
• Provide direction and recommendations to management, based on current research data, regarding business development strategies and directions the bank should take.
• Maintain a dependable record of attendance and timeliness.
• Complete all assigned training within the allotted time frame.
• Comply with all state and federal regulations applicable to their specific job duties.
• Provide friendly, professional, and accurate service and support to all customers and employees.
• Cross-sell the Company's products and services.

Responsibilities

• Meet sales objectives as outlined in the Retail Sales Manual and coordinate referrals to appropriate lines of business.
• Maintain customer's portfolio list and prospects at all times and prioritize customer/prospect needs.
• Prepare and send introductory and follow-up correspondence to customers and prospects.
• Provide timely reporting on calls, scorecards, exceptions, and other information requests, maintaining appropriate bank standards.
• Perform other job-related duties as assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level