Business Development Associate

Isabella Bank•Mount Pleasant, MI

About The Position

The Business Development Associate works with Business Development staff to assist with developing additional business for the bank across all lines of business. The primary focus is assisting Business Development staff with assorted tasks. The role may involve contacting and assisting customers to secure banking relationships and respond to requests, including providing prospective customers with information about what is required to apply for a loan. The associate participates in community functions and civic organizations as an ambassador for the bank and works with customers to close loans as needed.

Requirements

  • Prior banking or financial services experience is required.
  • Demonstrated leadership ability.
  • Strong organizational skills.
  • Strong oral and written communication skills.
  • Motivated and self-starting.
  • Team-oriented.
  • Innovative and creative.
  • Ability to multitask.
  • Proficient in Word, Excel, and Outlook.

Nice To Haves

  • Bachelor’s degree preferred.
  • Prior credit training preferred.

Responsibilities

  • Assist Business Development efforts with schedule organization, appointment setting, answering phones, coordinating meetings, retrieving information, pulling reports, monitoring credit arrangements, writing letters, requesting information, organizing files, and other general duties.
  • Potentially call and assist customers to secure relationships and provide guidance on requests.
  • Speak with prospective customers and explain information required to apply for a loan.
  • Participate in community functions and civic organizations as an ambassador for the bank.
  • Work with customers to close loans as needed.
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