Business Development Associate

Isabella Bank•Mount Pleasant, MI

About The Position

The Business Development Associate works with Business Development staff to help develop additional business for the bank across all lines of business. The primary focus is assisting Business Development staff with assorted tasks. The role may include contacting prospective customers, providing information about loan application requirements, helping customers secure banking relationships and respond to requests, and working with customers to close loans as needed. The associate is also expected to participate in community functions and civic organizations and serve as an ambassador for the bank in the communities it serves.

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.
  • Proficiency 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 help with requests and guidance.
  • Communicate with prospective customers and provide information about what is 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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