Business Financial Advisor

Movement Bank • Asheboro, NC

2d

About The Position

At Movement Bank, we exist to love and serve our communities with a Purpose Bigger Than Banking. We aim to bridge the wealth divide, connect those with resources to those excluded, and transform communities through long-term investment in business, housing, and education. When you join our team, you become part of our movement, our story, and our legacy.

Requirements

• Evaluate cash flow, debt structures, liquidity and long-term financial goals.
• Promote commercial solutions to support client goals.
• Exercise judgement and raise questions to management.
• Adhere to policy guidelines.

Nice To Haves

• Existing and prospective clients with a focus on financial solutions for small businesses.
• Gaining entire relationship and trust.
• Works with the credit administration on screening and approvals.
• Works with Senior Commercial Banker regarding any larger credit opportunities.
• Partner with branch teams to spot referral opportunities and build an internal pipeline of qualified business prospects.
• Educates clients and prospects about the rich history of Movement Bank and Movement Foundation to deepen client and prospect relationships and identify business development and community engagement opportunities.

Responsibilities

• Meets with prospective and existing customers through personal calling efforts to discuss business needs and recommend ways in which the bank can help provide business solutions and financial needs.
• Maintain an active calling program that includes existing and prospective clients with a focus on financial solutions for small businesses.
• Grow a portfolio with quality prospects and customers, gaining their entire relationship and trust. Works with the credit administration on screening and approvals and works with Senior Commercial Banker regarding any larger credit opportunities.
• Serve clients and prospects by evaluating cash flow, debt structures, liquidity and long-term financial goals while promoting commercial solutions to support the client’s goals.
• Partner with branch teams to spot referral opportunities and build an internal pipeline of qualified business prospects.
• Meet individual growth goals for deposits, loans and fee income.
• Ability to exercise judgement and raise questions to management and adhere to policy guidelines.
• Encourages clients and their employees to maintain their personal banking with Movement Bank.
• Educates clients and prospects about the rich history of Movement Bank and Movement Foundation to deepen client and prospect relationships and identify business development and community engagement opportunities.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed