Commercial Banking Advisor

Builtwell Careers • Knoxville, TN

11d • Onsite

About The Position

The purpose of this position is to develop, grow, and maintain a portfolio of commercial accounts. Our target market is family-owned businesses located in the communities we serve who are community and civic minded. Generally, these businesses are generating annual revenues between $1,000,000 to $20,000,000.

Requirements

• 10 + years’ experience
• Enjoy working in strong sales environment.

Responsibilities

• Engage in active and disciplined calling program to generate new relationships for the Bank.
• Find customers which acknowledge pain in their existing relationship and desire to remove the pain.
• Lend financial analysis expertise to prospects to help determine best options available for removing acknowledged pain.
• Make 15 – 20 Face to Face calls per week with the results of each call being input into our advanced CRM (Customer Relationship Management) system.
• Work with portfolio management staff (credit analysis) in analyzing credits to determine areas of risk and ways to mitigate evidenced risk.
• Develop those around you by sharing knowledge and helping them to improve their skill sets.
• Serve as a trusted financial advisor to our customers primarily by having frequent financial checkups.
• Communicate the results of internal analysis of financial trends using industry comparison during meetings.
• Help set strategy with regard to possible areas of improvement during meetings.

What This Job Offers

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