Small Business Banker
About The Position
The Small Business Banker builds lasting relationships with businesses generating up to $5 million in annual revenue. The role provides strategic financial solutions and exceptional client service while driving growth through deposits, loans, and treasury services. As a member of the branch team, the banker represents the bank in the community and collaborates with internal partners to meet client needs. The position manages a portfolio of 250 or more small business clients, develops new relationships, analyzes client needs, and recommends suitable banking solutions. It also supports branch operations and loan processes while maintaining compliance with regulatory, policy, and procedural standards.
Requirements
- 2–4 years of recent experience as a Small Business Banker or in a similar role.
- Solid credit background and demonstrated ability to structure loans and analyze credit.
- Demonstrated success acquiring and growing small business relationships.
- Ability to complete independent loan pre-screens and cash flow analyses.
- Collaborative, proactive, and goal-oriented mindset.
- Excellent communication and relationship management skills.
Nice To Haves
- Bachelor’s degree in Business or Finance preferred.
Responsibilities
- Grow and manage a portfolio of 250 or more small business clients.
- Acquire new relationships through prospecting, networking, and outreach.
- Analyze client needs and recommend appropriate deposit, lending, and treasury solutions.
- Collaborate with Lending, Treasury, Mortgage, and Wealth Management partners to provide holistic banking services.
- Support branch operations, including account opening, teller transactions, and loan support as needed.
- Represent the bank in the community and lead its small business efforts.
- Meet or exceed sales and referral goals for deposits, loans, and services.
- Perform financial reviews and loan pre-screens, including cash flow analyses.
- Make independent overdraft pay-or-return decisions within assigned limits.
- Support loan applications and closings by collecting and reviewing required documentation.
- Maintain operational integrity through proper balancing, ticketing, and risk protocols.
- Comply with regulatory, policy, procedural, and training requirements, including S.A.F.E. Act requirements.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
