Banker Jobs

About The Position

Requirements

• Bachelor (4-year college) degree and 6-8 years of experience or equivalent combination of education and experience
• Knowledge of cash flow and business credit underwriting with commercial credit training preferred.
• Ability to work effectively with individuals and groups across the company to manage customer relationships.
• Excellent presentation, verbal and written communication skills.
• Demonstrated business acumen with knowledge of diverse types of businesses, industries, markets, financial and economic concepts.
• Microsoft Office suite
• Must meet the requirements of a background credit check.
• Requires compliance with the S.A.F.E Mortgage Licensing Act of 2008 and all related regulations.

Responsibilities

• Develops new relationships through calling on targeted potential clients; uncovers prospect needs for products and services and recommends solutions; develops sales plans and strategies; finalizes and helps structure and close deals with high close rate; answers questions.
• Cross-sells retail, investment, financial, and estate planning services.
• Acts as a financial advisor by educating the customer about financial strategies (e.g. Financial planning, investments, insurance, credit, market trends) based on customer profile and financial plan, and matching customer needs with appropriate products and services.
• Monitors customer information/products, financial plan and market trends to identify new customer needs and opportunities to deliver further customer value.
• Builds and maintains a portfolio mix of targeted high value and high potential clients.
• Performs all other duties as assigned

Benefits

• Medical with wellness incentives, dental, and vision
• HSA with company match
• Maternity and parental leave
• Tuition reimbursement
• Mentor program
• 401(k) with 6% match