Company
Banking
BusinessBankerII
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Business Banker II. Skills: Sales, Client relationship management, Financial products. Develop and maintain relationships with new and existing. Identify client needs and recommend appropriate banking products”
What You'll Achieve.
Achieve sales targets; Grow client portfolio; Increase revenue
Industry & Context.
What They're Looking For.
Must Have
5+ years of experience in banking or financial services, Proven track record of success in sales and client relationship management, Excellent communication and interpersonal skills, Strong understanding of financial products and services
Nice to Have
Bachelor's degree in Business, Finance, or related field, Experience with CRM software, Knowledge of small business lending
What You'll Do.
Develop and maintain relationships with new and existing
Identify client needs and recommend appropriate banking products
Achieve sales targets and revenue goals
Process loan applications and other financial transactions
Provide exceptional customer service
Stay up-to-date on market trends and competitor activities
Collaborate with internal teams to ensure client satisfaction
How You'll Work.
Team & Collaboration
Internal teams
Communication Scope
Client presentations; Needs assessment
Full Job Description
**Location:** 2055 Fruitville Pike Lancaster, PA 17601 _**Hours:**_ Monday - Thursday 8:30 am - 5:00 pm Friday 8:30 am - 6:00 pm (Must be flexible around branch hours) **_Function_****:** Assumes direct responsibility for the development of banking relationships with respect to all business lines for assigned market and customers and prospective customers to develop new business and retain existing business through promotion of products and services and operational excellence. Maintains consistent top production for the business unit and provides guidance and shares expertise with other Bankers. **_Duties and Responsibilities_****:** * Interviews customers and prospective customers and prepares documentation to acquire information concerning a customer’s business needs, abilities, and earnings for all business lines including: * Collecting and analyzing financial data for proper account structure. Responsible for more intricate credits and referrals. * Maintaining aggressive calling program for new and existing customers. * Assisting other lines of business in generating business. * Executing Bank’s standard sales choreography expectations * Attending and participating in community affairs to promote the bank’s image. * Represents the Bank at various customer events, including advisory boards (when applicable). * Demonstrates Division and Market Leadership, as well as coaching and mentoring Business Bankers as well as other parties of the bank. * Maintains a close working relationship with all lines of business to execute exceptional customer service and develop new business while offering a wide array of products and solutions. * Develops, advises, and maintains a network of referral professionals such as attorneys, realtors and other center of influences to continually grow relationships and generate customer referrals. * Calls on new prospects as referred from all other areas of the bank, referrals from prospects and prospect lists. * Carries out a variety of bus
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