Business Banker Resume Samples
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Business Banker Resume Samples
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LM
L Mraz
Lourdes
Mraz
749 Dickens Harbors
Los Angeles
CA
+1 (555) 815 9167
749 Dickens Harbors
Los Angeles
CA
Phone
p
+1 (555) 815 9167
Experience
Experience
Philadelphia, PA
Business Banker
Philadelphia, PA
Mann LLC
Philadelphia, PA
Business Banker
- Maintains a close working relationship with branch managers in order to develop new business
- Establish effective networks to develop new and existing clients
- Develops and maintains a network of referral professionals such as attorneys, realtors, developers, and financial advisors
- Assisting other Business Development Officers in generating business
- Works in corroboration with teammates and bank partners to escalate their level of performance within the organization
- Portfolio management: monitoring financial performance of borrowers for credit quality and compliance with loan agreements
- Develop and improve professional excellence
San Francisco, CA
Business Banker / Gulfport
San Francisco, CA
Batz-Bode
San Francisco, CA
Business Banker / Gulfport
- Develop strategies for maintaining and further penetrating existing accounts
- Leads strategic planning activities for developing business plans to meet goals
- Assist customers in analyzing problems and propose Regions solutions
- Make both credit and pricing recommendations for credits above assigned authority and decisions for credits within assigned authority
- Analyze financial statements and make financing proposals
- Negotiate terms and conditions for loans, leases, etc
- Respond promptly to customer issues, questions and concerns
present
Los Angeles, CA
Business Banker Team Lead
Los Angeles, CA
Franecki-Parisian
present
Los Angeles, CA
Business Banker Team Lead
present
- Develops action plans and performance objectives with employees. Meets with employees on a regular basis to make sure plans are being followed
- Meets continuously with Market Managers of the assigned areas and develops and implements ongoing tactics to achieve goals and provide for client satisfaction
- Supervise Team performance and coaches and assists team members in meeting and achieving goals
- Assists with the development of campaigns and promotions
- Works in close accord with Business Banking Sales Team Manager to ensure departmental sales and credit objectives are met
- Monitors and supervises employees’ attendance and expenses
- Is visible in the community and involved in civic and community organizations while promoting the BankUnited name
Education
Education
Bachelor’s Degree in Business Administration
Bachelor’s Degree in Business Administration
Loyola University Chicago
Bachelor’s Degree in Business Administration
Skills
Skills
- Detail oriented and proven ability to multi-task
- Ability to read and interpret documents such as procedure manuals, general business correspondence and/or journals or government regulations
- Excellent verbal and written communication skills
- Ability to write routine reports and business correspondence
- Demonstrate strong verbal and written communication skills
- Ability to read, analyze and interpret financial report and/or legal documents
- Proven ability to develop business relationships
- Strong Networking and relationship management skills
- Strong presentation and negotiation skills
- Ability to effectively present information in one-on-one and small group situations, to customers, clients and other employees in the organization
8 Business Banker resume templates
Read our complete resume writing guides
1
Senior Business Banker Resume Examples & Samples
- 15+ years of related experience in a large commercial bank preferred
- Completion of a formal bank credit training program
- Must possess strong middle market Credit underwriting experience in C&I and Commercial RE, communication, and customer service skills. Total Years of Experience: 11-15+
2
Business Banker Resume Examples & Samples
- Respond promptly to customer issues, questions and concerns
- Balances needs of the client/prospect with Bank credit standards and profitability requirements
- Ensures the appropriate involvement of business partners to ensure client solutions are complete and value-added
3
Business Banker / Gulfport Resume Examples & Samples
- Leads strategic planning activities for developing business plans to meet goals
- Analyze financial statements and make financing proposals
- Sponsor loan requests through the appropriate credit approval process
4
Senior Business Banker Resume Examples & Samples
- Must be able to asses and analyze financial conditions of clients and industry trends
- Strong working knowledge of credit structuring and processing, including credit analysis or financial analysis related to business lending. In house credit trained or successful completion of a formal credit training program
- Demonstrated ability to meet the financial needs of the customer
- Must be able to successfully complete all training programs
- Bachelor’s degree in Business Administration, preferred
- 5 or more years of sales or relationship management experience in financial services, 4+ years in business banking sales, required
- In lieu of degree, an additional four years of progressively responsible relevant experience, required
5
Business Banker Resume Examples & Samples
- Must be able to read and understand financial statements and tax returns
- Must be able to assess and analyze financial conditions of clients and possess knowledge of industry trends
- Credit analysis or financial analysis related to small business lending
- In-house credit trained or successful completion of a formal credit training program
- High School diploma or equivalent, required
- 3 or more years of sales or relationship management experience
6
Business Banker Specialist Resume Examples & Samples
- Must be able to read and understand financial statements and tax returns through training and education
- Credit knowledge through in house training program
- 1-3 years of sales or relationship management experience, which may include relationship management training program such as PNC Accel or other development program, required
7
Senior Business Banker Resume Examples & Samples
- 5 or more years of sales or relationship management experience in financial services, 4+ years in business banking sales
- In lieu of education, an additional four years of progressively responsible relevant experience may offset the degree requirement, required
- Some local travel may be required
8
Business Banker Resume Examples & Samples
- Responsible for independently managing a portfolio of business clients and is accountable for net client growth, risk management effectiveness, customer service and profitability. Ability to identify loan, deposits and fee income
- Ensure applicable lending policies and procedures are followed. Responsible for adherence to applicable compliance regulations
- Develop and manage midsized to large customer relationships to include all types of business banking and deposit products and services and maximize long-term customer satisfaction through aggressive cross-selling efforts to satisfy customers’ financial needs
- Conduct interviews with customers to establish financial needs emphasizing financial counseling and lending, and processes requests or will make appropriate referrals
- Analyze credit and financial information for customers. Demonstrate sound judgment in decision making, abiding appropriately to established guidelines and procedures. Has the authority to approve or deny accounts
- Perform and document complete interview with customers while obtaining and providing all required documentation as applicable to loan process
- Initiate sales and cross-sell full range of banking services to present and potential customers
- Proactively market clients and prospects; represent Business Banking in the local banking and business communities; and develop a network of referral sources. Demonstrate understanding of cash flow of customers
- Register and obtain a unique identifier number from the Nationwide Mortgage Licensing System as a Mortgage Loan Originator as well as keep the license in force by submitting updates when personal information changes and to complete the annual renewal of the license
- Bachelor’s degree in Business Administration, Finance or related area, or equivalent related experience required
- Seven plus years of commercial lending or related experience required
- Working knowledge of all bank products and services. Direct sales and business development experience
- Strong sales, communication, cross-selling, sales planning skills
- Demonstrate strong verbal and written communication skills
- Ability to maintain confidentiality required
- Experience working with Microsoft Office applications
9
Business Banker Resume Examples & Samples
- Responsible for partnering with branch management to effectively manage a portfolio of business clients. Ability to identify loan, deposits and fee income
- Develop small to midsized customer relationships to include all types of business banking and deposit products and services and maximize long-term customer satisfaction through aggressive cross-selling efforts to satisfy customers’ financial needs
- May work with others to conduct interviews with customers to establish financial needs emphasizing financial counseling and lending, and processes requests or will make appropriate referrals
- Analyze credit and financial information for customers
- May assist with obtaining and providing all required documentation to customers as applicable to loan process
- Participate in sales and cross-selling full range of banking services to present and potential customers
- Proactively market clients and prospects; represent Great Western Bank in the local banking and business communities; and develop a network of referral sources. Demonstrates understanding of cash flow of customers
- 0 - 3 years of commercial lending or related experience required. Experience with credit analysis helpful
10
Business Banker Resume Examples & Samples
- Conduct interviews with customers to establish financial needs emphasizing financial counseling and lending, and process requests or will make appropriate referrals
- Performs and document complete interview with customers while obtaining and providing all required documentation as applicable to loan process
- Proactively market clients and prospects; represent Business Banking in the local banking and business communities; and develop a network of referral sources. Demonstrates understanding of cash flow of customers
- Four to Seven years of commercial lending or related experience required
11
Virtual Business Banker, Milwaukee Resume Examples & Samples
- Located in a contact center the Virtual Relationship Manager will pro actively manage a portfolio of business banking relationships leveraging phone, email and chat capabilities to grow lending and deposit business as well as retain the relationships
- The position is responsible for cross selling all bank, especially non-borrowing services; Cash Management; Consumer Lending and Consumer Deposits
- Provide financial advice and counsel to clients and prospective clients regarding trends and conditions of the environment and general banking trends though bank approved sources
12
Business Banker Resume Examples & Samples
- Conduct interviews with customers to establish financial needs emphasizing financial counseling and lending, and process requests or will make appropriate referrals. Analyze credit and financial information for customers. Demonstrate sound judgment in decision making, abiding appropriately to established guidelines and procedures. Has the authority to approve or deny accounts. Lender is responsible at all times for the maintenance of the portfolio’s credit quality. This includes the proactive, early identification of deteriorating credits and the ongoing management of problem loans that remain in the portfolio
- Performs and documents complete interview with customers while obtaining and providing all required documentation as applicable to loan process
- Responsible for new business development. Initiate sales and cross-sell full range of banking products and services to present and potential customers
- Proactively market clients and prospects; represent Business Banking in the local banking and business communities; and develop a network of referral sources. Demonstrates understanding of customer cash flows
- 10+ years of commercial lending or related experience required
13
Business Banker Resume Examples & Samples
- Develop, maintain, and enhance client relationships
- Market and originate high quality commercial loans and lines of credit: refer residential and construction loans
- Structure commercial deals
- Underwrite and close commercial loans
- Portfolio management: monitoring financial performance of borrowers for credit quality and compliance with loan agreements
- Market other commercial banking services including deposits (cash management, on-line banking, money market accounts) and Wealth Management referrals
- Generate leads and grow the business through active networking and client referrals
- Perform duties & responsibilities specific to department functions & activities
- Responsibilities include the following: 1) adhering to and complying with all applicable, federal and state laws, regulations and guidance, including those related to Anti-Money Laundering (i.e. Bank Secrecy Act, USA PATRIOT Act, etc.), 2) adhering to Bank policies and procedures, 3) completing required training, 4) identifying and reporting potential suspicious activity to the BSA/AML Officer, and 5) knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank
- Ability to select prospects most aligned with First Republic Bank’s business model
- Ability to differentiate higher quality credit
- Excellent business development and cross-selling skills
- Provides extraordinary service
14
Mobile Business Banker Resume Examples & Samples
- Proven experience within a mobile/business banking role
- Strong understanding of retail & commercial banking products, services and procedures
- A proven history in meeting and exceeding sales targets/KPIs
15
Sm Business Banker Resume Examples & Samples
- Proven sales skills and client management experience
- Undergraduate degree in business, finance or economics preferred OR minimum 7 yrs work experience
- Demonstrated management of an extensive client portfolio with annual revenues of $250k-$5 million
16
Business Banker Resume Examples & Samples
- Analyze credit and financial information for customers. Lender is responsible at all times for the maintenance of the portfolio’s credit quality. This includes the proactive, early identification of deteriorating credits and the ongoing management of problem loans that remain in the portfolio
- Responsible for new business development. Participate in sales and cross-selling full range of banking products and services to present and potential customers
- Proactively market clients and prospects; represent Great Western Bank in the local banking and business communities; and develop a network of referral sources. Demonstrates understanding of customer cash flows
- Register and obtain a unique identifier number from the Nationwide Mortgage Licensing System as a Mortgage Loan Originator
- Develop and manage a commercial/ag portfolio of 0-15mm+
- Bachelor’s degree in Business Administration, Finance or related area, or equivalent related experience required. Advanced Accounting course completion strongly preferred
- 1 - 3 years of commercial lending or related experience required. Experience with credit analysis preferred
- Ability to complete credit analysis courses within the first three months of employment
17
Business Banker Resume Examples & Samples
- Conduct interviews with customers to establish financial needs emphasizing financial counseling and lending, and process requests or will make appropriate referrals. Register and obtain a unique identifier number from the Nationwide Mortgage Licensing System as a Mortgage Loan Originator as well as keep the license in force by submitting updates when personal information changes and to complete the annual renewal of the license
- Analyze credit and financial information for customers. Demonstrate sound judgment in decision making, abiding appropriately to established guidelines and procedures. Has the authority to approve or deny accounts. Lender is responsible at all times for the maintenance of the portfolio’s credit quality. This includes the proactive, early identification of deteriorating credits and the ongoing management of problem loans that remain in the portfolio
- Develop and manage a commercial/ag portfolio of $16mm-30mm+
- 4 – 7 years of commercial lending or related experience required. Proficiency in commercial analysis skills
18
Business Banker Resume Examples & Samples
- Actively develop and manage relationships with business and high value clients
- Active outside sales and business development that targets client prospects and retention of existing clients
- Promote and market a broad range of bank products and services
- Responsible for meeting sales volume and/or profitability goals, sales activities and calling goals
- Develop internal and external referral sources through centers of influence, participation in bank events, community activities, and participation in seminars to professional and small business groups
- Responsible for knowing all company products and making referrals to other areas, as appropriate
- Prepare Weekly or Monthly Call List
- Set-up and coordinate meetings between prospective customers and appropriate line of business partners. (Commercial Loan Officers, Branch Managers, Cash Management Representatives, Mortgage Loan Officers, Investment Officers, Outside Affiliated Product Reps)
- Develop and maintain necessary relationships with line of business partners, branch managers and related staff to facilitate a team environment and successful delivery of products and services
- Comply with policies, procedures, security requirements, and government laws/regulations
- Proven ability to develop business relationships
- Strong Networking and relationship management skills
- Strong presentation and negotiation skills
- May be assigned to geographic or business segment market
- Working knowledge and understanding of cash management products and services
- Knowledge of federal and state laws and regulations relating to commercial lending
- Bachelors Degree or equivalent experience in finance, business, or economics
- Five or more years in business banking and business development
- Use computer keyboard and other office equipment
19
Business Banker Resume Examples & Samples
- Bachelor's degree or the equivalent of an additional 4 years' combination of education and business banking experience
- Minimum of at least 5-7 years' Business Banking sales experience
- Commercial credit training or experience
- Prior lending experience
- Previous business loan portfolio management experience
- Must have excellent written and verbal (face-to-face and phone) communication skills including professional grammar and demeanor
- General knowledge of business deposit products preferred
- Direct outside financial sales experience preferred
20
Business Banker Team Lead Resume Examples & Samples
- Achieves personal deposit, loan production, portfolio retention and cross-sell goals
- Works in close accord with Business Banking Sales Team Manager to ensure departmental sales and credit objectives are met
- Works with team members on structuring credit requests, presenting loans to Underwriting and senior management for decision. Reviews cash flow and financials with team members and Credit
- Monitors and supervises employees’ attendance and expenses
- Develops action plans and performance objectives with employees. Meets with employees on a regular basis to make sure plans are being followed
- Supervisory experience helpful
21
Business Banker Resume Examples & Samples
- Follows the sales management process ensuring a regular calling program to clients and prospects is in place in order to generate high quality new deposits and loan business from existing clients and prospects
- Meets with existing clients and prospects through personal calling efforts and other contacts to discuss business needs and recommend ways in which the bank can help provide business solutions to all their financial needs
- Assists in planning the portfolio growth through the development of a business plan in alignment with departmental budget and consistent with overall Bank asset/liability management objectives
- Coordinates with internal business partners to ensure the client consumer and small business needs and financial goals are met
- Maintains up-to-date knowledge of competitors’ products and pricing in the market served
- Reviews deposit profitability analysis and outlines strategies to bring unprofitable accounts back to profitable status
- Works with borrowing clients to procure updated financial information on an ongoing basis
- Communications lending decisions to clients
- Follows up on loan exception to ensure timely clearing, while controlling the volume of exceptions
- Serves as a representative in various civic and community functions to further enhance its image and develop additional business
- Bachelor’s degree for a four-year college or university or equivalent years of experience
- 4-6 years of experience as a Business Banker
- 3 years of experience in negotiating and structuring commercial loans
- Proven ability to meet sales goals, including credit products and internal business partner referrals
- Skilled in proactively sourcing, acquiring, building and maintaining relationships with clients and co-workers
- Working knowledge of Microsoft Office skills including Word, Excel and Outlook
- Significant experience in a role as a business advocate
- Advanced knowledge and understanding of retail and/or small business products and strategies
- Advanced knowledge and understanding of banking products and services
- Significant experience sourcing small business clientele
- Demonstrated understanding of complex financial accounting and analysis
- Significant experience leading or participating in events and activities for local networks or professional organizations, such as the chamber of commerce, professional business groups, or chapter of national organizations such as the United Way
22
Business Banker Resume Examples & Samples
- Bachelor's degree or the equivalent of an additional 4 years' combination of education and business banking experience required
- 3-5 years' Business Banking sales experience
- Ability to multi-tasks
23
Business Banker Resume Examples & Samples
- Originates and grows a portfolio of business (credit and depository) relationships to achieve stated individual goals via: a) full adoption and implementation of BankUnited's direct origination structured sales process, b) active participation in the BankUnited Alliance initiative, c) utilization of Centers of Influence and Networking Sources (COINS), d) community involvement, and e) exemplary "BRIDGES" service ensuring client retention and expansion
- Develops intimate knowledge of assigned geographic territory to identify, research, maintain and work a list of "top 25" prospective clients for the target segment (and COINS) for each assigned branch geography
- Manages a portfolio of inherited and originated credit and depository relationships, with a focus on: a) exceptional client service, and b) proactive portfolio management / credit quality through the Structured Credit Process
- Demonstrates proficiency in initiating the client credit application process through high-impact prospect calls, prompt & complete financial data collection from prospective clients, pre-screening credit opportunities with Sales Team Manager and Credit Administration via accurate completion of Business Banker Memo and Global Cash Flow
- Delivers credit and non-credit product proposals, prepares for same with pre-call planning and joint calling techniques, takes a needs-dialogue approach to delivering client solutions, demonstrates independent ability to overcome objections & problem solve, and convert incremental business opportunities to BankUnited
- Works closely with Portfolio Manager to ensure financial reporting requirements are obtained and reviewed in a timely manner, early problem identification is taking place, quarterly portfolio reviews are conducted on sampled credit relationships, loans with deteriorating credit trends are identified early and escalated to management and credit administration
24
Business Banker Resume Examples & Samples
- Responsible for new business development . Initiate sales and cross-sell full range of banking products and services to present and potential customers
- Develop & Manage a commercial/ag portfolio of $60mm-99mm+
- 10+ years of commercial lending or related experience required. Proficiency in credit analysis skills
25
Business Banker Resume Examples & Samples
- Interviews customers and prospective customers and prepares documentation to acquire information concerning a customers business needs, abilities, and earnings for all business lines including
- Assumes additional responsibilities as required
- 5 years: Specialized experience, specifically credit/lending
26
Business Banker Resume Examples & Samples
- 6 years of experience in negotiating and structuring commercial loans
- In-depth knowledge and understanding of retail and/or small business products and strategies
- In-depth knowledge and understanding of banking products and services
27
Business Banker Resume Examples & Samples
- Be responsible for generating and servicing a wide variety of business loans. Contributes to deposit growth by cross selling and promoting additional banking products
- Aggressively seeks and obtains quality new business through client and prospect calls, referrals, and cross selling efforts
- Requires skills and experience in applicant interviewing and perceptive character judgment, loan structuring, credit analysis, and monitoring credit performance
- Responsible for building and maintaining relationships, with a resulting high degree of customer satisfaction
- Requires a bachelor's degree in banking, finance or a related field and 1+ year of credit associated lending or other directly related experience
- An equivalent combination of education and experience may meet qualifications
- Knowledge of lending, credit analysis preferable in a commercial lending environment
- Ability to expand loans, client relationships and cross sell bank products
- Familiarity of the sales, loan processing and closing processes
- Requires skills and experience in applicant interviewing and perceptive character judgment
- Ability to structure loans and monitor credit performance
- Must have good interpersonal and communication skills
- Manages a small commercial portfolio
28
Business Banker Resume Examples & Samples
- Increase the Bank’s profitability by cultivating new commercial business relationships
- Maintain and develop existing portfolio by assessing and meeting client’s business and personal needs
- Negotiate proper loan structure and effectively cross sell products
- Maintain properly documented files and manage renewals and collection efforts on past dues and defaulted loans
- Maintains comprehensive understanding of current commercial products offered in the market and keeps informed of all relevant industry trends and practices
- The ideal candidate has 7- 10 years’ experience managing a portfolio of business banking clients, has a strong knowledge of the Chicago metro markets, and experience with Treasury Management products
- Bachelor’s Degree or Equivalent in Finance, Economics or related quantitative field
- Formal credit training preferred
29
Business Banker Resume Examples & Samples
- Collecting and analyzing financial data for proper account structure
- Maintaining aggressive calling program for new and existing customers
- Assisting other Business Development Officers in generating business
- Attending and participating in community affairs to promote the bank’s image
- Maintains a close working relationship with branch managers in order to develop new business
- Develops and maintains a network of referral professionals such as attorneys, realtors, developers, and financial advisors
- Calls on new prospects as referred from all other areas of the bank, as well as courthouse lists, referrals from prospects, and prospect lists
- Carries out a variety of business development activities to identify bank prospects
- Receives and responds to various customer questions and solves customer problems
- Maintains a good working relationship with bank employees. Demonstrates strong interpersonal skills with the ability to work independently, as well as motivated to work as a team player to contribute to the success of the department and in turn, the organization
30
Business Banker Resume Examples & Samples
- Strategic focus on small and large commercial client activity through relational selling as a trusted advisor role to assist them in recognizing opportunities and risks while helping them accomplish their goals through their use of Bank’s products and services
- Establishes and negotiates the terms under which commercial credit will be extended including cost, risk, and profitability determining the method, schedule and collateral requirements
- Well trained in bank’s SBA Platform
- Reviews and analyzes financial information to determine a customer’s creditworthiness
- May present recommendations to loan committee and exhibits a deep understanding of credits presented
- Responsible for the profitability of all commercial relationships within the portfolio
- Monitor loan repayment activities, the collection of past due accounts, and credit and collateral deficiencies
- Adheres to loan policies and procedures with complete documented files to ensure satisfactory reviews from internal and external audits
- Actively cross sells other bank products, such as; all commercial products, treasury management, employee benefits and wealth management services to build deep banking relationships
- Become active in the community through membership in business organizations, community events and/or non-profit organizations where one can be in a position to advance the reputation of the Bank
- Ability to meet individual goals and contribute in a team oriented environment to ensure departmental and Bank wide goals are met. Sets and achieves challenging goals without direct supervision and contributes to a positive team spirit
- Well-developed interpersonal and negotiating skills
- Basic accounting, credit, and sales skills
- Ability to read and interpret documents such as procedure manuals, general business correspondence and/or journals or government regulations
- Ability to read, analyze and interpret financial report and/or legal documents
- Ability to write routine reports and business correspondence
- Ability to effectively present information and respond to questions from groups of managers, clients, customers and the general public and/or boards of directors
- A Bachelor’s degree in business, finance, related field, or relevant job experience is preferred
- One to two years lending experience with basic sales skills are preferred
- Experience in the local market required for better understanding of the lending environment and potential customer base is preferred
- Experience with lending computer software is preferred
- Able to motivate and lead others
- Must possess oral and written communication skills
- Must maintain the ability to perform in a sales environment
31
Senior Business Banker Resume Examples & Samples
- Build and maintain effective and influential relationships at senior levels within client organizations and loan referral sources
- Develop and implement strategies to provide high quality, creative and integrated services to clients
- Lead and/or participate in new business development initiatives targeting existing and prospective clients located in Southeast Houston, Ship Channel and South Houston industrial areas
- Develop an individual business plan, consistent with the bank's plan, to target companies within the target segment
- Execute business plan by calling on new clients, referral sources and developing influential relationships within the market
- Identify customers banking needs and matching bank products and services. Structures and proposes credits and services to the customer
- Negotiates, within broad guidelines, credit pricing, terms and structures
- Attains minimum annual production goals: Developing $10 - $15 million in loan production, capturing $2-3 million in deposits, and generating proportionate Fee income
- Facilitates resolution of credit approval process
- Manage and expand existing portfolio by overseeing credit renewals, resolving problems and cross-selling other products with the assistance of product specialists and junior officers
- Comprehensive knowledge of bank loan, depository and treasury products, services and credit standards, trends in commercial banking pricing and products
- Exhibit effective sales and customer service practices and have a firm grasp on relevant commercial lending regulations and accepted practices
- Established history of success in developing and funding $10-$15 million in new loans annually
- Bachelor's degree and formal credit and/or commercial loan training
- Over 10 years' experience in commercial lending, bank relationship development and portfolio management
32
Business Banker Resume Examples & Samples
- Utilise a structured sales approach and maximise cross-sell opportunities
- Build and leverage relationships with specialists for the best customer outcomes
- Ensure compliance
33
Business Banker Resume Examples & Samples
- Possesses proficient knowledge of BankUnited credit policy, as well as credit and non-credit products the organization offers to prospective and existing clients
- Achieves client and prospective client calling objectives
- Utilizes bank contact management system to retain prospective client names and records, as well as standard bank templates (such as term sheet template)
- Attends and actively participates in regularly scheduled division meetings and on-going training
- Collaborates with internal business partners to ensure full "cross-sale" penetration of client relationship
- Works in corroboration with teammates and bank partners to escalate their level of performance within the organization
34
Business Banker Resume Examples & Samples
- Full use and application of standard banking principles, theories, concepts and techniques
- Working knowledge of bank products and procedures and proven business development techniques
- Ability to provide resolutions to an adverse range of complex problems and use of proper judgment within defined policies and practices
35
Business Banker Resume Examples & Samples
- Establish, manage and develop accounts and relationships by presenting business banking products and services to small- to medium-sized businesses. May also target principals, owners and employees of business accounts
- Spend a majority of time performing sales functions outside of bank premises
- Provide exceptional customer service while up-selling and cross-selling products and services to our prospective and established customers
- Handle inbound and outbound sales calls to prospective and established customers
- Assist managers in building and maintaining customer relationships
- Ensure proper documentation is obtained and processing the proper forms for transactions
- Work independently and perform well under deadlines. Other duties as assigned
- Full use and application of standard banking principles, theories, concepts and techniques. Working knowledge of bank products and procedures and proven business development techniques
