About the Role
We’re looking for a results-driven Small Business Banker to build lasting relationships with businesses generating up to $5 million in annual revenue. In this role, you’ll provide strategic financial solutions, deliver exceptional client service, and drive growth through deposits, loans, and treasury services. As a key member of the branch team, you'll also represent the bank in the community and collaborate with internal partners to meet client needs.
What You’ll Do
- Grow and manage a portfolio of 250+ small business clients.
- Proactively acquire new relationships through prospecting, networking, and outreach.
- Deliver tailored financial advice by analyzing client needs and recommending appropriate deposit, lending, and treasury solutions.
- Collaborate with partners in Lending, Treasury, Mortgage, and Wealth Management to offer holistic banking services.
- Support branch operations including account opening, teller transactions, and loan support as needed.
- Serve as a community ambassador and leader for the bank’s small business efforts.
- Ensure compliance with all regulatory, policy, and procedural standards.
Key Responsibilities
- Consistently meet or exceed sales and referral goals for deposits, loans, and services.
- Perform financial reviews and loan pre-screens; complete cash flow analyses.
- Make independent overdraft pay/return decisions within assigned limits.
- Support the loan application and closing process; collect and review required documentation.
- Maintain operational integrity through proper balancing, ticketing, and risk protocols.
- Adhere to compliance and regulatory training, including S.A.F.E. Act requirements.