Business Banker/Mid Florida Market
SUMMARY: The Business Banker is primarily responsible for the overall success and revenue growth of their assigned book of business and sales territory, with a focus on new client acquisition. This is an outside sales position.
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties and special projects may be assigned.
Ā Originates and grows a portfolio of business (credit and depository) relationships to achieve stated individual goals.
Ā Develops and manages relationships with business owners and other decision makers by learning about the operation, growth factors and challenges the business faces.
Ā Retain and achieve revenue growth of the existing book of business by providing continuous financial advice and maintaining profitable relationships through securing suitable credit, deposit, and treasury products.
Ā Demonstrates proficiency in initiating the client credit application process through high-impact prospect calls and prompt & complete financial data collection from prospective clients.
Ā Possesses proficient knowledge of BankUnited credit policy, as well as credit and non-credit products the organization offers to prospective and existing clients.
Ā Achieves client and prospective client calling objectives.
Ā Utilizes bank contact management system to retain prospective client names and records, as well as standard bank templates (such as term sheet template).
Ā Attends and actively participates in regularly scheduled division meetings and on-going training.
Ā Collaborates with internal business partners to ensure full "cross-sale" penetration of client relationship.
Ā Adheres to and complies with applicable, federal and state laws, regulations and guidance, including those related to anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.).
Ā Adheres to Bank policies and procedures and completes required training.
Ā Identifies and reports suspicious activity.
EDUCATION
Experience
Bachelor's Degree or equivalent experience required
Ā 5 years related banking sales experience and credit training required
Ā An equivalent combination of education and experience required
Ā Strong outside sales/cold calling experience required
Ā Must live within the market of the available position
CERTIFICATES, LICENSES, REGISTRATIONS
Ā Notary License preferred
Apply Now
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties and special projects may be assigned.
Ā Originates and grows a portfolio of business (credit and depository) relationships to achieve stated individual goals.
Ā Develops and manages relationships with business owners and other decision makers by learning about the operation, growth factors and challenges the business faces.
Ā Retain and achieve revenue growth of the existing book of business by providing continuous financial advice and maintaining profitable relationships through securing suitable credit, deposit, and treasury products.
Ā Demonstrates proficiency in initiating the client credit application process through high-impact prospect calls and prompt & complete financial data collection from prospective clients.
Ā Possesses proficient knowledge of BankUnited credit policy, as well as credit and non-credit products the organization offers to prospective and existing clients.
Ā Achieves client and prospective client calling objectives.
Ā Utilizes bank contact management system to retain prospective client names and records, as well as standard bank templates (such as term sheet template).
Ā Attends and actively participates in regularly scheduled division meetings and on-going training.
Ā Collaborates with internal business partners to ensure full "cross-sale" penetration of client relationship.
Ā Adheres to and complies with applicable, federal and state laws, regulations and guidance, including those related to anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.).
Ā Adheres to Bank policies and procedures and completes required training.
Ā Identifies and reports suspicious activity.
EDUCATION
Experience
Bachelor's Degree or equivalent experience required
Ā 5 years related banking sales experience and credit training required
Ā An equivalent combination of education and experience required
Ā Strong outside sales/cold calling experience required
Ā Must live within the market of the available position
CERTIFICATES, LICENSES, REGISTRATIONS
Ā Notary License preferred
Apply Now