Bachelor's degree in Finance, Economics, or related field preferred
8+ years of experience in sourcing business relationships in the C&I field
Strong skills in influencing, financial statement review, sales, and customer service
Familiarity with C&I market and applicable regulations
CFA or related certification preferred
Responsibilities
Research and identify new business prospects to meet financial goals
Generate new C&I and CRE loan relationships for fee income
Develop strategies to target and expand middle market client base
Organize data to assess and report on business pipelines
Generate leads through networking and marketing activities
Manage active leads and prioritize outreach efforts
Prepare business reports on pipeline, expenses, and sales summary
Benefits
Full benefits package
Opportunities for professional training and development
Standard office environment conducive to productivity
Support for compliance regulations and training
Potential for career advancement in the financial sector
Full Job Description
POSITION SUMMARY:
Research and identify new and viable prospects in order to achieve the assigned financial goals and profit growth in the assigned team. Build and maintain industry networking and customer pipeline to leverage the commercial and industrial loans for business prospects.
New Business and Deposits (100%)
Generate new C&I & CRE (owner occupied and investor) loan relationships resulting in new fee income (such as loan fees, cash management & international service fees, etc.) for the bank.
Generate new business and consumer deposits for the bank.
Develop strategies for targeting middle market companies and create opportunities by calling on prospects, referral sources and center of influences in order to develop business and expand client base.
Collect and organize data to assess, identify, and report business pipelines and referral sources
Generate qualified leads through direct mails, community involvements, telephone work, referral source development, and other networking and marketing tactics
Manage the pipeline of active and viable leads including determining which prospects to call on and the priority and scheduling of call
OTHER RESPONSIBILITIES:
Prepare business reports including pipeline, expense, sales summary, etc.
Be aware of the current trends and competitors' conditions in the target market and industry
Perform related duties, as required, for the training and development purposes.
Familiarize and comply with all applicable Bank's policies and procedures as well as governing laws and regulations.
Performing all assigned duties under Bank's compliance programs and related laws & regulations.
Successfully completing all mandatory training on related Bank's and BSA compliances as well as other laws and regulations as assigned in a timely manner.
OTHER RESPONSIBILITIES:
Prepare business reports including pipeline, expense, sales summary, etc.
Be aware of the current trends and competitors' conditions in the target market and industry
Perform related duties, as required, for the training and development purposes.
Familiarize and comply with all applicable Bank's policies and procedures as well as governing laws and regulations.
Performing all assigned duties under Bank's compliance programs and related laws & regulations.
Successfully completing all mandatory training on related Bank's and BSA compliances as well as other laws and regulations as assigned in a timely manner.
Education, Experience and Skills Required:
Bachelor's degree in Finance, Economics, or business-related field is preferred
8+ years of experience in sourcing and building business relationships in C&I field is preferred
Strong influencing, financial statement reviews, sales, customer service, and communication skills
Familiar with C&I market, all applicable State and Federal regulations, business projects
CFA or related certification is preferred.
PHYSICAL DEMANDS:
Minimum mobility to work in an office setting; sit for prolonged period of times; operate office equipment including use of a computer keyboard; and reach with hands and arms. Employees are occasionally required to walk and stand and lift and move records and documents weighing 30 pounds or less.
COMMUNICATION DEMANDS:
Attention to detail, strong organizational, communication, interpersonal, self-motivated, and analytical skills, ability to interact with all levels of management and staff.
WORK ENVIRONMENT:
Standard office environment. Noise level in work environment is usually average. Hear in the normal audio range with or without correction. Specific vision abilities required by this job include close vision and the ability to adjust focus. Travel is required.
Compensation
The base pay range for this position is USD $150,000.00/Yr. - USD $200,000.00/Yr plus full benefits. Exact offer will be determined based on job-related knowledge, skills, experience, and location.
