Job Details

ID #53758392
Estado Colorado
Ciudad Pueblo
Tipo de trabajo Full-time
Salario USD TBD TBD
Fuente Ent Credit Union
Showed 2025-04-03
Fecha 2025-04-03
Fecha tope 2025-06-02
Categoría Etcétera
Crear un currículum vítae
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Business Banker or Business Banker Senior (Depending on experience)

Colorado, Pueblo, 81001 Pueblo USA
Aplica ya

Territory for this role will primarily cover the Pueblo, Canyon City, and Rye area. The Business Banker is responsible for originating new business banking relationships and the cross selling of existing clients within a portfolio. Focus is on growing deposits, loans, and fee income in a profitable manner.

Essential Functions For Business Banker:Business Prospecting: The primary focus at this level will be businesses with basic to complex needs. Originate and grow a portfolio of business (credit and depository) relationships to achieve stated individual and team goals. Demonstrate proficiency in initiating the member credit application process through high-impact prospect calls and prompt & complete financial data collection from prospective members. Identify appropriate prospects within defined target markets and create and manage an effective prospect list and perform activities to ensure growth in deposit, loan and fee income portfolios. Achieves prospective member calling objectives. Proactively uncover sales opportunities with high profile non-members and provide proposals in order to obtain the business as a member. The primary focus at this level will be businesses with moderate to complex needs. Dedicated use of the CRM tool to track business prospects, contacts, members, events and activities will help accurately track/monitor daily, weekly and monthly progress. Utilize credit union contact management system to retain prospective member names and records, as well as standard credit union templates (such as term sheet template). Relationship Management: Conduct meetings with existing business members. Retain and achieve revenue growth of the existing portfolio by providing continuous financial advice and maintaining profitable relationships through securing suitable deposit, loan, and treasury products. Demonstrate proficiency in initiating the member credit application process through high-impact prospect calls and prompt & complete financial data collection from prospective members. Serve members through a consultative selling, trusted advisor role to assist them in recognizing and tackling business opportunities and risks, and helping them accomplish their goals while maximizing our effectiveness. Participate in the management of the business member portfolio. Monitor portfolios. Understand, detect, and report the early warning signs of problem credits so as to minimize the risk of credit loss and to maintain appropriate risk ratings on all loans. Networking Build relationships with referral sources, engaged in networking activities, trade shows, chamber meetings, etc. Collaboration: May provide ongoing business education to service centers, including at least one daily huddle with the staff. Attend and actively participate in regularly scheduled division meetings and on-going training. Collaborate with internal business partners to ensure full "cross-sale" penetration of member relationship. Partners with and refers to other credit union departments, such as Corporate, Business Consultants and Lenders, to identify other appropriate products and services. Utilize the business case discussion and subsequent meetings with credit union management, industry specialists and other interested parties to exchange information and ideas, and to seek to understand the opinions of others. Expectation that in the first 90 days in the role the newly hired employee will report to Ent headquarters for on-the-job training and time with their manager. Bank Secrecy Act: Remains cognizant of and adheres to Ent policies and procedures, and regulations pertaining to the Bank Secrecy Act.Essential Functions For Business Banker Senior: Business Prospecting: The primary focus at this level will be businesses with highly complex to novel needs. Originate and grow a portfolio of business (credit and depository) relationships to achieve stated individual and team goals. Demonstrate proficiency in initiating the member credit application process through high-impact prospect calls and prompt & complete financial data collection from prospective members. Identify appropriate prospects within defined target markets and create and manage an effective prospect list and perform activities to ensure growth in deposit, loan and fee income portfolios. Achieves prospective member calling objectives. Proactively uncover sales opportunities with non-members and provide proposals in order to obtain the business as a member.  The primary focus at this level will be businesses with highly complex or novel needs. Dedicated use of the CRM tool to track business prospects, contacts, members, events and activities will help accurately track/monitor daily, weekly and monthly progress.Utilize credit union contact management system to retain prospective member names and records, as well as standard credit union templates (such as term sheet template). Relationship Management: Conduct meetings with existing business members. Retain and achieve revenue growth of the existing portfolio by providing continuous financial advice and maintaining profitable relationships through securing suitable deposit, loan, and treasury products. Demonstrate proficiency in initiating the member credit application process through high-impact prospect calls and prompt & complete financial data collection from prospective members. Serve members through a consultative selling, trusted advisor role to assist them in recognizing and tackling business opportunities and risks, and helping them accomplish their goals while maximizing our effectiveness. Participate in the management of the business member portfolio. Monitor portfolios. Understand, detect, and report the early warning signs of problem credits so as to minimize the risk of credit loss and to maintain appropriate risk ratings on all loans.Networking: Build relationships with referral sources, engaged in networking activities, trade shows, chamber meetings, etc.Collaboration: Provide ongoing business education to service centers, including at least one daily huddle with the staff monthly. Attend and actively participate in regularly scheduled division meetings and on-going training. Collaborate with internal business partners to ensure full "cross-sale" penetration of member relationship. Partners with and refers to other credit union departments, such as Corporate, Business Consultants and Lenders, to identify other appropriate products and services. Utilize the business case discussion and subsequent meetings with credit union management, industry specialists and other interested parties to exchange information and ideas, and to seek to understand the opinions of others.Bank Secrecy Act: Remains cognizant of and adheres to Ent policies and procedures, and regulations pertaining to the Bank Secrecy Act. 

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