Commercial Banker Iii Jobs

Provide a monthly report or as requested to management about each referral case's status.

Manage client financial needs with a focus on developing a strong relationship between the client and the Bank.

Develops and maintains knowledge of financial industry, economy, market conditions, rates, vendors, and competition.

Actively involved in maintaining a positive sales environment through education of the Bank’s commercial credit products with the Private Bankers.

Provide the necessary assistance and training to Private Bankers regarding the commercial credit documents requirements.

Participate in the different Region’s meetings with Branch managers and Relationship Officers.

Excellent professional communication skills – skills with technical knowledge.

Maintain working relationship with Commercial Product Manager and Marketing/Communications to achieve accurate and timely specification data on all commercial products.

5+ years of experience in sales and/or customer service related field.

HVACR Industry Experience HIGHLY preferred

Data entry proficiency without defects (proofreading, spelling, and grammar checks).

Experience working in a fast-paced, dynamic team-oriented environment

Meets or exceeds deposit and loan goals as established by manager and Retail Administration.

Duties and Responsibilities include the following.

Calls on prospects and customers outside of the banking center to establish new relationships or deepen existing ones.

Serves as a trusted advisor by connecting people to their dreams through meaningful conversations and by providing relevant banking advice.

Is proficient with all required computer systems.

Efficiently opens all retail products and services for customers.

Strong organizational and time-management skills

Previous banking experience and knowledge of bank products

Achieve monthly call and product sales goals set by the sales manager

Report weekly activity and marketing results to the sales manager of business banking

Manage and support loan commitments with accuracy and efficiency

Have prior experience with cold-calling and analyzing credit reports and financial statements

4-6 Years Business Banking experience'or equivalent combination of education and experience required

Achieves client and prospective client calling objectives.

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.

Adheres to Bank policies and procedures and completes required training.