Verified Job
Accounting - Finance
Miami dade
Accounting - Finance
#405444
Remote / WFH
Job Description
Job Description
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.
• Originates and grows a portfolio of business (credit and depository) relationships to achieve stated individual goals.
• Develops and manages relationships with business owners and other decision makers by learning about the operation, growth factors and challenges the business faces.
• Demonstrates proficiency in initiating the client credit application process through high-impact prospect calls and prompt & complete financial data collection from prospective clients.
• Possesses proficient knowledge of BankUnited credit policy, as well as credit and non-credit products the organization offers to prospective and existing clients.
• Achieves client and prospective client calling objectives.
• Utilizes bank contact management system to retain prospective client names and records, as well as standard bank templates (such as term sheet template).
• 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.
• Adheres to and complies with applicable, federal and state laws, regulations and guidance, including those related to anti-money laundering ( Bank Secrecy Act, US PATRIOT Act, etc.).
• Adheres to Bank policies and procedures and completes required training.
• Identifies and reports suspicious activity.
EDUCATION Bachelor's Degree or equivalent experience required
EXPERIENCE
• 5 years related banking sales experience and credit training required
• equivalent combination of education and experience required
• Strong outside sales / cold calling experience required
• Must live within the market of the available position.
CERTIFICATES, LICENSES, REGISTRATIONS
• Notary License preferred
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.
• Originates and grows a portfolio of business (credit and depository) relationships to achieve stated individual goals.
• Develops and manages relationships with business owners and other decision makers by learning about the operation, growth factors and challenges the business faces.
• Demonstrates proficiency in initiating the client credit application process through high-impact prospect calls and prompt & complete financial data collection from prospective clients.
• Possesses proficient knowledge of BankUnited credit policy, as well as credit and non-credit products the organization offers to prospective and existing clients.
• Achieves client and prospective client calling objectives.
• Utilizes bank contact management system to retain prospective client names and records, as well as standard bank templates (such as term sheet template).
• 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.
• Adheres to and complies with applicable, federal and state laws, regulations and guidance, including those related to anti-money laundering ( Bank Secrecy Act, US PATRIOT Act, etc.).
• Adheres to Bank policies and procedures and completes required training.
• Identifies and reports suspicious activity.
EDUCATION Bachelor's Degree or equivalent experience required
EXPERIENCE
• 5 years related banking sales experience and credit training required
• equivalent combination of education and experience required
• Strong outside sales / cold calling experience required
• Must live within the market of the available position.
CERTIFICATES, LICENSES, REGISTRATIONS
• Notary License preferred
