Business Banker/Naples, Ft. Myers, Sarasota Area
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.
?? 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.
?? 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 (i.e. Bank Secrecy Act, US PATRIOT Act, etc.).
?? Adheres to Bank policies and procedures and completes required training.
?? Identifies and reports suspicious activity.
EDUCATION
Experience
Bachelor's Degree or equivalent experience required
?? 5 years related banking sales experience and credit training required
?? An 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
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