What are the responsibilities and job description for the Commercial Banking Advisor position at Builtwell Bank?
The purpose of this position is to develop, grow, and maintain a portfolio of commercial accounts. Our target market is family-owned businesses located in the communities we serve who are community and civic minded. Generally, these businesses are generating annual revenues between $1,000,000 to $20,000,000.
Essential Functions
- Engage in active and disciplined calling program to generate new relationships for the Bank. The goal of our calling program IS NOT to sell but rather to find those customers which acknowledge pain in their existing relationship and desire to remove the pain.
- Lend financial analysis expertise to prospects to help determine best options available for removing acknowledged pain.
- 15 – 20 Face to Face calls per week with the results of each call being input into our advanced CRM (Customer Relationship Management) system.
- Work with portfolio management staff (credit analysis) in analyzing credits to determine areas of risk and ways to mitigate evidenced risk.
- Develop those around you by sharing knowledge and helping them to improve their skill sets.
- Regular and predictable attendance.
- Serve as a trusted financial advisor to our customers primarily by having frequent financial checkups. These meetings consist of communicating the results of internal analysis of financial trends using industry comparison. The goal of these meetings is to help set strategy with regard to possible areas of improvement.
Qualifications
- 10 years’ experience and enjoy working in strong sales environment.