What are the responsibilities and job description for the Financial Services Professional position at The Agency?
The Agency is a community-driven financial institution that is dedicated to supporting the economic growth of the Elk River area. We are seeking a Financial Services Professional to join our team and help us achieve our mission.
About the Position:
As a Financial Services Professional, you will be responsible for managing a portfolio of commercial clients and providing them with tailored financial solutions. You will leverage your expertise in credit analysis, relationship management, and business development to drive loan growth and maintain a strong risk management framework.
Key Responsibilities:
- Manage a portfolio of commercial clients and provide them with tailored financial solutions.
- Conduct thorough financial and credit analysis to assess risk, structure loans, and ensure sound lending decisions.
- Build strong relationships with commercial clients through regular communication and site visits.
- Identify and pursue new business opportunities through networking, referrals, and community engagement.
- Collaborate with internal teams to provide comprehensive banking services and cross-sell appropriate products.
Qualifications:
- Experience: 2–10 years of commercial lending or business banking experience (preferably in the Elk River or surrounding area).
- Financial Expertise: Strong credit underwriting, financial analysis, and risk assessment skills.
- Business Development: Proven ability to drive loan growth and establish long-term client relationships.
- Market Knowledge: Understanding of the local business landscape and economic trends.
- Professionalism: Strong communication, negotiation, and problem-solving skills.
Benefits:
- Competitive Salary: $100,000 – $200,000 (commensurate with experience)
- Performance-Based Incentives
- Comprehensive Benefits Package
- Opportunity to Work in a Locally Focused, Community-Driven Organization
Salary : $100,000 - $200,000
