Community Banker Senior

Job description

Location: On site at location listed in job posting Schedule: Monday through Friday. 9:00AM to 5:00PM Summary: Provides full-service banking to business clients, providing them with tailored financial solutions like loans, lines of credit, cash management services, and deposit accounts. Key Responsibilities Include: - Develops new relationships through calling on targeted potential clients; uncovers prospect needs for products and services and recommends solutions; develops sales plans and strategies; finalizes and helps structure and close deals with high close rate; answers questions. - Cross-sells retail, investment, financial, and estate planning services. - Acts as a financial advisor by educating the customer about financial strategies (e.g. Financial planning, investments, insurance, credit, market trends) based on customer profile and financial plan, and matching customer needs with appropriate products and services. - Monitors customer information/products, financial plan and market trends to identify new customer needs and opportunities to deliver further customer value. - Builds and maintains a portfolio mix of targeted high value and high potential clients. - Performs a...