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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing a business banking portfolio, with a focus on expanding client relationships and achieving sales and retention goals. Proficient in credit analysis and treasury management, with strong communication and teamwork skills.
Highest-signal resume keywords
Business Banking ExperienceSales Process SkillsCredit Analysis SkillsClient Relationship ManagementTeam Collaboration
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Credit AnalysisCommercial CreditTreasury ManagementSales Process ExecutionRevenue Generation
Soft Skills
Strong Communication SkillsSelf-MotivatedResults OrientedAdaptability
Certifications & Qualifications
High School DiplomaGED
Industry Keywords
Business BankingClient Portfolio ManagementAdvisory SalesFinancial Services
About the role
Key responsibilities & impact- Retain a business banking portfolio
- Expand client relationships and generate additional revenue from existing clients
- Manage a client portfolio with treasury and/or credit needs
- Meet sales, revenue, and retention goals
- Build relationships with appropriate contacts within clients’ companies
- Analyze clients’ financial and operating strategies
- Recommend alternative or additional financial services to meet clients’ immediate and long-term personal/business needs
- Implement comprehensive commercial credit and treasury/cash management skills
- Utilize sales process skills, including call preparation, execution, and follow-up
- Apply intermediate credit analysis skills
- Work effectively in a team environment
- Adapt to changes within the line of business
Requirements
What you’ll need- Ability to work with others in a team environment
- 3-5 years small Business Banking experience
- 1-3 years Inside sales experience
- Excellent sales process skills: Call Preparation, Execution & Follow-up
- Strong oral and written communication skills
- Self-motivated and results oriented
- Early Adopter to changes in line of business
- High School Diploma / GED / Secondary School or equivalent
- Complex commercial credit experience (desired)
- Advisory sales experience (desired)
- Intermediate credit analysis skills (desired)
Benefits
Comp & perks- Affordable, competitive and flexible benefits
- Support for teammates’ physical, emotional, and financial wellness
- Opportunities to learn, grow, and make an impact
- In-office culture supporting collaboration, engagement, and career development
- Full-time employment
- 1st shift schedule
- 40 hours per week