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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in banking and lending solutions, with a strong focus on cold-calling, relationship building, and achieving sales goals. Proficient in analyzing credit reports and financial statements while maintaining excellent communication and organizational skills.
Highest-signal resume keywords
Banking And Lending SolutionsCold-Calling ExperienceCredit Report AnalysisSales Goal AchievementMicrosoft Applications Proficiency
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Business Loan Center ProceduresFinancial Statement AnalysisLoan Commitment ManagementProduct SalesReferral Processing
Soft Skills
Written CommunicationVerbal CommunicationOrganizational SkillsTime-Management Skills
Certifications & Qualifications
Bachelor's Degree Preferred
Industry Keywords
Small Business MarketMarketing Results AnalysisCustomer Relationship ManagementBank Products Knowledge
About the role
Key responsibilities & impact- Partner with the business banking sales manager to track weekly progress, identify opportunities, analyze marketing results, and achieve monthly call and product sales goals
- Deliver products to designated segments of the small business market
- Prospect and cold-call to build relationships with small business customers
- Become familiar with clients and their businesses to understand and act on their needs
- Achieve monthly call and product sales goals set by the sales manager
- Report weekly activity and marketing results to the sales manager of business banking
- Manage and support loan commitments accurately and efficiently
- Process referrals for small business products, including loans, depository accounts, trusts, and cash management services
- Support designated financial centers' geographic areas, census tracts, and customer relationships after products are sold and accounts are opened
- Attend training classes to stay up to date on bank products and services
- Uphold Frost's Integrity, Caring, and Excellence values
Requirements
What you’ll need- Background in banking and lending solutions
- Prior experience with cold-calling and analyzing credit reports and financial statements
- Knowledge of business loan center procedures
- Excellent written and verbal communication skills
- Strong organizational and time-management skills
- Proficiency in Microsoft applications
- Bachelor's degree preferred
- Previous banking experience and knowledge of bank products preferred
Benefits
Comp & perks- Medical, dental, vision, long-term disability, and life insurance
- 401(k) matching
- Generous holiday and paid time off schedule
- Tuition reimbursement
- Extensive health and wellness programs, including our Employee Assistance Program
- Referral bonus program