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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in developing banking relationships, mentoring business bankers, and analyzing financial data to optimize account structures. Proven ability to collaborate with various stakeholders and manage customer pipelines effectively.
Highest-signal resume keywords
Banking Relationship DevelopmentTeam Supervision and CoachingFinancial Data AnalysisBusiness Development StrategyCustomer Problem Resolution
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial AnalysisData EntryCustomer Pipeline ManagementMarket Trend AnalysisReferral Network Development
Soft Skills
CoachingMentoringCollaborationCommunicationProblem-Solving
Industry Keywords
Business BankingCommunity AffairsCustomer ServiceNetworkingMarket Strategy
About the role
Key responsibilities & impact- Develop and enhance banking relationships within the assigned market
- Supervise day-to-day activities of direct-report team members, including coaching and joint calling
- Mentor and train new business bankers
- Coach the team in advising clients in complex, challenging, or important situations
- Partner with Marketing on community events and business development activities
- Identify bank prospects and network with referral sources and centers of influence
- Collaborate with line partners, operations, and support areas to acquire and manage customer pipelines
- Interview customers and prospects and analyze financial data for proper account structure
- Maintain an aggressive calling program for new and existing customers
- Assist Business Development Officers in generating business
- Participate in community affairs to promote the bank’s image
- Provide market and customer trend feedback to senior managers
- Develop and maintain referral networks with attorneys, realtors, developers, and financial advisors
- Manage or coach management of banker prospect pipelines
- Assist the Director of Business Banking with department and market strategy development and implementation
- Ensure project and department milestones and goals are met
- Respond to customer questions and resolve customer problems
Requirements
What you’ll need- Ability to work Monday–Friday, 8:00 AM–5:00 PM, with additional hours as necessary
- Ability to travel by car to see customers, inspect construction sites, and land developments
- Ability to travel out of state as needed
- Manual dexterity for typing and data entry up to 40% of the business day
- Close vision at 18–20 inches for computer work
- Ability to perform the essential functions with or without reasonable accommodation
