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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong sales and analytical skills in supporting loan products for small businesses and regional commercial markets. Capable of delivering high-quality customer service while collaborating effectively with internal and external partners.
Highest-signal resume keywords
Sales ExperienceFinancial AnalysisLoan OriginationCustomer Service StrategyInterpersonal Communication
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 AnalysisLoan OriginationSales SupportDocumentation ManagementData Analysis
Soft Skills
Interpersonal SkillsPresentation SkillsCollaboration SkillsVerbal CommunicationWritten Communication
Tools & Technologies
Microsoft WordMicrosoft ExcelMicrosoft PowerPoint
Industry Keywords
BankingFinanceCustomer ExperienceBusiness DevelopmentSmall Business Lending
About the role
Key responsibilities & impact- Support a team of Business Development Officers identifying, marketing, and selling loan products to the small business and regional commercial marketplace
- Provide sales, deal analysis, and process support to Business Development Officers in a defined region
- Market and assist with calls and other marketing efforts involving prospects, clients, internal referral sources, and external referral sources
- Develop close working relationships with internal bank partners and external centers of influence in conjunction with Business Development Officer activities
- Complete narratives, workbooks, and other documentation needed to submit loan applications to credit
- Manage all aspects of closing approved lending requests and execute specific requirements
- Analyze, originate, and monitor routine, less complex loans
- Make or assist in sales calls and marketing efforts, including internal and external communication
- Gather financial and general business information
- Coordinate and perform financial analyses needed to make credit decisions
- Understand and support the Bank's Customer Service Strategy
- Deliver high-quality customer experiences and service to internal partners, vendors, and customers
- Contribute to partner/customer experience improvements
- Support an inclusive culture and positive work environment
- Communicate team issues and points of interest
- Share information and learn from others' expertise
Requirements
What you’ll need- Bachelor's degree or equivalent experience
- 0–3 years of sales experience
- Good interpersonal, presentation, verbal, and written communication skills
- Collaborative skills
- Working skills using Word, Excel, and PowerPoint
- Preferred degree or experience in banking or finance
- Successfully pass all training modules
- Occasional domestic travel
- Ability to perform continuous sedentary work, multiple tasks, office equipment operation, sitting, concentration, reading, writing, comprehension, and basic arithmetic
- Ability to perform occasional responding quickly to sounds, standing, walking, moving safely in confined spaces, lifting/carrying under 25 lbs., squatting, bending, and reaching forward
- No international travel; no lifting/carrying over 25 lbs., kneeling, crawling, climbing, overhead reaching, pushing, pulling, or twisting
Benefits
Comp & perks- Base salary and variable compensation/incentive awards, including eligibility for cash and/or equity incentive awards
- Health and well-being benefits
- Savings and retirement programs
- Paid time off, including Vacation PTO, Flex PTO, and Holiday PTO
- Banking benefits and discounts
- Career development
- Reward and recognition
- Regular career, development, and performance conversations
- Online learning platform
- Mentoring programs
- Training and onboarding sessions
- Competitive benefits plan