Business Banker IV, Fort Wayne, IN

1st Source Bank; Fort Wayne (IN); On-site; USD 90,000 - 130,000; Full time

Job summary

1st Source Bank in Fort Wayne, IN seeks a seasoned Business Banking Relationship Manager to grow and manage large, complex client portfolios. You will provide a full range of financial services, analyze credit potential, and maintain strong client relations to meet revenue goals.

Ideal candidates have 10+ years of Personal or Business Banking sales experience, strong communication skills, and a Bachelor's degree in business, economics, or finance. Proficiency in Word and Excel is essential.

Qualifications

• Serves as business banking relationship manager for large sized business customers, providing a full range of financial services.
• Reviews and analyzes business plans for investment potential and monitors portfolio for quality and returns.
• Analyses and approves credits within prescribed limit, typically handles relationships of $1MM+.
• Must have valid driver’s license and travel as needed.
• Bachelor's degree in business, economics or finance preferred.

Responsibilities

• Grow and manage a portfolio of large sized business and very complex accounts.
• Provide loans, deposit services and related business banking services.
• Develop new business and retain current relationships.
• Ensure compliance with loan policies, legal requirements, and risk controls.

Skills

Relationship management

Communication skills

Portfolio management

Microsoft Word

Microsoft Excel

Multi-tasking

Travel willingness

Education

Bachelor's degree in business, economics or finance

Tools

Microsoft Word

Microsoft Excel

Job description

Fort Wayne Downtown Banking Center
200 E Main Street
Fort Wayne, IN 46802, USA

Description

POSITION SUMMARY

Responsible for the growth and management of a portfolio of large sized business and very complex accounts. Typically manages a portfolio from $40-$70MM.

ESSENTIAL REQUIREMENTS

• Serves as business banking relationship manager for large sized business customers, providing them with a full range of financial services products, including loans, deposit services and all related business banking services that 1st Source offers.
• Provides customers with the services/products that result in revenue to meet internal financial goals and control expenses.
• Reviews and analyzes business plans for investment potential and monitors portfolio for quality and returns.
• Provides qualified referrals to colleagues for the services/products that 1st Source offers for which they are the specialists.
• Analyzes and approves credits within prescribed limit, typically handles relationships of $1MM+ and manages a large portfolio.
• Documents bank/customer relationships and commitments.
• Retains and strengthens current relationships and seeks to develop new business.
• Reviews periodically the bank’s exposure and relative account profitability.
• Performs financial reviews on a timely basis.
• Complies with bank’s loan policies and procedures and legal requirements.
• Performs supervisory responsibilities as requested.
• Must have valid driver’s license.
• Regular and predictable attendance is an essential requirement of the position.
• Responsible for the completion of all compliance training related to the position.
• Understands all applicable laws and regulations that apply to the position and complies with the requirements.

NON-ESSENTIAL FUNCTIONS

• Prepares reports for internal and external needs as required.
• Performs all other duties as assigned.

EXPERIENCE/SKILLS

• Ten (10) or more years Personal Banking or Business Banking sales experience preferred .
• Good PC skills--proficiency in Microsoft Word and Excel essential.
• Strong verbal and written communication skills with the ability to communicate with all levels internally and externally.
• Ability to maintain effective relationships withinternal service partners and customers in order to gain their trust and respect.
• Customer service oriented.
• Ability to handle multiple tasks in a fast-paced environment.

EDUCATION

Bachelor's degree in business, economics or finance is preferred.

TRAVEL REQUIREMENTS

Ability to travel to off-site locations for meetings, projects, seminars, etc., as well as ability to travel overnight.

PHYSICAL DEMANDS

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals to perform the essential functions.

While performing the duties of this job, the employee is required to sit, stand and walk; use hands and fingers to operate keyboard and other office equipment; reach with hands and arms; and talk or hear. The employee is occasionally required to stoop or kneel. The employee may occasionally lift and/or move up to 10 pounds.

EQUIPMENT

MS Office PC, fax, phone and standard office equipment.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.