Business Banking Advisor — Client Growth & Credit Expert

Baker Boyer Bank; Walla Walla (WA); On-site; USD 81,000 - 110,000; Full time

Benefits offered by this job

Medical, Dental, Vision

AD&D & Life Insurance

Long Term Disability

401(k) 12% employer contributions

Vacation 22 days

R&R days

Paid federal holidays

Life Assistance Plan

Financial counseling

Wellness program

Volunteer time

Job summary

Baker Boyer Bank is seeking a Business Advisor to attract new business relationships and evaluate credit needs for clients. You will work within DS Baker Advisors to service deposit and cash management activities while maintaining strong client retention.

Responsibilities include pricing and structuring credit facilities, advising on credit decisions, and coordinating team efforts to grow revenue across the Walla Walla, Tri-Cities and Yakima regions.

Qualifications

• Graduation from a four-year college or university with a degree in Finance, Accounting, Business or related field.
• Two to four years in client-facing or sales role, where a primary responsibility was client retention and growth of client relationship, preferably in banking, finance or accounting environment.
• Experience as a lender, managing banking relations, advising clients on business risks, cash management, referrals to partners and/or teams.

Responsibilities

• Execute/set pricing and structuring of business client requests within established guidelines and respond to clients and prospects who are requesting these credit/deposit services.
• Research and gather information to mitigate/understand the risks associated with the client relationship and submit through appropriate channels to obtain approval.
• Serve as an advisor to the client to communicate and resolve questions about credit administration issues created through loan approval processes.
• Manage the on-going credit administration of assigned client relationships, keeping other team members informed of any significant developments.
• Schedule, coordinate and facilitate team meetings with clients.
• Develop and maintain close relationships with team members and other centers of influence.
• Actively prospect and participate in client retention calls and efforts to increase existing revenue and obtain referrals.

Skills

Leadership

Customer care

Relationship building

Time management

Counseling/consultative approach

Education

Bachelor's degree in Finance, Accounting or related field

Tools

Microsoft Office

CRM software

Job description

Baker Boyer Bank is seeking a Business Advisor to attract new business relationships and evaluate credit needs for clients. You will work within DS Baker Advisors to service deposit and cash management activities while maintaining strong client retention.

Responsibilities include pricing and structuring credit facilities, advising on credit decisions, and coordinating team efforts to grow revenue across the Walla Walla, Tri-Cities and Yakima regions.