Commercial Banking Advisor

Builtwell Bank; United States; On-site; USD 70,000 - 100,000; Full time

Job summary

A leading financial institution in the United States is seeking a candidate with 10+ years of experience to develop and grow a portfolio of commercial accounts. This role involves building relationships with family-owned businesses, conducting financial analyses, and serving as a trusted advisor through regular meetings. The ideal applicant will thrive in a strong sales environment and possess excellent communication skills. Travel is required as needed to support customer relationships.

Qualifications

• 10+ years of experience in a strong sales environment.
• Ability to analyze financial data and provide insights.
• Experience in developing client relationships.

Responsibilities

• Engage in disciplined calling program to generate new relationships.
• Lend financial analysis expertise to prospects.
• Conduct face-to-face calls weekly, documenting results.
• Analyze credits with portfolio management staff.
• Serve as a trusted financial advisor through regular checkups.

Skills

Sales expertise

Financial analysis

Customer relationship management

Communication skills

Tools

CRM software

Job description

Broad Street Branch
728 Broad St
Chattanooga, TN 37402, USA

The purpose of this position is to develop, grow, and maintain a portfolio of commercial accounts. Our target market is family‑owned businesses located in the communities we serve who are community and civic minded. Generally, these businesses are generating annual revenues between $1,000,000 to $20,000,000.

Essential Functions

• Engage in active and disciplined calling program to generate new relationships for the Bank. The goal of our calling program is NOT to sell but rather to find those customers which acknowledge pain in their existing relationship and desire to remove the pain.
• Lend financial analysis expertise to prospects to help determine best options available for removing acknowledged pain.
• 15 – 20 Face‑to‑Face calls per week with the results of each call being input into our advanced CRM (Customer Relationship Management) system.
• Work with portfolio management staff (credit analysis) in analyzing credits to determine areas of risk and ways to mitigate evidenced risk.
• Develop those around you by sharing knowledge and helping them to improve their skill sets.
• Regular and predictable attendance.
• Serve as a trusted financial advisor to our customers primarily by having frequent financial checkups. These meetings consist of communicating the results of internal analysis of financial trends using industry comparison. The goal of these meetings is to help set strategy with regard to possible areas of improvement.

Travel Required

Yes. As needed.

Qualifications

• 10 + years’ experience and enjoy working in strong sales environment.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
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