Small Business Banker

Comerica Bank; Dallas (TX); Hybrid; USD 50,000 - 80,000; Full time

Job summary

An established industry player is seeking a Small Business Banker to drive customer growth and enhance small business relationships. This role involves managing a portfolio of small business customers, focusing on their needs and providing tailored financial solutions. The ideal candidate will excel in customer relationship management, possess strong sales skills, and be committed to community involvement. This dynamic position offers the opportunity to work closely with clients, ensuring compliance and delivering exceptional service. If you are passionate about fostering business relationships and driving success, this role is perfect for you.

Benefits

Competitive Compensation

Health and Welfare Programs

Retirement Benefits

Paid Time Off

Qualifications

• Bachelor's degree or 4 years of relevant experience required.
• 3 years of experience in financial services sales.

Responsibilities

• Drive customer growth through relationship management and servicing.
• Conduct regular meetings to build trust and identify customer needs.

Skills

Customer Relationship Management

Sales Strategies

Financial Services Knowledge

Microsoft Office Suite

Education

Bachelor's Degree

4 years relevant experience

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Job description

Small Business Banker

The Small Business Banker is responsible for driving net customer growth through attraction, expansion, retention, and servicing of small business relationships. This role supports multiple banking centers within a defined geographic territory, focusing on their portfolio and business customers. It involves calling on small business customers with up to approximately $3 million in annual revenues, with lending needs initially up to $100K (future up to $250K).

The trusted advisor will be committed to new business development, conducting quality conversations to build rapport, discover unmet needs, provide relationship servicing, and enhance partner referral processes by following best practices.

Position Responsibilities

Customer Relationship Activities

• Service, execute, and impact customer relationship activities aimed at attracting, expanding, and retaining business customers.
• Provide effective onboarding and engagement by strengthening relationships, introducing products and services, and addressing customer questions.
• Responsible for acquiring and retaining business customers through partnership activities.
• Lead portfolio management efforts to retain and expand current relationships and increase the number of portfolio customers.
• Participate in community involvement to increase outreach and foster new business relationships.
• Proactively set appointments and conduct regular meetings with portfolio customers to build trust and identify needs.
• Ensure compliance with company policies, regulations, and security procedures to serve customers effectively.

Customer Experience and Partnership Activities

• Learn about new products, services, and customer service tactics to improve offerings.
• Enhance customer experience by aligning needs with Comerica's values and creating tailored solutions.
• Manage servicing requests and resolve complex customer complaints.
• Partner with banking centers to grow revenue and improve customer experience.
• Identify opportunities to introduce customers to small business, banking, merchant services, and treasury management partners.

Qualifications

• Bachelor's Degree from an accredited university or 4 years of relevant experience.
• 3 years of experience in consumer/business financial services sales.
• 1 year of experience with Microsoft Office products (Word, Excel, PowerPoint).

Work Category: Category B - 3-4 days in office, 1-2 days remote

Hours: 8:00 am - 5:00 pm, Monday - Friday

Salary: To Be Determined Based on Experience

About Comerica

We invest in our employees' futures by offering comprehensive Total Rewards, including competitive compensation, health and welfare programs, retirement benefits, and paid time off. We conduct background checks and require NMLS certification where applicable. Comerica is an Equal Opportunity Employer committed to diversity and inclusion.