Small Business Banking Relationship Lead

Zions Bancorporation; Midvale (UT); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Medical, Dental and Vision Insurance –

1 start day one benefits

401(k) with company match

Profit sharing

Paid training

PTO and 11 paid federal holidays

Tuition reimbursement

Employee ambassador programs

Job summary

Zions Bancorporation in Utah invites applications for a Small Business Relationship Manager in office. You will generate and structure SBA and conventional loans, build and maintain client relationships, and drive new business opportunities within our footprint.

We seek candidates with a Bachelor's in marketing, finance, or business, strong credit and analytical skills, and a proven ability in sales and customer service. This in-office role offers day-one benefits and a comprehensive package.

Qualifications

• Requires a Bachelor's in marketing, finance, business, or related field.
• Combined education and experience may meet requirements.
• Knowledge of sales techniques, banking products and services, credit policies and regulations.
• Must have excellent customer service, negotiation and computer skills.
• Knowledge of commercial, SBA and/or small business lending.
• Must have strong analysis and credit review skills as well as basic working knowledge of relevant credit and risk policies.

Responsibilities

• Generate and structure SBA and/or conventional loans by proactively calling, developing, and maintaining relationships.
• Identify business development opportunities and participate in joint business development calls with bankers to assist in identifying and facilitating sales opportunities.
• Ensure loan quality by assessing client eligibility, reviewing financial statements and supporting documentation to determine appropriate solutions that meets the client's loan needs.
• Ensure compliance with applicable federal, state, and local laws and regulations, SBA agency guidelines when necessary, and bank credit administration policies and practices.
• Structure loan proposals and prepares credit packages for appropriate approval authorities.
• Monitors assigned loan portfolio for risk rate accuracy and delinquencies to mitigate losses.
• May participate in community organizations and activities.
• Other duties as assigned.

Skills

Customer service

Negotiation

Communication skills

Computer skills

Sales techniques

SBA lending knowledge

Credit analysis

Credit knowledge

Education

Bachelor's in marketing/finance/business

Tools

CRM software

MS Office

Job description

Zions Bancorporation in Utah invites applications for a Small Business Relationship Manager in office. You will generate and structure SBA and conventional loans, build and maintain client relationships, and drive new business opportunities within our footprint.

We seek candidates with a Bachelor's in marketing, finance, or business, strong credit and analytical skills, and a proven ability in sales and customer service. This in-office role offers day-one benefits and a comprehensive package.