Strategic Small-Business Banking Advisor

Investar Bank National As; Metairie (LA); On-site; USD 85,000 - 115,000; Full time

Job summary

Investar Bank National As in Metairie, LA is seeking a Business Banking Relationship Manager II to manage a loan portfolio for small businesses and deliver comprehensive banking solutions.

The role collaborates with branch leadership, sources new clients through networking, and ensures compliance with applicable laws while providing exceptional service. Ideal candidates bring 5+ years in business banking or lending and a finance-related degree.

Qualifications

• Bachelor’s degree in Finance, Accounting or related field or equivalent experience preferred.
• 5+ years Business Banking or lending related experience, preferably in a financial institution, required
• High School Diploma or equivalent (GED) required.

Responsibilities

• Develop, facilitate and manage the lending needs of small business clients.
• Research client businesses and provide Business Banking services offered.
• Directly or indirectly manages a portfolio of Business Banking loans.
• Collaborate with Branch Managers on related training to develop and grow Business Banking.
• Proactively identify and engage with potential Business Banking customers through networking and referrals.
• Build and maintain strong relationships with existing Business Banking clients, fostering trust and long-term partnerships.
• Collaborate with sales and leadership to secure, retain, and grow Business Banking clients.
• Collaborate with management on sales goals, planning, and forecasting as needed.
• Provide exceptional customer service, acting as a trusted advisor to clients and helping them navigate their financial decisions.
• Make cold/warm calls and multiple outbound calls to potential clients as necessary.
• Understand client needs and offer solutions and support through a consultative process.
• Close sales and work with client through the closing process as applicable.
• Ensure that their work is following all applicable laws, regulations, policies and guidelines.
• Performs all other duties as assigned.

Skills

Small business loan knowledge

Commercial banking

Verbal and written communication

Organization and time management

Attention to detail

Financial analysis

MS Office proficiency

Education

Bachelor's degree in Finance, Accounting or related field or equivalent experience preferred.

High School Diploma or equivalent (GED) required.

Tools

MS Office

Loan documentation systems

Job description

Investar Bank National As in Metairie, LA is seeking a Business Banking Relationship Manager II to manage a loan portfolio for small businesses and deliver comprehensive banking solutions.

The role collaborates with branch leadership, sources new clients through networking, and ensures compliance with applicable laws while providing exceptional service. Ideal candidates bring 5+ years in business banking or lending and a finance-related degree.