Treasure Coast Business Banker (Stuart/Vero Beach)

BankUnited; Stuart (FL); On-site; USD 80,000 - 120,000; Full time

Job summary

A leading banking institution is seeking a Sr. Business Banker for the Treasure Coast area focusing on client acquisition and relationship management. This role involves managing a diverse portfolio of business relationships, driving growth by providing tailored financial solutions while adhering to relevant regulations. Ideal candidates should possess extensive banking sales experience and a commitment to maintaining profitable relationships.

Qualifications

• 10 years related banking sales experience required.
• Strong experience in outside sales/cold calling.
• Must live within the local market for the position.

Responsibilities

• Originates and grows a portfolio of business relationships.
• Retains and achieves revenue growth through strong client relationships.
• Demonstrates proficiency in initiating client credit application process.

Skills

Sales proficiency

Credit application knowledge

Client relationship management

Financial advising

Regulatory compliance knowledge

Education

Bachelor's Degree or equivalent experience

Job description

Treasure Coast Business Banker (Stuart/Vero Beach)

SUMMARY: The Sr. Business Banker is primarily responsible for the overall success and revenue growth of their assigned book of business and sales territory, with a focus on new client acquisition. This is an outside sales position.

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties and special projects may be assigned.

• Originates and grows a portfolio of business (credit and depository) relationships to achieve stated individual goals.
• Develops and manages relationships with business owners and other decision makers by learning about the operation, growth factors and challenges the business faces.
• Retain and achieve revenue growth of the existing book of business by providing continuous financial advice and maintaining profitable relationships through securing suitable credit, deposit, and treasury products.
• Demonstrates proficiency in initiating the client credit application process through high-impact prospect calls and prompt & complete financial data collection from prospective clients.
• Possesses proficient knowledge of BankUnited credit policy, as well as credit and non-credit products the organization offers to prospective and existing clients.
• Achieves client and prospective client calling objectives.
• Utilizes bank contact management system to retain prospective client names and records, as well as standard bank templates (such as term sheet template).
• Attends and actively participates in regularly scheduled division meetings and on-going training.
• Collaborates with internal business partners to ensure full "cross-sale" penetration of client relationship.
• Adheres to and complies with applicable, federal and state laws, regulations and guidance, including those related to anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.).
• Adheres to Bank policies and procedures and completes required training.
• Identifies and reports suspicious activity.

EDUCATION

Bachelor's Degree or equivalent experience required

EXPERIENCE

• 10 years related banking sales experience and credit training required
• An equivalent combination of education and experience required
• Strong outside sales/cold calling experience required
• Must live within the market of the available position

CERTIFICATES, LICENSES, REGISTRATIONS

• Notary License preferred

About the company

BankUnited provides a full range of online banking solutions, including personal, commercial, and small business financing, checking, savings and lending.

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