Treasure Coast Business Banker (Stuart/Vero Beach)

BankUnited; Vero Beach (FL); On-site; USD 60,000 - 90,000; Full time

Job summary

A leading company in the banking sector is seeking a Business Banker responsible for driving revenue growth and client acquisition. The role involves managing a portfolio of business relationships, providing financial advice, and ensuring compliance with banking regulations. Candidates should have a Bachelor's degree and significant banking sales experience.

Qualifications

• 5 years related banking sales experience required.
• Strong outside sales/cold calling experience required.
• Must live within the market of the available position.

Responsibilities

• Originates and grows a portfolio of business relationships.
• Develops and manages relationships with business owners.
• Achieves client calling objectives.

Skills

Client Acquisition

Portfolio Management

Sales

Financial Advisory

Relationship Management

Education

Bachelor's Degree

Job description

SUMMARY: The 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

• 5 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