Small Business Banker Resume Samples
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Small Business Banker Resume Samples
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AW
A Wunsch
Afton
Wunsch
4558 Alivia Grove
Chicago
IL
+1 (555) 227 8282
4558 Alivia Grove
Chicago
IL
Phone
p
+1 (555) 227 8282
Experience
Experience
Houston, TX
Small Business Banker
Houston, TX
Williamson, Marquardt and Bechtelar
Houston, TX
Small Business Banker
- 10%: C: Risk Management
- Calls on potential or existing customers to develop new business or service to increase existing business
- Manage relationships virtually using channels such as phone, email, and social media to communicate with clients instead of meeting face to face
- Generating sales leads and building a referral network
- Monitor loans to ensure complete conformity with terms and to identify developing trends
- 30%:B:Account Management & Planning
- 30%: B: Account Management & Planning
Phoenix, AZ
Small Business Banker Union Sq Branch
Phoenix, AZ
Leannon, Beahan and Gaylord
Phoenix, AZ
Small Business Banker Union Sq Branch
- Develop a Center of Influence (COI) network by engaging in business networking and community activities. SBB will actively represent Citibank in business community, generate business leads and close business opportunities. Through extensive involvement, create local community awareness that the bank is critically focused on partnering in the community and providing multi-product banking solutions to the small business community. Maintain frequent interaction with COIs, diverse industry segments, community leaders and senior business contacts
- Source and provide credit solutions for prospects and clients. The SBB develops credit structure and full credit packages including the deal summary memo for total credit exposure greater than $250K. Credit certified in small business banking. Follow up on credit referrals >$250M from Branch Managers and Business Bankers. Work with Branch staff and customer on preparing proper credit structure and credit package
- Provide Product Specialists with qualified referrals. Assist through closing
- Activate and energize territory partners to execute sales plan
- Ensure all activities are carried out in accordance with all regulatory, legal and government regulations
- Spend majority of time in the field, on sales appointments, generating leads to new opportunities and closing business
- Create a sales plan and executing against individual sales goals
present
Los Angeles, CA
Small Business Banker Manager
Los Angeles, CA
Auer, Altenwerth and Rolfson
present
Los Angeles, CA
Small Business Banker Manager
present
- Directly manages a team of Senior Small Business Relationship Managers (SSBRM)
- Majority of their time will be spent working in the field with SSBRMs, meeting with clients and coaching associates
- Directly manages a team of Small Business Consultants (SBC)
- Majority of their time will be spent working in the field with SBCs, meeting with clients and coaching associates
- Majority of their time will be spent working in the field with SBBs meeting with clients and coaching associates
- The SSBRM team is the primary point of contact within a financial center for walk-in small business customers with annual revenues from $250K up to $5 million
- Actively coaches SSBRMs to drive aggressive goals
Education
Education
Bachelor’s Degree in Business
Bachelor’s Degree in Business
University of San Francisco
Bachelor’s Degree in Business
Skills
Skills
- Strong analytic skills and ability to assimilate complex financial and company operating information
- Demonstrated ability to utilize basic computer applications, such as Microsoft Office software products
- Capable of partnering and negotiating with team of bank associates to solve client issues
- Highly effective communication and influence skills
- Thorough knowledge of small business financial products and services - 10+ years of business experience
- Ability to handle multiple projects simultaneously and work in a fast-paced environment
- Excellent business development skills
- Proficiency with MS Office
- Excellent customer service and organizational skills
- Ability to demonstrate examples of improving specific businesses financial outcomes by interpreting financial statements and recommending specific levers
4 Small Business Banker resume templates
Read our complete resume writing guides
1
Small Business Banker Resume Examples & Samples
- High school diploma/GED required; Bachelor's degree in business (preferred) or equivalent work experience
- Experience and a track record of success in the following areas are strongly preferred
- Business-to-business sales
- Outbound sales
- Generating sales leads and building a referral network
- Create a sales plan and executing against individual sales goals
- Experience in Small Business Banking preferred
- Customer service orientation
- Financial/business acumen
- Basic computer skills
2
Center Based Small Business Banker Resume Examples & Samples
- Minimum of 3 years demonstrated sales experience OR minimum of 2 year sales experience as a sales representative to small businesses
- Strong business acumen and professional presence / communication skills
- Proven effective customer service skills with ability to manage the full customer end-to-end experience and problem resolution
- Ability to build productive partnerships and working relationships
- Experience with outbound / phone sales
- Bilingual Spanish Required
3
Small Business Banker Hampton Main St Louis Resume Examples & Samples
- Prospect, cold call, network and develop new business opportunities within the small business banking community, within a specific territory
- Be the face of Bank of America in the community and take an appropriate leadership role
- 3-5 years of proven consultative outside sales experience in financial services,business to business sales, or small business banking
4
Small Business Banker Based Resume Examples & Samples
- Keep abreast of changing business trends that impact the Small Business segment and translate those trends into business opportunities
- Proven track record of prospecting new business, enhancing existing relationships and meeting or exceeding sales goals
- Capable of partnering and negotiating with team of bank associates to solve client issues
5
Center Based Small Business Banker Resume Examples & Samples
- Minimumof 3 years demonstrated sales experience OR minimum of 2 year sales experienceas a sales representative to small businesses
- Strongbusiness acumen and professional presence / communication skills
- Proveneffective customer service skills with ability to manage the full customerend-to-end experience and problem resolution
- Provensales track record
- Abilityto build productive partnerships and working relationships
6
Small Business Banker Based out of 10th & Chestnut Banking Center Resume Examples & Samples
- 3-5 years of proven consultative outside sales experience in financial services, business to business sales, or small business banking
- Must be passionate about outside sales and expect to spend 50% - 80% of their time prospecting
- Proven track record of prospecting new business, enhancing existing relationships and meeting or exceeding sales goals
- Proven sales skills and client management experience
- Must be able to assess and analyze financial conditions of clients and industry trends
- Ability to understand and interpret financial statements and cash flow analysis
- Must have excellent verbal and written communication skills and demonstrated leadership ability
- Capable of partnering and negotiating with team of bank associates to solve client issues
- Undergraduate degree in business, finance or economics preferred OR minimum 7 yrs work experience
- Proficient with Microsoft Office Products (Word, Excel, PowerPoint)
- Demonstrated management of an extensive client portfolio with annual revenues of $250k-$5 million
- Thorough knowledge of small business financial products and services
- 10+ years of business experience
- Community leadership
- Familiarity with sales force automation(Salesforce.com/ACT)
- Ability to demonstrate examples of improving specific businesses financial outcomes by interpreting financial statements and recommending specific levers to pull
7
Small Business Banker Resume Examples & Samples
- 60%: A: Acquisition, Sales & Service
- 30%: B: Account Management & Planning
- 10%: C: Risk Management
- Post Secondary education plus 1 – 3 years financial service experience
- Personal Lending Qualified (ALD)
- Personally Credit Qualified without Limits
- BFS Qualified
- Fundamentals of Small Business
- Expert understanding of Small Business Products and Loan documentation
- Expert understanding of Small Business segment
- Working knowledge of Commercial Products
- Working knowledge of financial statement/ratio analysis
- Working knowledge of Cash Flow analytics
- Working knowledge of cash management products and their applicability to small business
- Working knowledge of the Small Business Lending Process
- Basic knowledge of the Commercial Lending Process
- Understanding of all operational processes and supporting applications and policies
- Strategic Business Planning and Development (In-depth)
- Negotiation (In-depth)
- Risk Management (In depth )
- Analytical Thinking (Working)
- Business Acumen (Working)
- Environmental Understanding (Working)
8
Small Business Banker Manager, Atlanta Resume Examples & Samples
- 3 years of proven success in consistently meeting or exceeding sales goals; models high ethical standards
- Crisp communication and presentation skills, demonstrated confidence in tailoring messages horizontally and vertically in the organization
- Community leadership
- College Degree-highly preferred
- 5-10 years of sales management and leadership experience in leading an outside sales team focused on business development in financial services
- Proven customer satisfaction track record
9
Center Based Small Business Banker Manager Resume Examples & Samples
- 3-5 years of proven outside sales experience in either financial services or business to business sales
- Retail banking leadership experience a plus
- Business Banking or commercial banking experience a plus
- Experience owning or working with Small Business owners
10
Small Business Banker Resume Examples & Samples
- Bachelor’s degree in finance, economics or business
- 5+ years of small business lending experience in a financial institution
- Additional experience in credit analysis and/or underwriting a plus
- Proven track record of superior financial sales performance
- Must be proficient in MS Word, MS Excel, and MS PowerPoint Total Years of Experience: 5-6+
11
Small Business Banker Queens West Area Resume Examples & Samples
- Develop and execute an integrated and comprehensive territory (2-5 branches) sales plan to achieve desired results. Emphasize acquisition of new to bank clients. Target industries to maximize high probability and high potential
- Activate and energize territory partners to execute sales plan
- Source and provide credit solutions for prospects and clients. The SBB develops credit structure and full credit packages including the deal summary memo for total credit exposure greater than $250K. Credit certified in small business banking. Follow up on credit referrals >$250M from Branch Managers and Business Bankers. Work with Branch staff and customer on preparing proper credit structure and credit package
- Exceptional consulting skills; ability to probe, listen, clarify and present information to advance sales transactions, deepen relationships
- Strong analytic skills and ability to assimilate complex financial and company operating information
12
Small Business Banker Contra Costa Area Resume Examples & Samples
- Achieve desired revenue, sales production, business scorecard and service scores
- Proactively manage portfolio of assigned high value clients. Expand business banking customer relationships by identifying needs and maximizing opportunities. Ensure customer satisfaction and retention. Cross-sell and refer to other business segments
- Ensure all activities are carried out in accordance with all regulatory, legal and government regulations
- Minimum 5 years banking experience, preferably 3 in Business Banking
- Customer oriented and responsive
13
Small Business Banker Union Sq Branch Resume Examples & Samples
- Deliver client satisfaction and relationship profitability. Be primary point of contact
- Effectively leverage, coordinate and organize targeted marketing campaigns, events and new product launches to drive sales activities and fulfill customer needs across territory
- Foster teamwork and small business knowledge in all assigned branches to ensure a positive customer experience. Be accountable to client service scores
- Partner (Commercial Banking, Mortgage, CitiGold , PWM, etc.) to ensure ongoing and appropriate client communication to support maximization and satisfaction of client relationship
- Strictly adhere to internal control policies such as the account opening and credit protocols of accurate collection, completion and updating of all required documentation
- Superior organizational skills
14
Center Based Small Business Banker Manager Inland Empire Resume Examples & Samples
- 3-5 years of successful management and leadership experience in leading a sales team in either financial services or business to business sales where there is significant focus on client/relationship management
- Ability to demonstrate examples of leading, motivating and developing a team in a services focused environment
- Completed Formal Credit/Lending Training
15
Small Business Banker Resume Examples & Samples
- Service business relationships for small business clients with up to $500,000 in Total Business Exposure by delivering and executing on Perfect Client Experience Standards of Excellence. Reiterate the importance of the client's relationship to the Bank to improve retention
- Evaluate and extend credit terms in accordance with policy, recognizing when it is appropriate to seek higher counsel/authority
- Manage discretionary pricing of loans and deposits to ensure an appropriate return
- Very organized and efficient with demonstrated attention to detail and follow-up
16
Small Business Banker Resume Examples & Samples
- 60%:A:Acquisition, Sales & Service
- 30%:B:Account Management & Planning
- 10%:C:Risk Management
- Post Secondary education plus 1–3 years financial service experience
17
Centralized Small Business Banker Resume Examples & Samples
- Excellent Phone Skills
- Excellent outbound / "cold" calling skills required
- Good understanding of deposit and treasury products
- Good understanding of commercial credit
- Sales experience in the financial industry
- 2 plus years customer contact experience
- Telephone based sales experience - 2+ years
- 2 to 5 years of business banking experience and treasury management experience strongly preferred
- Understanding of how BAC core systems work (credit, deposits, treasury)
18
Small Business Banker Resume Examples & Samples
- 60% Acquisition, Sales and Service
- 30% Account Management and Planning
- 10% Risk Management
- Lending Qualified
19
Small Business Banker Resume Examples & Samples
- 3-5 years of proven consultative outside sales experience
- Capable of partnering and negotiating with team of bank
- Proficient with Microsoft Office Products (Word, Excel,
- Demonstrated management of an extensive client portfolio
20
Micro & Small Business Banker Resume Examples & Samples
- Manage and grow your lending and deposit portfolio
- Deliver customer experiences that consistently exceed expectations
- Identify referral opportunities for Small Business Central Sales teams and Bankers in other segments of the organisation
- Processing Business lending applications and driving focused conversations
- Ensure future business growth opportunities are not overlooked
- Hold a Degree in Business/Commerce/ Finance or be working towards completion
- Lending accreditation
- Proven track record of sales results and a passion for servicing customers
21
Centralized Small Business Banker Resume Examples & Samples
- At least two years of sales experience in a goal and/or commission oriented environment
- Ability to work effectively and efficiently and multi-task in a high call volume environment
- Self-motivated and results-oriented
- Strong decision making ability
- Comfortable with ongoing change and learning new technology/processes
- At least an intermediate ability in computer skills. Ability to navigate multiple computer systems while interacting with the customer
- Previous call center experience
- Telephone sales experience
22
Small Business Banker Resume Examples & Samples
- Serve the needs of customers/prospects seeking new deposit and loan relationships
- Calls on potential or existing customers to develop new business or service to increase existing business
- Ensures business customers have resource within the bank
- Networking with local centers of influence
- Responsible for processing micro loan applications
- Maintain an understanding of CRA requirements and census tracts in territory
- Represent the company in community/economic development activities and initiatives; ensure company visibility in all aspects of the community
- Responsible for being a leader in sustaining the Bank’s reputation as an ethical, responsible and integral member of the community
- Other duties as assigned
- Must have high level of interpersonal skills to handle sensitive and confidential documents and situations
- Requires demonstrated poise, tact and diplomacy
- Requires strong verbal and written communications skills
- Excellent customer service and organizational skills
- Ability to handle multiple projects simultaneously and work in a fast-paced environment
23
Small Business Banker Resume Examples & Samples
- Serve the needs of business customers/prospects seeking new deposit and loan relationships
- Outside calling on potential or existing customers to develop new business
- Processing microloan applications for small business customers with revenues of 1 million and under
- Represent the company in community/economic development activities and initiatives
- Networking within the community with referral partners
- Oversee the sales management of retail bankers
- Business Development experience required
- Previous personal banker or branch manager experience working with business customers preferred
24
Small Business Banker Manager Resume Examples & Samples
- Partners with the Financial Center, Small Business Client Management, Customer Contact Center, Merchant, Business Banking and other leadership to deliver an integrated and seamless Bank of America experience for these clients
- Implements sales management routines to acquire new small business relationships and to deepen and retain existing small business clients to enable team success. Actively coaches SBB to drive aggressive goals
- This leader will report to a Small Business Sales Divisional Executive
- Undergraduate degree in business, finance or economics preferred OR minimum 7 yrs relevant work experience
25
Small Business Banker Manager Resume Examples & Samples
- Directly manages a team of Senior Small Business Relationship Managers (SSBRM)
- The team will be the resident experts for Small Business products, services and strategies
- Implements sales management routines to acquire, deepen and retain small business client, including uncovering the small business customer's personal banking needs
26
Centralized Small Business Banker Resume Examples & Samples
- Prior experience handling end-to-end sales cycle from discovering sales opportunities in a rewards based sales position (2-3 years)
- Prior relationship-based banking experience, preferably in a retail banking environment (1-2 years) and outbound sales experience
- Proven track record of enhancing sales performance by providing sales advice and guidance
- Previous sales training preferably from a financial competitor or large sales institution
- Ability to quickly develop customer rapport and credibility to generate sales activity
- Ability to Identify and interpreted customer cues to understand what a customer may or may not be saying in order to adapt communication style to meet the customer’s needs
- Ability to sell one’s self over the phone and deliver solutions in a cogently and timely manner so as not to lose the customer’s attention and direct conversations with customers as needed
- Capable of articulating value of financial solutions and engage customers through questions rather than assuming customer needs
- Capable of deviating from sales plan or script based on a specific customer interaction in order to advise and close a sale; ability to overcome rejection and persist in closing a sale
- Strong computer skills with an ability to multitask in a fast paced environment
27
Small Business Banker Manager Resume Examples & Samples
- Territory includes: San Francisco / North Bay Market
- The SBC team is the primary point of contact within a financial center for walk-in small business customers with annual revenues from $250K up to $5 million
- Majority of their time will be spent working in the field with SBCs, meeting with clients and coaching associates
- Actively coaches SBCs to drive aggressive goals
- Will require market travel
