27 October 2022
Business Banker

Business Banker
Our client, a prestigious financial institution company is looking to hire its next Business Banker
Salary: $70K to $75K (based on experience)
Hialeah, FL
Full time /permanent role/on-site
As the Business Banker, You Will execute integrated sales, service and relationship strategies to support growth and retention of business customers. Develops new-to-bank business relationships as well as crossmarketing of services to existing clients through segment-based sales plans to achieve revenue growth targets and maximize operating capabilities and profitability. You Will maintain frequent interaction with centers of influence, diverse industry segments, community leaders, regulators, and senior business contacts.
Essential Job Duties and Responsibilities:
The employee must comply with all requirements related to the Secure and Fair Enforcement Mortgage Licensing
Act of 2008 (SAFE Act) and its corresponding regulations, including, but not limited to, obtain and maintain an
active record and a unique identifier within the Nationwide Mortgage Licensing System and Registry (NMLSR),
continue to meet said record and associated minimum register standards, including any applicable continuing
education courses set forth by the Safe Act.”
 Solicits business relationships including deposits, loans and treasury services.
 Develops and refers loans leads for commercial area. Pursues lending business development activities
(including low- and moderate-income segments), working in partnership with Commercial Banker.
 Execute integrated sales and relationship strategies that are in alignment with the area business plan to
achieve desired revenue and service hurdles.
 Provide Treasury and Lending specialists with qualified referrals for cross-sell. Assist in closing deals
across all products.
 Use sound judgment in qualifying potential customers/deals as well as recommending the right financial
solutions/products for the customer.
 Partner with other branches (i.e. Residential and Commercial Lending, Treasury, etc.) to ensure ongoing
and appropriate communication to support overall client and franchise objectives.
 Conducts sales initiatives through adequate procedures (telemarketing, direct mail and external
business development. Ensures effective customer retention and growth through ongoing sales and servicing initiatives.
 Maintain frequent interaction with centers of influence, diverse industry segments, community leaders,
regulators, and senior business contacts.
 Through extensive involvement, create local community awareness that the bank is critically focused on
partnering in the community and providing broad, multi-product banking solutions to the middle market
companies housed in the marketplace.
 Ensures implementation of the Bank’s customer service philosophy in regards total customer satisfaction
(knowledge, courtesy, appearance, responsiveness, accuracy and communication).
 Handles customer situations beyond the scope of branch personnel and to ensure timely service.
 Attain to the branch production goals.
 Promote and service all the deposit products available at the bank and open all types of
accounts, including checking, CDs, IRAs, Business Accounts and Safe Deposit Boxes.
 Promote and answer questions regarding the various lending products the bank offers.
 Resolve customer problems and complaints in accordance with the organization’s excellent service policy.
 Answer customer questions and assists customers with all needs, such as: Safe Deposit boxes, issuing
ATM cards, statements, rates, overdrafts, issue temporary checks, etc.
 Assist in implementing operational policy, ensuring transactions are processed in compliance with
federal, state and bank requirements.
 Strictly adhere to internal control policies such as the account opening protocols of accurate collection,
completion and updating of all required documentation.
 Input information to create account data file of new accounts. Perform any maintenance changes on
existing customer’s account, such changes of address, title or rate changes.
 Act as a backup/support to Personal Bankers as needed.
 Support platform weekend schedule.
 Support team when participating in different after hour events.
 Ensure that the organization's activities are carried out in accordance with all regulatory, legal, and
governmental regulations.
 Open and close the branch: maintains and stays abreast of security policies and procedures.
 Assist in generating ideas for improving sales/operational issues with the bank management. Develops,
implements and monitors own sales and service plans.
Other Responsibilities
 Serves on internal committees as required.
 Performs other various duties as assigned.
 Independence of judgment is according to established internal policies and guidelines and assigned
 The impact of errors on this position could affect other departments’ operations as an economic impact
to customers and to the Bank.
Good interaction with Bank’s customers, potential customers and employees.
 Positive attitude as a team player.
Education, Experience, and Skills
 Good understanding of financial institution operations, products and services.
 Minimum four-year college degree, or equivalent banking industry experience.
 Proven knowledge of branch procedures and policies.
 Effective human relations and communication skills.
 Understanding of laws, rules and regulations affecting the banking/lending industry.
 Knowledge of finance and accounting principles necessary to provide lending services.
 Effective human relations and excellent communication/presentation skills, inclusive ability to negotiate and make presentations.
 Good written, reading, supervisory, computer, communication and organizational skills.
 Proven leadership and organizational skills. Able to monitor/motivate/develop the capabilities of
 Stress varies with peak and slow periods of customers traffic.
 Participation in community events.
 Ability to handle pressure.
 Ability to handle multiple priorities in a fast-paced environment.
 Flexibility on working schedule, as in any other branch location.
 Must have a sharp, proven business development focus, preferably within a large financial institution.
 Must be team-oriented.
 Must be able to express a sound opinion, able to agreeably present another viewpoint.
 Knowledge of credit process/credit training a plus.
 Active Driver License.
Minimum Requirements
Must have a sharp, proven business development focus, preferably within a large financial institution.
Demonstrated ability to motivate and influence others.
 Must be able to express a sound opinion, able to agreeably present another viewpoint.
 A banking certification, and, at least 5 years of experience in a similar job is required or equivalent
combination of education and experience sufficient to successfully perform the essential functions of the job is required.
 Knowledge of credit process/credit training a plus.
                        At ttg, “We believe in making a difference One Person at a Time,” ttg OPT