Business Banking Team Leader

Business Banking Team Leader

Requirements

• MBA preferred; Bachelors degree or 3-5 years of relevant work experience required
• 7+ years in commercial lending experience
• Knowledge of software utilized within the department, specific familiarity with Word, Excel
• Ability to read and analyze financial statements and tax returns
• Excellent credit skills
• Excellent understanding of product specialties available to Business Banking customers and the ability to identify sales opportunities within the product sets
• Self motivated, well organized
• Excellent verbal and written communication skills with the ability to interact with all levels of bank personnel as well as clients and potential customers
• Thorough knowledge of bank’s policies, products and services
• Ability to work under critical time constraints
• Ability to function professionally at many different levels (client, management, peers)
• Attendance at functions outside of normal working hours
• May involve substantial travel

Responsibilities

• Knowledge of and adherence to Bank’s Credit Policy, and use of lending authority, accordingly
• Provide direction to team members in: Development of new banking relationships, Servicing of existing client base, Achievement of assigned goals, Coordination with branch partners in maximizing sales efforts and cross sales, Networking with centers of influence and other referral sources, Negotiating with underwriters and clients to maximize revenue and minimize risk, Utilization of prescribed selling techniques to maximize sales opportunities
• Achieve sales goals equaling the sum of personal and team members’ goals with minimum expectations as follows: Revenue goal of $750M or greater, Loan production goal of $20MM or greater, Deposit balance production of $3MM or greater
• Oversight of team’s relationship managed clients, with the expectation of no more than 10 clients handled personally
• Participation in civic and cultural organizations and programs. Maintenance and creation of relationships with COIs, and other referral sources
• Assists Regional Business Banking Manager with development of department strategy, and budget planning and management
• Responsible for interacting with loan analysts, underwriters and customers on lender’s behalf to facilitate loan production
• Provision of support and problem solving for lenders on loan structuring on complex credits; joint sales calls
• Coordination of efforts of lenders and branch managers via communication with Area Sales managers to achieve mutual market goals
• Keep current with customer demand for deposit products, information reporting systems, investment methods, etc.

Preferred Qualifications

• 3-5 years in Supervisory or branch management experience preferred