A Small Business Banker is shouldered with the responsibility of understanding the client’s goals and to make the banking process easy for them. While the duties vary greatly based on the type of banking services provided, the following are certain core duties listed on the Small Business Banker Resume – acting as a primary contact person for all customers; helping clients in determining the financial needs and goals; assisting with services and products such as cash management, loans, letters of credit, and foreign exchange; monitoring client’s finances regularly; and at times working as the bank’s advisor.
Summary of skills that can highlight a resume includes the following – inclination towards ales and customer service; the ability to maintain a high level of professionalism, well-versed with the industry standards and amendments in the policies; and sound judgment skills. Strong communication and sales skills are also expected from job applicants. Those with a degree in finance or business management-related courses get a better chance to enter this field.
Objective : As a Small Business Banker, responsible for Providing complete information for the timely preparation of credit packages, make presentations to the proper committee, and make credit recommendations.
Skills : Hardworking, Detail Oriented, Fast Learner, Articulate Proficient With Microsoft Office Word, PowerPoint.
Description :
Achieved desired revenue, sales production, business scorecard and service scores.
Developed and executed an integrated and comprehensive territory sales plan to achieve desired results.
Targeted industries to maximize high probability and high potential.
Activated and energized territory partners to execute sales plan.
Developed a Center of Influence (COI) network by engaging in business networking and community activities.
Maintained frequent interaction with COIs, diverse industry segments, community leaders and senior business contacts.
Proactively managed portfolio of assigned high value clients.
Experience
2-5 Years
Level
Junior
Education
GED
Small Business Banker Resume
Headline : Small Business Banker with 2 years of experience in Monitoring individual loan portfolios for delinquent loans, credit deterioration, and documentation deficiencies and keep files updated with appropriate memorandums while alerting management to any issues.
Skills : Business Development, Business Management, Sales, Coaching, Team Building.
Description :
Led generation to partners and between branches.
Generated over $11 million dollars annually in business production, including Commercial Loan referrals.
Actively pursued prospecting and successfully converting leads into customers.
Ability to open, develop, and close sales.
Contributed to Bank profitability by building, developing, managing new, and expanded client relationships.
Underwrote new business loans and lines transactions.
Emphasized acquisition of new to bank clients.
Experience
5-7 Years
Level
Executive
Education
Bachelor of Science
Small Business Banker Resume
Objective : Possess several years of experience providing Customer Service in Small Business Banker a variety of environments. Experience in high volume call centers taking inbound and outbound calls, collections, and account management. Also have data entry skills, strong attention to detail, and can accurately and thoroughly explain processes.
Skills : Management Skills, Communication Skills, MS Office.
Description :
Built a quality external network of business relationships within your small business banking community.
Leveraged the power of our company by working closely with internal partners to deliver an integrated and seamless Bank of America experience for clients.
Provided end-to-end comprehensive guidance and solutions to small business clients by uncovering their life priorities and matching them with financial solutions.
Delivered client presentations with confidence, including in-depth credit analysis to recommend appropriate credit option strategies to help small business clients achieve their goals.
Stayed abreast of changing business trends that impact the small business segment and translate those trends into business opportunities.
Provided small business related guidance to financial center associates through huddles and team meetings.
Provided continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience.
Experience
2-5 Years
Level
Junior
Education
GED
Small Business Banker Resume
Objective : Highly qualified Small Business Banker with experience in the industry. Enjoy creative problem solving and getting exposure on multiple projects, and would excel in the collaborative environment on which your company prides itself.
Skills : Microsoft Office, Calendaring, Communication.
Description :
Established solid records of achievement, advancing through increasingly responsible business banking positions.
Ensured integrity and consistency in the business workflow.
Specialized in small business management by expanding company growth.
Provided support in treasury management, equipment financing, as well as other business-related lines of credit.
Selected Accomplishments: Consistently maintained 100% or better of established production goals; achieved 150% of merchant business goal set at roughly 4 5 closed merchant contracts per month.
Recognized for exceeding production revenue as one of the top 5 business bankers in the district.
Recommended credit and pricing for clients.
Experience
2-5 Years
Level
Junior
Education
Diploma
Small Business Banker Resume
Objective : Small Business Banker with 2+ years of experience in Providing relationship support to Branch and Servicing personnel regarding deposit and lending opportunities and any related questions or issues.
Skills : Negotiation, ADR, Litigation, Drafting.
Description :
Achieved customer acquisition and relationship deepening sales goals for small business customers by acquiring new business through business development activities including but not limited to referrals from existing clients and outbound activities.
Utilized effective calling techniques and lead management to generate new small business customers from branch-based top customer lists and other targeted lead lists including prospect leads.
Developed the center of influence by engaging in business networking activities.
Provided ongoing coaching to Branch staff to effectively identify referral opportunities.
Proactively contacted existing small business customers to expand and deepen relationships and ensure all financial service needs are met.
Provided clients with core banking products and services designed to increase account profitability.
Collaborated with clients to assess financial situations and develop strategic business planning solutions.
Experience
2-5 Years
Level
Junior
Education
BS
Small Business Banker Resume
Objective : Seeking a Small Business Banker profession with an outstanding career opportunity that will offer a rewarding work environment along with a winning team that will fully utilize management skills.
Skills : Hardworking, Detail-oriented, Fast learner.
Description :
Generated sales lead through a network of retail staff, local chambers of commerce & not-for-profit organizations.
Conducted due diligence to ascertain the applicant's credit strength and approval chances.
Assembled loan packages and closed approved loans.
Represented the bank as the youngest Board of Director at the Uptown Chamber of Commerce.
Promoted to Small Business Banker in recognition of outstanding performance as a private and commercial banker in the Evanston IL branch.
Obtained marketing knowledge and created banker/business relationships.
Able to assess and analyze the financial conditions of clients and industry trends.
Experience
2-5 Years
Level
Executive
Education
G.E.D
Small Business Banker Resume
Objective : As a Small Business Banker, responsible for developing strategies for maintaining and deepening existing relationships, analyzing financial statements and generate cash-flow analysis, etc.
Skills : Communication Skills, Analysing Skills, MS Office.
Description :
Led strategic planning activities for developing business plans to meet goals.
Developed strategies for maintaining and deepening existing relationships.
Assisted customers in analyzing problems and proposed solutions.
Balanced the needs of client/prospect with Bank credit standards and profitability requirements.
Built relationships and include appropriate business partners to create client solutions.
Analyzed financial statements and generate cash-flow analysis.
Negotiated terms and conditions of client loans.
Experience
2-5 Years
Level
Junior
Education
GED
Small Business Banker Resume
Objective : Highly educated, talented, innovative, a result-oriented leader with expertise in presenting financial solutions. High analytic thinking with demonstrated talent for identifying, scrutinizing, improving, and streamlining complex work processes. Adept at developing an overall client strategy through a thorough analysis of opportunities, risks, and impacts to my clients.
Skills : Sales, Customer Relationship Management, Business Development.
Description :
Primarily responsible for handling the end-to-end sales cycle.
Quickly developed client rapport and credibility to generate sales activity.
Proactively educated, informed and retained clients by locating proper business solutions for their respective profiles.
Managed all aspects of clients' banking responsibilities including deposit accounts, credit/lending, and treasury profiles.
Provided exceptional customer service and solutions to complex issues.
Managed and grown a book of business that started with 300 clients and grew to 540 clients in one year.
Collected and analyzed financial statements which include but are not limited to: Balance sheets, profit/loss statements, and business tax returns which are used to help determine creditworthiness as well as treasury management needs of the business.
Experience
2-5 Years
Level
Executive
Education
BS
Small Business Banker Resume
Objective : Small Business Banker with 2+ years of experience in delivering client presentations with confidence, including in-depth credit analysis to recommend appropriate credit option strategies to help small business clients achieve their goals.
Skills : MS Office, Planning Skills, Business Banker.
Description :
Assisted clients with financial analysis.
Extended knowledge of small business financial products and services.
Excellent understanding of credit and finance.
Examined various financial statements for accuracy, completeness, and guidelines.
Assisted clients with business projections and thorough research.
Recommended financial services by forecasting business gross sales as well as supporting our internal and external clients' needs.
Responsible for generating growth in balances through the sale, marketing, promotion, and referral of products utilizing a proactive and disciplined approach.
Experience
2-5 Years
Level
Executive
Education
BS
Small Business Banker Resume
Objective : To establish a long-term career in a company where I may utilize my Small Business Banker professional skills and knowledge to be an effective business banker and inspiration to those around me.
Skills : Microsoft Office, Managing Skills, Communication Skills.
Description :
Responsible for all business accounts between one to five million.
Helped them with loans and helped to get the appropriate products for their business needs.
Invited to be a member of leadership Pocatello helping the city grow.
Managed time well and spent a lot of time finding so clients.
Able to nurture relationships between the bank and small businesses ensuring loyalty.
Worked with partners to refer to merchant service, treasury, and more complex lending needs for premier business banking clients.
Coached and assisted personal bankers with complex business inquiries and in identifying new business opportunities.
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