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Business Banking Specialist
2 months ago
**Job Summary**
We are seeking a highly skilled Business Banking Specialist to join our team at Envision Financial. As a Business Banking Specialist, you will be responsible for managing and growing an assigned portfolio of business banking members and their associated retail banking and wealth management needs.
**Key Responsibilities**
- Develop and execute long-term and weekly sales plans to consolidate and retain existing business and attract new business.
- Proactively solicit new business by pursuing, establishing, and maintaining community contacts and networks with external business organizations and individuals to generate new business and/or referrals.
- Manage and grow an existing portfolio of business banking members; and their associated personal banking and wealth management needs; build long-term relationships with existing members; conduct annual reviews on accounts within the assigned portfolio and ensure all terms and conditions of credit are being met.
- Engage with members, through interviews and other meetings, to identify their current and future financial needs and concerns.
- Provide ongoing advisory services to business banking members; initiate referrals to product specialists as required; achieve or exceed sales and growth targets.
- Utilize the Day in the Life as a guideline to prioritize and manage schedules - to align efforts in reaching goals while offering a remarkable, consistent member experience across Envision Financial.
- As a licensed MFDA Advisor, provide wealth and investment solutions.
- Initiate collection activity in the event of delinquency less than 90 days and recommend appropriate course of action to address significantly delinquent accounts and to maximize recovery of funds.
**Requirements**
- Bachelor's Degree in Business or equivalent combination of education and experience required.
- Must complete the internal Envision Financial certification program specific to this role within the required timeframe.
- Mutual Funds License required.
- 4 years retail/business/commercial lending or commercial credit experience or equivalent required.
- Sales experience preferred.
- Strong relationship builder and communicator with a demonstrated ability to work well in a team environment.
- Results-oriented attitude with demonstrated business development techniques.
- Strong organizational and time management skills with the flexibility to adapt to a constantly changing environment.
- Proficiency in Microsoft Office Applications, specifically MS Excel and Word.
- Displays an understanding of risk and risk ownership by being able to demonstrate adherence to policies and procedures.
**Pay Transparency**
Salary Range: $62,640 - $80,300
Please note, the salary range mentioned in this job posting should serve as a guide. The final compensation offered may vary based on a variety of factors including bonuses and/or incentives, or a candidate's skills and experience. Envision Financial is committed to providing a fair, equitable, and competitive rewards package that reflects the value an individual brings to our organization.
