Valley Bank
Small Business Banker (Client Acquisition Focus, Southwest Florida)
Valley Bank, Bonita Springs, Florida, United States, 33923
Small Business Banker (Client Acquisition Focus, Southwest Florida)
Small Business Banker (Client Acquisition Focus, Southwest Florida)
4 hours ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. This range is provided by Valley Bank. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range
$83,000.00/yr - $143,500.00/yr Direct message the job poster from Valley Bank Why You Should Consider This Opportunity: High-Impact Sales Role : With 70% of the role focused on new client acquisition, this is a prime opportunity for a motivated banker to grow their portfolio and drive meaningful revenue from day one. Robust Referral & Product Ecosystem : Leverage strong COI networks and collaborate across business lines—like Treasury, Mortgage, and Middle Market—to deliver comprehensive financial solutions and maximize cross-sell potential. Community & Career Growth : Represent Valley in civic and CRA initiatives while building lasting client relationships, expanding your professional network, and positioning yourself for long-term advancement in commercial banking. Responsibilities include but are not limited to: Represents the bank in conducting active prospect and customer business development activities with small business clients (-$5MM in revenue size) designed to generate new deposit, loan, treasury and other fee income and related business for the line of business while meeting any of the Bank's assigned and/or prospective business customers' needs. Manages relationships with small business banking clients through a consistent process of outreach, nurturing and growth. Establishes strong referral network and relationships with real estate agents, brokers, CPA's, accountants, attorneys, and other Centers of Influence (COI's). Develops strong professional relationships with other Bank department associates as well as supplemental business lines and vendors to cross sell and generate appropriate business product and service recommendations to help clients meet their goals and expand client relationships. Actively collaborates with other lines of business to ensure the clients specific needs are met. Provides quality customer service to existing customers and accounts through problem resolution and maintains consistent communications with clients through onsite visits and outbound calls. Develops and maintains intimate knowledge of the policies, Bank guidelines for their business line. Refers lending opportunities to Business Banking and Middle Market, treasury management, Highland Capital, FiServ and ADP, residential mortgage, and deposit relationships to bank partners. Participates in civic and community activities to promote the Bank's diverse products and services, maintain professional network relationships and strengthen community ties. Serves on CRA Board or committee to help strengthen communities and meet Bank's CRA objectives. Interview loan applicants, completing applications and gathering required documentation in order to have a full understanding of the customer's financial picture. Educates the borrower on business line process, structure, and set expectations. Requirements Required Skills: Excellent interpersonal skills and written and verbal communication skills. Ability to calculate figures and amounts such as discounts, interest and percentages. Ability to work independently, manage multiple projects and meet deadlines. Ability to prioritize and organize assignments while working on multiple projects simultaneously. Intermediate PC skills, knowledge of Microsoft Office software and referral tracking programs such as Sales Force. Required Experience: High School diploma or GED with a minimum of 3 years of related bank lending sales experience or a combination of sales/credit analysis experience. Strong Book of Business and COIs to drive immediate productivity. Preferred Experience: Bachelor's degree in Business, Accounting or Finance with a minimum of 3 years of bank lending sales experience and a minimum of 1 year of credit analysis experience. Seniority level
Seniority level Associate Employment type
Employment type Full-time Job function
Industries Banking Referrals increase your chances of interviewing at Valley Bank by 2x Inferred from the description for this job
Medical insurance Vision insurance 401(k) Paid maternity leave Paid paternity leave Tuition assistance Disability insurance Get notified about new Small Business Banker jobs in
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Relationship Banker - Fort Myers Cape Coral Market
Relationship Banker - Fort Myers Cape Coral Market
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
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Small Business Banker (Client Acquisition Focus, Southwest Florida)
4 hours ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. This range is provided by Valley Bank. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range
$83,000.00/yr - $143,500.00/yr Direct message the job poster from Valley Bank Why You Should Consider This Opportunity: High-Impact Sales Role : With 70% of the role focused on new client acquisition, this is a prime opportunity for a motivated banker to grow their portfolio and drive meaningful revenue from day one. Robust Referral & Product Ecosystem : Leverage strong COI networks and collaborate across business lines—like Treasury, Mortgage, and Middle Market—to deliver comprehensive financial solutions and maximize cross-sell potential. Community & Career Growth : Represent Valley in civic and CRA initiatives while building lasting client relationships, expanding your professional network, and positioning yourself for long-term advancement in commercial banking. Responsibilities include but are not limited to: Represents the bank in conducting active prospect and customer business development activities with small business clients (-$5MM in revenue size) designed to generate new deposit, loan, treasury and other fee income and related business for the line of business while meeting any of the Bank's assigned and/or prospective business customers' needs. Manages relationships with small business banking clients through a consistent process of outreach, nurturing and growth. Establishes strong referral network and relationships with real estate agents, brokers, CPA's, accountants, attorneys, and other Centers of Influence (COI's). Develops strong professional relationships with other Bank department associates as well as supplemental business lines and vendors to cross sell and generate appropriate business product and service recommendations to help clients meet their goals and expand client relationships. Actively collaborates with other lines of business to ensure the clients specific needs are met. Provides quality customer service to existing customers and accounts through problem resolution and maintains consistent communications with clients through onsite visits and outbound calls. Develops and maintains intimate knowledge of the policies, Bank guidelines for their business line. Refers lending opportunities to Business Banking and Middle Market, treasury management, Highland Capital, FiServ and ADP, residential mortgage, and deposit relationships to bank partners. Participates in civic and community activities to promote the Bank's diverse products and services, maintain professional network relationships and strengthen community ties. Serves on CRA Board or committee to help strengthen communities and meet Bank's CRA objectives. Interview loan applicants, completing applications and gathering required documentation in order to have a full understanding of the customer's financial picture. Educates the borrower on business line process, structure, and set expectations. Requirements Required Skills: Excellent interpersonal skills and written and verbal communication skills. Ability to calculate figures and amounts such as discounts, interest and percentages. Ability to work independently, manage multiple projects and meet deadlines. Ability to prioritize and organize assignments while working on multiple projects simultaneously. Intermediate PC skills, knowledge of Microsoft Office software and referral tracking programs such as Sales Force. Required Experience: High School diploma or GED with a minimum of 3 years of related bank lending sales experience or a combination of sales/credit analysis experience. Strong Book of Business and COIs to drive immediate productivity. Preferred Experience: Bachelor's degree in Business, Accounting or Finance with a minimum of 3 years of bank lending sales experience and a minimum of 1 year of credit analysis experience. Seniority level
Seniority level Associate Employment type
Employment type Full-time Job function
Industries Banking Referrals increase your chances of interviewing at Valley Bank by 2x Inferred from the description for this job
Medical insurance Vision insurance 401(k) Paid maternity leave Paid paternity leave Tuition assistance Disability insurance Get notified about new Small Business Banker jobs in
Bonita Springs, FL . Relationship Banker II (Bonita Springs Branch)
Bonita Springs, FL $42,390.69-$50,378.50 1 week ago Relationship Banker - Bonita and I-75 Financial Center
Retail Market Manager III or IV - Fort Myers
Senior Small Business Relationship Banker (Cape Coral Branch)
Cape Coral, FL $48,953.58-$56,591.50 1 month ago Relationship Banker - Six Mile Cypress and Daniels - Fort Myers, FL
Relationship Banker - Pine Island and Burnt Store - Cape Coral, FL
Relationship Banker - Fort Myers Cape Coral Market
Relationship Banker - Fort Myers Cape Coral Market
Relationship Banker - Fort Myers Cape Coral Market
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr