Valley National Bank
Small Business Banker - Fort Lauderdale, FL
Valley National Bank, Tallahassee, Florida, United States
Small Business Banker - Fort Lauderdale, FL
At Valley Bank, we believe in people’s growth potential. We invest in it. We protect it. We focus it. For nearly 100 years, we’ve been the Bank that clients from every industry turn to for our expertise, strategies, and advice-building the kind of trust that can fuel every goal. We are the leading relationship bank built for growth—with over $60 billion in assets, 3,800 experts, and more than 200 consumer branches and commercial banking offices in communities across the US. At Valley, we’re driven by an ambition that goes deeper than just having a job. When you work for us, we help you focus on what drives you—working to turn your passions and strengths into assets you can use to propel your ambitions and build the professional legacy you want. The relationship-bank-for-growth mindset applies to all associates as well as our clients. Overview
The Small Business Banker develops and manages client accounts for the Small Business Banking Division, ensuring that these client accounts meet established requirements and maximize profitability to the financial institution at minimum risk. Responsibilities
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 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 a strong referral network and relationships with real estate agents, brokers, CPAs, accountants, attorneys, and other Centers of Influence (COIs). Develops strong professional relationships with other Bank department associates and 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 client’s 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 and Bank guidelines for the business line. Refer 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, complete applications and gather required documentation to have a full understanding of the customer’s financial picture. Educates the borrower on business line process, structure, and set expectations. Requirements
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 Salesforce. 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. Details
Full-time FLSA: Exempt Location: 1 SW 129th Ave Suite 100, Pembroke Pines, Florida 33027, United States Total Rewards and Pay
We provide a comprehensive and competitive total rewards package including base salary determined by role, experience, skill set, and location. Eligible positions may also receive commission-based compensation and/or discretionary incentive compensation, which may be awarded as cash or equity, recognizing individual performance and contributions. We offer a robust benefits package including health care and insurance plans, retirement savings options, tuition and adoption reimbursement programs, paid time off, mental health support, and other programs. Details will be shared during the hiring process. Pay Range: The estimated pay range for this job is $83,100.00 - $143,500.00 per year. The actual pay rate depends on qualifications and experience. Pay Transparency: To comply with applicable laws, salary ranges are disclosed where required by law.
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At Valley Bank, we believe in people’s growth potential. We invest in it. We protect it. We focus it. For nearly 100 years, we’ve been the Bank that clients from every industry turn to for our expertise, strategies, and advice-building the kind of trust that can fuel every goal. We are the leading relationship bank built for growth—with over $60 billion in assets, 3,800 experts, and more than 200 consumer branches and commercial banking offices in communities across the US. At Valley, we’re driven by an ambition that goes deeper than just having a job. When you work for us, we help you focus on what drives you—working to turn your passions and strengths into assets you can use to propel your ambitions and build the professional legacy you want. The relationship-bank-for-growth mindset applies to all associates as well as our clients. Overview
The Small Business Banker develops and manages client accounts for the Small Business Banking Division, ensuring that these client accounts meet established requirements and maximize profitability to the financial institution at minimum risk. Responsibilities
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 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 a strong referral network and relationships with real estate agents, brokers, CPAs, accountants, attorneys, and other Centers of Influence (COIs). Develops strong professional relationships with other Bank department associates and 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 client’s 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 and Bank guidelines for the business line. Refer 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, complete applications and gather required documentation to have a full understanding of the customer’s financial picture. Educates the borrower on business line process, structure, and set expectations. Requirements
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 Salesforce. 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. Details
Full-time FLSA: Exempt Location: 1 SW 129th Ave Suite 100, Pembroke Pines, Florida 33027, United States Total Rewards and Pay
We provide a comprehensive and competitive total rewards package including base salary determined by role, experience, skill set, and location. Eligible positions may also receive commission-based compensation and/or discretionary incentive compensation, which may be awarded as cash or equity, recognizing individual performance and contributions. We offer a robust benefits package including health care and insurance plans, retirement savings options, tuition and adoption reimbursement programs, paid time off, mental health support, and other programs. Details will be shared during the hiring process. Pay Range: The estimated pay range for this job is $83,100.00 - $143,500.00 per year. The actual pay rate depends on qualifications and experience. Pay Transparency: To comply with applicable laws, salary ranges are disclosed where required by law.
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