Valley Bank
Small Business Banker
at Valley Bank
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.
Valley Bank focuses on helping you turn your passions and strengths into assets to propel your ambitions and build your professional legacy. The Small Business Banker develops and manages client accounts for the Small Business Banking Division, ensuring that client accounts meet established requirements and achieve profitability with minimal risk to the financial institution.
Responsibilities
Represents the bank in conducting active prospect and customer business development activities with small business clients (revenue size up to $5M) 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 to cross-sell and generate appropriate 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 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 the Bank's CRA objectives.
Interviews loan applicants, completes applications and gathers required documentation to understand the customer’s financial picture.
Educates the borrower on business line processes, structures, and set expectations.
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 Salesforce.
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
Entry level
Employment type
Full-time
Job function
Finance and Sales
Industries
Banking
Referrals increase your chances of interviewing at Valley Bank by 2x
Sign in to set job alerts for “Small Business Banker” roles. Small Business Banker (Client Acquisition Focus, Southwest Florida)
Bonita Springs, FL — $83,000.00-$143,500.00
Bonita Springs, FL — $41,714.00-$65,000.00
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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at Valley Bank
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.
Valley Bank focuses on helping you turn your passions and strengths into assets to propel your ambitions and build your professional legacy. The Small Business Banker develops and manages client accounts for the Small Business Banking Division, ensuring that client accounts meet established requirements and achieve profitability with minimal risk to the financial institution.
Responsibilities
Represents the bank in conducting active prospect and customer business development activities with small business clients (revenue size up to $5M) 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 to cross-sell and generate appropriate 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 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 the Bank's CRA objectives.
Interviews loan applicants, completes applications and gathers required documentation to understand the customer’s financial picture.
Educates the borrower on business line processes, structures, and set expectations.
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 Salesforce.
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
Entry level
Employment type
Full-time
Job function
Finance and Sales
Industries
Banking
Referrals increase your chances of interviewing at Valley Bank by 2x
Sign in to set job alerts for “Small Business Banker” roles. Small Business Banker (Client Acquisition Focus, Southwest Florida)
Bonita Springs, FL — $83,000.00-$143,500.00
Bonita Springs, FL — $41,714.00-$65,000.00
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