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Financial Services Sales Agent
Inverness, FL

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Now viewing: Business Banker I, II or III (Level will be determined by experience) | Inverness
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Capital City Bank

Business Banker I, II or III (Level will be determined by experience) | Inverness

Job Description

Job Description Help for Job Description. Opens a new window. Business Banker - Capital City Bank - More than your bank, Your Banker. General Summary This position delivers a full range of banking services to businesses and business owners and places emphasis on client contact, sales, and service. The position requires significant outside business development activities. This position requires the associate to drive on behalf of the Bank and the associate must adhere to Bank's Motor Vehicle Guidelines. Compliance with the S.A.F.E. Act, registration in the NMLS Registry is required. This position requires the associate to drive on behalf of the Bank and the associate must adhere to Bank's Motor Vehicle Guidelines. May require increased minimum limits and therefore an increase in premiums. In compliance with the S.A.F.E. Act, registration in the NMLS Registry is required. All associates at Capital City Bank, Capital City Wealth, and Capital City Home Loans have access to confidential client information and must practice discretion at all times. Principal Duties and Responsibilities
  • Responsible for loan production, deposit production, fees, credit quality and referrals each incentive period as well as maintaining and servicing current client portfolio. Responsible for growing the overall Business Banking portfolio. Goals will be provided.
  • Operates with various degrees of authority and specialization.
  • Responsible for calling on retail clients and prospects, referrals and joint revenue opportunities with Corporate Banking, Commercial Real Estate and other Business Partners is expected.
  • Build, maintain and grow quality client portfolios that bring revenue to the Bank.
  • Support of overall Bank production goals as outlined by quarterly targets and scorecards.
  • Responsible for sales and service of existing businesses and business owners within the departmental portfolio.
  • Responsible for identifying business production opportunities and ability to identify referrals to business partners.
  • Meets with clients to discuss small business needs and recommends ways in which the bank can serve their needs.
  • Proactive business development and calling within assigned market areas.
  • Cross sells a full range of business banking services and products through joint efforts with Business Partners to present to potential clients.
  • Active community participation and visibility.
  • Demonstrates consistent behaviors that support Top of House and department specific strategic goals.
  • Employer determines the essential functions of the job.
All associates must understand and adhere to the non-negotiable Banker Standards and commit to practicing SGNNT (smile, greet, name, name, thank you) at all times. Associates will consistently follow policies and procedures as established by Capital City Bank, Capital City Wealth, and Capital City Home Loans, with department managers setting the standard. Associated Duties
  • Provides additional support to manager and department colleagues.
  • Partners with assigned Client Service Managers and designated Business Partners.
  • Completes all assignedrequired Bank training within established timelines.