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Investar Bank, National Association · 4 months ago

Business Banking Relationship Manager II

Veterans, Metairie, LA, US

Full-time

Onsite

Senior Level

5+ years exp

Investar Bank, National Association is a financial institution that focuses on meeting the needs of small business clients. The Business Banking Relationship Manager II is responsible for managing a portfolio of Business Banking loans, building relationships with clients, and collaborating with branch managers to grow the Business Banking sector.

BankingFinancial ServicesVenture Capital

Responsibilities

Directly or indirectly manages a portfolio of Business Banking loans

Collaborates with Branch Managers on related training in order to develop and grow Business Banking

Proactively identifies and engages with potential Business Banking customers through networking, community involvement, and referrals

Builds and maintains strong relationships with existing Business Banking clients, fostering trust and long-term partnerships

Collaborates with sales and leadership to secure, retain, and Business Banking clients

Collaborates with management on sales goals, planning, and forecasting as needed

Provides exceptional customer service, acting as a trusted advisor to clients and helping them navigate their financial decisions

Makes cold/warm calls and multiple outbound calls to potential clients as necessary

Understands client needs and offers solutions and support through a consultative process

Closes sales and works with client through the closing process as applicable

Ensures that their work is following all applicable laws, regulations, policies and guidelines

Performs all other duties as assigned

Qualification

Business Banking experienceLending services knowledgeNCino Loan Origination SystemConsultative sales skillsFinancial analytical skillsComputer knowledgeMS Office softwareVerbal communication skillsWritten communication skillsOrganizational skillsTime management skills