Meridian Bank · 1 week ago
SBA Business Development Officer
Greater Philadelphia
Full-time
Onsite
Mid Level
3+ years expMeridian Bank is an innovative team of experts serving the financial needs of entrepreneurs, businesses and individuals. The SBA Business Development Officer is responsible for the origination of SBA loans, working directly with referral sources to obtain qualified candidates and ensuring compliance with bank policies.
BankingFinancial Services
Responsibilities
Valid Driver’s License
Prospect, secure meetings, and close new business by qualifying opportunities and with key decision makers in enterprise companies
Consult with prospects to determine the best solutions for their specific needs. Recommend solutions, prepare and present proposals and get contracts executed
Identify appropriate business partners for joint calling, follow up appointments, and business presentations
Drive sales goals to achieve budgets and financial targets
Achieve all individual activity and revenue targets set by the company
Keep current with all Meridian product information, pricing and contract terms
Attend sales seminars, sales meetings or educational activities to stay up-to-date on the latest developments, trends, and regulations in the market place
Log sales activity (prospecting, opportunities, revenue, next steps) to be reviewed by supervisor
Travel, as required, to meet prospects and customer face-to-face
Anticipate short and long term changes with the prospect and implement strategies for success
Establish and grow client relationships
Develop account plans and partnerships
Implements strategies to achieve goals assigned to the department; assists in the development of the annual budget
Organizes the work and activities of the department in order to achieve established goals; monitors the efficiency and performance of the department versus established standards
Communicates with division manager to facilitate coaching opportunities
Communicates with the Division Manager, other department managers, and appropriate staff in order to integrate goals and activities
Provides periodic reports to the Division Manager and other groups as required throughout the Bank
Exemplifies and promotes Meridian Bank’s Core Values (Our Partners, Our People, Our Bank and Our Communities) and aligns department goals and objectives with these values
Abides by the current laws and organizational policies and procedures designed and implemented to promote an environment which is free of harassment and other forms of illegal discriminatory behavior in the work place
Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the Bank’s compliance with all regulatory requirements, e.g. Community Reinvestment Act (CRA), Bank Secrecy Act (BSA), Equal Credit Opportunity Act, etc
Other duties as assigned
Qualification
Required
Bachelor's degree in Finance or related field
Minimum of 3 years' experience in SBA Lending or related Business Development
Ability to work in a team environment as a role player and leader
Strong computer skills (MS Office, etc.)
High degree of attention to detail and ability to multitask
Exemplifies Meridian's Core Values
Valid Driver's License
Excellent verbal and written communication skills
Strong problem solving and analytical skills
Leadership Skills
Consistently visible and demonstrates leadership competencies
Managing Upward
Actively seeks coaching
Strong organizational and time management skills
Ability to define problems and propose solutions
Relationship management skills and ability to interface confidently with associates of all levels, including senior executives, business unit and department heads
Company
Meridian Bank
Meridian Bank is a full service financial institution.
201-500 employees
Funding
Current Stage
Public CompanyTotal Funding
$40M2019-12-31Post Ipo Debt· $40M
2017-11-06IPO
Leadership Team
Christopher McDermott
Senior Vice President
Recent News
Meridian Corporation
2025-10-24
Meridian Corporation
2025-07-25
2025-06-11
Company data provided by crunchbase