Builtwell Bank · 5 months ago
Commercial Banking Advisor
Chattanooga, Tennessee, United States
Full-time
Onsite
Senior Level, Lead/Staff
10+ years expBuiltwell Bank is focused on serving family-owned businesses in their communities. The Commercial Banking Advisor is responsible for developing, growing, and maintaining a portfolio of commercial accounts while acting as a trusted financial advisor to clients.
BankingFinanceFinancial Services
Responsibilities
Engage in active and disciplined calling program to generate new relationships for the Bank. The goal of our calling program IS NOT to sell but rather to find those customers which acknowledge pain in their existing relationship and desire to remove the pain
Lend financial analysis expertise to prospects to help determine best options available for removing acknowledged pain
15 – 20 Face to Face calls per week with the results of each call being input into our advanced CRM (Customer Relationship Management) system
Work with portfolio management staff (credit analysis) in analyzing credits to determine areas of risk and ways to mitigate evidenced risk
Develop those around you by sharing knowledge and helping them to improve their skill sets
Regular and predictable attendance
Serve as a trusted financial advisor to our customers primarily by having frequent financial checkups. These meetings consist of communicating the results of internal analysis of financial trends using industry comparison. The goal of these meetings is to help set strategy with regard to possible areas of improvement
Qualification
Required
10 + years' experience and enjoy working in strong sales environment
Company
Builtwell Bank
Builtwell Bank is a community bank that offers loans, mortgages, insurance, credit cards, and other banking services.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Mitch Sanford
President
Company data provided by crunchbase