First Financial Bank · 1 week ago
Business Specialist I (Indianapolis)
IN - Indianapolis - Meridian St
Full-time
Onsite
Mid Level
$66K/yr - $88K/yr
3+ years expFirst Financial Bank is committed to providing excellent service to small business clients. The Business Specialist I role focuses on developing and maintaining profitable small business banking relationships, identifying client needs, and recommending appropriate financial products and services.
BankingCreditDebit CardsFinanceFinancial ServicesLending
Responsibilities
Partner with Retail Banking leadership and Business Program Manager to execute against consumer bank strategies and objectives to attract, retain and grow core small business segment relationships, fulfill client’s financial needs and provide a fIRST Class Client Experience
Develops and implements strategies/plans to engage districts and markets, establishes behaviors and routines to achieve success in the small business segment, achieving established individual production and growth goals, district and region goals and objectives
Responsibility to manage, deepen and grow client relationships with a primary focus on business relationships with credit and deposit exposure assigned to the small business segment
Initiate and maintain client and prospect contact through timely and relevant contact strategy, including but not limited to client interaction in the banking center, telemarketing, digital and/or participating in various activities and events outside of normal working hours
Establishes personal sales plans/strategies for assigned districts and region to achieve success in the small business space, leveraging and following up on leads and campaigns to deepen and win new core small business relationships, anchored with a small business checking account
Coordinates new loan origination requests, conducts loan closings, opens new Small Business Banking deposit account relationships, and takes on a holistic approach when discussing client needs by referring other Bank products and services as necessary throughout the bank
Supports Business Program Manager and Retail Leadership by consulting with other Small Business Bankers and Banking Center teams on challenging/complex situations with small business clients and working to identify new introductions and opportunities
Serves as a liaison and knowledge resource for financial center teams and associates with respect to small business products, services, promotions, program enhancement, etc. that impacts how we succeed in the small business segment
Assists program manager with providing leadership, feedback and guidance within the small business segment that leads to improving the program and long-term success in the small business segment within the assigned districts and region
Participates bank marketing and sales promotions focused on the small business segment, especially within the district and assigned region; contributes to initiatives and programs designed to promote organization’s strategic priorities
Complies with all bank, loan and regulatory guidelines and policies, maintaining operational excellence with loans and deposits within the portfolio
Identify and develop the small business client segment book of business; provide in-market support and involvement in fostering client relationships and uncovering opportunities
Function as client’s personal trusted advisor by adding value and building deep client relationships by utilizing the First Client Conversation Model
Participate and lead in the First Financial Bank Experience by being active in site center huddles, district and region meetings to support sales and service activities across the markets they serve
Consistently meet or exceed sales and referral goals as set by management, by effectively collaborating with lines of business in an effort to assist clients meet their dedicated financial needs
Provide coaching and feedback to the financial center teams in the referral and sales activities with a specific focus on the small business client segment
Hold periodic meetings with district and market leadership, as well as regional presidents and key stakeholders supporting the region and program, to align all resources around our plan and to prioritize actions
Create powerful strategic partnerships with internal and external partners to establish priorities and identify needs in the small business space within the communities we serve. Build relationships that will allow us to create opportunities for FFB to partner with organizations in the community to create plans, strategies, and tactics that serve the small businesses and owners
Leverage connections within the communities assigned to actively market campaigns, promotions, and products that are applicable to small businesses and their owners/employees
Accountable for performance of the district and region from a small business development perspective, and leadership of the local teams. This is accomplished through on-going coaching, development and performance management, development planning, on-going performance feedback and coaching on results
Knowledgeable and proactive with assisting clients seeking an SBA loan with First Financial. Lead the process with clients, partnering with the SBA team and processors to properly service and work the SBA claims. Be involved with ensuring proper policies, procedures, servicing activities, and internal controls are being performed to the satisfaction of the SBA, as well as Risk Management
Time spent in activities will fluctuate as needed to support the achievement of the customer segment goals and objectives
This role is also responsible for the adherence to all compliance and regulatory procedures. Including, but not limited to: BSA, Check 21, CIP, CRA, HMDA, Reg B, Reg D, Reg E, Reg CC, Truth in Savings, Privacy Compliance and the Patriot Act
Qualification
Required
3-4 years client experience in Retail Banking and/or in the financial services industry with experience working with business owners
3-4 years sales and service experience with previous success in achieving sales and service goals in retail environment or in a retail or business banking role within First Financial
Bachelor's Degree or equivalent experience combination of education and work experience in sales preferred
Familiarity with consumer and small business credit
Demonstrated success with consultative, needs-based selling
Experience working with senior levels of organizations with strategic planning and execution
Excellent interpersonal, verbal and written communication, organizational, managerial and project management skills
Well-developed customer relations skills; ability to influence without authority
Ability to manage multiple tasks/projects and deadlines simultaneously
The ability to work well independently with limited direct supervision
Strong product knowledge related to consumer and commercial deposits, investments, consumer loans, business loans and treasury management
Demonstrated ability to work both independently and as part of a team
Benefits
We have relevant, thoughtful benefits and programs that support every aspect of our associates' holistic wellbeing.
Company
First Financial Bank
First Financial Bank has been in the business of client service and success for more than 150 years.
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
$300M2025-11-06Post Ipo Debt· $300M
1983-12-30IPO
Leadership Team
Rick Dennen
Chief Corporate Banking Officer
Recent News
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