Sr. Business Banker - Broward
Posted on: March 18, 2023
SUMMARY: The Sr. Business Banker is primarily responsible for
the overall success and revenue growth of their assigned book of
business and sales territory, with a focus on new client
acquisition. This is an outside sales position.
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other
duties and special projects may be assigned.
- Originates and grows a portfolio of business (credit and
depository) relationships to achieve stated individual goals.
- Develops and manages relationships with business owners and
other decision makers by learning about the operation, growth
factors and challenges the business faces.
- Retain and achieve revenue growth of the existing book of
business by providing continuous financial advice and maintaining
profitable relationships through securing suitable credit, deposit,
and treasury products.
- Demonstrates proficiency in initiating the client credit
application process through high-impact prospect calls and prompt &
complete financial data collection from prospective clients.
- Possesses proficient knowledge of BankUnited credit policy, as
well as credit and non-credit products the organization offers to
prospective and existing clients.
- Achieves client and prospective client calling objectives.
- Utilizes bank contact management system to retain prospective
client names and records, as well as standard bank templates (such
as term sheet template).
- Attends and actively participates in regularly scheduled
division meetings and on-going training.
- Collaborates with internal business partners to ensure full
"cross-sale" penetration of client relationship.
- Adheres to and complies with applicable, federal and state
laws, regulations and guidance, including those related to
anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act,
- Adheres to Bank policies and procedures and completes required
- Identifies and reports suspicious activity.
EDUCATIONBachelor's Degreeor equivalent experience required
- 10 years related banking sales experience and credit
- equivalent combination of education and experience
- Strong outside sales/cold calling experience required
CERTIFICATES, LICENSES, REGISTRATIONS
- Licensed Real Estate Agent preferred
- Notary License preferred#GoForMore
Keywords: BankUnited, Fort Lauderdale , Sr. Business Banker - Broward, Other , Weston, Florida
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