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Sr. Business Banker - Broward

Company: BankUnited
Location: Weston
Posted on: March 18, 2023

Job Description:

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, etc.).
  • Adheres to Bank policies and procedures and completes required training.
  • Identifies and reports suspicious activity.

    EDUCATIONBachelor's Degreeor equivalent experience required
    • 10 years related banking sales experience and credit trainingrequired
    • equivalent combination of education and experience required
    • Strong outside sales/cold calling experience required

      • Licensed Real Estate Agent preferred
      • Notary License preferred#GoForMore

Keywords: BankUnited, Fort Lauderdale , Sr. Business Banker - Broward, Other , Weston, Florida

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