• Provide financial counseling and world-class customer service to all internal and external clients. 

• Build new SBA and conventional banking relationships (deposits and loans), calling on prospective and current clients to discuss their financial needs, and leveraging a disciplined sales process to obtain and maintain the relationship.  

• Support assigned branches to attain their Business goals. 

• Actively monitor the portfolio and address any exceptions promptly with management. 

• Record and report calling and pipeline activities weekly. 

• Leverage the established sales process in pursuit of additional relationships.  

• Maintain primary focus on small business relationships (credit exposure of up to $1 MM) 

• Cross-sell Bank products and services to build full-service relationships. 

• Provide effective financial analysis, complete information for timely preparation of credit packages, and present credit recommendations to the proper decisioning authority.  

• Develop a referral network by calling on Centers of Influence within the communities you serve. 

• Source and provide referrals in support of Centier Bank’s continued growth. 

• Make joint sales calls with the Business Banking Sales Manager and Department Manager as requested. 

• Participate in workshops, seminars, and training as . 

• Act as an ambassador for Centier Bank by participating in community activities including business, charitable, civic, and social events. 

• Perform other duties as assigned by the Manager. 

Job Specifications / Skill Requirements: 

• Follow Centier Bank’s Essentials of Excellence. 

• Possess strong organizational skills and exhibit personal leadership skills. 

• Possess a strong understanding of accounting and credit analysis procedures. 

• Proven self-starter with the ability to work independently in pursuit of goals. 

• Strong working knowledge of Microsoft Office is . 

• Experience with CSI and Loan Scoring Systems (i.e. Credit Quest, etc.) . 

• Knowledge of Small Businesses Administration (SBA) lending programs is expected. 

• Some travel may be as needed. 

Minimum Qualifications: 

• Bachelor’s degree in management or related field with a strong knowledge of business financial statements or equivalent experience. 

• Proven record of high performance in current and previous roles.  

• Minimum of five years’ experience in business-to-business sales or related fields.