Position Title: Business Development Associate

Reports To: Senior Commercial Loan Officer

General Purpose:

Works with Business Development staff to assist with various duties in the development of additional business for the bank across all lines of business.  The primary focus will be assisting Business Development staff with assorted tasks.

Responsibilities:

• Assist with Business Development efforts including but not limited to; schedule organization, appointment setting, answering phones, coordinating meetings, retrieving information, pulling reports, monitoring credit arrangements, writing letters, requesting information, organizing files and other general duties to assist Business Development officers.


• Potential calling and assisting customers to secure relationships and help them with requests and guidance. Could involve talking with prospective customers and providing necessary information on what is required to apply for a loan. 


• Be involved in community functions and civic organizations. The goal is to be a good ambassador for the bank and be active in the communities we serve.


• Work with customers to close loans as needed.

Qualifications:

Education/Experience

• Bachelor’s degree preferred


• Prior banking/financial services experience required


• Prior credit training preferred

Skills

• Demonstrated leadership ability


• Strong organization skills


• Strong oral and written communication skills


• Motivated and self-starter


• Team Oriented


• Innovative and creative


• Ability to multi-task


• Strong written and verbal communication skills


• Proficient in Word, Excel and Outlook

Isabella Bank is an AA/EEO employer.