This is a fully remote position, open to applicants in Vermont.

📋 Description

• Proactively oversees a portfolio of clients in the entry segment of Business Banking.

• Effectively cultivate client relationships by marketing and selling a diverse range of financial products and services.

• Regularly engage with a designated portfolio of clients at scheduled intervals to address their service or business-related requirements.

• Promote and cross-sell various products and services to clients.

• Analyze financial statements, evaluate credit limits, and renew existing loans.

• Identify lending opportunities through business loans and fulfill related lending duties.

• Diligently ensure client retention while minimizing the loss of profitable clients.

⛳️ Requirements

• Associate's degree or equivalent experience (mandatory).

• At least 1 year in a similar or transferable role, showcasing strong customer service and sales abilities (mandatory).

• A minimum of 1 year of substantial experience in financial services, particularly in business/commercial banking, with a comprehensive understanding of the regulatory landscape, competitive factors, key industry players, economic influences, and operational challenges (mandatory).

• Experience in Small Business lending (mandatory).