Demo

Small Business Banker

Citywide Bank
Aurora, CO Full Time
POSTED ON 1/16/2025
AVAILABLE BEFORE 4/13/2025

HTLF Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.

HTLF Bank is a growing dynamic organization with many locations offering uniquely different banking and financial solutions for businesses and personal clients. As a performance driven company, we strive to create a culture of excellence with high standards, and high values while providing outstanding growth and involvement opportunities for employees. Join a team that makes "Great Things Happen!"™

The Small Business Banker builds and maintains strong relationships with assigned clients, ensures their satisfaction, and assists them with

their banking needs. This role primarily focuses on a large portfolio of small business relationships, providing cross-selling opportunities,

referrals, and superior customer service.

Primary Responsibilities :

  • Creates relationships through outbound calling with assigned clients, understanding their financial goals, needs, and preferences.
  • Along with Customer Care Channels, acts as a point of contact for assigned clients and ensures a high level of client satisfaction.
  • Facilitates the account opening process and ensures all necessary documentation and procedures are completed accurately and efficiently.
  • Initiates regular outbound contact with clients, via phone or other virtual channels, to provide updates, address inquiries, and offer appropriate banking solutions based on their needs.
  • Identifes opportunities to cross-sell additional banking products and services to existing clients, such as credit cards, savings accounts, merchant services, etc.
  • Actively seeks and generates referrals from satisfied clients.
  • Utilizes Customer Relationship Management (CRM) tools effectively to track and manage client interactions, preferences, and opportunities.
  • Collaborates with other departments within the bank, such as lending, operations, and customer service, to ensure a seamless client experience and resolution of any issues or concerns.
  • Maintains a thorough understanding of banking regulations, compliance requirements, and internal policies to ensure adherence and mitigate risk.

Secondary Responsibilities :

  • Performs other duties as assigned.
  • Completes annual E-Learning Plan and Bank Secrecy Act (BSA) training as assigned and keeps up-to-date knowledge of BSA as it relates to the job function.
  • Qualifications

    Education and Work Experience :

  • Bachelors in Business Administration, Finance, or related field required
  • 3-5 years experience in a relationship management or similar role within the banking industry required
  • Demonstrated experience in providing exceptional customer service and building strong client relationships required
  • Knowledge, Skills and Abilities :

  • Proficiency in utilizing CRM systems to manage client interactions and opportunities, preferably Salesforce.
  • Excellent communication skills, both verbal and written, with the ability to effectively convey complex information.
  • Strong organizational and time management skills, with the ability to prioritize tasks and meet deadlines.
  • Knowledge of small business banking and familiarity with banking products and services.
  • High ethical standards and the ability to handle sensitive client information with confidentiality.
  • Scheduled Weekly Hours :

    Time Type :

    Full time

    The targeted salary for this role is :

    75,233.00 - $97,802.00

    HTLF offers competitive and varied benefits to eligible employees, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; an employee assistance program; tuition reimbursement; and various associate banking benefits. Benefit offerings and eligibility requirements vary. To learn more, please click here visit our Benefits page.

    The annualized base salary range reflects figures based on the primary location. Pay ranges may vary based on work location. As a part of the total compensation package, this role may be eligible for a Bonus Plan or a role-specific commission / bonus. Recruiters can share more detail during the hiring process. Each candidate's compensation offer will be based on multiple factors including, but not limited to, geography, experience, skills, job duties, and business need, among other things.

    Additional Information :

    Job postings typically remain open for approximately 20 days of the posting date listed above, however the job posting may be closed earlier should it be determined the position is no longer required due to business need. Job postings in areas with a high volume of applicants remain open for approximately 5 days of the posting date listed.

    Salary : $75,233 - $97,802

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