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Financial Services Professional

The Agency
River, MN Full Time
POSTED ON 3/22/2025 CLOSED ON 4/17/2025

What are the responsibilities and job description for the Financial Services Professional position at The Agency?

The Agency's Commitment to Excellence

We are a values-driven organization dedicated to delivering exceptional results for our clients, employees, and communities.

This role provides the opportunity to work with experienced professionals, develop valuable skills, and contribute to the growth of the bank.

Key Responsibilities:

  • Develop and expand relationships with business clients by providing tailored commercial lending solutions.
  • Analyze financial statements, assess risk, and structure loan packages that align with both client needs and the bank's credit policies.
  • Proactively identify and pursue new business opportunities to grow the loan portfolio.
  • Collaborate with internal credit and underwriting teams to ensure sound lending decisions.
  • Maintain compliance with regulatory requirements and industry best practices.

Requirements:

  • A minimum of 3 years of experience in commercial lending, business banking, or financial services is required.
  • Strong expertise in credit analysis, financial statement review, and risk assessment is essential.
  • A proven track record of portfolio management and business development is necessary.
  • Excellent communication, negotiation, and relationship management skills are required.
  • A Bachelor's degree in finance, business administration, or a related field is preferred.
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