Commercial Banking Advisor

The purpose of this position is to develop, grow, and maintain a portfolio of commercial accounts. Our target market is family-owned businesses located in the communities we serve who are community and civic minded. Generally, these businesses are generating annual revenues between $1,000,000 to $20,000,000.

Essential Functions

• Engage in active and disciplined calling program to generate new relationships for the Bank. The goal of our calling program IS NOT to sell but rather to find those customers which acknowledge pain in their existing relationship and desire to remove the pain.
• Lend financial analysis expertise to prospects to help determine best options available for removing acknowledged pain.
• 15 – 20 Face to Face calls per week with the results of each call being input into our advanced CRM (Customer Relationship Management) system.
• Work with portfolio management staff (credit analysis) in analyzing credits to determine areas of risk and ways to mitigate evidenced risk.
• Develop those around you by sharing knowledge and helping them to improve their skill sets.
• Regular and predictable attendance.
• Serve as a trusted financial advisor to our customers primarily by having frequent financial checkups.  These meetings consist of communicating the results of internal analysis of financial trends using industry comparison.  The goal of these meetings is to help set strategy with regard to possible areas of improvement. 

Qualifications

• 10 + years’ experience and enjoy working in strong sales environment.

 

Our mission is to be the bank where “every customer comes back and brings a friend.” Over the years, we have grown to more than 24 branch offices in Tennessee and Northwest Georgia, while never losing focus on the customer. We remain attentive to the banking needs of our consumer, small business, and commercial banking customers. Our services include, but are not limited to: Checking Savings Credit cards Loans (including consumer and commercial) Mortgages Advice from financial experts Insurance And much more! Our Internet Banking and Online Bill Pay offer customers the flexibility to do their banking anytime and anywhere. Our Mobile Banking offers apps for both Android and iPhones to enable you to bank from your mobile device. Commercial customers can even make deposits from their offices with our remote Deposit Now product. We look forward to hearing from you, and ask that you keep in mind that any posting you make in a social media environment can be seen by all. We want to protect your security, and ask that you not post anything that puts your online safety at risk, including details about your Builtwell accounts and other private or confidential information, such as conversations you may have had with your Builtwell banker. All posts will be reviewed and may be removed if we deem the information to be offensive in nature. For more information about how Builtwell Bank can help with your financial needs, visit www.builtwell.bank