Small Business Banker Resume Samples

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Small Business Bankers assist small size enterprises with financial investments and loans. Main job duties seen on a Small Business Banker example resumes are maintaining client relationships, promoting and selling lending products, reviewing loan applications, collecting client data, implementing bank policies, and solving customer issues. Based on our collection of resumes for this role, job requirements include business acumen, knowledge of commercial lending, a good understanding of bank products, analytical thinking, decision-making, and computer competences. A Bachelor’s Degree in finance or a similar field is required to work as a Small Business Banker.

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1

Relationship-small Business Banker

Discussed and analyzed needs and requirements with high core customers for financial products and services. Dealt with daily customer concerns, assisting in resolutions satisfying to both client and banking management.

  • Developed a dedicated network of small business clients that repeatedly did business with the bank.
  • Performed initial analysis of small companies to assist in small business loans to determine risk levels for the bank.
  • Achieved top district banker in first quarter of 2014 for new business while continually meeting and exceeding quarterly sale and service goals for the branch.
  • Worked hand in hand with the Loan Officer originating purchase/refinance loans.
  • Produced Auto and Home Equity loans while assisting in the fine underwriting of the approval process.
  • Conducted audits within the bank branch to ensure compliance with all risk management policies in every department.
Candidate Info
12
years in
workforce
4
years
at this job
BS
Business Finance
2

Center Based Small Business Banker

  • Resolved complex service issues in order to guarantee customer satisfaction and retention.
  • Recognized and responded to immediate sales or service capacity need(s) of the banking center to reduce customer wait.
  • Provided 360-degree coaching/training to bank associates and implemented innovative ideas to promote teambuilding.
  • Processed transactions accurately and efficiently in accordance with established policies and procedures.
  • Selected to participate on a 15 member team covering Georgia, ranked on average #1- #3.
  • Promoted to a Field Based Small Business Banker November 2015.
Candidate Info
9
years in
workforce
1
year
at this job
BA
Economics
MA
Arts
MS
Accountancy
3

Small Business Banker/ Merchant Services

  • Developed, maintained and increased the customer base utilizing Citizens products
  • Consistently excelled over quota 300+%
  • Responsible for opening and maintaining accounts, home equity products, including application process to closing, also Branch Business Banker, responsible for growing our business customers relationships with lending, merchant services, etc.
Candidate Info
31
years in
workforce
5
years
at this job
Business Administration
College Prep
4

Licensed Relationship Banker / Small Business Banker

  • Maintained confidentiality of bank records and client information.
  • Assessed business clients' financial situation to develop, expand and planning for growth of business.
  • Create business event nights for appreciation and introduce local community businesses with each other.
  • Exceed expectation, understand and solve customer question and concerns.
  • Work closely with Business Relationship Manager, Loan Officer, Branch Manager & Financial Advisor.
  • Actively engage with existing personal and business clients to develop, maintain and deepen strong relationships.
  • Advised clients on mortgage, personal and business loans.
Candidate Info
5
years in
workforce
5
years
at this job
5

Personal & Small Business Banker II

  • Knowledgeable on various financial services for global and national clients and financial services operations.
  • Applied strategic sales and marketing techniques in sales and promotion of banking products; maintained good customer relations; and referred customer to appropriate staff for new services.
  • Deepened relationships with consumer and business clients and helped grow balances.
  • Responsible for Small business lending and credit solution goals.
Candidate Info
10
years in
workforce
1
year
at this job
BS
Accounting
6

Branch Business Manager/small Business Banker

  • Focus attention on the in-branch customer experience and sales results for the branch managed business segment.
  • Drive results by aggressively deepening relationships with existing customers and new customers through effective business profiling and expertly servicing branch managed business customers.
  • Responsible for new sales and management of the book of business for business customers with annual sales from $500m - $2mm.
  • Develop and maintain profitable partnerships with Branch Manager, Relationship Banker and other lines of business.
  • Support Relationship Bankers for 3 different branches to achieve all Small Business goals
  • Partner for 12 branches assisting to achieve Small Business lending goals
  • Leverage appointments and referrals to work with business customers within a given territory and actively cross sell products.
  • Schedules and conducts appointments with pure prospects
  • Solve business customer problems as a part of sales process and relationship deepening
  • Accountable for the execution of risk management / compliance protocols in sales process
Candidate Info
8
years in
workforce
3
years
at this job
BA
Business Administration
7

Personal Banker/ Small Business Banker

  • Specialist in customer service for new / existing bank customers
  • Set up new accounts and products for personal and small business accounts
  • Responsible for communication of Federal Bank Regulations and Consumer / Commercial Lending Laws
  • Proficient in identifying customer needs
  • Effectively referred cross- sales opportunities in fast paced environment
  • Consistent production of conventional mortgage loans / refinances via inside & outside sales
Candidate Info
7
years in
workforce
2
years
at this job
BA
Psychology
8

VP, Small Business Banker

  • Consultative sales to C-suite executives with annual sales up to $10 million.
  • Deepen and enhance relationships with existing portfolio and uncover new business needs.
  • Utilize COIs and referral networks to pursue new relationships to the bank.
  • Consult and structure commercial lending facilities including commercial real estate, loans and lines.
  • Assess and analyze financial statements to understand cash flow analysis.
  • Provide Cash Management Solutions to help increase liquidity and manage risk.
  • Write business profile to help underwriting team understand business, lending need, driver behind the request, management experience, industry risk and local market analysis.
  • Develop and maintain strong relationship with business partners in wealth management, mortgage lending and merchant processing.
  • Strong ability to deliver full enterprise capabilities.
  • Mentor peer's and possess champion role in market team.
Candidate Info
14
years in
workforce
4
years
at this job
HS
Chandigarh
BS
International Business
9

Senior Branch Manager/small Business Banker

  • Responsible for small business loans growth and driving overall sales and business development for the branch.
  • Recruit and mentor staff members; assess staff performance annually to assist in meeting individual and branch goals, and ensure operational efficiency.
  • Manage book of clients, with emphasis on cross-selling and service excellence.
  • Identify prospects within the community for new commercial business.
Candidate Info
14
years in
workforce
3
years
at this job
BA
Business Management
10

Relationship Banker/small Business Banker

  • Established lasting relationships with clients
  • Successful at building rapport and discovering needs
  • Proactive in acquiring new clients
  • Provided superior customer service
  • Consistently referred business to partners
  • Owned and resolved all customer issues
  • Earned referrals/accolades from clients
  • Consistently met goals
Candidate Info
14
years in
workforce
2
years
at this job
Political Science

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