Business Banker job description
Get a professionally crafted Business Banker Job Description Template to save time and attract the right candidates. Our template is tailored for clarity, consistency, and ease of customization, helping you create job descriptions that stand out to top talent.
Need a template?
Download Template
Hiring for this role?
Source Candidate Faster
What does a Business Banker do?
The Business Banker serves as a financial advisor and partner to small and medium-sized enterprises (SMEs), providing personalized banking solutions to meet their varied financial needs. This role is key in driving revenue growth and fostering long-term client relationships.
Write effective job descriptions in minutes with our free templates, designed to attract top talent.
Professionally crafted templates
Editable and easy to customize
Proven to save time
What are the Key Responsibilities of Business Banker
- Build and maintain strong relationships with business clients.
- Analyze financial data to recommend suitable banking products.
- Develop comprehensive financial plans for business clients.
- Work closely with internal departments to ensure client satisfaction.
- Identify opportunities for cross-selling additional services.
- Monitor market trends to offer competitive banking solutions.
- Ensure compliance with banking regulations and policies.
What are the Skills and Requirements for a Business Banker?
- Solid understanding of business banking products and services.
- Excellent numerical and analytical skills.
- Strong interpersonal and communication abilities.
- Proficiency in financial software and CRM tools.
- Ability to build and maintain client relationships.
- Problem-solving skills and attention to detail.
What are the KPIs to track for Business Banker?
The Business Banker's performance is assessed by the growth in client portfolio, increased revenue from existing clients, and maintaining high customer satisfaction scores through effective financial solutions.
Client Portfolio Growth
Increase in number and size of business accounts.
Revenue Generation
Growth in revenue through offering tailored financial products.
Customer Satisfaction
High satisfaction ratings through personalized service.
Reports to
Regional Banking Manager
Collaborates with
Credit Analysts, Financial Advisors
Leads
None
Are any specific tools or software required for the Business Banker role?
- Salesforce
- Microsoft Excel
- Banking Software
What is the qualification of Business Banker?
Bachelor's degree in Finance, Business Administration, or related field; 3+ years experience in business banking.
