Business banking officer vs business advisor

Differences between business banking officer and business advisor duties and responsibilities

Business banking officer example responsibilities.

• Manage a combination of commercial and personal banking relationships, and promote cross-selling across multiple product lines.
• Manage a portfolio in various stages of workout including liquidation, refinancing, restructure, rehabilitation, bankruptcy and litigation.
• Create new lending opportunities, deposit account acquisition, treasury management options and financial counseling.
• Develop client relationship through financial transaction such as commercial real-estate financing, working capital, construction financing and SBA lending.
• Compile data and prepare reports including loan covenant violation, collateral tracking, risk rating exception, and SBA liquidation reports.
• Provide implementation and training on merchant services and treasury products
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Business advisor example responsibilities.

• Manage training and presentation collateral on SharePoint system, resulting in recycling of documentation for consistent messaging across enterprise.
• Manage cost-centers and leverage unique Indian production and post- production capabilities and position the company as a prefer production partner.
• Prepare financial statements, payroll tax reports, and advise small business clients on accounting and financial management matters.
• Provide a supplement team in an effort to create a cloud computing architecture team at a major telecommunications company.
• Handle miscellaneous bookkeeping duties including payroll, payroll taxes, accounts receivable, accounts payable and financial statements for client companies.
• Support the reengineering of the SME development area.
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