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Top 50 Business Banking Officer Skills

Below we've compiled a list of the most important skills for a Business Banking Officer. We ranked the top skills based on the percentage of Business Banking Officer resumes they appeared on. For example, 17.6% of Business Banking Officer resumes contained Financial Statements as a skill. Let's find out what skills a Business Banking Officer actually needs in order to be successful in the workplace.

These are the most important skills for a Business Banking Officer:

1. Financial Statements

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high Demand
Here's how Financial Statements is used in Business Banking Officer jobs:
  • Spread and provide thorough analysis and interpretation of financial statements, financial projections and the review of transaction-related documents.
  • Reconciled financial statements & conducted cash flow analysis for service and product based businesses.
  • Analyzed financial statements and tax returns to perform preliminary credit analysis for loan decisions.
  • Compiled findings and made recommendations based on financial statements of small business customers.
  • Analyzed financial statements, processed credit applications, and presented credit application proposals.
  • Analyzed financial statements and pertinent information to determine creditworthiness of all applicants.
  • Analyzed customer's financial statements to determine credit worthiness.
  • Created financial analysis reports of commercial real estate, borrowers' financial statements, lease reviews and market research.
  • Analyzed financial statements as well as business and product cycles to determine credit risk and profitability.
  • Analyze financial statements and business cash flow and prepare financial write-up for lending requests.
  • Reviewed and analyzed monthly financial statements for Board of Trustees and department managers.
  • Prepared monthly, quarterly, semi-annual, and annual financial statements and reports.
  • Analyzed personal financial statements and determined net worth's.
  • Analyzed financial statements for credit and treasury service sales.
  • Prepared financial statements for loan requests.

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3 Financial Statements Jobs

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2. Product Knowledge

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high Demand
Here's how Product Knowledge is used in Business Banking Officer jobs:
  • Analyzed assigned Market & become informed/educated in targeted industries and related product knowledge.
  • Mentored junior staff members through job shadowing on site visits to improve customer service, sales skills, and product knowledge.
  • Used product knowledge and relationship approach to uncover financial needs of the customer and determine how best to satisfy those needs.
  • Trained/coached Branch Managers on product knowledge, sales process and use of sales files.
  • Develop strategies to generate and grow customer base providing high product knowledge.
  • Coached and trained operations staff in business banking product knowledge.
  • Maintain a high level of product knowledge and service.
  • Provide excellent support & product knowledge to my clients.

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3. Loan Portfolio

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high Demand
Here's how Loan Portfolio is used in Business Banking Officer jobs:
  • Analyze financial and other pertinent information related to loan origination and to monitor existing loan portfolio.
  • Increased business deposits and loan portfolios within assigned territory.
  • Monitored and maintained business loan portfolio.
  • Managed a $17MM-$36MM commercial loan portfolio of 45-55 commercial clients with annual revenues from $1-$40MM.
  • Managed small and medium business loan portfolios of up to J$30 million (U.S. equivalent $300,000).
  • Managed $30MM loan portfolio and $15MM deposit portfolio consisting of business customers over a broad range of industries.
  • Managed a client loan portfolio of over $3 million for small and medium size businesses.
  • Managed a commercial loan portfolio of approximately 60 clients with new business development goals.
  • Monitor and correct documentation and loan policy exceptions in the officers' loan portfolio.
  • Developed $80 million loan portfolio and $7 million dollar deposit portfolio.
  • Managed a loan portfolio of $11,000,000 and deposit portfolio of $4,900,000.
  • Monitored loan portfolio; accounts receivables aging reports and assisted with debt collections.
  • Focused on Commercial Lending and growing the commercial loan portfolio of clients.
  • Deposit and loan portfolios fluctuated between $10MM and $15MM each.
  • Service and maintain loan portfolio including loss mitigation and risk management.
  • Grow loan portfolio by targeting companies within our specialized industries.
  • Manage a loan portfolio and ensure loan credit quality.
  • Develop tactics to increase business deposits and loan portfolio.
  • Increased loan portfolio by net 20% ($1.2MM), made up mostly of $500M and under deals.
  • Increased loan portfolio base of $2.5 million with increased generated fee income of $25,000+.

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2 Loan Portfolio Jobs

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4. Small Business

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high Demand
Here's how Small Business is used in Business Banking Officer jobs:
  • Develop new business banking relationships including small business loans as well as business deposit products.
  • Utilized effective calling techniques and lead management systems to generate new small business customers.
  • Outreached to community resulting in $10MM new deposit relationship and $3MM per month deposit increase to small business group.
  • Instructed branch staff on sales and service activities related to small business banking lending, deposits, and cash management products.
  • Managed and developed assigned portfolio including a variety of small business loans, renewals, collateral exceptions and past dues.
  • Leveraged knowledge of customers and local market to successfully deliver consumer and small business banking products in branch trade area.
  • Developed email blasts to send to extensive database of small business clients to promote PNC services in their specific market.
  • Worked directly with my branches and specialty partners to meet small business client needs in the market.
  • Collaborated with branch staff in my territory to recognize and refer small business opportunities within their markets.
  • Covered 4 branches and worked as a partner to the retail branch managers the small business specialists.
  • Coordinated and packaged entire deal on $3.5M purchase of mortgage for small business strip mall.
  • Worked with small business clients to assist them in reaching both loan and deposit banking goals.
  • Conducted preliminary cash flow analysis for small business credit request up to $250m.
  • Worked directly with branch partners to grow small business revenues 10-15% each quarter.
  • Managed small business banking portfolio of companies with revenues less than $250K.
  • Serviced existing small business client book and managed platform sale activity and training.
  • Work with branch team to execute the branch's small business plan.
  • Established field partnerships with Small Business Banking Officers and Branch managers.
  • Process and close small business loans.
  • Credit Support Specialist, Small Business Resolve complex questions relating to business loan products and processes to assist bankers and customers.

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7 Small Business Jobs

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5. Business Development

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high Demand
Here's how Business Development is used in Business Banking Officer jobs:
  • Support small business sales blitzes and on -going business development including place-of-business visits, and referral/network development.
  • Provide business development services and management consultancy service to the development organization and entrepreneurs.
  • Coordinate with branch managers and senior management and develop various strategies for business development.
  • Achieved record- breaking business development with Bank of America's Commercial Mortgage Services Division
  • Partnered with business development to identify major account opportunities.
  • Led bank business development initiatives supporting women-owned businesses.
  • Ranked 24th out of 170 M&I business banking officers in new business development during final year of employment.
  • Be active in community organizations to enhance new business development and increase the bank's visibility.
  • Supplied essential organization and business development skills for $100 million bank.
  • Organized business development blitzes for all the branches in the area.
  • Provided business development services and advice to the private sector.
  • Make business development calls as needed.
  • Implemented business development activities including referrals from existing clients and out of branch business development.
  • Created PowerPoint presentations used for business development Handled all media and public relations inquiries.
  • Processed Business Development Status Reports for submittal to Senior Officers.
  • Created and implemented business development marketing and sales plans including specific strategies for brokers, Realtors, and other segments.
  • Managed and responsible for production levels of business development at three of the largest branches in Macomb County.
  • Managed and organized new business development for two banks in Buffalo Grove and Glenview.
  • Implement business development activities including but not limited to referrals from existing clients and outbound activities (e.g.
  • Top 5 Producing Business Development Officer in 2015 Increased Insurance Cross-Sell participation by 60% in 2016.

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13 Business Development Jobs

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6. Customer Service

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high Demand
Here's how Customer Service is used in Business Banking Officer jobs:
  • Supervised 4 customer service/sales personnel in cross selling a variety of bank services including merchant processing and investment management.
  • Maintained over 90% customer retention within portfolio by building long term relationships and delivering best-in-class customer service.
  • Maintain customer advocacy and client retention by providing exceptional customer service in all interaction.
  • Provided evaluation of customer service and responsible for and ensuring quality.
  • Demonstrated customer service techniques and negotiation skills.
  • Trained customer service and sales representatives.
  • Manage the daily operations of the department including cash collections, processing loan disbursements, bank deposits, and customer service.
  • Team player with other bank departments, branches, and subsidiaries to ensure amazing customer service is provided to everyone.
  • Developed financial and customer service reports with Microsoft Excel and NC DHHS Client Services Data Warehouse software.
  • Assist customers with account servicing issues and enhance image of company by delivering superior customer service.
  • Work with customer service associates to provide information and answer questions pertaining to products and services.
  • Provide excellent customer service by being polite and professional with the student body and public.
  • Led morning sales huddles and established daily sales focuses and customer service strategies and initiatives.
  • Provide excellent customer service and generating revenue through various products and services at PNC.
  • Assigned to large business accounts, responsible for high quality customer service.
  • Addressed customer service inquiries in a timely and accurate fashion.
  • Provided world-class customer service to commercial and retail bank clientele.
  • Created new processes and systems for increasing customer service satisfaction.
  • Required to demonstrate exceptional knowledge of sales and customer service.
  • Handle high value of customer service calls and onsite visits.

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7. Real Estate

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high Demand
Here's how Real Estate is used in Business Banking Officer jobs:
  • Contributed on process committee to decrease department errors in ordering real estate appraisals, thus improving order processing efficiency.
  • Reviewed real estate appraisals for use in collateral evaluations allowing for adequate collateral coverage of bank loan assets.
  • Reviewed applications for business loan requests including commercial real estate.
  • Completed Omega Performance Training for PNC in Business Lending Fundamentals, Commercial Loans to Business, and Commercial Real Estate Lending.
  • Focused on general business up to $10mm in revenue with concentration in the Commercial Real Estate and Professional sectors.
  • Completed Omega Performance Training for Capital One in Commercial Loans to Business and Commercial Real Estate Lending among other courses.
  • Originated yearly loan volume of $8-10M+ closing working capital lines of credit, equipment and commercial real estate loans.
  • Draw up collateral as security; it can be real estate, furniture, sales, cash collateral, etc.
  • Prepared detailed credit analyses and structured SBA commercial/real estate lending packages for borrowers from a wide range of industries.
  • Originated SBA, USDA, small commercial real estate and C&I loans in North Central Pennsylvania.
  • Developed business through branch network, direct sales to businesses, and commercial real estate broker network.
  • Major focus on commercial credit products, lines, loans, equipment finance and commercial real estate.
  • Originated business loans for equipment, vehicles, lines of credit, real estate and SBA loans.
  • Experienced in execution of commercial real estate and C&I loan modifications in 2009.
  • Conducted financial analysis, underwriting and structure of debt facilities for commercial real estate.
  • Specialized in crop and commercial real estate lending.
  • Gather and evaluate economic, demographic and real estate market data for input into client deliverables and valuation models.
  • Specialized in owner -occupied, investment, and multi-unit Commercial Real Estate Lending.
  • Assist in managing the District's real estate and insurance programs.

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2 Real Estate Jobs

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8. Revenue Growth

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high Demand
Here's how Revenue Growth is used in Business Banking Officer jobs:
  • Developed business and community relationships to drive revenue growth and profitability.
  • Targeted new and existing business clients with lending needs and offer products that help maximize their revenue growth.
  • Achieve aggressive asset, liability and revenue growth targets.
  • Refer business customers to other branch partners to capture full relationship and improve customer retention along with increasing revenue growth.

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9. Merchant Services

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high Demand
Here's how Merchant Services is used in Business Banking Officer jobs:
  • Provided implementation and training on merchant services and treasury products
  • Developed new selling strategies in conjunction with the marketing department to promote online banking, merchant services and cash management.
  • Create risk assessment and credit policy for Remote Deposit Capture, ACH and Merchant Services products.
  • Strengthen business relationships with sales of leasing and merchant services products.
  • Solicited commercial loans and cross sold other products including cash management, merchant services, paychex, and credit cards.
  • Cash management, FX, merchant services, LCs.

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3 Merchant Services Jobs

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10. SBA

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high Demand
Here's how SBA is used in Business Banking Officer jobs:
  • Compiled data and prepared reports including loan covenant violation, collateral tracking, risk rating exception, and SBA liquidation reports.
  • Develop client relationship through financial transaction such as commercial real-estate financing, working capital, construction financing and SBA lending.
  • Lead the SBA lending team in my area by originating all SBA loans and training staff through a mentor program.
  • Conduct sales and closings of business SBA and non SBA loans and lines of credit and other credit products.
  • Prepared timely SBA Guaranty Repurchase packages to secure SBA Guaranty funds and thereby reduce loss to the bank.
  • Developed the Bank's US Small Business Administration lending program and SBA secondary market sales efforts.
  • Placed in charge of the Bank's SBA lending activities and work-out client management.
  • Recommended settlement and SBA Offers in Compromise through analysis of customer financial data.
  • Top specialists in Colorado to sell SBA products in the 2006 campaign.
  • Included the oversight of the Bank's SBA Lending activities.
  • Originate commercial and SBA loans.
  • Work with the SBA and the customer with various SBA programs like 504, 7a, express, etc.
  • Received SBA recognition for outstanding contributions towards Citizens Bank NH, Somersworth Branch, leading loan branch in 2003 Fiscal Year.
  • Attended small business trade shows, seminars, weekly and monthly meetings and various community, SBA Events
  • Certify that the client complies with the requirements of SBA .

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18 SBA Jobs

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11. New Accounts

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high Demand
Here's how New Accounts is used in Business Banking Officer jobs:
  • Generated new accounts by implementing effective networking and content marketing strategies.
  • Developed new accounts, using own network of 500 business owners; expanded network to include an additional 500.
  • Handled all aspects of business banking including new accounts, loans, and customer service.
  • Used diverse, innovative prospecting skills to attract qualified leads and close on new accounts.
  • Carry out officer sales call program to develop new accounts and existing customer relationships.
  • Assisted customers in banking needs including new accounts, investment products.
  • Opened new accounts and expanded services with existing clients.
  • Implement new accounts for global customers.
  • Conduct telker training & staff meetings, open new accounts, audits daily branch operations.

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12. Sales Goals

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high Demand
Here's how Sales Goals is used in Business Banking Officer jobs:
  • Focused on customer acquisition and relationship deepening sales goals for small business customers.
  • Received consecutive world class performer awards for achieving sales goals ranking in Top 10 percentile of Regional Business banking Sales group.
  • Worked to meet assigned sales goals through outside sale and direct marketing to companies with revenues up to $5 million.
  • Exceeded sales goals during my 3 years, with a sales performance average of 140% of my annual goals.
  • Achieved individual loan and deposit sales goals and partnered with an assigned group of financial centers to accomplish the same.
  • Achieved individual and branch sales goals through new business sales and development, referrals, and retention of account relationships.
  • Meet or exceed assigned sales goals through outside sales, incidental activity to outside sales, and other activities.
  • Created a team environment with all staff, building a cooperative and productive environment to achieve sales goals.
  • Exceeded individually budgeted sales goals for deposits, credit, TM, merchant and revenue production.
  • Exceeded sales goals in areas including deposit and loan growth, fee income and customer profitability.
  • Executed sales and service initiatives that enabled the designated market to meet established sales goals.
  • Trained, coached and mentored Branch Managers on sales goals and client calls.
  • Obtained 100% of sales goals in core production.
  • Exceeded targeted sales goals by 150%.
  • Exceeded sales goals for the last 3 years, with 2011 Sales performance at 140% of annual goal.

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13. Cross-Sell

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high Demand
Here's how Cross-Sell is used in Business Banking Officer jobs:
  • Managed a combination of commercial and personal banking relationships, and promoted cross-selling across multiple product lines.
  • Refer Cross-Selling opportunities to enhance client's relationship and generate additional Financial Center Revenue.
  • Created collaborative relationships with numerous internal departments to facilitate referrals for cross-selling opportunities.
  • Developed cross-sell opportunities with no-relationship managed business banking clients.
  • Coordinate with various product specialists to deliver cross-selling opportunities.
  • Recognized and referred cross-sell opportunities.
  • Open deposit accounts, loans, annuities, cross-sell products, and refer to partners in order to meet customer needs.
  • Company objective was to inform small to mid-size companies of various cross-sell banking services and SBA loans.
  • Profile new and existing customers to ensure cross-sell of deposits, credit, and personal products.
  • Contributed to the profitability and growth of Business Banking portfolio by cross-selling new and expanded products.
  • Supported growth, relationships and cross-sell strategies, utilizing the PNC cash-flow conversation and marketing tools.
  • Maximize cross-sell and organic growth opportunities to the satisfaction of the client especially during renewal.
  • Acted as the customer's advocate in securing suitable credit while cross-selling products and services.
  • Generated new business loans and deposit accounts, cross-selling other bank products and services.
  • Maximize the relationship through cross-selling & relationship building.

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14. Client Relationships

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high Demand
Here's how Client Relationships is used in Business Banking Officer jobs:
  • Delivered exceptional client services, bank procedural operations, and contributed to successful client relationships.
  • Supervised and managed all financial aspects of business client relationships.
  • Initiate High-Value revenue-generating client relationships.
  • Developed and managed high-level client relationships in the Newport Beach Area promoting banking, investment, business and home mortgage products.
  • Trained Branch Managers on how to cross-sell banking products to maximize productivity while expanding client relationships.
  • Developed, underwrote and managed client relationships, including cross selling of other bank services.
  • Develop business client base in target market segments and cultivate deposit and client relationships.
  • Coach team members in ability to identify customer needs and deepen client relationships.
  • Resulted in diversification of client relationships with the bank and enhanced account retention.
  • Managed key client relationships and cross-sold other products to deepen wallet share.
  • Work and cross sell to retail partners to deepen client relationships.
  • Developed, proactively sourced, and acquired new client relationships, maximized client sales opportunities.

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13 Client Relationships Jobs

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15. Business Partners

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Here's how Business Partners is used in Business Banking Officer jobs:
  • Provide account management to existing relationships through cold calling, and referral relationships through internal business partners and other qualified leads.
  • Maintained relationships with branch personnel and internal and external business partners to generate leads and deepen existing relationships.
  • Partnered effectively with internal and external business partners to generate leads and close business.
  • Leverage strategic business partners to win complex credit opportunities resulting in residual monthly revenue.
  • Coordinated regular sales planning and deployment/assessment with business partners on key sales activities.
  • Promote strong working relationship with internal departments and external business partners.
  • Referred additional requirements to business partners.
  • Teamed between different lines of business to generate additional business customers and to promote the banking services of the business partners.
  • Developed successful relationships with line of business partners in order to deepen client share of wallet and increase profitability.
  • Partnered with 11 retail bank branches and lines of business partners to meet and exceed business banking goals.
  • Develop a strong business sales culture within a multiple branch territory with branch personnel and internal business partners.
  • Worked with internal and external business partners to develop referral program which increased sales by 200%.
  • Uphold an average of 25 sales calls a week consisting of clients, prospects and business partners.
  • Expand National City's wallet share by referring business to the branch and business partners.
  • Work effectively with assigned branches and internal Business Partners to generate leads.
  • Develop seminars that offer Education Credits for the bank's business partners.
  • Work with business partners for possible leads and/or referrals.
  • Work with business partners to meet and exceed goals

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16. Business Owners

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Here's how Business Owners is used in Business Banking Officer jobs:
  • Acquired new business customers and developed relationships with area business owners and organizations.
  • Managed book of business of 200+ business owners while maximizing opportunity.
  • Solicited and provided solutions to business owners banking needs.
  • Counseled start-up and existing business owners to achieve their goals with increasing revenue and maintaining healthy cash flow.
  • Conducted needs based consultative sales meetings with prospects, including business owners, presidents and other decision makers.
  • Consulted business owners promoting the benefits of banking products and services to new and existing customers.
  • Cross sold consumer products to business owners: Including vehicle loans, insurance, and mortgages.
  • Manage existing credit portfolio and act as primary contact for business owners and managers.
  • Provided consultation to business owners about the Product Development, Accounting and Marketing.
  • Advised C level individuals and business owners to maximize business banking needs.
  • Collect, analyze and consult with business owners on their credit needs.
  • Established and maintained customer relationships by networking with business owners and other contacts of influence.
  • Meet with business owners and CFOs of different corporations and medium sized businesses to discuss and discover their needs and solutions.
  • Represented the bank to business owners and their employees-sold banking services to general public; small and medium businesses.
  • Assist Small business owners among the community to get licencing a registration of their business from the authorities of Malaysia ii.
  • Present solutions to business owners in the areas treasury solutions, deposits, Foreign Exchange, Payrolland Merchant Services.

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17. Customer Relationships

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Here's how Customer Relationships is used in Business Banking Officer jobs:
  • Collaborated with relationship managers to retain and solidify top customer relationships through education, innovation and customer service follow up.
  • Assisted Vice President of Marketing in developing and establishing new products and developing ongoing customer relationships.
  • Analyzed customer relationships and recommended strategic processes to improve cash flow and income enhancement opportunities.
  • Solicit and develop new business banking customer relationships.
  • Develop and manage customer relationships to include all types of business cross-selling efforts to satisfy customers' financial needs.
  • Managed and directed Business Banking customer relationships for 9 retail branches within San Francisco.
  • Maintain Key Customer relationships in the Nassau County marketplace with focus on professionals.
  • Develop new PNC customer relationships by prospecting and networking.
  • Created customer relationship database in Salesforce.com, effectively utilizing the technology to automatically market and manage customer relationships.

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18. Business Office

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Here's how Business Office is used in Business Banking Officer jobs:
  • Collaborated with other Business Officers to successfully create a University floating graduate scholarship model.
  • Serve as technical supervisor and trainer for the three business offices located at each school.
  • Created policies & procedures for the A/R department, Business Officer position and student employees.
  • Budget Manager for the 2017 Central Association of College and University Business Officers Annual Meeting.
  • Assist the manager with the day to day administrative operations of the business office.
  • Achieved promotion to Senior Relationship Business Officer in half of projected time.
  • Supervised Business Office, Food Service, and Maintenance staffs.
  • Served as the Business Officer for PI and Washington Heights.
  • Processed all A/R & A/P for college business office.

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19. Financial Needs

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Here's how Financial Needs is used in Business Banking Officer jobs:
  • Recommended products to ensure companies met and exceeded their financial needs.

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2 Financial Needs Jobs

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20. Customer Base

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Here's how Customer Base is used in Business Banking Officer jobs:
  • Achieved over 75% penetration of identified cross-sale opportunities among customer base utilizing customer-focused, benefit-orientated sales approach.
  • Maintained excellent relationships with customer base during major transition with bank.
  • Develop relationship with 10 branches/100+ branch colleagues to work in partnership acquiring new business while maintaining existing customer base.
  • Assisted in specialized customer assistance and sold products and services to a specialized and/or board customer base.
  • Probed within the customer base for needs and opportunities to cross -sell to other business segments.
  • Increased monthly sales by 173% by implementing strategies to develop and expand existing customer base.
  • Expand the customer base and branch profitability by integrating products and services with customer needs.
  • Identified new potential Customer and added new customer base to generate more business.
  • Aided the business development initiatives, which resulted in expanded customer base.
  • Developed a new customer base consisting of 20 accounts monthly.
  • Coordinated sales between various Citicorp entities focusing on common customer base.
  • Build Business Lending Portfolio for the Waupaca Branch while maintaining existing customer base.

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21. Annual Sales

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Here's how Annual Sales is used in Business Banking Officer jobs:
  • Managed a $20 million portfolio, consisting of over 100 clients with annual sales up to $10 million.
  • Focused on generating production from small to medium-sized business customers with up to $5 million in annual sales.
  • Serve over 25 tier 1 business clients with average annual sales > $1,000,000.
  • Managed portfolio of commercial clients with annual sales up to $30MM.
  • Achieved 150% of quota for annual sales of core products.
  • Increased new acquisitions up to 5.5MM in annual sales.
  • Serve over 300 tier 2 to 4 small business clients with average annual sales < $1,000,000.
  • Targeted clients with annual sales in excess of $500,000 up to $10,000,000.

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22. PNC

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Here's how PNC is used in Business Banking Officer jobs:
  • Cultivated and grew financial planning relationships for PNC business banking customers.
  • Work closely with PNC Partners in offering cash flow option solutions for clients.
  • PNC-Certified Women's Business Advocate.
  • Risk Management - Support PNCs strong risk management culture through awareness, knowledge and sound decision making.

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4 PNC Jobs

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23. Bank Products

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Here's how Bank Products is used in Business Banking Officer jobs:
  • Achieved personal production goals by effectively leveraging bank products and services offered.
  • Consult with clients to help customers best determine their banking needs, Provide expert consultation and aggressively sell bank products.
  • Interview & hire branch employees, educate & train employees on service & selling bank products.
  • Maintained comprehensive knowledge of all bank products in order to meet specific needs of customers.
  • Identified and promoted bank products and services to meet those needs.
  • Administer cross selling of bank products and services to customers.
  • Maintained expert level knowledge of all bank products and services.

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24. CPA

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Here's how CPA is used in Business Banking Officer jobs:
  • Passed the Uniform Certified Public Accountant Examination (CPA Exam)
  • Maintain referral sources such as CPAS and Attorneys.
  • Partner with CPA's, Attorney's, Business Broker's, Clients and Branches to drive referrals.
  • Worked closely with Retail Branch partners and developed a network of Attorneys and CPAs to obtain a business referral base.
  • Maintain excellent business relationship with Centers of Influence (Attorneys/CPAs) to increase their client referrals on a consistent basis.
  • Used various marketing tactics such as partnering with CPAs and other professionals, business groups and networking.
  • Create spreadsheets to track business leads-referrals from CPAs, Attorneys and Physicians.
  • Collaborated with CPAs and accountants for referrals Worked with Evergreen Capitol to finance SBA 504 loans.

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25. Relationship Management

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Here's how Relationship Management is used in Business Banking Officer jobs:
  • Utilize customer relationship management system to provide targeted sales opportunities and support pro-active selling to current and potential customers.
  • Job emphasizes relationship management, business development and retention.
  • Construct client profiles and ensure optimal relationship management plans.
  • Provide relationship management and business credit advisory to clients for retention, future sales and referrals.
  • Interfaced with IT to map systems and write procedures for department customer relationship management system conversion.

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26. Financial Goals

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Here's how Financial Goals is used in Business Banking Officer jobs:
  • Market analysis on competitor products and services to recommend improvements to management to achieve financial goals.
  • Consulted with customers and prospects about their financial goals, needs and identified products and services to best meet those needs.
  • Top performer in 2013 for New Hampshire and Vermont markets, exceeding all financial goals by 100%.
  • Consult with customer and prospective customers to identify current business practices, identify financial goals and needs.
  • Consulted with customers and prospects about their financial goals and needs.

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6 Financial Goals Jobs

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27. Business Products

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Here's how Business Products is used in Business Banking Officer jobs:
  • Solicit prospective clients and sell suitable business products and services, showcasing its features and benefits.
  • Introduced new business products and services.

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4 Business Products Jobs

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28. Retail Branches

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Here's how Retail Branches is used in Business Banking Officer jobs:
  • Prepared marketing letters to help our retail branches acquire new clients, especially regarding current accounts, deposits, and savings.
  • Motivated, coached, and trained a region of 19 retail branches in Small Business Checking and Business Lending.
  • Supported 38 retail branches in achieving their respective small business loan goals.
  • Support and manage the small business banking division for 13 retail branches.
  • Supported four retail Branches in meeting sales and service goals.
  • Referred additional business to our retail branches, mortgage, investment, cash management and Private client group partners.
  • Managed all Business activity for 4 retail branches in Port St Lucie.

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29. Income Tax Returns

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30. Customer Retention

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Here's how Customer Retention is used in Business Banking Officer jobs:
  • Focus strategy around Acquisition, Expanding and Deepening Relationships and Proactive Customer Retention.
  • Provided excellent customer satisfaction and service resulting in customer retention.

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31. Oversaw

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Here's how Oversaw is used in Business Banking Officer jobs:
  • Organized and oversaw student financial counseling activities.
  • Lead cost center manager program for department and oversaw 38 staff members - verified $238K supply budget tracked properly.
  • Serviced client banking needs, oversaw commercial long origination and closing, and referred clients to useful resources when warranted.

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32. Fee Income

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Here's how Fee Income is used in Business Banking Officer jobs:
  • Build relationships with new & existing business customers to grow deposits, loans, & other fee income for commercial department.
  • Increased credit outstanding by 38% and generated $100,000 in annual fee income.
  • Accumulated $35,000 in fee income in 2007.
  • home improvement companies, realtors and mortgage companies) in order to maximize sales and fee income.

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33. COI

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Here's how COI is used in Business Banking Officer jobs:
  • Developed strong, sustainable relationships with COI's, business partners and executive decision makers of Fortune 500 client companies.
  • Worked with COI's, and partnerships to achieve success in helping small businesses with their financial needs.
  • Assisted legacy business in preparing a business and marketing plan to coincide with Small Business Development Center practices.
  • Develop and maintained COI relationships within my market.

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34. Credit Card Transactions

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low Demand
Here's how Credit Card Transactions is used in Business Banking Officer jobs:
  • Prepared customer billings, performed collection activities, reconciled deposits and credit card transactions with financial system.

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35. HR

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low Demand
Here's how HR is used in Business Banking Officer jobs:
  • Provided quality assessments of complex commercial relationships exceeding $5,000,000 in loan exposure through company and personal financial statement analysis.
  • Enhanced risk management and customer satisfaction through security training and comprehensive risk profiles for cash management customers.
  • Provide in-depth customer service including efficient problem resolution through extensive phone contacts and personal meetings.
  • Build and maintain relationships with high quality individuals through direct calling and community involvement.
  • Evaluated business needs through financial needs analysis and actively followed-up to ensure customer satisfaction.
  • Developed business through strong referral base by providing tenacious client follow-up and exceptional service.
  • Increased operational efficiency and end user productivity through implementation of terminal server environment.
  • Reviewed and analyzed customer credit through financial statements for performance and profitability.
  • Expand existing relationships through needs-based selling and outreach to community/centers of influence.
  • Established lasting relationships and developed impressive database of clients through referrals.
  • Developed new consumer/business loans and deposits through cold calls and cross-selling existing clients; loan volume exceeded 300% of personal goal
  • Operate from a branch environment; develop new business through account deposits, loans, ancillary products.
  • Identify prospective new clients through referral generation from clients in my portfolio as well as in-network partners.
  • Developed & managed a base of 300 clients through networking, seminars, and cross-business partnerships.
  • Acquire new business through telemarketing, direct sales and strengthening long-term client relationships.
  • Process on-call pay, project billing, and all HR actions.
  • Direct, coach and counsel staff through work processes.
  • Prospect for new clients through networking and cold calling.
  • Cultivated and developed new and existing Business Relationships through needs based sales.
  • Implement all HR Personnel related issues into system for various depts.

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36. Credit Reports

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low Demand
Here's how Credit Reports is used in Business Banking Officer jobs:
  • Analyzed D and B, credit reports and personal and business tax returns for credit worthiness and profitability.

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37. New Business Relationships

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low Demand
Here's how New Business Relationships is used in Business Banking Officer jobs:
  • Generated new business relationships by partnering with internal branch personnel to identify business opportunities and recommended marketing strategies.
  • Developed new business relationships through business contacts, existing client relationships, and community involvement.
  • Identified customer needs and utilized all available resources to foster new business relationships.
  • Prospect and develop relationships following policies and procedures to attain new business relationships and product sales with commercial clients.
  • Generate new business relationships and meet or exceed production goals.
  • Developed more than 200 new business relationships.
  • Acquire new business relationships by proactively pursuing walk-in customers and referrals and cold calling Providing product-specific expertise in Business

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1 New Business Relationships Jobs

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38. Loan Applications

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low Demand
Here's how Loan Applications is used in Business Banking Officer jobs:
  • Processed loan applications, collected financial information and submitted to underwriting.
  • Managed credit decision process for all loan applications generated.
  • Opened deposit accounts and processed loan applications.
  • Managed Small Business Accounts at the branch level in opening DDA, getting loan applications under $1MM.
  • Processed loan applications, rendered decisions and closed on a variety of loan products.
  • Direct and control commercial loan applications daily for 5 branches.
  • Review, underwrite, and decision loan applications.
  • Ensured the completion and accuracy of loan applications, and provide suggestions or insight to uppermanagement on current practices.

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39. Treasury Management

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low Demand
Here's how Treasury Management is used in Business Banking Officer jobs:
  • Created new lending opportunities, deposit account acquisition, treasury management options and financial counseling.
  • Provided clients with banking solutions including credit, treasury management and merchant services to optimize cash flow.
  • Cash flow cycles were studied to determine appropriate depository, treasury management and currency exchange services.
  • Partnered with PNC branches and treasury management to service retain and grew clientele.

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21 Treasury Management Jobs

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40. Wealth Management

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low Demand
Here's how Wealth Management is used in Business Banking Officer jobs:
  • Partnered with other banking areas such as PNC mortgage, investments, wealth management and corporate banking.

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41. Business Lines

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low Demand
Here's how Business Lines is used in Business Banking Officer jobs:
  • Draft changes to the bank's credit policy and communicate them to the impacted business lines.
  • Structured business lines of credit from $500,000 to $1.5million for privately held companies.
  • Source for new business through branch network and other bank business lines.
  • Subject matter expert to support various business lines.

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42. Financial Products

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43. Market Share

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low Demand
Here's how Market Share is used in Business Banking Officer jobs:
  • Develop strategies and increase revenue/market share.
  • Increased client retention rates, repeat business, market share, and company revenue.
  • Lead procurement processes and developed government market protocols to gain market share.
  • Increased sales and market share by soliciting new commercial banking business.
  • Prospected for new business opportunities to increase branch market share.

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44. Credit Facilities

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low Demand
Here's how Credit Facilities is used in Business Banking Officer jobs:
  • Performed credit and financial analysis on loan reviews within Commercial and Business Development Groups for new and existing credit facilities.
  • Determined and established appropriate credit facilities as line of business and credit quality dictated.
  • Negotiated a satisfactory restructure of the credit facilities and obtained additional collateral when appropriate.
  • Help small business customers coordinate credit facilities to be in sync with their growth objectives.
  • Closed over one million dollars for SBA and other unsecured credit facilities.

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45. Community Outreach

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Here's how Community Outreach is used in Business Banking Officer jobs:
  • Key achievements: Received community outreach and performance excellence award.
  • Evaluated results of community outreach programs and communicated these results to impact team as well as senior and executive management.

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46. High NET

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low Demand
Here's how High NET is used in Business Banking Officer jobs:
  • Provide commercial & private banking and lending services to high net worth customers.

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47. DDA

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low Demand
Here's how DDA is used in Business Banking Officer jobs:
  • Ranked 1st YOY in small business loan production and net DDA; top in business credit card sales production.
  • Assisted with the input and verification of General Ledger, DDA, and Wire Transfer entries.
  • Ranked in top 25% DDA production, and finished in the top 30 within all of CFG.

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48. Financial Solutions

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low Demand
Here's how Financial Solutions is used in Business Banking Officer jobs:
  • Introduced new potential clientele to banking partners in an effort to provide a full array of financial solutions.
  • Assisted clients in financial solutions for college, home purchases, and retirement planning.

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9 Financial Solutions Jobs

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49. Full Range

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low Demand
Here's how Full Range is used in Business Banking Officer jobs:
  • Offer a full range of loan, deposit, and non-credit services to existing and prospective business clients.
  • Provided potential customers with detailed information, pertaining to a full range of different business services and products.
  • Initiate small business leads to cross-sell full range of banking services to present and potential customers.
  • Leverage consultants in other divisions to present the company's full range of products and services.
  • Provide full range of banking services and manage relationships for small and low-end middle market business.

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50. Business Portfolio

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low Demand
Here's how Business Portfolio is used in Business Banking Officer jobs:
  • Developed and grew business portfolio through prospecting, networking and development of centers of influence.
  • Spearheaded the development and management of the entire business portfolio of four branches.

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Business Banking Officer Jobs

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20 Most Common Skills For A Business Banking Officer

Financial Statements

21.7%

Product Knowledge

13.5%

Loan Portfolio

13.3%

Small Business

8.6%

Business Development

5.6%

Customer Service

4.9%

Real Estate

4.2%

Revenue Growth

2.9%

Merchant Services

2.8%

SBA

2.7%

New Accounts

2.6%

Sales Goals

2.5%

Cross-Sell

2.3%

Client Relationships

2.1%

Business Partners

2.0%

Business Owners

1.9%

Customer Relationships

1.9%

Business Office

1.8%

Financial Needs

1.4%

Customer Base

1.4%
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Typical Skill-Sets Required For A Business Banking Officer

Rank Skill
1 Financial Statements 17.6%
2 Product Knowledge 10.9%
3 Loan Portfolio 10.8%
4 Small Business 6.9%
5 Business Development 4.5%
6 Customer Service 4.0%
7 Real Estate 3.4%
8 Revenue Growth 2.3%
9 Merchant Services 2.3%
10 SBA 2.1%
11 New Accounts 2.1%
12 Sales Goals 2.0%
13 Cross-Sell 1.9%
14 Client Relationships 1.7%
15 Business Partners 1.6%
16 Business Owners 1.5%
17 Customer Relationships 1.5%
18 Business Office 1.4%
19 Financial Needs 1.1%
20 Customer Base 1.1%
21 Annual Sales 1.0%
22 PNC 1.0%
23 Bank Products 0.9%
24 CPA 0.9%
25 Relationship Management 0.9%
26 Financial Goals 0.8%
27 Business Products 0.8%
28 Retail Branches 0.7%
29 Income Tax Returns 0.7%
30 Customer Retention 0.7%
31 Oversaw 0.7%
32 Fee Income 0.7%
33 COI 0.6%
34 Credit Card Transactions 0.6%
35 HR 0.6%
36 Credit Reports 0.6%
37 New Business Relationships 0.6%
38 Loan Applications 0.6%
39 Treasury Management 0.5%
40 Wealth Management 0.5%
41 Business Lines 0.5%
42 Financial Products 0.5%
43 Market Share 0.5%
44 Credit Facilities 0.5%
45 Community Outreach 0.5%
46 High NET 0.4%
47 DDA 0.4%
48 Financial Solutions 0.4%
49 Full Range 0.4%
50 Business Portfolio 0.4%
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7,308 Business Banking Officer Jobs

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