Commercial banker vs specialist-small business

Differences between commercial banker and specialist-small business duties and responsibilities

Commercial banker example responsibilities.

• Establish leads by building upon existing clientele and developing relationships with major centers of influence including CPA's and attorneys.
• Manage and develop commercial lenders and administrative assistants.
• Manage commercial customer portfolios by using profile analysis to identify cross-sell opportunities to sell other products and services.
• Manage origination initiatives associate with business accounts, treasury products, and loans while adhering to bank compliance procedures.
• Develop strategies for optimal cash flow optimization through complex treasury and cash management solutions couple with appropriate credit instruments.
• Train processors, establish compliance policy, establish and maintain business relationships with lenders and builders.
Show more

Specialist-small business example responsibilities.

• Lead the consumer sales and all service functions within a banking center.
• Develop new business strategies, increase target market sales and manage it by using different prospecting, tracking and selling methods.
• Manage a portfolio in various stages of workout including liquidation, refinancing, restructure, rehabilitation, bankruptcy and litigation.
• Respond, adhere and remain compliant with all consumer and business customer request.
• Automate risk management strategies and regulatory compliance requirements through the bank's loan origination system.
• Develop revenue enhancing opportunities target to consumers, marketing weight loss products and relate education to multiple healthcare providers.
Show more