06 ago - Napoli
Experteer Italy
ph3Experteer Overview /h3pIn this role you will help local businesses thrive by providing banking solutions and guidance that align with their financial goals. You’ll grow a portfolio of small to mid‑size business clients, focusing on an excellent client experience and prudent risk management. You will collaborate across departments to cross‑sell products and educate clients on financial strategy, aiming to strengthen community ties and CRA objectives. This position offers meaningful impact through advisory support and growth of market share. /ph3Retribuzione / Benefits /h3ulliGrow loan and deposit portfolios through proactive outreach and centers of influence /liliDevelop new small business relationships and expand existing ones /liliMaintain a balanced portfolio of high-value clients and set regional strategy /liliIdentify and present appropriate bank products and optimal loan structures /liliPrepare annual reviews and recommendations for clients /liliCollaborate with other departments to fulfill cross‑sell opportunities /liliAct as a financial advisor,
educating clients on financial strategies and aligning needs with products /liliMonitor client information and market trends to identify new opportunities /liliEngage in local civic and nonprofit activities to support community and CRA goals /li /ulh3Responsabilità /h3ulliBachelor’s degree in Business, Finance or related field or equivalent work experience /lili3-5 years in banking relationship management or related lending experience /liliKnowledge of cash flow and business credit underwriting; commercial credit training preferred /liliAbility to work with diverse groups to manage relationships /liliExcellent presentation, verbal, and written communication skills /liliStrong business acumen across industries, markets, and economic concepts /li /ulh3Requisiti fondamentali /h3ulliMedical with wellness incentives /liliHSA with company match /liliMaternity and parental leave /liliTuition reimbursement /liliMentor program /lili401(k) with 6% match /li /ul /p #J-18808-Ljbffr
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