1st Source Bank

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Position Summary

Responsible for the management of a portfolio of large sized business and complex accounts.  Typically manages a portfolio from $25-$40MM.

 Essential Requirements

·        Analyzes and approves credits within prescribed limits; recommends action on credits in excess of loan limits.

·        Documents bank/customer relationships and commitments.

·        Retains and strengthens current relationships and seeks to develop new business.

·        Reviews periodically the bank’s exposure and relative account profitability.

·        Performs financial reviews on a timely basis.

·        Complies with bank’s loan policies and procedures and legal requirements.

·        Responsible for the completion of all compliance training related to the position.

·        Must understand all applicable laws and regulations that apply to the position and comply with the requirements.

 Experience/Skills

·        Bachelors Degree preferred; concentration in business, economics or finance.

·        Five (5) to eight (8) years Retail Banking or Business Banking sales experience preferred.

·        Good PC skills--proficiency in Microsoft Word and Excel essential.

·        Strong verbal and written communication skills with the ability to communicate with all levels internally and externally.

·        Ability to maintain effective relationships with internal service partners and customers in order to gain their trust and respect.

·        Customer service oriented.

·        Ability to handle multiple tasks in a fast-paced environment.

Job Grade:

162

 
Relevant Years of Experience

5-8 years

 
Requisition Number:

7787

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