Job Details

Overview

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Position Summary

The Business Banker 2 uses a consultative relationship process providing comprehensive financial solutions for customers and prospects. The incumbent is responsible for originating, growing, servicing, managing, and retaining business relationships offering a full range of loan, deposit, non-interest income services and referring business and personal financial needs through the appropriate channel.

This position is exempt under the Fair Labor Standards Act and is not eligible for overtime pay.

This position may be filled at a lower or higher level depending on the candidate's qualifications and relevant experience.

Essential Duties and Responsibilities

• Originate and service business relationships; focus on the importance of the client's relationship to the Bank to improve profitability, growth, and retention
• Manage relationships using channels such as phone, email, social media, and face to face meetings to communicate with clients and prospects
• Proactively contact all business banking clients to ensure relationships are fully developed with appropriate credit needs, deposit needs and fee-based revenue services; ensure retail banking needs of business owners and key managers are met by partnering with appropriate internal partners for a World Class Customer Experience
• Be well versed in all Fidelity Bank products and services to ensure relationship building opportunities
• Manage discretionary loan and deposit pricing to ensure appropriate return
• Prospect, cold call, network and develop new business opportunities within Fidelity Bank's footprint
• Manage customer contacts, referrals and pipeline through the Fidelity Bank's pipeline and referral system to ensure the bank's sales process is mastered
• Initiate credit renewal process. Maintain current financial statements for clients with products requiring this process; use appropriate loan products available to improve efficiencies associated with the portfolio
• Manage portfolio, including problem loan and collection activities, to ensure superior past due and loan loss results
• Responsible for proper documentation and review of accounts along with follow-up and clearing of any exceptions
• Be the face of Fidelity Bank in the community and take an appropriate leadership role; represent Fidelity Bank at various civic and community functions to enhance its image and develop new business and centers of influence; know and live the Fidelity Mission, Vision, and Values in our community
• Keep abreast of changing business trends that impact the business segment, translating those trends into business opportunities
• Consistently exemplify our Core Values of Integrity, Community, Dependability, Excellence, Longevity, and Accountability
• Comply with regulatory rules and regulations evidenced through successful completion of training and demonstrated ability
• Perform other duties and/or special projects as appointed by management
• Physical Requirements: primarily sitting with some standing, walking, lifting and bending

Required Qualifications, Competencies, and Skills

• Bachelor's degree in a related business field or 4 years of related/comparable experience
• 3+ years of experience managing small business relationships to include deposit gathering, loan production and other financial services
• Understanding of technical aspects of business underwriting, loan structure, deposits and finance
• Ability to maintain confidentiality and adhere to the institution's privacy policies, regulatory and compliance guidelines
• Ability to travel across company footprint
• Proficient in Microsoft Office Suite to include Word, Excel, Outlook, PowerPoint, Teams
• Developed cognitive skills to include Analytical, Problem Solving, Judgement, Decision-Making, Organization & Planning
• Developed intrapersonal skills to include Ambition, Follow-Through, Optimism, Development, Initiative
• Developed interpersonal skills to include Communication: Listening, Speaking, and Writing, Resilience & Balance, Collaboration, Client Focus, Versatility
• Developed technology skills to include Knowledge Management
• Developed sales skills to include Preparation, Connecting, Questioning, Knowledge, Presence, Sales Drive, Opportunity Pipeline Management

Benefits

• Competitive pay based on the position, qualifications, relevant experience, and skillset
• Paid Time Off
• Up to 14 paid holidays annually
• Comprehensive Medical, Dental, and Vision Insurance
• Employer Funded Health Savings Account
• Paid Parental Leave
• 401(k) with matching contributions
• Wellness Program to reduce health insurance premiums
• Free or discounted banking and mortgage services
• Basic Life Insurance and AD&D
• Tuition Reimbursement Plan
• Associate Referral Program
• Associate Volunteer Program
• Employee Assistance Fund (subject to IRS guidelines)
• Employee Assistance Program
• Opportunities for training and career development
• Gym Discounts, Verizon Wireless Discounts, Tickets At Work Discounts
• Retail branch locations are closed on Saturdays!

The benefits listing is for informational purposes. Additional details regarding compensation and benefits will be provided during the application process. Fidelity reserves the right to modify, amend, or terminate any and all benefits at any time.

Fidelity Bank/NOLA Lending Group is looking for competitive, self-reliant, energetic individuals that are driven to succeed.

Location

For assistance or questions regarding the recruitment process, please email ...@bankwithfidelity.com or call 985-###-####. All information provided will be kept confidential and will only be used to the extent required to provide the needed reasonable accommodation. This position is located in Mandeville, LA, 70471.

Senioriy level

• Mid-Senior level

Employment type

• Full-time

Job function

• Finance and Sales
• Industries
• Banking

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