Business Financial Advisor

Job Title:

Business Financial Advisor

Reports to:

Senior Commercial Banker

Responsibilities:

• Meets with prospective and existing customers through personal calling efforts to discuss business needs and recommend ways in which the bank can help provide business solutions and financial needs.
• Maintain an active calling program that includes existing and prospective clients with a focus on financial solutions for small businesses.
• Grow a portfolio with quality prospects and customers, gaining their entire relationship and trust.  Works with the credit administration on screening and approvals and works with Senior Commercial Banker regarding any larger credit opportunities.
• Serve clients and prospects by evaluating cash flow, debt structures, liquidity and long-term financial goals while promoting commercial solutions to support the client’s goals.
• Partner with branch teams to spot referral opportunities and build an internal pipeline of qualified business prospects.
• Meet individual growth goals for deposits, loans and fee income.
• Ability to exercise judgement and raise questions to management and adhere to policy guidelines.
• Encourages clients and their employees to maintain their personal banking with Movement Bank.
• Educates clients and prospects about the rich history of Movement Bank and Movement Foundation to deepen client and prospect relationships and identify business development and community engagement opportunities.

At Movement Bank, we exist to love and serve our communities with a Purpose Bigger Than Banking. We aim to bridge the wealth divide, connect those with resources to those excluded, and transform communities through long-term investment in business, housing, and education. When you join our team, you become part of our movement, our story, and our legacy.