Business Banker II

Posted:
10/20/2024, 5:00:00 PM

Location(s):
Plano, Texas, United States ⋅ Texas, United States

Experience Level(s):
Junior ⋅ Mid Level ⋅ Senior

Field(s):
Business & Strategy ⋅ Sales & Account Management

Job Description

It’s about helping small businesses achieve big goals.

Do you thrive in building relationships with people and care about helping grow their small business? Are you known as a self-starter who adapts quickly to fast-paced environments? Do you enjoy being active in your community and believe in selfless service?

At Frost, it’s about more than a job. It’s about having a flourishing career where you can thrive, both in and out of work. At Frost, we’re committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you’ll become part of Frost’s over 150-year legacy of providing unparalleled banking services.

Who you are:

As a Business Banker II, you’ll partner closely with the business banking sales manager to track weekly progress, identify areas of opportunity, analyze marketing results, and achieve monthly call and product sales goals. You’ll also be responsible for delivering products to designated segments of the small business market.  Prospecting and cold-calling are a part of the job, but to you, it’s an opportunity to build long-lasting relationships with folks who can benefit from your financial expertise. You welcome a challenge and are always ready to support others on their journey toward financial success.

What you’ll do:

  • Become familiar with your clients and their business to understand and act on their needs
  • Achieve monthly call and product sales goals set by the sales manager
  • Report weekly activity and marketing results to the sales manager of business banking
  • Manage and support loan commitments with accuracy and efficiency
  • You champion Frost’s philosophy and core values in the work you do by caring for your clients, having a willingness to do more than you’re asked because it’s the right thing to do, and doing so with excellence
  • Process referrals from the financial center relationship managers and other areas of the bank for small business products, including loans, depository accounts, trusts, and cash management services
  • Support specific financial centers’ defined geographic areas, specific census tracts, and customer relationships once products are sold and accounts are opened
  • Stay up to date on bank products and services by regularly attending training classes

What you’ll need:

  • Have a background in banking and lending solutions
  • Have prior experience with cold-calling and analyzing credit reports and financial statements
  • Have knowledge of business loan center procedures
  • Excellent written and verbal communication skills
  • Strong organizational and time-management skills
  • Proficiency in Microsoft applications

Additional Preferred Skills:

  • Bachelor’s degree
  • Previous banking experience and knowledge of bank products

Our Benefits:

At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes:  

  • Medical, dental, vision, long-term disability, and life insurance
  • 401(k) matching
  • Generous holiday and paid time off schedule
  • Tuition reimbursement
  • Extensive health and wellness programs, including our Employee Assistance Program
  • Referral bonus program + more!

Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader is banking customer satisfaction. At Frost, it’s about being part of something bigger. If this sounds like you, we encourage you to apply and see what’s possible at Frost.