Teller
Behavioral Health Market Context
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Qualifications
- •Demonstrates a strong understanding of business credit options, including:
- •Designing tailored terms and products to align with business needs, asset lifecycles, and growth strategies
- •Processing loan applications and collecting required applicant information while maintaining fair lending and ethical sales practices
- •High school diploma or equivalent is required
- •At least 10 years of experience in business development or financial services is ideal
- •Strong written, verbal, and interpersonal communication skills
- •Proficiency in using desktops, laptops, tablets, smartphones, and Microsoft Office Suite
- •4 more items(s)
Responsibilities
- •A Teller provides personalized financial assistance to clients by supporting their daily banking needs, managing account openings and maintenance, and recommending appropriate financial products and services
- •Quickly establish a consistent SBA business development cadence in the market, including:
- •Planning phone conversations and managing follow-ups
- •Conducting client retention calls
- •Prospecting new clients to expand business opportunities
- •Placing outbound calls to connect with potential and existing clients
- •Participating in networking events to foster relationships
- •Maintaining and enhancing a diverse Center of Influence (COI) network of community and business leaders to drive referrals
- •Overseeing sales duties, conducting credit assessments, structuring loans, preparing and submitting SBA loan requests, interviewing clients, and evaluating individual traits
- •Building and cultivating new business relationships to unlock opportunities and collaborations
- •Reviewing financial statements and tax returns of individuals and businesses to assess creditworthiness and risk
- •Evaluating short- and long-term credit requirements by analyzing business sales cycles and growth projections
- •Educating prospective clients on bank loan evaluation processes, SBA programs, and applicable government regulations
- •Collaborating with attorneys, loan closers, and internal staff to ensure timely loan closure and funding
- •Balancing business needs and client expectations while managing risk exposure
- •Adhering to Seacoast Bank’s Code of Conduct
- •Providing guidance and mentorship to junior SBA lenders
- •Ensuring compliance with bank policies and regulatory requirements, including BSA, AML, and OFAC
- •Addressing customer concerns promptly and professionally, escalating issues when necessary
- •16 more items(s)