Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Commercial Banking Officer

ServisFirst Bank

At ServisFirst, Our Name is Our Mission.


DUTIES AND RESPONSIBILITIES

The Commercial Banking Officer is responsible for developing new business, underwriting, structuring and the closing of commercial loans, as well as maintaining and servicing an existing portfolio. This Officer represents the Bank in the local community through active participation in community affairs and participates in marketing all of the Bank's products and services.


The incumbent will:


  • Evaluate needs of potential clients and offer appropriate financial products, services and loans
  • Promote and cross-sell other products and services as appropriate to client requirements
  • Respond to client phone calls, inquiries and requests regarding accounts within 24 hours
  • Provide ongoing relationship servicing with current clients to maintain goodwill and gain additional business
  • Conduct networking activities such as community events, attending local Chambers of Commerce meetings, developing relationships with centers of influence and entertaining clients/prospects to enhance relationships and create new sales
  • Develop call lists of clients and prospects to meet monthly call goals
  • Conduct warm and cold prospect calls in accordance with stated goals
  • Generate new business to meet annual growth goals
  • Prepare and compile client information to open new accounts
  • Gather and analyze financial data to assist in determining the credit worthiness of potential clients for risk and underwriting purposes
  • Prepare loan memos and documents to submit for loan approval
  • Ensure completeness and accuracy of loan documentation
  • Oversee timely closing and funding of loans
  • Inform and advise clients of status or enhancements to current account productivity and suggest resolution on account disputes and other account activity
  • Coordinate and assist back office personnel in resolving credit problems, delinquent payment issues, overdrafts and other related affairs
  • Responsible for being familiar with all compliance regulations and policies that are applicable to this position and follow and ensure compliance with these regulations and policies
Note: Reasonable accommodation may be made to enable otherwise qualified associates/applicants with disabilities to perform the essential functions of the job.

Note: Additional duties and responsibilities may be assigned.


MINIMUM QUALIFICATIONS
  • Bachelor's degree in related field and minimum of three (3) years' banking or financial services experience required
  • Experience working directly with customers at all levels, from support staff to business owners and managers
  • Excellent communication and presentation skills, as demonstrated by previous experience interacting with decision makers and influencers
  • Ability to prepare/coordinate proposals, review proposals for accuracy and work productively through the underwriting process
  • Experience working independently
  • Ability to stay organized and multi-task
  • Experience using Microsoft Outlook, Word and Excel
PHYSICAL REQUIREMENTS AND ENVIRONMENTAL CONDITIONS

The physical requirements and environmental conditions of this position consist primarily of:
  • Sustained standing and sitting
  • Frequent use of PC, including typing or sustained attention to monitor
  • Occasional presentations requiring public speaking to small groups
  • Occasional lifting of basic office files or equipment up to 20 lbs
  • Normal office environment with comfortable internal temperatures and low level noise
  • Some travel necessary for client/prospect meetings and networking events

EOE/AA
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Commercial Banking Officer in Maitland, FL vacancy
  •  ...job posting. Summary The Business Banking Relationship Manager, Sr is a high-level...  ...and business credit underwriting with commercial credit training preferred. Ability to...  ...financial and economic concepts. Microsoft Office suite About Us First Horizon... 
    Commercial
    Work at office

    First Horizon

    Orlando, FL
    9 hours ago
  • $50k - $60k

     ...performance coaching.  ~ Sales Collaboration: Work with commercial sales personnel to develop solutions for mutual clients....  ...in handling large work volumes  ~ Proficiency in MS Office (Outlook, Word, Excel)  ~ High School diploma (or equivalent... 
    Commercial
    Remote work

    Insurance Office of America

    Casselberry, FL
    4 days ago
  • $80k - $95k

     ...Description Job Description: Title: Senior Account Manager - Commercial Lines Hybrid Preferred: 1-2 days in Columbia, SC office OR Fully Remote : for applicants in Eastern and Central Time Zones Book Focus:  Generalist, Contractors | Requirement:... 
    Commercial
    For contractors
    Remote work

    Insurance Office of America

    Winter Park, FL
    2 days ago
  •  ...Commercial Lines Account Executive HUB International Limited ("HUB") is one of the largest global insurance and employee benefits broker...  ...products and services. With over 18,000 employees in 500+ offices throughout North America, HUB has grown substantially, in part... 
    Commercial
    Temporary work
    Work at office
    Local area

    HUB International

    Winter Park, FL
    3 days ago
  • Insurance Office of America is seeking a Senior Account Manager for Commercial Lines, with an opportunity for hybrid or remote work. The role involves managing client accounts, ensuring retention, administering policy duties, and providing excellent customer service. The... 
    Commercial
    Remote job
    Work at office

    Insurance Office of America

    Winter Park, FL
    2 days ago
  • $91.33k - $131.74k

     ...business or equivalent from a four-year college or university, or equivalent combination of experience. 3+ years' experience in commercial HVAC systems or rental equipment/services experience. We prioritize practical experience and relevant skills. Candidates... 
    Commercial
    Hourly pay
    Temporary work
    Seasonal work
    Work from home

    Trane Technologies

    Maitland, FL
    10 hours ago
  •  ...Senior Business Banking Relationship Manager -Orlando, FL FinTrust Connect has partnered...  ...on winning new business, deepening commercial relationships, structuring credit solutions...  ...partners ~ Proficiency with Microsoft Office and pipeline management practices ~... 
    Commercial
    Work at office

    FinTrust Connect LLC

    Orlando, FL
    2 days ago
  • The Insurance Office of America is seeking a Senior Account Manager - Commercial Lines to manage a book of business in a remote capacity. This role focuses on account retention, customer service, and team leadership. Ideal candidates should have substantial account management... 
    Commercial
    Remote job
    Work at office

    Insurance Office of America

    Winter Park, FL
    1 day ago
  •  ...Facility Solutions Manager Are you excellent at managing and retaining B2B accounts? Do you have experience in the areas of commercial cleaning and maintenance? Do you also have strong selling skills for increasing sales within an account? If you answered yes, consider... 
    Commercial
    Contract work
    For contractors

    City Wide Facility Solutions

    Maitland, FL
    1 day ago
  •  ...entrepreneurs and leaders recognized for their excellence throughout the insurance community. Throughout our network of more than 550 HUB offices in North America, we offer a competitive, exciting, and friendly work environment that strategically positions our employees for... 
    Commercial
    Full time
    Temporary work
    Work at office
    Local area
    Flexible hours

    Squaremouth

    Winter Park, FL
    20 hours ago
  • $22 - $25 per hour

     ...Account Manager - National Accounts Commercial HVAC/R Maitland, FL Position Overview Helios HVACR is seeking a detail-oriented and client-focused Account Manager to support the performance and execution of assigned client accounts. This role is responsible for... 
    Commercial
    Contract work
    Local area

    Helios HVACR Services

    Maitland, FL
    20 hours ago
  •  ...Shape the strategy. Deliver measurable impact. At Waters, Account Managers are territory leadersoperating at the intersection of commercial excellence, strategic thinking, and customer partnership. You will own your territory as a business, driving growth through a... 
    Commercial

    Becton Dickinson

    Maitland, FL
    1 day ago
  • $60k - $70k

    Insurance Office of America is seeking a Senior Account Associate - Commercial Lines to provide administrative and customer service support. This role involves managing accounts, tracking policy expirations, and ensuring client needs are met. Ideal candidates will have... 
    Commercial
    Remote job
    Work at office

    Insurance Office of America

    Winter Park, FL
    1 day ago
  • $75k - $90k

     ...Job Description Job Description Commercial Lines Account Manager – Small to Mid-Market Accounts (Winter Park, FL) Salary: $75,000 – $90,000 base + full benefits Work Setting: Hybrid or In-Office (Winter Park, FL) Systems: EPIC, TAM, or AMS360 required... 
    Commercial
    Work at office

    APR

    Winter Park, FL
    4 days ago
  •  ...processing of financial transactions and opening accounts in a retail banking environment. Introduce bank products and services through...  ...the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management... 
    Commercial
    Monday to Friday

    First Horizon

    Maitland, FL
    4 days ago
  •  ...LLC., located in Winter Park, Florida, is seeking a Service Manager. This role involves leading client interactions for a book of commercial clients and ensuring satisfaction while representing client needs within the organization. The ideal candidate has over 3 years... 
    Commercial

    World Insurance Associates, LLC.

    Winter Park, FL
    4 days ago
  •  ...changing FINANCE to finance CHANGE! Climate First Bank is a Florida Benefit Corporation, state chartered, FDIC insured commercial bank. With now three physical branches in...  ...to monitor; Occasional lifting of basic office files or equipment up to 20lbs. Equal Opportunity... 
    Commercial
    Work at office
    Local area

    Climate First Bank

    Winter Park, FL
    20 hours ago
  •  ...changing FINANCE to finance CHANGE! Climate First Bank is a Florida Benefit Corporation, state chartered, FDIC insured commercial bank. With now three physical branches in St...  ...to monitor; Occasional lifting of basic office files or equipment up to 20 lbs. Equal Opportunity... 
    Commercial
    Work at office
    Local area

    Climate First Bank

    Winter Park, FL
    20 hours ago
  • World Insurance As in Winter Park, Florida, is looking for a Commercial Client Service Representative to be the primary service contact for...  ...of tools like Excel and EPIC. This full-time position is office-based and involves regular client interactions. #J-18808-Ljbffr... 
    Commercial
    Full time
    Work at office

    World Insurance As

    Winter Park, FL
    4 days ago
  •  ...Private Banking Officer Are you passionate about building relationships with high-net-worth clients and delivering exceptional financial solutions? As a Private Banking Officer, you'll serve as a trusted advisor to a portfolio of affluent clients, including attorneys... 

    City National Bank

    Orlando, FL
    10 hours ago
  •  ...Who We Are Founded in 1993, Tri Scapes is a leading commercial landscape contractor headquartered in Alpharetta, Georgia. As one of the top firms in the Atlanta area, we've expanded into Savannah and Augusta and continue to grow across the Southeast. With over 30... 
    Commercial
    For contractors

    Tri Scapes Inc

    Sanford, FL
    4 days ago
  •  ...First Citizens Bank in Winter Park is seeking a Business Banker to develop and manage relationships with business owners to help meet their financial goals. This role involves achieving individual and team financial targets while engaging with customers through strategic... 
    Commercial

    First Citizens

    Winter Park, FL
    2 days ago
  •  ...Manager As a Maintenance Account Manager, you will manage a broad commercial landscape portfolio within a designated territory. You will be...  ...Degree is preferred Must be proficient with the Microsoft Office Suite Ability to work outside during the summer months in... 
    Commercial
    Summer work
    Work at office
    Flexible hours

    Down2Earth

    Orlando, FL
    4 days ago
  •  ...selection of various accounts and financial services, cross-sell the Bank’s products and services, and opens, maintains, and closes all...  ...authority. Processes various loan transactions; consumer, commercial, and real estate loan payments and advances. May represent... 
    Commercial

    Central Bank Of Tampa

    Winter Park, FL
    more than 2 months ago
  • $74k - $120k

     ...no matter how big or small, and we do so while using the safest products and techniques available. We offer both residential and commercial pest control, as well as rodent control, mosquito abatement, and the removal of bees, fleas, and wildlife. We also offer Insulation... 
    Commercial
    Full time
    Local area
    Monday to Friday
    Rotating shift

    Rowland Pest Management, Inc.

    Casselberry, FL
    4 days ago
  •  ...A Snapshot of Your Day As an Aftermarket Account Manager, you will lead commercial engagement activities for a portfolio of onshore wind service customers across North America. Your day will involve developing customer relationships, identifying new service opportunities... 
    Commercial
    Local area
    Visa sponsorship

    Siemens Energy

    Orlando, FL
    4 days ago
  •  ...execute a territory business plan to be reviewed quarterly with commercial leadership. Prospect, identify and develop customers for new...  .... Work Environment Employees will work under typical office conditions; noise levels may fluctuate. Due to travel / driving... 
    Commercial
    Contract work
    Work at office

    Mac Papers

    Orlando, FL
    1 day ago
  •  ...Insurance Office of America is looking for an Account Manager - Commercial Lines to manage an assigned book of business in Winter Park, Florida. This remote position focuses on ensuring account retention, coordinating administrative activities, and supporting new business... 
    Commercial
    Work at office
    Remote work

    Insurance Office of America

    Winter Park, FL
    4 days ago
  •  ...specializing in interior and exterior landscaping, as well as seasonal holiday décor installations. Our mission is to transform commercial spaces into visually stunning environments that reflect beauty, festivity, and functionality. We are passionate about our work and... 
    Commercial
    Full time
    Seasonal work

    Botanical Designs

    Orlando, FL
    4 days ago
  •  ...no matter how big or small, and we do so while using the safest products and techniques available. We offer both residential and commercial pest control, as well as rodent control, mosquito abatement, and the removal of bees, fleas, and wildlife. We also offer Insulation... 
    Commercial
    Full time
    Local area
    Monday to Friday
    Rotating shift

    Rowland Pest Management, Inc.

    Casselberry, FL
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Commercial Banking Officer. Be the first to apply!