Senior Business Banker

The Sr. Business Banker is primarily responsible for the overall success and revenue growth of their assigned portfolio and sales territory, with a focus on new member acquisition. This is an outside sales position.

This territory covers areas north of I-70, extending to Longmont, and east to Brighton.

Essential Functions

• Business Prospecting:
• The primary focus at this level will be businesses with highly complex to novel needs.
• Originate and grow a portfolio of business (credit and depository) relationships to achieve stated individual and team goals.
• Demonstrate proficiency in initiating the member credit application process through high-impact prospect calls and prompt & complete financial data collection from prospective members.
• Identify appropriate prospects within defined target markets and create and manage an effective prospect list and perform activities to ensure growth in deposit, loan and fee income portfolios.
• Achieves prospective member calling objectives.
• Proactively uncover sales opportunities with non-members and provide proposals in order to obtain the business as a member.
• Dedicated use of the CRM tool to track business prospects, contacts, members, events and activities will help accurately track/monitor daily, weekly and monthly progress.
• Relationship Management:
• Conduct meetings with existing business members.
• Retain and achieve revenue growth of the existing portfolio by providing continuous financial advice and maintaining profitable relationships through securing suitable deposit, loan, and treasury products.
• Serve members through a consultative selling, trusted advisor role to assist them in recognizing and tackling business opportunities and risks and helping them accomplish their goals while maximizing our effectiveness.
• Participate in the management of the business member portfolio. Monitor portfolios.
• Understand, detect, and report the early warning signs of problem credits so as to minimize the risk of credit loss and to maintain appropriate risk ratings on all loans.
• Networking - Build relationships with referral sources, engaged in networking activities, trade shows, chamber meetings, etc.
• Provide ongoing business education to service centers.
• Attend and actively participate in regularly scheduled division meetings and on-going training.
• Collaborate with internal business partners to ensure full "cross-sale" penetration of member relationship.
• Partners with and refers to other credit union departments, such as Corporate, Business Consultants and Lenders, to identify other appropriate products and services.
• Bank Secrecy Act: Remains cognizant of and adheres to Ent policies and procedures, and regulations pertaining to the Bank Secrecy Act.

Minimum Formal Qualifications for this Position

• Bachelor's Degree in Business Administration, Finance, Accounting, or related field of study preferred.
• REQUIRED: 5+ years' experience with business-to-business related sales.
• PREFERRED: 3+ years' in a business-to-business role in a financial institution with a focus on outbound sales.

Technical or Specialized Knowledge/Skills:

• Relationship Management - influencing, advisory, and acquisition skills
• Problem solving - superior problem solving skills
• Communication - superior verbal and written communication skills
• Initiative/Sound decision making/managing the member experience with credit union regulations and procedures
• Able to operate a motor vehicle
• Comprehensive knowledge of financial services and offerings
• Strong knowledge of business economics and banking
• Strong knowledge of commercial/small businesses
• Proficient with the Microsoft Office Suite of products (Word/Excel/Outlook).

Certifications Required:

• REQUIRED: Driver's license

PAY RANGE: $97,500 to $107,785 per Year (S16) plus monthly incentives.

On-Target Earnings (OTE) incentives: $12,000 annually

Car Allowance: $6,240 annually

Final compensation for this position will be determined by various factors such as relevant work experience, specific skills and competencies, education, certifications, and internal pay equity.

BENEFITS

• Generous 401(k) match
• 401k Discretionary Profit Sharing
• Health Insurance
• Dental Insurance
• Vision Insurance
• Life Insurance
• Short Term and Long Term Disability
• Health Savings Account with company contribution
• Employee Assistance Program
• Paid Vacation, Sick, Floating Holidays and Volunteer Time Off
• Paid Holidays
• Tuition Reimbursement
• Paid Parental Leave

We anticipate this position to close on 7/7/2026. Please submit your application at your earliest convenience to be considered.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities.