Business Banker Sr
Listed on 2026-02-28
-
Sales
Business Development, Banking & Finance, Financial Sales -
Business
Business Development, Banking & Finance
Company Description
Ent Credit Union and Wings Credit Union are joining forces in January 2026. This merger means more opportunities, expanded resources, and a shared commitment to delivering exceptional member service. Together, we become more - empowering members, communities, and teams through a bold, unified future. Both organizations bring a strong legacy of member satisfaction, operational excellence, financial stability, and community impact. Recognized locally and nationally as best-in-class financial institutions and employers of choice, each is known for its commitment to financial well-being and philanthropic leadership.
Join us during this transformative time and be part of shaping the future of banking! To learn more about the merger, .
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.
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. The primary focus at this level will be businesses with highly complex or novel needs. 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.
Utilize credit union contact management system to retain prospective member names and records, as well as standard credit union templates (such as term sheet template). - 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. Demonstrate proficiency in initiating the member credit application process through high-impact prospect calls and prompt & complete financial data collection from prospective members. 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. - Collaboration:
Provide ongoing business education to service centers, including at least one daily huddle with the staff monthly. 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.
Utilize the business case discussion and subsequent meetings with credit union management, industry specialists and other interested parties to exchange information and ideas, and to seek to understand the opinions of others. - Bank Secrecy Act:
Remains cognizant of and adheres to Wings policies and procedures, and regulations pertaining to the Bank Secrecy Act.
Minimum…
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).