Business Specialist

Summary

This role is listed in Downers Grove, IL, but will consider candidates within the Chicagoland area. Develops and maintains profitable small business banking relationships within the Consumer Bank by focusing on the holistic and long‑term needs of business owners and their businesses. As a specialist and trusted advisor, responsibilities include identifying needs, recommending deposit, treasury, and loan products, negotiating deposit and loan terms, coordinating loan approvals and closings, opening and managing deposit accounts, and referring clients to key partners within the company.

The Business Specialist also develops core client relationships with existing clients, finds new opportunities for the Bank in the small business segment, manages an existing portfolio of clients, seeks opportunities to work with employees of clients, introduces clients to partners as needed, and prospects for new clients through networking and external calling efforts with internal and external partners. The role also provides training, coaching, and guidance to assigned districts and banking centers to promote the development and growth in the small business segment.

As part of the Consumer Bank, the Small Business Segment team is responsible for developing, defining, and executing the strategy that positions the Bank as the community bank for small business owners, their families, and employees. The Business Specialist reports to the Retail Bank and works in multiple capacities – a designated banking center, district, and region – and is accountable for executing against and achieving the retail bank and consumer bank strategy, proactively engaging in activities that support this effort, and working directly with retail teams, district and region leadership, other segment specialists and advisors, and external partners.