Business Banker; Business Lender
Listed on 2026-07-23
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Finance & Banking
Financial Sales, Banking & Finance, Loan Officer / Lending, Commercial Banking
Location: Tallahassee
Overview
We are Addition Financial, a member-owned, not-for-profit financial cooperative offering comprehensive financial solutions that help members achieve their financial goals. Shareholder profits don’t drive us and never have. Since 1937, we’ve been on a mission to bring financial success and education to everyone and to make a positive impact in the lives of our members and the communities we serve. We’re looking for people who want meaningful, challenging work and have a heart for service.
If this sounds like you, keep reading and we’ll dive into the specifics!
Are you ready to start your career in business lending and treasury management? Addition Financial Credit Union is seeking motivated individuals to join our team as Business Bankers. This role offers comprehensive training in sales, relationship management, business underwriting, treasury management, and operations. You will develop the skills to help businesses succeed by building strong relationships and offering tailored financial solutions.
No prior experience as a Business Banker is required—just bring your banking knowledge, passion for sales, excitement for learning, and commitment to excellent service.
- Build and maintain relationships with business members to understand their financial goals and challenges.
- Serve as the primary point of contact for business banking needs and inquiries.
- Manage an assigned portfolio of business members, ensuring their satisfaction and success.
- Learn to analyze financial statements and credit reports to assess creditworthiness.
- Assist in structuring loan proposals and collaborate with underwriting teams.
- Gain hands-on experience in loan origination.
- Develop a strong understanding of treasury management services, including cashflow optimization, payment solutions, and fraud prevention tools.
- Educate members on treasury management products and how they can support their business operations.
- Work with the treasury management team to onboard new members and implement treasury solutions tailored to their needs.
- Collaborate with members to identify opportunities for process improvement through treasury products and services.
- Acquire in-depth knowledge of business banking products, including loans, treasury, and deposit services.
- Educate members on available financial solutions and their benefits.
- Understand credit union policies, procedures, and regulatory requirements.
- Participate in risk assessment processes and maintain a focus on compliance.
- Identify potential business opportunities through networking and referrals.
- Learn to collaborate with various departments to enhance member experience and identify cross-selling opportunities.
- Provide outstanding service throughout the lending and treasury process, ensuring member satisfaction.
- Follow up with members post-loan and treasury solution implementation to build trust and encourage long-term relationships.
- Embrace training and development opportunities to continuously enhance your skills.
- Adapt to evolving job responsibilities to meet the needs of the credit union and its members.
As a Junior Business Banker, you will complete a structured training program designed to provide the foundation for your success. Training will focus on:
- Sales techniques and relationship management.
- Business credit underwriting and risk assessment.
- Treasury management, including cash flow analysis and operational efficiency.
- Operational processes and compliance standards.
- Product knowledge and solutions
- Bachelor’s degree in business, finance, or a related field (preferred but not required).
- Ability to build relationships and establish trust with clients and team members.
- Clear and professional communication, both verbal and written.
- Active listening skills to understand client needs and respond effectively.
- Prior experience in a customer-facing role (e.g., retail,…
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