Banking & Lending

Banking & Lending Sales Jobs

5 jobs found

9d ago

Business Development Officer

LiftFund Houston, TX

Houston, TX

9d ago

Full time Marketing B2B Banking & Lending

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Job Description

Responsibilities

Drive small business loan production to meet assigned targets.
Proactively build and maintain a pipeline of qualified applicants through community outreach and targeted marketing.
Develop and manage a referral network including banks, CDFIs, chambers of commerce, and economic development entities.
Provide high-touch client support throughout the lending cycle: inquiry, application, underwriting, closing, and servicing.
Conduct in-depth borrower assessments including site visits, collateral evaluation, financial analysis, and credit readiness.
Offer individualized and group educational sessions on LiftFund products and small business finance.
Analyze business financials, market trends, and borrower capacity to inform sound lending recommendations.
Present loan proposals to credit committees in alignment with LiftFund’s credit policy and impact goals.
Manage an active loan portfolio by maintaining client engagement and monitoring for early risk indicators.
Partner with collections and servicing teams to resolve delinquent loans and support loss mitigation efforts.
Ensure all client and loan records are accurately documented in LiftFund’s CRM and loan servicing systems.
Participate in loan closings and assist clients with document collection and pre-closing requirements.
Represent LiftFund at community forums, events, and partner engagements to enhance visibility and credibility.
Design and implement process improvements for loan pipeline management and operational efficiency.
Identify new lending opportunities through data analysis, market research, and community feedback.
Support efforts to raise funds and build partnerships to further LiftFund’s mission and reach.

Requirements

Bachelor’s degree in business, finance, economics, or related field preferred; equivalent experience considered.
Three (3) years of experience in small business lending, banking, credit analysis, or economic development.
Familiarity with SBA 7(a), 504, and other government-guaranteed lending programs highly preferred.
Demonstrated success in meeting or exceeding lending/sales goals.
Strong financial and credit analysis skills; able to assess risk and structure deals.
Excellent communication, relationship management, and presentation skills.
Proficient in CRM systems and Microsoft Office Suite.
Ability to build trust with diverse stakeholders, including underserved entrepreneurs.
Knowledge of financial literacy principles and lending compliance.
Familiarity with business planning and cash flow projections.
Collaborative team player with a solution-oriented mindset.
Experience working with nonprofit or mission-driven lenders a plus.
Strong organizational and time management abilities; self-motivated and goal-driven.
Must have valid driver’s license and reliable transportation.
Bilingual proficiency in English and Spanish preferred.

Technologies

CRM platforms and Microsoft Office Suite

Performance Metrics

Volume and quality of loan originations.
Growth and engagement of referral networks.
Portfolio performance, including delinquency rates and client satisfaction.
Accuracy and timeliness of CRM entries and loan documentation.
Contributions to organizational visibility and strategic initiatives.

Travel

Routine travel within the local area and infrequent overnight travel, in and out of state, as necessary.

Position Type, Days and Hours

This is a full-time, exempt position. The days and hours of work are generally Monday through Friday, 8:30 am to 5:30 pm, but the schedule may vary based on the needs of the position and the timing of key meetings and events.

Physical Demands

When working on-site, work is performed in a routine office environment. Prolonged sitting and some standing required. Occasionally lift, pull, carry and push items weighing up to twenty-five (25) pounds. This job requires working under stressful conditions to meet deadlines and address unexpected work challenges.

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11d ago

Professional/Executive Business Development Officer

Moody Bank New Braunfels, TX

New Braunfels, TX

11d ago

Full time Marketing Account Management B2B

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Job Description

Moody Bank invites you to join us as a Professional/Executive Business Development Officer in New Braunfels, TX. This onsite role focuses on developing new loan and deposit relationships, building and servicing client portfolios, and managing portfolios within the assigned territory. You will contribute to a collaborative, community-minded culture while benefiting from a robust benefits package designed to support you and your family. The position also offers engagement with local organizations and opportunities to grow within a values-driven bank.

Benefits

401(k) with a 5% match
Dental insurance
Employee assistance program
Flexible spending account
Health insurance
Life insurance
Paid time off
Parental leave
Prescription drug insurance
Referral program
Retirement plan
Vision insurance

Responsibilities

Lead business development calling efforts
Initiate marketing activities for the territory
Ensure loans are underwritten in accordance with the Bank policy
Close and fund loans per approved terms
Manage portfolios and deliver an excellent client experience

Requirements

High School diploma required
Minimum of 3 years of commercial business development experience
Knowledge and understanding of applicable banking laws, regulations, and compliance requirements
Excellent written and verbal communication skills
Proficient in Microsoft Word, Excel, and various banking software
Ability to perform commercial and consumer credit analysis; knowledge of consumer and commercial loan documentation

Technologies

Microsoft Word
Microsoft Excel
Banking software

Other duties and responsibilities

Become active in both community and civic organizations
Be a positive advocate for the bank within the community

Job Type

Full-time

Work Location

In person

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23d ago

Senior Branch Leader – Business Development Specialist

The Bank of Southside Virginia Dinwiddie County, VA

Dinwiddie County, VA

23d ago

$65k+/yr Full time Account Management Banking & Lending Banking Relationships

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Job Description

The Bank of Southside Virginia is seeking a Senior Branch Leader – Business Development Specialist to steer growth, profitability, and community visibility from an on-site location in Dinwiddie County, VA. This role combines strategic business development, relationship management, and leadership excellence to expand the bank’s consumer and small business client base while mentoring branch leaders and teams. The position emphasizes hands-on community engagement and proactive outreach to build lasting partnerships.

Responsibilities

Develop new customer relationships in collaboration with the Business Development team, branch officers, and community partners.
Engage with branch officers and community partners to advance opportunities.
Implement a proactive outreach program that includes business development calls to both new and existing customers.
Drive market growth in deposits and loans while maintaining up-to-date knowledge of consumer and small business lending.
Deepen existing relationships through regular follow-up, needs discovery, and aligning solutions.
Act as a visible bank ambassador by participating in about 40 hours of bank-sponsored community events each year.
Join and actively participate in local community clubs or chambers of commerce and identify strategic partnership opportunities.
Support financial literacy and outreach initiatives; recommend sponsorships aligned with local market needs.
Lead market execution aligned to organizational goals while coaching and developing branch teams and subordinate leaders.
Support performance management, career development, and succession readiness; recommend promotions based on performance.
Assist with training and onboarding of new Branch Leaders, reinforcing consistent expectations and follow-through.
Ensure adherence to policies, procedures, and regulatory requirements while maintaining strong service and sales discipline.
Maintain expert knowledge of bank products and services; build team capability to identify needs and recommend appropriate solutions.
Model sound risk management practices and escalate issues promptly and appropriately.
Make Banking Easy
Know Our Customers
Be Proactive, not Pushy
Follow Through Every Time
Invest in Relationships
Appreciate Our Customers

Requirements

Demonstrated leadership success in retail banking, business development, and relationship management.
Proven ability to execute outbound calling and prospecting strategies and deliver measurable growth.
Strong working knowledge of consumer and small business lending fundamentals.
Commitment to community engagement and brand representation.
At least 3 years of retail banking in a management role.

Benefits

401(k) matching
Dental insurance
Health insurance
Life insurance
Paid time off
Vision insurance

What success looks like

Consistent growth in new relationships, deposits, and loans within the market.
A strong community presence and an active pipeline of referral and partnership opportunities.
High-performing teams supported by clear coaching, accountability, and a relationship-first approach.
Compliant execution with strong operational controls and positive audit outcomes.

Compensation & Benefits

Pay: From $65,000 per year
Competitive base salary
Incentive/Bonus eligibility: dependent on performance
Benefits package: Health, Dental, Vision, PTO, Sick Time, Vacation, Paid Holidays, 401K & IRA Match, Employer Funded Pension Plan, Profit Sharing, and more
Work location: In person

Qualifications

Required: Demonstrated leadership success in retail banking, business development, and relationship management.
Required: Proven ability to execute outbound calling/prospecting strategies and deliver measurable growth outcomes.
Required: Strong working knowledge of consumer and small business lending fundamentals.
Required: Commitment to community engagement and brand representation.
Required: 3 years of retail banking in a management role.
Preferred: Experience mentoring multi-level teams and coaching other leaders.
Preferred: Established local network (business and community organizations) and track record of partnership development.

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24d ago

Lead Business Development & Customer Insights Analyst

Federal Home Loan Bank of Chicago Chicago, IL

Chicago, IL

24d ago

$108k - $181k/yr Full time Manager Analytics Banking & Lending

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Job Description

This on-site role with the Federal Home Loan Bank of Chicago in Chicago, IL, centers on driving strategic growth through data analytics, market research, and customer engagement to advance the Bank’s strategic plan.

Responsibilities

Drive strategic growth and improve decision making through data analytics, while fostering innovation through new product, data, or technology initiatives that impact customers.
Support the planning and execution of the Bank's strategic plan via market research, advanced analytics, and targeted customer engagement.
Identify new opportunities and add value through product development activities (ideation, opportunity sizing, design) or by updating current product policies and processes.
Understand the Bank’s business needs, strategy, and the competitive landscape to deliver value aligned with the Bank’s goals and customer requirements.
Utilize data analytics as a core daily capability to generate insights, inform change, and track progress toward objectives.
This position may have direct reports.

Requirements

Bachelor’s degree in Business, Finance, Accounting, Economics, or a related field.
MBA or Master’s degree preferred.
Seven or more years of experience in Financial Services, Real Estate Development, or Economic Development, or roles such as financial market analysis, mortgage or investment research, sales, product development, or corporate strategy.
Relevant education may substitute for the experience requirement.
Proficiency in MS PowerPoint, MS Excel, and MS Word, with SQL required.
Advanced SQL and Tableau development skills are required.
Management experience is a plus.
Strong attention to detail with the ability to manage large, complex datasets and promote data governance and compliance best practices.
Excellent collaboration skills across departments, with the ability to engage with members and represent the department on cross-functional teams.
Strong analytical and critical thinking abilities, with capacity to devise creative solutions to problems.
Ability to manage priorities and hold team members accountable for leading or delivering projects.
Excellent written, oral, and presentation skills for communicating with senior leaders.
Capability to translate complex analyses and business requirements into clear product, system, or data insights for colleagues.

Technologies

MS PowerPoint
MS Excel
MS Word
SQL
Tableau

Benefits

Highly competitive compensation and bonus package
Collaborative in-office operating model
Retirement program (401k and Pension)
Medical, dental and vision insurance
Lifestyle Spending Account
Competitive PTO plan
11 paid holidays per year
Wellbeing program
PTO plan provides five weeks of vacation for new employees
Central downtown location with easy access to public transportation

Salary

USD 108,450 - 180,825 per year

Who we are

The Federal Home Loan Bank of Chicago partners with members in Illinois and Wisconsin to provide competitively priced funding, a reasonable return on investment, and support for community investment activities. We operate as a bank for banks and other financial institutions, serving as a strategic partner to reinvest in communities from urban centers to rural areas. Established by Congress in 1932, FHLBank Chicago is one of 11 Federal Home Loan Banks, government-sponsored to support mortgage lending and community investment.

What it’s like to work here

Our Buddy Program pairs new hires with tenured colleagues to streamline onboarding.
Professional development and training opportunities include upskilling, mentorship programs, and tuition reimbursement.
An in-office, collaborative environment supports innovation, connection, and shared success.
A defined allocation of remote days provides balance and flexibility throughout the year.

What you’ll do

Lead and prepare customer insights, product usage trends, and success metrics for internal reports, senior leadership, members, and external stakeholders; may occasionally present findings.
Guide and perform market research on economic conditions, financial services trends, and the competitive landscape affecting members.
Support new product or system implementation and testing, focusing on integration and adoption of new data and reporting capabilities.
Collaborate with product managers, Legal, Operations, Information Technology, Risk, and other stakeholders to assess product, reporting, and process improvements, especially for new or material changes.

What you can expect

Owns and presents customer insights, product usage trends, and success metrics for internal reporting, senior management, members, and external stakeholders.
Lead market research activities related to economic conditions, trends in financial services, and the competitive landscape for members.
Assist with product or system implementation and testing, emphasizing adoption of new data and reporting capabilities.
Collaborate with cross-functional teams to evaluate product, reporting, and process improvements, particularly for new or material product changes.

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1mo ago

Asset Based Lending Senior Business Development Officer

Bank of America Chicago, IL

Chicago, IL

1mo ago

$175k - $240k/yr Full time Account Management Asset-Backed Finance Asset-Based Lending

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Job Description

Asset Based Lending Senior Business Development Officer in Chicago, onsite, focused on sourcing new financing opportunities, guiding deal teams through analysis and execution of ABL transactions, and building external referral networks.

Responsibilities

Originates asset based lending facilities for companies with annual revenue of $50 million or more.
Develops and expands profitable client relationships through proactive outreach, prospecting, and strengthening existing accounts.
Interprets financial statements and cash flow analyses to evaluate company performance and industry dynamics.
Collaborates with internal bank partners to tailor asset based lending solutions for clients and prospects.
Leads strategic discussions with complex clients on industry trends, alternative capital structures, and business issues.
Mentors peers and demonstrates leadership during deal cycles.
Adapts to evolving sales practices and shifting market conditions as needed.

Requirements

Direct calling experience with CEOs, CFOs, and managing directors.
Five or more years of asset-based lending experience.
Strong oral, written, and analytical/credit skills.
Willingness to travel for in-person meetings.
FINRA Series 7 and 63 licenses; if not currently licensed, must obtain within 180 days of start date.

Skills

Business Development
Negotiation
Sales Strategy
Client Management
Influence
Networking
Referral Identification
Oral Communications
Referral Management
Written Communications

Required Skills

Direct calling experience with CEOs, CFOs, and MDs.
Five or more years of asset-based lending experience.
Strong oral, written, and analytical/credit capabilities.
Willingness to travel for in-person meetings.
FINRA Series 7 and 63 licenses, with completion within 180 days if not currently held.

Desired Skills

Completion of a bank credit training program.

Minimum Education

Bachelor's degree or equivalent professional experience.

Shift

1st shift (United States of America)

Hours Per Week

40 hours per week

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Banking & Lending Sales Jobs

Business Development Officer

Professional/Executive Business Development Officer

Senior Branch Leader – Business Development Specialist

Lead Business Development & Customer Insights Analyst

Asset Based Lending Senior Business Development Officer

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