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CB Financial Services - Pittsburgh, PA

posted 3 days ago

Full-time - Senior
Pittsburgh, PA
Credit Intermediation and Related Activities

About the position

The Senior Banker (SB) will manage and grow an existing portfolio, drive new client acquisition, and enhance the portfolio's revenue base. The SB will collect financial statements, assist in underwriting, and lead the annual review process. This role requires establishing a network of Centers of Influence (COIs) and implementing a consistent calling effort to generate new revenue opportunities. The SB will act as the primary representative for their book of business and serve as the First Line of Defense in managing reputational, operational, credit, and other risks.

Responsibilities

  • Support the Bank's mission to partner with individuals, businesses, and communities to realize their dreams, protect their financial futures, and improve their lives.
  • Drive new revenue as a Senior Banker.
  • Engage with clients to manage deals and convert pipeline opportunities, including credit underwritings and risk ratings.
  • Actively participate and present in credit committee meetings.
  • Manage an existing portfolio, serving as the primary point of contact and growing its revenue base.
  • Be visible in the market, cultivating an external network of COIs and referral sources.
  • Promote a culture of relationship banking and insightful selling.
  • Adhere to a disciplined sales process and calling routine.
  • Expand non-interest income through enhanced treasury products and fee revenue generation.
  • Lead organizational change and embrace new initiatives.

Requirements

  • Bachelor's Degree and previous commercial banking experience.
  • Strong clerical skills.
  • Good communication skills.
  • Professional appearance.
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