Business Development Associate

Posted 4 Days Ago
Be an Early Applicant
Mount Pleasant, MI, USA
In-Office
Entry level
Fintech • Software • Financial Services
The Role
Assists bank business development officers with scheduling, appointments, customer communication, reports, credit monitoring, documentation, community outreach, prospective loan applicants, and loan closing activities. Requires prior banking or financial services experience, strong communication and organizational skills, proficiency in Microsoft Office, and the ability to manage multiple tasks while supporting customer and business development efforts.
Summary Generated by Built In
Position Title: Business Development AssociateReports To: Senior Commercial Loan OfficerGeneral Purpose:

Works with Business Development staff to assist with various duties in the development of additional business for the bank across all lines of business.  The primary focus will be assisting Business Development staff with assorted tasks.

Responsibilities:
  • Assist with Business Development efforts including but not limited to; schedule organization, appointment setting, answering phones, coordinating meetings, retrieving information, pulling reports, monitoring credit arrangements, writing letters, requesting information, organizing files and other general duties to assist Business Development officers.
  • Potential calling and assisting customers to secure relationships and help them with requests and guidance. Could involve talking with prospective customers and providing necessary information on what is required to apply for a loan. 
  • Be involved in community functions and civic organizations. The goal is to be a good ambassador for the bank and be active in the communities we serve.
  • Work with customers to close loans as needed.
Qualifications:Education/Experience
  • Bachelor’s degree preferred
  • Prior banking/financial services experience required
  • Prior credit training preferred
Skills
  • Demonstrated leadership ability
  • Strong organization skills
  • Strong oral and written communication skills
  • Motivated and self-starter
  • Team Oriented
  • Innovative and creative
  • Ability to multi-task
  • Strong written and verbal communication skills
  • Proficient in Word, Excel and Outlook

Isabella Bank is an AA/EEO employer.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

Skills Required

  • Prior banking or financial services experience
  • Bachelor's degree
  • Prior credit training
  • Proficiency in Microsoft Word, Excel, and Outlook
  • Strong oral and written communication skills
  • Strong organizational and multitasking skills
  • Demonstrated leadership ability
  • Self-motivated, team-oriented, innovative, and creative
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The Company
HQ: Mount Pleasant, Michigan
375 Employees
Year Founded: 1903

What We Do

Isabella Bank Corporation is a financial services holding company offering a wide array of financial products and services in mid-Michigan. Its banking subsidiary, Isabella Bank, offers banking services through 31 locations, 24-hour banking services locally and nationally through shared automatic teller machines, online banking, and direct deposits to businesses, institutions, and individuals. Lending services offered include commercial real estate loans and lines of credit, agricultural loans, residential real estate loans, consumer loans, and credit cards. Deposit services include interest and noninterest bearing checking accounts, savings accounts, money market accounts, and certificates of deposit. Other related financial products include trust services, safe deposit box rentals, credit life insurance, and brokerage products through Raymond James Financial Services. Active competition, principally from other commercial banks, savings banks and credit unions, exists in all of the Bank’s principal markets. The Corporation’s results of operations can be significantly affected by changes in interest rates or changes in the local economic environment.

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