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Market Leaders execute sales strategies by developing new business opportunities and maintaining strong relationships with regional banking divisions. They focus on achieving revenue growth and customer retention while collaborating closely with bank partners.

Perform detailed commercial credit analysis and customer due diligence, prepare spreads and analytical memorandums for complex borrower structures, underwrite loans, complete annual reviews and restructurings, support credit officers on client calls, mentor junior analysts, and lead special projects to maintain asset quality and portfolio performance.

Manage high impact business accounts, performing customer service, sales, and insurance coverage advocacy while maintaining customer satisfaction.

Provide customer service and sales support for small business and individual insurance accounts. Respond to customer inquiries via phone, written, and face-to-face communications; research coverage and underwriting guidelines; recommend products to address coverage gaps; process transactions in agency and carrier systems; participate in department meetings and support continuous improvement. Occasional regional travel required.

Interview and profile customers to determine investment and insurance needs, recommend products and referrals, monitor client investments, develop business plans, and cultivate branch relationships to drive sales and referrals.