2 client specialist jobs found in Minnetonka, MN

Description Summary: The Treasury Management Specialist is responsible for the identification and execution of cross-sales across an existing Business Banking Treasury Management portfolio. Duties & Responsibilities: Compiles data for TM Sales Advisors, completed relationship reviews, and pro-forma pricing analyses and handles client's sales needs. May have direct responsibility across a certain portion of an Advisor's portfolio. Direct sales via telephone as well as individual and joint calls with advisors and/or Relationship partners is required. Minimal travel may be required. Responsible for contributing to team revenue goals through identified sales opportunities. Must be able to independently manage workflow and expectations of the role with little oversight. Proactively manage portfolio and all risk related and pricing activities. Responsible for executing and accurately completing special...

Description Summary: The SBA Product Specialist-Sr is responsible for marketing a full range of banking services to Small Business Administration (SBA) loan eligible businesses with emphasis on client contact, origination and analysis Incumbents work directly with customers in providing more complex loans associated with SBA and other federal or state government loan guarantee programs. Typical loan amounts are for $25K - $3MM. Duties & Responsibilities: Reviews financial statements and supporting documents and works closely with SBA district and regional offices to provide solutions to the client's loan needs Ensures compliance with applicable federal, state, and local laws and offices to provide solutions to the client's loan needs Ensures compliance with applicable federal, state and local laws and regulations, agency guidelines and organization policies Structures complex SBA loan proposals,...