Business Banker (Commercial lender)
- CFE Federal Credit Union
- Tallahassee, Florida
- Full Time
Business Banker (Commercial lender)
Job Category: Business Services
Requisition Number: BUSIN001333
Posting Details
Posted:
May 22, 2026
Full-Time
On-site
Locations
Showing 1 location
Tallahassee Operations Center2082 Summit Lake DrTallahassee, FL 32317, USA
Tallahassee Operations Center2082 Summit Lake DrTallahassee, FL 32317, USA
+0 more locations
less locations
Job Details
Description
We are Addition Financial, a member-owned, not-for-profit financial cooperative, offering comprehensive financial solutions that help members achieve their financial goals. Shareholder profits don't drive us and never have. Since 1937, we've been on a mission to bring financial success and education to everyone and make a positive impact in the lives of our members and the communities we serve. And we want your help to make that happen. We're looking for people who not only want to do meaningful, challenging work, but who also have a heart for service. If this sounds like you, keep reading and we'll dive into the specifics!
Are you ready to start your career in business lending and treasury management? Addition Financial Credit Union is seeking motivated individuals to join our team as Business Bankers. This role offers comprehensive training in sales, relationship management, business underwriting, treasury management, and operations. You will develop the skills to help businesses succeed by building strong relationships and offering tailored financial solutions. No prior experience as a Business Banker is requiredjust bring your banking knowledge, passion for sales, excitement for learning, and commitment to excellent service!
Key Responsibilities:
1. Relationship Management
Build and maintain relationships with business members to understand their financial goals and challenges.
Serve as the primary point of contact for business banking needs and inquiries.
Manage an assigned portfolio of business members, ensuring their satisfaction and success.
2. Loan Origination and Support
Learn to analyze financial statements and credit reports to assess creditworthiness.
Assist in structuring loan proposals and collaborate with underwriting teams.
Gain hands-on experience in loan origination.
3. Treasury Management
Develop a strong understanding of treasury management services, including cashflow optimization, payment solutions, and fraud prevention tools.
Educate members on treasury management products and how they can support their business operations.
Work with the treasury management team to onboard new members and implement treasury solutions tailored to their needs.
Collaborate with members to identify opportunities for process improvement through treasury products and services.
4. Product Knowledge and Education
Acquire in-depth knowledge of business banking products, including loans, treasury, and deposit services.
Educate members on available financial solutions and their benefits.
5. Compliance and Risk Awareness
Understand credit union policies, procedures, and regulatory requirements.
Participate in risk assessment processes and maintain a focus on compliance.
6. Sales and Business Development
Identify potential business opportunities through networking and referrals.
Learn to collaborate with various departments to enhance member experience and identify cross-selling opportunities.
7. Exceptional Customer Service
Provide outstanding service throughout the lending and treasury process, ensuring member satisfaction.
Follow up with members post-loan and treasury solution implementation to build trust and encourage long-term relationships.
8. Adaptability and Growth
Embrace training and development opportunities to continuously enhance your skills.
Adapt to evolving job responsibilities to meet the needs of the credit union and its members.
Training and Development Program:
As a Junior Business Banker, you will complete a structured training program designed to provide the foundation for your success. Training will focus on:
Sales techniques and relationship management.
Business credit underwriting and risk assessment.
Treasury management, including cash flow analysis and operational efficiency.
Operational processes and compliance standards.
Product knowledge and solutions
Requirements
Bachelor's degree in business, finance, or a related field (preferred but not required).
Interpersonal and Communication Skills
Ability to build relationships and establish trust with clients and team members.
Clear and professional communication, both verbal and written.
Active listening skills to understand client needs and respond effectively.
Customer Service Orientation
Prior experience in a customer-facing role (e.g., retail, hospitality, customer support).
Strong focus on delivering exceptional service and resolving issues.
Sales or Business Development Aptitude
Experience in sales, marketing, or relationship management roles.
Understanding of how to identify and pursue opportunities to meet client needs.
Organizational and Time Management Skills
Experience managing multiple tasks and meeting deadlines.
Strong ability to prioritize responsibilities effectively in a fast-paced environment.
Analytical and Problem-Solving Skills
Basic understanding of analyzing data, interpreting financial information, or solving practical problems.
Familiarity with tools such as Excel or other software for organization and analysis.
Adaptability and Willingness to Learn
Demonstrated ability to learn new processes, systems, and concepts quickly.
Open-minded approach to feedback and professional growth.
Team Collaboration Skills
Previous experience working in a team-oriented environment.
Ability to contribute to team goals while supporting individual objectives.
Financial or Business Knowledge
Familiarity with business financial concepts, such as budgeting, cash flow, or credit.
Coursework or certifications in business, finance, or related fields are advantageous but not mandatory.
Technical Proficiency
Basic proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
Comfortable learning and using new technology, including customer relationship management (CRM) systems.
Professionalism and Work Ethic
Demonstrated reliability, punctuality, and integrity in previous roles.
Ability to maintain a professional demeanor in interactions with clients and colleagues.
Why Join Us?
Gain valuable experience in business banking with no prior experience required.
Comprehensive training program, including treasury management expertise.
Clear career path with opportunities for advancement.
Work with a supportive team to make a difference for local businesses.
WORKING WITH US:
We're continually recognized as a top employer because we understand people like you want more out of your career. Like making a difference in people's lives and in the community. Being part of a team that supports each other. Feeling good about the time you spend at work each day. And being able to balance your life while also earning a competitive base salary and benefits, including:
401k with profit sharing contribution
Comprehensive medical, dental and vision coverage from leading insurance providers
Continuing education and up to $5,000 in tuition assistance annually
Generous vacation and sick pay
Paid parental leave and volunteer time off
Major holidays off including Federal holidays that many other industries don't observe
Credit union benefits including reduced consumer/mortgage loan rates, free checks, and other financial services discounts
At Addition Financial, we accept you for who you are. We are an equal opportunity employer and do not discriminate based on race, color, creed, religion, national origin, sex, marital status, age, protected veteran status, or disability/handicap with regards to recruitment, selection, placement, promotion, wages, benefits, and any other areas of employment. Personal perspectives and beliefs are what helps our team members, and our company, grow as a whole and we seek to nurture that inclusiveness. We welcome our team member's diverse viewpoints and work together so that everyone's voices are heard. So, if you're ready to take your career to the next level, Count Us In.
Qualifications
Skills
Behaviors
:
Motivations
:
Education
Experience
Licenses & Certifications
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.
Job Category: Business Services
Requisition Number: BUSIN001333
Posting Details
Posted:
May 22, 2026
Full-Time
On-site
Locations
Showing 1 location
Tallahassee Operations Center2082 Summit Lake DrTallahassee, FL 32317, USA
Tallahassee Operations Center2082 Summit Lake DrTallahassee, FL 32317, USA
+0 more locations
less locations
Job Details
Description
We are Addition Financial, a member-owned, not-for-profit financial cooperative, offering comprehensive financial solutions that help members achieve their financial goals. Shareholder profits don't drive us and never have. Since 1937, we've been on a mission to bring financial success and education to everyone and make a positive impact in the lives of our members and the communities we serve. And we want your help to make that happen. We're looking for people who not only want to do meaningful, challenging work, but who also have a heart for service. If this sounds like you, keep reading and we'll dive into the specifics!
Are you ready to start your career in business lending and treasury management? Addition Financial Credit Union is seeking motivated individuals to join our team as Business Bankers. This role offers comprehensive training in sales, relationship management, business underwriting, treasury management, and operations. You will develop the skills to help businesses succeed by building strong relationships and offering tailored financial solutions. No prior experience as a Business Banker is requiredjust bring your banking knowledge, passion for sales, excitement for learning, and commitment to excellent service!
Key Responsibilities:
1. Relationship Management
Build and maintain relationships with business members to understand their financial goals and challenges.
Serve as the primary point of contact for business banking needs and inquiries.
Manage an assigned portfolio of business members, ensuring their satisfaction and success.
2. Loan Origination and Support
Learn to analyze financial statements and credit reports to assess creditworthiness.
Assist in structuring loan proposals and collaborate with underwriting teams.
Gain hands-on experience in loan origination.
3. Treasury Management
Develop a strong understanding of treasury management services, including cashflow optimization, payment solutions, and fraud prevention tools.
Educate members on treasury management products and how they can support their business operations.
Work with the treasury management team to onboard new members and implement treasury solutions tailored to their needs.
Collaborate with members to identify opportunities for process improvement through treasury products and services.
4. Product Knowledge and Education
Acquire in-depth knowledge of business banking products, including loans, treasury, and deposit services.
Educate members on available financial solutions and their benefits.
5. Compliance and Risk Awareness
Understand credit union policies, procedures, and regulatory requirements.
Participate in risk assessment processes and maintain a focus on compliance.
6. Sales and Business Development
Identify potential business opportunities through networking and referrals.
Learn to collaborate with various departments to enhance member experience and identify cross-selling opportunities.
7. Exceptional Customer Service
Provide outstanding service throughout the lending and treasury process, ensuring member satisfaction.
Follow up with members post-loan and treasury solution implementation to build trust and encourage long-term relationships.
8. Adaptability and Growth
Embrace training and development opportunities to continuously enhance your skills.
Adapt to evolving job responsibilities to meet the needs of the credit union and its members.
Training and Development Program:
As a Junior Business Banker, you will complete a structured training program designed to provide the foundation for your success. Training will focus on:
Sales techniques and relationship management.
Business credit underwriting and risk assessment.
Treasury management, including cash flow analysis and operational efficiency.
Operational processes and compliance standards.
Product knowledge and solutions
Requirements
Bachelor's degree in business, finance, or a related field (preferred but not required).
Interpersonal and Communication Skills
Ability to build relationships and establish trust with clients and team members.
Clear and professional communication, both verbal and written.
Active listening skills to understand client needs and respond effectively.
Customer Service Orientation
Prior experience in a customer-facing role (e.g., retail, hospitality, customer support).
Strong focus on delivering exceptional service and resolving issues.
Sales or Business Development Aptitude
Experience in sales, marketing, or relationship management roles.
Understanding of how to identify and pursue opportunities to meet client needs.
Organizational and Time Management Skills
Experience managing multiple tasks and meeting deadlines.
Strong ability to prioritize responsibilities effectively in a fast-paced environment.
Analytical and Problem-Solving Skills
Basic understanding of analyzing data, interpreting financial information, or solving practical problems.
Familiarity with tools such as Excel or other software for organization and analysis.
Adaptability and Willingness to Learn
Demonstrated ability to learn new processes, systems, and concepts quickly.
Open-minded approach to feedback and professional growth.
Team Collaboration Skills
Previous experience working in a team-oriented environment.
Ability to contribute to team goals while supporting individual objectives.
Financial or Business Knowledge
Familiarity with business financial concepts, such as budgeting, cash flow, or credit.
Coursework or certifications in business, finance, or related fields are advantageous but not mandatory.
Technical Proficiency
Basic proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
Comfortable learning and using new technology, including customer relationship management (CRM) systems.
Professionalism and Work Ethic
Demonstrated reliability, punctuality, and integrity in previous roles.
Ability to maintain a professional demeanor in interactions with clients and colleagues.
Why Join Us?
Gain valuable experience in business banking with no prior experience required.
Comprehensive training program, including treasury management expertise.
Clear career path with opportunities for advancement.
Work with a supportive team to make a difference for local businesses.
WORKING WITH US:
We're continually recognized as a top employer because we understand people like you want more out of your career. Like making a difference in people's lives and in the community. Being part of a team that supports each other. Feeling good about the time you spend at work each day. And being able to balance your life while also earning a competitive base salary and benefits, including:
401k with profit sharing contribution
Comprehensive medical, dental and vision coverage from leading insurance providers
Continuing education and up to $5,000 in tuition assistance annually
Generous vacation and sick pay
Paid parental leave and volunteer time off
Major holidays off including Federal holidays that many other industries don't observe
Credit union benefits including reduced consumer/mortgage loan rates, free checks, and other financial services discounts
At Addition Financial, we accept you for who you are. We are an equal opportunity employer and do not discriminate based on race, color, creed, religion, national origin, sex, marital status, age, protected veteran status, or disability/handicap with regards to recruitment, selection, placement, promotion, wages, benefits, and any other areas of employment. Personal perspectives and beliefs are what helps our team members, and our company, grow as a whole and we seek to nurture that inclusiveness. We welcome our team member's diverse viewpoints and work together so that everyone's voices are heard. So, if you're ready to take your career to the next level, Count Us In.
Qualifications
Skills
Behaviors
:
Motivations
:
Education
Experience
Licenses & Certifications
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.
Job ID: 522351146
Originally Posted on: 5/24/2026
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