Meridian Bank | SBA Business Development Officer

Meridian Bank (subsidiary of Meridian Corporation, Nasdaq: MRBK) is an innovative team of experts serving the financial needs of entrepreneurs, businesses and individuals. Growing throughout Pennsylvania, New Jersey, Delaware, Maryland and Florida, Meridian offers opportunities for anyone wishing to start or continue a career working in a collegial atmosphere to bring unrivaled service to clients and customers. Member FDIC | Equal Housing LenderPosition summary: Responsible for the origination of SBA loans for the SBA Lending Department; Employee will work directly with COI's referrals sources and internal referrals to obtain qualified SBA loan candidates, complete loan application files, assist with underwriting and closings of SBA loans and ensure compliance with all Bank and SBA policies. Qualifications required:Bachelor's degree in Finance or related field;Minimum of 3 years' experience in SBA Lending or related Business DevelopmentAbility to work in a team environment as a role player and leaderStrong computer skills (MS Office, etc.)High degree of attention to detail and ability to multitaskExemplifies Meridian's Core ValuesEssential functions and responsibilities:Valid Driver's LicenseProspect, secure meetings, and close new business by qualifying opportunities and with key decision makers in enterprise companiesConsult with prospects to determine the best solutions for their specific needs. Recommend solutions, prepare and present proposals and get contracts executedIdentify appropriate business partners for joint calling, follow up appointments, and business presentationsDrive sales goals to achieve budgets and financial targetsAchieve all individual activity and revenue targets set by the companyKeep current with all Meridian product information, pricing and contract termsAttend sales seminars, sales meetings or educational activities to stay up-to-date on the latest developments, trends, and regulations in the market placeLog sales activity (prospecting, opportunities, revenue, next steps) to be reviewed by supervisorTravel, as required, to meet prospects and customer face-to-faceAnticipate short and long term changes with the prospect and implement strategies for successEstablish and grow client relationshipsDevelop account plans and partnershipsImplements strategies to achieve goals assigned to the department; assists in the development of the annual budgetOrganizes the work and activities of the department in order to achieve established goals; monitors the efficiency and performance of the department versus established standardsCommunicates with division manager to facilitate coaching opportunitiesCommunicates with the Division Manager, other department managers, and appropriate staff in order to integrate goals and activitiesProvides periodic reports to the Division Manager and other groups as required throughout the BankExemplifies and promotes Meridian Bank's Core Values (Our Partners, Our People, Our Bank and Our Communities) and aligns department goals and objectives with these valuesAbides by the current laws and organizational policies and procedures designed and implemented to promote an environment which is free of harassment and other forms of illegal discriminatory behavior in the work place.Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the Bank's compliance with all regulatory requirements, e.g. Community Reinvestment Act (CRA), Bank Secrecy Act (BSA), Equal Credit Opportunity Act, etc.Other duties as assignedSuccess factorsjob competencies:Excellent verbal and written communication skillsStrong problem solving and analytical skillsLeadership SkillsConsistently visible and demonstrates leadership competenciesManaging UpwardActively seeks coachingStrong organizational and time management skillsAbility to define problems and propose solutionsRelationship management skills and ability to interface confidently with associates of all levels, including senior executives, business unit and department headsPhysical demands, work environment and location:Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the necessary functions. This is a largely sedentary role, requiring the use of typical office equipment such as a computer, laptop and cell phone. Most work is completed in an office environment.Work environment: The noise level in this environment is minimalLocation: various Meridian location(s) as assigned including but not limited to the following job-related travel requirements: CustomerClient locations, work events, charity events, loan closings and site visits, etc.Meridian Bank is an Equal Opportunity Employer

Created: 2025-01-19