LOB Business Advisor
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Job Location:
Monthly Salary:
Posted on:
19 days ago
Vacancies:
1 Vacancy
Job Summary
Overview
The Business Analyst plays a key role in supporting the execution of sales strategies monitoring operational activities and coordinating efforts across Lines of Business (LOBs). This role translates strategic priorities into structured initiatives tracks progress against defined metrics and facilitates communication between business units and support functions including Risk Compliance Operations Technology and Finance. While the position does not involve direct client interaction it contributes to performance enablement by ensuring consistent execution timely reporting and alignment across teams.
Principal Duties & Responsibilities:
- Carry out repricing activities and support Net Interest Margin (NIM) expansion efforts for Commercial and Commercial Real Estate (CRE) loan portfolios.
- Assist with the implementation of sales strategies by distributing initiative materials performing quality checks and updating progress against key performance indicators (KPIs).
- Organize and maintain pipeline reviews campaign schedules team meetings and performance tracking tools.
- Review and document business opportunities assess lead quality and route high-potential prospects to appropriate bankers.
- Track and report client calling activities pipeline status and closed deals to ensure weekly compliance.
- Coordinate with Marketing to support campaign execution and communication efforts.
- Support consistency across LOBs by following standardized processes for initiative execution.
- Facilitate communication between bankers and support teams including Risk Compliance Operations Technology and Finance.
- Assist with coordination efforts involving Assistant Regional Directors (ARDs) and help identify early warning cases.
- Monitor and log operational risk issues and self-identified items in collaboration with the First Line of Defense (1LOD).
- Track and compile findings and responses across LOBs for review and follow-up.
- Support engagement with Compliance and Risk teams to help address regulatory requirements.
- Observe and flag significant balance fluctuations for leadership attention.
- Prepare and format business review materials executive summaries and presentation decks for leadership meetings.
- Provide support in managing budgets coordinating with vendors assisting with resource allocation onboarding activities and team engagement efforts.
Qualifications
- 2-4 years of experience in a business support sales operations or administrative coordination role within financial services or a similar environment.
- Familiarity with commercial and CRE lending products is helpful but not required.
- Working knowledge of commercial and CRE lending products profitability drivers and Net Interest Margin (NIM) concepts.
- Familiarity with operational risk monitoring practices and governance procedures.
- Strong organizational and time management skills with the ability to handle multiple tasks and meet deadlines.
- Proficient in tracking performance metrics preparing reports and coordinating meetings and communications.
- Effective written and verbal communication skills for preparing materials and facilitating cross-functional coordination.
- Ability to follow structured processes and collaborate with diverse teams across business units.
- Proficiency in Microsoft Office Suite (Excel PowerPoint Outlook) and other business tools.
- Detail-oriented dependable and able to complete assigned tasks with minimal supervision.
- Resourceful and solution-focused with a proactive approach to task execution.
Education
- Bachelors Degree Bachelors degree in Business Administration Finance Economics or a related field.
- An equivalent combination of education and relevant professional experience may be considered in lieu of a degree.
Special Instructions to Candidates
- Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities.
- Please view Equal Employment Opportunity Posters here.
- The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about discussed or disclosed their own pay or the pay of another employee or applicant. However employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information unless the disclosure is (a) in response to a formal complaint or charge (b) in furtherance of an investigation proceeding hearing or action including an investigation conducted by the employer or (c) consistent with the contractors legal duty to furnish information. 41 CFR 60-1.35(c)
- Reasonable accommodation may be made to assist individuals with disabilities to complete the online application process. Please contact our Human Resources Department at or by e-mail at.
Required Experience:
Unclear Seniority
Key Skills
- Business Intelligence
- Sales Experience
- Compliance Management
- Risk Management
- Cold Calling
- Lean Six Sigma
- Upselling
- Business Management
- Regulatory Reporting
- SAP Supply Chain Management
- Economic Development
- Product Development
About Company
Florida's iconic community bank with a global reach, trusted and admired by our clients for our people-centric culture.
