Business Development Manager III - Roseville Corporate Center

Tri Counties Bank•Roseville, CA

27d•$80,200 - $100,000

About The Position

The Business Development Manager is the primary contact for the small and mid-sized business market segment and is responsible for acquiring new customer relationships and developing existing ones. The role directs and coordinates branch activities, personally and/or through branch staff, to achieve branch goals related to financial solutions, customer service, credit quality, risk management, and profitability. The manager develops business and community relationships, creates prospect and customer calling plans, profiles customers to understand business and personal goals, and identifies suitable business solutions. The position also collaborates with internal business partners, coordinates loan requests with underwriting and customers, ensures regulatory and operational compliance, supports branch audits, and oversees recruitment, employee training and development, and expense controls. Tri Counties Bank is a California-based bank established in 1975 and headquartered in Chico, with corporate offices including Roseville. It serves individuals and businesses through more than 75 locations and provides mobile and online banking and access to approximately 40,000 surcharge-free ATMs nationwide. The bank describes its focus as local service and decision-making, community engagement, philanthropy, and employee volunteerism. The position's hiring range is $80,200 to $100,000 annual salary, with incentive opportunities; compensation may vary by location and qualifications and experience.

Requirements

Business-to-business sales or financial services sales experience.
Ability to lead and direct others.
Demonstrated sales and marketing abilities.
Business financial analysis experience.
Exceptional written, verbal, nonverbal, and interpersonal skills.
Excellent organizational skills and ability to complete a high volume of work accurately.

Nice To Haves

Undergraduate degree preferred.

Responsibilities

Acquire and develop small and mid-sized business customer relationships through proactive business and community relationship development.
Plan, control, and direct branch activities toward branch goals, including customer profiling, tele-consulting, and business calling.
Prepare calling plans and prospective profiles for new business prospects as part of the strategic business development program.
Prepare client profiles, relationship plans, and calling schedules for business customers as part of the strategic business development program.
Research relevant industries to develop knowledge and understanding.
Profile new and existing customers to identify business and personal goals and provide solutions suited to current and future needs.
Identify business customer opportunities, fulfill customer needs, or refer customers to specialized internal business partners.
Collaborate with internal partners in Cash Management, Merchant Card Processing, Commercial Banking, Real Estate, Leasing, and Raymond James Investment Services.
Ensure loan requests are processed accurately and promptly, coordinating with underwriting and customers.
Ensure branch personnel follow operating and regulatory compliance guidelines, including the Operational Loss Policy.
Ensure the branch successfully completes annual reviews and audits.
Work with Human Resources to determine recruitment sources.
Administer HR policies and procedures and train and develop branch employees for their assigned positions.
Operate within annual budget guidelines and expense controls.
Represent the bank at civic, government, industry, and community functions.
Maintain current knowledge of bank policies and procedures and comply with applicable federal and state laws and regulations, including Bank Secrecy Act requirements, Information Security (GLBA), Identity Theft Red Flags, and Financial Elder Abuse Reporting.
Monitor competitive products, practices, rates, and changes in the market area.
Develop and facilitate customer and employee training sessions.
Conduct branch sales meetings.
Perform other work-related duties as assigned.