Business Development Officer III

CTBC Bank Corp USA•Cupertino, CA

107d•$150,000 - $200,000•Onsite

About The Position

The Business Development Officer III is responsible for researching and identifying new business prospects to achieve financial goals and profit growth within their assigned team. This role involves building and maintaining industry networks and customer pipelines to leverage commercial and industrial loans for business prospects. The primary focus is on generating new C&I & CRE loan relationships, new business and consumer deposits, and developing strategies for targeting middle-market companies. This includes creating opportunities through direct outreach, networking, and managing a pipeline of qualified leads.

Requirements

Strong influencing skills
Strong financial statement review skills
Strong sales skills
Strong customer service skills
Strong communication skills
Familiarity with C&I market
Familiarity with all applicable State and Federal regulations
Familiarity with business projects

Nice To Haves

Bachelor’s degree in Finance, Economics, or business-related field
8+ years of experience in sourcing and building business relationships in C&I field
CFA or related certification

Responsibilities

Generate new C&I & CRE (owner occupied and investor) loan relationships resulting in new fee income (such as loan fees, cash management & international service fees, etc.) for the bank.
Generate new business and consumer deposits for the bank.
Develop strategies for targeting middle market companies and create opportunities by calling on prospects, referral sources and center of influences in order to develop business and expand client base.
Collect and organize data to assess, identify, and report business pipelines and referral sources.
Generate qualified leads through direct mails, community involvements, telephone work, referral source development, and other networking and marketing tactics.
Manage the pipeline of active and viable leads including determining which prospects to call on and the priority and scheduling of call.
Prepare business reports including pipeline, expense, sales summary, etc.
Be aware of the current trends and competitors’ conditions in the target market and industry.
Perform related duties, as required, for the training and development purposes.
Familiarize and comply with all applicable Bank’s policies and procedures as well as governing laws and regulations.
Perform all assigned duties under Bank’s compliance programs and related laws & regulations.
Successfully complete all mandatory training on related Bank’s and BSA compliances as well as other laws and regulations as assigned in a timely manner.