Business Development Officer - Private Banking - Los Angeles, CA

California Bank & Trust•Los Angeles, CA

4d•Onsite

About The Position

Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate’s unique experiences, background and perspectives and provides a collaborative environment for all employees to grow and thrive. As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for “Best Bank” and “Best Commercial Bank” from the readers of San Diego Union-Tribune and Orange County Register. Additionally, as a division of Zions Bancorporation, the bank has collected multiple Greenwich Excellence Awards for “Overall Client Satisfaction” in Small Business & Middle Market Excellence Awards. We are seeking a Private Bank Relationship Manager in San Francisco, CA to act as the primary account and relationship manager for new and existing clients. Candidates must possess active investment licenses, such as Series 7 and Series 66, or the Series 63 and Series 65 combination.

Requirements

Requires a Bachelors in Business, Finance or a related field and 10+ yrs experience in business development, sales, loans, banking/finance products and services or other directly related experience.
A combination of education and experience may meet job requirements.
Expert knowledge of sales techniques, business development, banking/finance products and services.
Must have excellent customer service and negotiation skills.
Excellent communication skills, both verbal and written.
Excellent problem resolution and presentation skills.
Ability to work with internal staff on relationships.
Advanced working knowledge of word processing, spreadsheet and general PC's skills.
May lead or supervise lower level staff.
Candidates must possess active investment licenses, such as Series 7 and Series 66, or the Series 63 and Series 65 combination.

Responsibilities

Responsible for sourcing and developing prospects, aquiring business, loans and/or bank services in accordance with established business development goals
Develops and implements marketing plans, strategies and expanding referral sources.
Develops external leads and follows up on internal referral sources.
Collaborates with loan officers/relationship managers as required.
Determines appropriate products and services to best meet each clients needs.
Makes presentations or works with relationship manager on presentations regarding bank products and services to existing and prospective clients.
Sets up new accounts according to bank procedures and practices.
Remains well versed in industrial, economic and financial situations relating to assigned clients.
Responsible for gathering data to be used in selling process, participating in community organizations and activities, and assisting prospective clients in completing loan and services applications.
May supervise or lead lower level BDO's.
Other duties as assigned.