Retail Bus Banker II
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About The Position
In this role, you will serve as the business banker for new and existing small to medium size business clients. You will develop and grow new business by building and maintaining strong relationships with prospects and clients. In addition, you will drive high volume opportunities and engagements within defined markets. Leverages automated systems and processes to enhance customer experience. Initiate and develop new business through outside business development activities including utilizing targeted lists. You will ensure ongoing contact with new clients to enhance client's initial experience with Umpqua Bank. Develop revenue-generating client relationships by calling on prospective or existing customers, identifying prospects, suitable method of contact, and determination of their needs and appropriate products or services including cross market solutions (i.e. lending, deposits, treasury management, wealth management, etc.). You will leverage the Bank's turnkey solutions including automated scoring. Develop a comprehensive understanding of client's needs, based on the review and analysis of personal and business financial data gathered through relationship review and personal meetings providing integrated delivery of financial services. Achieve individual annual production and growth goals for business banking deposits, fees and loans to ensure the bank meets its overall financial targets. Build client referral pipeline via identification and development of internal and external centers of influence. Partner consistently with other internal business partners to uncover opportunities to deepen the client relationship. Actively participates in community organizations to source business development opportunities and maximize. Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities - knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes. Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training. Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description. May be asked to coach, mentor, or train others and teach coursework as subject matter expert. Actively learns, demonstrates, and fosters the Umpqua corporate culture in all actions and words. Takes personal initiative and is a positive example for others to emulate. Embraces our vision to become 'Business Bank of Choice'. May perform other duties as assigned.
