Senior Business Banker I or II

Tri Counties Bank•Sacramento, CA

15d

About The Position

The Senior Business Banker represents Tri Counties Bank in the local market and helps strengthen its community-focused presence. Working alongside the branch leader, the banker initiates contact with prospective customers and uses business knowledge and interpersonal skills to discuss customers’ operations and the bank’s lending, treasury, and merchant services. The role builds community awareness and a network of current and future customers while identifying and addressing small business customers’ financial needs and goals. The banker develops local business and community relationships, participates in civic, government, industry, and community functions, and conducts outreach to new and existing customers. The position also partners with the Branch Manager and other business partners on sales and customer-retention efforts, coaches branch team members, and maintains compliance with bank policies and applicable laws and regulations. The hiring range is $28.00 to $37.00 per hour, with incentive opportunities. Compensation may vary by location and is commensurate with qualifications and experience. The Senior Business Banker II requires the qualifications listed for level I, plus five years of business-to-business sales or business banking financial services sales experience and five years of business lending experience; experience processing loans and lines up to $500,000 is preferred.

Requirements

High school diploma or GED required for Senior Business Banker I.
Demonstrated sales and marketing experience, a record of exceptional customer service, and proven high performance.
Business-to-business sales or financial services sales experience.
Exceptional organizational, verbal, and written communication skills.
Ability to be registered as a mortgage loan originator (MLO) in the Nationwide Mortgage Licensing System and Registry (NMLS).
For Senior Business Banker II: five years of business-to-business sales or business banking financial services sales experience.
For Senior Business Banker II: five years of business lending experience.

Nice To Haves

Business financial analysis experience is preferred for Senior Business Banker I.
For Senior Business Banker II, experience processing business loans and lines up to $500,000 is preferred.

Responsibilities

Reach out to and engage the local business community and proactively develop business and community relationships.
Represent the bank at civic, government, industry, and community functions.
Hold quality conversations with new and existing customers to understand their business and personal goals and current and future needs.
Explain how Tri Counties Bank products and services can help small business customers save money, make more money, or bank more conveniently.
Identify and provide appropriate solutions for small business customers and their employees.
Follow through on commitments to help fulfill customers’ financial needs and goals.
Prepare a calling plan for each new business prospect in conjunction with the strategic business development program.
Partner with the Branch Manager to develop and implement promotional sales campaigns, cross-sell plans, and tele-consulting activities.
Collaborate with business partners on joint calling to acquire, expand, and retain business customer relationships, and demonstrate the One Team concept.
Coach and develop branch team members in product knowledge, relationship building, partner collaboration, and skills.
Maintain accurate sales records, regularly review sales results with the Branch Manager, and prepare and carry out action plans to meet or exceed sales objectives.
Monitor competitive products, practices, rates, and changes in the market area.
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, Identity Theft Red Flags, and Financial Elder Abuse Reporting.
Assist team members with non-primary assigned duties as needed and perform other work-related duties as assigned.