Senior Business Banker I or II

Tri Counties Bank•Sacramento, CA

5d•Onsite

About The Position

The Senior Business Banker's primary goal is to build a banker-client relationship based on purpose, value, and trust with small businesses and the community. This involves understanding the business customers’ current financial state and future financial needs to provide solutions through financial expertise with a transparent, needs-based approach. The role emphasizes collaboration with other financial professionals to provide a unified customer experience, working as 'One Team'.

Requirements

High school diploma or GED required.
Demonstrated sales and marketing experience with a track 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.
Able to be registered as a mortgage loan originator (MLO) in the Nationwide Mortgage License System and Registry (NMLS).
5 Years of Business-to-business sales or Business Banking financial services sales experience.
5 Years of Business Lending Experience, processing loans and lines up to $500,000 preferred.
Business financial analysis experience required.

Nice To Haves

Business financial analysis experience preferred

Responsibilities

Reach out and engage the local business community and proactively develop business and community relationships. Represent the bank at civic/government, industry, and community functions.
Proactively engage in quality conversations with new and existing customers to discover their business and personal goals in order to individually understand their current and future needs.
Share knowledge of ways that small business customers can save money, make more money, or make their banking more convenient by utilizing Tri Counties Bank services and products.
Employ appropriate solutions for small business customers and their employees. Follow through and honor commitments to ensure their financial needs and goals are fulfilled.
Prepare a calling plan for each new business prospect in conjunction with the strategic business development program.
Partner with Branch Manager to develop and implement promotional sales campaigns, cross-sell plans and tele-consulting activities.
Be a leader by living the One Team concept which includes personal joint calling efforts by collaborating with business partners to acquire, expand, and retain business customer relationships.
Coach and develop branch team members on product knowledge, relationship building, partner collaboration, and skill development.
Maintain accurate sales records and regularly reviews sales results with Branch Manager and prepare an action plan taking appropriate steps to meet/exceed sales objectives.
Maintain an awareness of competitive products, practices, rates, and changes in market area.
Maintain a current understanding of Bank policies and procedures.
Maintains a current understanding of Bank policies and procedures in compliance with all federal and state laws, including but not limited to Bank Secrecy Act (SARs, CIP, OFAC), Information Security (GLBA), Identity Theft Red Flags, Financial Elder Abuse Reporting, and any other applicable regulations that may be specific to your job duties.
Assist other team members in non-primary assigned duties whenever necessary and perform other work-related duties as assigned.