Senior Business Banker

Sunwest Bank•Irvine, CA

2d•Onsite

About The Position

The Sr. Business Banker delivers an exceptional client experience by managing transactions accurately and efficiently while building strong relationships. This role focuses on growing client portfolios through consultative sales, identifying new business opportunities, and deepening existing relationships. In the absence of the manager, this position ensures smooth and secure branch operations.

Requirements

Strong customer service and relationship-building skills
Knowledge of banking operations, compliance, and financial products
Effective problem-solving and decision-making capabilities
Ability to handle transactions with accuracy and attention to detail
Proficiency with Microsoft Office (Word, Excel)
Strong communication and interpersonal skills
Goal-oriented with a results-driven mindset

Nice To Haves

2+ years of teller experience
3+ years of new accounts experience
1+ year of supervisory experience or formal leadership training
Understanding of business client needs, financial strategies, and market trends
Knowledge of account vesting and legal documentation

Responsibilities

Maintain and manage a pipeline to drive new-to-bank relationships and achieve sales goals
Identify client needs and cross-sell products and services across business lines
Build trusted advisor relationships to increase client loyalty and wallet share
Allocate ~50% of time to outbound sales (prospecting, meetings, community networking)
Process client transactions (deposits, withdrawals, transfers, payments) accurately and efficiently
Perform account servicing including opening accounts, maintenance, and follow-ups
Manage cash drawer, balance daily transactions, and process ATM and night drop activities
Approve transactions within assigned authority limits
Ensure compliance with BSA/AML, Regulation CC, and all regulatory requirements
Prepare CTRs and suspicious activity reports as needed
Support branch operations, including opening/closing procedures and security protocols
Collaborate cross-functionally to meet client needs and enhance service delivery