Sr Business Banker

Sunwest Bank•San Clemente, CA

14d

About The Position

The Sr Business Banker completes new and existing client transactions accurately, courteously, and efficiently. Using a consultative approach, the role identifies opportunities to deepen existing relationships and develop new-to-bank relationships by uncovering client needs and offering products and services. Approximately 50% of efforts are expected to focus on outbound sales and deepening current client relationships, including contacting prospect and client lead lists, setting and attending face-to-face meetings, and building brand awareness through community networking. When the Business Banking Manager is absent, the Sr Business Banker is responsible for efficient branch operations, including operational integrity, accurate completion of branch processes, and branch security and safety in accordance with bank policies. The role provides a high level of customer service and promotes a service and sales culture. It reports directly to the Business Banking Market Manager and works under the guidance of the Business Banking Manager. This position has no supervisory responsibilities.

Requirements

Two years of teller experience preferred.
Three years of new accounts experience preferred.
One year of supervisory experience or formal training preferred.
Understand how businesses work, including competition, strategies, and trends.
Effective problem-solving skills and the ability to inform and direct staff and clients.
Approachable to clients and internal staff.
Ability to relate well to people at all levels, both external and internal.
Client focus and ability to drive for results.
Ability to set goals for oneself and the branch.
Understanding of Windows-based personal computers.
Understanding of word-processing and spreadsheet software, preferably Microsoft Word and Excel.
Extensive knowledge of account vesting and required legal documentation.
Competencies include adaptability, communication, decision making, initiative, innovation, motivation, organization, professionalism, and results orientation.
Ability to stand, walk, and squat for less than 50% of the work shift.
Ability to lift, move, and carry up to 40 pounds.
Ability to read, count, and write to complete documentation and reports accurately.
Ability to see, hear, and speak to communicate with employees and customers; specific vision abilities include close, distance, and peripheral vision, depth perception, and ability to adjust focus.
Manual dexterity to finger, handle, feel, and type, and to reach with hands and arms.

Responsibilities

Maintain a pipeline of prospects and revenue-generating opportunities to drive new-to-bank relationships and meet assigned sales goals.
Collaborate across divisions to uncover client needs and deepen relationships through cross-selling.
Build strong client relationships and act as a trusted advisor to enhance loyalty and gain wallet share.
Hold branch keys and alarm code and be authorized to open and close the branch.
Provide consistently high-quality service to create an exceptional client experience.
Process deposits, withdrawals, transfers, payments, and account maintenance accurately and efficiently, exercising due diligence within assigned authority limits.
Approve transactions within assigned limits.
Maintain a cash drawer within assigned limits and accurately balance daily work.
Process daily mail, night drop, and ATM transactions in dual custody as assigned, and balance the ATM when applicable.
Use Transaction Management Systems (TMS) daily; encode and scan branch transactions.
Process incoming and outgoing cash shipments in dual custody when required.
Place transaction holds in accordance with bank policies and Regulation CC.
Execute account stop payments in accordance with bank procedures.
Issue negotiable instruments in accordance with the Bank Secrecy Act.
Prepare Currency Transaction Reports and Suspicious Activity Concern Reports as needed.
Open personal and business accounts and maintain existing accounts, including check and debit card orders, address changes, and superseded signature cards.
Perform callbacks and new-account maintenance and respond to Bank Secrecy Act requests in a timely manner.
Understand and comply with bank policies, procedures, and regulations governing job responsibilities.
Demonstrate professionalism in communication, attitude, and teamwork with customers, peers, and management.
Maintain quality work, attendance, and appearance; follow company policies, safety regulations, and applicable laws.
Attend required training and maintain knowledge of procedures and regulations applicable to the position, including BSA/AML/CIP, Consumer Privacy, Regulation CC, Information Security, Bank Protection Act, FACT-Identity Theft, Information Technology, and GLBA.
Complete additional duties as assigned that relate to the position.