Tri Counties Bank

Floating Business Development Manager III

Tri Counties Bank$90K — $115K *
Business Services
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Undergraduate degree preferred.
  • Experience in business-to-business sales or financial services sales.
  • Ability to lead and direct a team effectively.
  • Proven track record in sales and marketing.
  • Experience in business financial analysis.
  • Strong verbal and written communication skills.
  • Exceptional organizational abilities with attention to detail.

Responsibilities

  • Acquire and nurture small and mid-sized business client relationships.
  • Plan and drive branch activities to meet goals and objectives.
  • Develop calling plans and client profiles for business prospects.
  • Research and understand key industry components for effective relationship building.
  • Identify customer opportunities and collaborate with internal partners to fulfill their needs.
  • Ensure compliance with operational and regulatory guidelines and standards.
  • Train and support branch employees to develop necessary skills.

Benefits

  • Comprehensive benefits package.
  • Opportunities for career development and training.
  • Employee volunteerism initiatives.
  • Corporate philanthropy efforts in the local community.
  • Access to local decision-making and personalized banking services.
Full Job Description
FloatingBusiness Development Manager III will be responsible for covering branches across the Bay Area Peninsula from Daly City to Redwood City, CA

The hiring range for this opportunity is $90,000 to $115,000 annual salary with incentive opportunities, creating a competitive total compensation package based on our pay scale, and may be modified by location and is commensurate with qualifications and experience.

POSITION SUMMARY

The Business Development Manager is the primary contact for the small and mid-sized business market segment, and takes responsibility for acquiring new and developing existing customer relationships.

The Business Development Manager directs and coordinates branch activities personally and/or through branch staff to attain branch goals, including identifying financial solutions, customer service, proper credit quality, risk management, and overall branch profitability.

MAJOR RESPONSIBILITIES
• Acquires and develops small and mid-sized business customer relationships by proactively developing business and community relationships.
• Proactively plans, controls and directs branch activities towards attaining branch goals included but not limited to profiling, tele-consulting and business calling efforts.
• Prepares a calling plan and prospective profile for each new business prospect in conjunction with strategic business development program.
• Prepares a client profile, relationship plan and calling schedule for each business customer in conjunction with strategic business development program.
• Researches key components of specific and relevant industries for knowledge and understanding.
• Profiles new and existing customers to discover their business and personal goals in order to provide business solutions to match their current and future needs.
• Proactively identifies business customer opportunities and fulfills their needs or refers the customer to other specialized internal business partners.
• Works in collaboration with internal business partners; Cash Management, Merchant Card Processing, Commercial Banking, Real Estate, Leasing, Raymond James Investment Services.
• Ensures loan requests are processed accurately and timely, coordinating efforts with underwriting and customers to provide high quality service.
• Ensures branch personnel adhere to all operating and regulatory compliance guidelines including the Operational Loss Policy.
• Ensures the branch successfully passes annual reviews and audits.
• Works with Human Resources to determine recruitment sources.
• Administers HR policies and procedures and take responsibility for training and developing branch employees to assure skills for assigned positions.
• Operates within assigned annual budget guidelines and expense controls.

OTHER RESPONSIBILITIES
• Represents the bank at civic/government, industry and community functions.
• 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.
• Maintains an awareness of competitive products, practices, rates and changes in market area.
• Develops and facilitates customer and employee training sessions.
• Conducts branch sales meetings.
• Performs other work-related duties as assigned.

EDUCATION, EXPERIENCE AND OTHER SKILLS PREFERRED
• Undergraduate degree preferred.
• Business to business sales or financial services sales experience.
• Ability to lead and direct others.
• Demonstrated sales and marketing abilities.
• Business financial analysis experience.
• Exceptional written, verbal/nonverbal interpersonal skills.
• Excellent organizational skills and the ability to complete a high volume of work with accuracy.

About Tri Counties Bank

Tri Counties Bank is a community bank that provides personal and business banking services to customers in California. The bank was founded in 1975 and is headquartered in Chico, California. Tri Counties Bank offers a range of financial products and services, including checking and savings accounts, loans, credit cards, and online banking. The bank operates more than 70 branches throughout California, and has over $7 billion in assets. Tri Counties Bank is committed to supporting the communities it serves, and has donated millions of dollars to local organizations and causes.
Learn more about Tri Counties Bank
Size
1,200 employees
Industry
Founded
1976

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