FresnoRecruiter Since 2001
the smart solution for Fresno jobs

Senior Banker Business Development

Company: Tri Counties Bank
Location: Fresno
Posted on: November 11, 2019

Job Description:

Position Title: Senior Banker Business Development
Branch: Fresno
Grade: 10
Position Summary: The Senior Banker (Business Focus) supports the Branch Manager in attaining branch goals and maintaining a customer driven sales and service environment. The Senior Banker (Business Focus) promotes and sells all Bank products and services to new and existing customers.
Major Responsibilities

  • Acquires and develops small and mid-sized business customer relationships by proactively developing business and community relationships.
  • Prepares a calling plan and prospective profile for each new business prospect in conjunction with strategic business development program.
  • 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 Processing, Commercial Banking, Real Estate, Leasing, Raymond James Investment Services.
  • Uses every customer interaction as an opportunity to build a relationship with each customer through effective profiling, tele-consulting and where appropriate refers customers to business partners.
  • Meet sales goals as assigned.
  • Proactively partners with Branch Manager to develop and implement promotional sales campaigns, cross-sell plans and tele-consulting activities.
  • Ensures that all customer transactions are handled timely and accurately according to guidelines and that cash and security procedures are followed.
  • Prepares necessary documentation from the sale of products and services and inputs data.
  • Adheres to all operating and regulatory compliance guidelines.
    Other Responsibilities
    • Represents the bank at civic/government, industry and community functions.
    • Maintains a current understanding of and complies with regulations that include but are not limited to Bank Secrecy Act, USA Patriot Act, suspicious activity reporting, Reg B/Fair Lending, Reg Z/Truth in Lending, Reg DD/Truth in Savings, Expedited Funds Availability Act, Gramm-Leach-Bliley Act, Community Reinvestment Act and the SAFE Act.
    • Maintains a current understanding of Bank policies and procedures.
    • Maintains an awareness of competitive products, practices, rates and changes in market area.
    • Acts as lead to branch personnel in the absence of Business Development Manager and Assistant Manager.
    • Performs other work-related duties as assigned.
      Education, Experience, And Other Skills Required
      • High school or GED required, unless age 18.
      • Business to business sales or financial services sales experience preferred.
      • Demonstrated sales and marketing abilities.
      • Business financial analysis experience preferred
      • Exceptional verbal and written communication skills.
      • Excellent organizational skills and the ability to complete a high volume of work with accuracy.
      • Able to be registered as a mortgage loan originator (MLO) in the Nationwide Mortgage License System and Registry (NMLS).

Keywords: Tri Counties Bank, Fresno , Senior Banker Business Development, Other , Fresno, California

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category

Other Other Jobs

Seed Growth Advisor
Description: Bayer is a global enterprise with core competencies in the Life Science fields of health care and agriculture. Its products and services are designed to benefit people and improve their quality of life. (more...)
Company: Bayer
Location: Fresno
Posted on: 11/19/2019

Teller 20 hours Fresno
Description: Job Description br Important Note: If you are selected to move forward in the process, next steps for this job may include an on-line assessment and a video screen. Please make sure your profile includes (more...)
Company: Wells Fargo
Location: Fresno
Posted on: 11/19/2019

Digital Producer
Description: Digital Producer 13 br Are you a digital content expert Do you have a knack for producing creative digital content that generates high engagement ABC30, the Disney/ABC owned
Company: KFSN-TV
Location: Fresno
Posted on: 11/19/2019

CDL-A Team Driving Job - $40K Teaming Bonus
Description: Benefits: Pay: 52-56 per mile 40,000 Teaming Bonus 20,000 per driver Unique matching program to team you up if you don t have a partner As part of a truck driving team at Covenant, you (more...)
Company: Covenant Transport
Location: Fresno
Posted on: 11/19/2019

Teller 25 hours
Description: Job Description br Important Note: If you are selected to move forward in the process, next steps for this job may include an on-line assessment and a video screen. Please make sure your profile includes (more...)
Company: Wells Fargo
Location: Fresno
Posted on: 11/19/2019

Bid On Local Electrical Jobs - Reach New Customers In Your Area
Description: Over 25 million homeowners have trusted HomeAdvisor 1800Contractor to help them find quality professionals with the expertise to turn their home improvement
Company: HomeAdvisor
Location: Fresno
Posted on: 11/19/2019

Graduate Program - Teach English In China. Full Support - Fresno
Description: Special Entry Level Programs For Those Graduating Between 2016 - 19 An experience you will never forget. Due to increasing expansion across China within our Kids Teens schools we are able to offer FREE (more...)
Company: EF English First
Location: Fresno
Posted on: 11/19/2019

Educator - Entry-Level K-12 - Bachelor Required
Description: Teach For America works in 51 communities regions across the country. After attending your interview, you'll have the opportunity to choose and rank 10 regions where you prefer to teach.In joining (more...)
Company: Teach For America
Location: Fresno
Posted on: 11/19/2019

Financial Center Lending Officer - Fresno, Visalia Area, CA
Description: Job Description:At Bank of America, we handle the finances of over 67 million client relationships every day, including helping them save, borrow and invest for today and for their future. We stand by (more...)
Company: Bank of America
Location: Fresno
Posted on: 11/19/2019

Repair Technicians
Description: Repair TechniciansResponsibilities: bull Maintaining routes according to schedule bull Provide exceptional customer service, and ensure quality assurance bull Perform jobs repairing minor spots on (more...)
Location: Fresno
Posted on: 11/19/2019

Log In or Create An Account

Get the latest California jobs by following @recnetCA on Twitter!

Fresno RSS job feeds