Account Officer

Irvine, CA 92602

Posted: 01/18/19 Employment Type: Direct Hire Industry or Function: Banking Job Number: 18121202-FS Compensation: $65k to $80k plus incentive per

JOB #: 18121202-FS

KEY WORDS: Banking, Deposits, Business Development, Portfolio, Sales

JOB DESCRIPTION:
The Account Officer’s primary responsibility is to retain and grow the existing portfolio of commercial clients through proactive relationship management activities, while deepening the relationship by securing KEO and Anywhere consumer checking accounts. Cross-selling bank products to deepen client relationships while upholding the Bank’s Code of Conduct and Ethics policy. This position will interact and service clients daily, resolve client issues, strengthen client relationships, and generate client referrals. The Account Officer will deliver exceptional service and will exhibit the highest professional standards when dealing with the Bank’s clients.

Job Duties:
• Cross-selling bank products to deepen client relationships while upholding the Bank’s Code of Conduct and Ethics policy.
• Will interact and service clients daily, resolve client issues, strengthen client relationships, and generate client referrals.
• The Account Officer will deliver exceptional service and will exhibit the highest professional standards when dealing with the Bank’s clients.

Salary Range and Bonus Potential:
$65k to $80k plus incentive per

Benefits:
• Comprehensive Benefits Package

Job Requirements:
• Minimum of 5-7 years cash management, sales and bank operations experience as well as knowledge of business related banking services.
• Client portfolio management and cash management experience is a plus.
• Excellent written and verbal communications skills. Has the ability to effectively communicate with all levels within the organization.
• Analytical, must be able to assess any given situation and bring to a successful resolution.
• Strong client relations skills.
• Team player, self-starter, ability to be flexible, manage multiple tasks and meeting deadlines a must.
• Present professional image and work well in a team environment.
• It is the individual responsibility of every employee to maintain a current awareness and understanding of and to fully comply with the Bank’s “Code of Ethics and Conduct”. Each employee is also expected to maintain an awareness of the laws, regulations, internal policies and procedures that are appropriate for his/her position

Educational Requirements:
• College degree preferred

FOR OTHER OPPORTUNITIES AND TO REGISTER WITH TRISTAFF, PLEASE VISIT OUR WEBSITE AT www.tristaff.com

Michael Wilson
Director of Commercial Banking

I joined the TriStaff Group in November 2014 as the new Division Director of Banking when I relocated back to San Diego from Ontario, CA. I was hired to promote and expand the new Banking Division at TriStaff Group. Before joining the TriStaff team, I spent 10 years as Vice President, Talent Acquisition Manager for Citizens Business Bank in Ontario, CA, where I was responsible for all recruitment efforts of the bank. My Team and I focus on recruiting top-talent primarily in the Commercial Banking space for banks throughout California and nationwide. We specialize in placing Relationship Managers, Business Development Officers, Portfolio Managers, Business Bankers, Commercial Underwriters, Credit Analysts, Compliance & Risk Officers, Operations Managers, Regional Managers, Center Managers and Executive level professionals. We have placed many candidates with some of the top-rated banks in California and the nation. I’m excited to have the opportunity to build a Banking Division at TriStaff Group and to further promote the excellent reputation that TriStaff Group has in the market-place. I enjoy partnering with my clients to find top-talent to assist them in achieving their company goals, as well as helping a candidate enhance their career. I’m passionate about recruiting and building long-term relationships with clients and candidates. I was raised in Chula Vista where I attended Chula Vista High, Southwestern Junior College and San Diego State University. No matter where I have lived, I have always remained a loyal fan of the Chargers, Padres and Aztecs. I enjoy following the local sports teams, football, collecting sports memorabilia & art, gardening, traveling and enjoying the company of my pets.
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