Business Acquisition Manager

Irvine, CA 92602

Posted: 04/25/19 Employment Type: Direct Hire Industry or Function: Banking Job Number: 19032702 - FS Compensation: $120,000 - $150,000 per year

KEY WORDS: Banking, business development, commercial, loans, sales


Job Duties:

The Business Acquisition Manager (BAM) is responsible for effectively managing and coaching a team of Commercial Loan Officers (CLO) that generate new loan clients to the organization.  The primary objective is to achieve the team’s overall business development and sales goals.   These new profitable client relationships are high quality and not transactional in nature.  The focus of the BAM is to create and implement strategic business plans to increase the Bank’s profitability through revenue growth, maintaining a strong sales culture, establish deposit relationships and creating a positive work environment that promotes entrepreneurism.   This position is highly involved in indirect and direct sales calls, structuring loan proposals/pricing and developing the Bank’s brand and increasing awareness in the market place.


Job Requirements:


Meets and exceeds monthly performance-based BAM scorecard goals. 


  1. Develops and implements a strategic business plan for the CLOs to bring in profitable relationships to the Bank.


  1. Effectively leads, trains, motivates, and develops the CLOs by monitoring, tracking and managing the overall sales activity and individual performance.


  1. Ensures the CLOs are engaged in planned daily and weekly business development efforts.


  1. Motivates and holds team accountable for loans, new account activity, products sold and sales call activity goals. Conducts weekly team meetings, as well as ensuring the CLOs utilize the bank’s CRM system (360 View).


  1. Participates in networking groups, industry trade organizations and networking events to cultivate referral relationships.


  1. Maintains and manages an active pipeline containing viable prospects.


  1. Reviews CLO’s pipelines to determine closing times and deal flow are accurate for bank wide reporting weekly.


  1. Ensures positive collaboration with the Business Banking Officers and Account Officers to ensure a smooth client onboarding experience, new account process, enhance client growth and retention as well as identify cross-selling opportunities. Enhances the loyalty and profitability of existing relationships and referring opportunities to other parts of the company. 10. Develops coaching tools, activity objectives, performance goals, sales and coaching protocols, performance plans, tracking and reporting tools, recruiting profiles and relevant training (sales, product and credit) to foster a high performing team capable of meeting the needs of the clients and prospects. 11. Participates in networking groups, industry trade organizations and networking events to cultivate referral relationships.


Educational Requirements:

College degree preferred.



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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