Business Banking Officer

San Marcos, CA 92069

Posted: 03/24/19 Industry or Function: Banking Job Number: 19939892 - SDS Compensation: $70,000 - $80,000 per year

JOB #: 19939892 - SDS
KEY WORDS: Banking, Commercial, Business Development, Deposits, Portfolio

JOB DESCRIPTION:
The Business Banking Officer (BBO) is responsible for sourcing, securing, and acquiring new deposit relationships for the Bank. The BBO will serve as an initial point of contact for prospective clients, generate and pre-qualify new leads in our designated business markets with a goal to acquire new deposits. This will be accomplished through the BBO's control and management of the new account process, treasury management delivery, and individual sales discipline. The BBO will create, prepare and recommend customized deposit structures and deposit pricing proposals.

Job Duties:
• Meets and exceeds monthly performance-based BBO scorecard goals.
• Responsible for developing new profitable banking relationships with businesses, the business owners and key executives to meet and exceed monthly performance based scorecard goals that include but are not limited to deposit growth and cross sells.
• Proactively looks to expand client base by cultivating referral relationships with centers of influence, prospecting, networking, and telemarketing to build a book of business in the local market.
• Assesses and identifies the client’s needs, educates clients on bank wide services to create cross sell opportunities as well as enhance the loyalty and profitability of existing relationships.
• Develops and implements a strategic sales plan to attract new business to the Bank.
• Partners with the Account Officers to ensure a smooth client onboarding experience, new account process, enhance client growth and retention as well as identify cross selling opportunities.
• Collaborates with the Commercial Loan Officers and Portfolio Managers on referral opportunities, identifying and servicing client needs.
• Reviews, processes and prepares documentation for new accounts; ensures that it is complete and in compliance with regulatory and bank requirements.
• Performs other duties and special projects as needed and assigned.

Job Requirements:
• Minimum of 7-10 years in commercial, middle market, and/or corporate banking segments.
• Extensive knowledge of treasury management with a proven record of success in business development within the small business bank and middle market sectors.
• Ability to negotiate and structure deposit proposals.
• Excellent written and verbal communications skills.

• Must be results driven, self-motivated, self-disciplined and a confident presenter.
• Strong client relations skills.
• Must be a team player, self-starter, flexible, and able to multitask, work independently, and meet deadlines in a fast-past environment.
• Must present a professional image.
• The Bank reserves the right to change or modify the employee’s job description whether

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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