First Bank · 1 week ago
Business Banking Officer - Orange County / Inland Empire
Yorba Linda, CA
Full-time
Hybrid
Mid, Senior Level
$100K/yr - $125K/yr
5+ years expFirst Bank is one of the largest independent banks in the U.S., committed to its employees and clients. The Business Banking Officer II is responsible for providing a full range of banking services to businesses, focusing on client relationships and sales of credit products, while also training branch staff and developing marketing plans.
BankingFinanceFinancial Services
Responsibilities
Direct calling on prospective new clients to generate loans, deposits, fees and alternative bank products and services for the retail branch network. Expected to meet or exceed annual production goals
Direct calling on top 40% of existing clients of assigned branches, in coordination with Branch Managers, with focus on relationship retention and new opportunities for loans, deposits, fees and alternative bank products and services for the retail branch network
Developing and implementing a marketing plan to increase loan referrals from outside referral sources and assigned retail branches
Providing on-the-job training of branch sales staff to augment core training offered by Corporate Training on all business products and services to increase internal referrals
Meeting with customers to discuss business needs, recommend ways in which the Bank can serve their needs and obtain complete application packages for submission to respective loan centers for processing
Completing basic analysis of business financial information to match bank products accordingly
Providing monthly and quarterly Sales Reports to management to measure sales performance to required sales objectives
Assisting assigned Branch Managers with servicing the branch portfolio of business credits including control of delinquencies and proactive maturing loan management
Qualification
Required
Minimum of five years sales experience and/or training, preferably in a banking environment; or equivalent combination of education and experience
Preferred
Bachelor's degree (B. A.) in a business-related field from four-year college or university
PC proficiency in Microsoft Windows environment
Knowledge of SBA regulations
Company
First Bank
First Bank operates as a bank that offers financial services including personal banking, mortgage loans, wealth management, and others.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
$164.54MKey Investors
Community Development Financial Institutions Fund
2023-04-10Grant· $6.2M
2019-04-22Undisclosed· $158.34M
Leadership Team
Shelley Seifert
Chief Operating Officer
Greg Bissell
EVP Chief Risk Officer
Recent News
2025-11-21
2025-10-31
2025-10-31
Company data provided by crunchbase