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Tri Counties Bank · 2 days ago

Business Development Manager III

Woodland, California, United States

Full-time

Onsite

Mid, Senior Level

$79K/yr - $97K/yr

Tri Counties Bank is a financial institution dedicated to providing exceptional service for individuals and businesses throughout California. The Business Development Manager is responsible for acquiring new and developing existing customer relationships in the small and mid-sized business market segment, while coordinating branch activities to achieve goals and ensure compliance.

BankingFinanceFinancial Services

Responsibilities

Acquires and develops small and mid-sized business customer relationships by proactively developing business and community relationships

Proactively plans, controls and directs branch activities towards attaining branch goals included but not limited to profiling, tele-consulting and business calling efforts

Prepares a calling plan and prospective profile for each new business prospect in conjunction with strategic business development program

Prepares a client profile, relationship plan and calling schedule for each business customer in conjunction with strategic business development program

Researches key components of specific and relevant industries for knowledge and understanding

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 Card Processing, Commercial Banking, Real Estate, Leasing, Raymond James Investment Services

Ensures loan requests are processed accurately and timely, coordinating efforts with underwriting and customers to provide high quality service

Ensures branch personnel adhere to all operating and regulatory compliance guidelines including the Operational Loss Policy

Ensures the branch successfully passes annual reviews and audits

Works with Human Resources to determine recruitment sources

Administers HR policies and procedures and take responsibility for training and developing branch employees to assure skills for assigned positions

Operates within assigned annual budget guidelines and expense controls

Represents the bank at civic/government, industry and community functions

Maintains a current understanding of Bank policies and procedures in compliance with all federal and state laws, including but not limited to Bank Secrecy Act (SARs, CIP, OFAC), Information Security (GLBA), Identity Theft Red Flags, Financial Elder Abuse Reporting, and any other applicable regulations that may be specific to your job duties

Maintains an awareness of competitive products, practices, rates and changes in market area

Develops and facilitates customer and employee training sessions

Conducts branch sales meetings

Performs other work-related duties as assigned

Qualification

Business developmentFinancial services salesBusiness financial analysisSalesMarketingCustomer relationship managementLeadershipInterpersonal skillsOrganizational skills