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D.L. Evans Bank · 15 hours ago

Business Banking Officer

Burley, ID

Full-time

Onsite

Mid Level

D.L. Evans Bank is a community bank that has been serving Southern Idaho and Northern Utah since 1904. The Business Banking Officer is responsible for driving business and treasury growth by building relationships with clients and promoting the bank's treasury services.

BankingFinancial Services

Responsibilities

Proactively engages in individual and joint business development activities, with a primary focus on expanding the bank’s treasury management client base

Establishes new business relationships by identifying and targeting prospective clients for treasury management and merchant services

Collaborates closely with loan officers, personal bankers, and branch managers to cross-sell treasury management solutions and broaden the bank’s reach

Meets with clients and prospects to assess their treasury and cash management needs, recommending tailored solutions based on a comprehensive understanding of bank products and services

Prepares and presents customized proposals that address client-specific financial structures and objectives

Accurately documents all client interactions and sales activities in the 360 View software to monitor progress and ensure follow-up

Develops and executes a strategic marketing plan to drive fee income and deposit growth through the proactive promotion of treasury management services

Responsible for meeting and achieving sales, referral, and profitability targets related to treasury management and related services

Conducts ongoing market research to identify new business opportunities and maintain a competitive edge in treasury management offerings

Develops internal and external referral sources through participation in bank events, community activities, and participation in seminars and professional groups (CPAs, attorneys)

Provides product training, onboarding support, and ongoing service to new treasury management clients, ensuring seamless implementation experience

Monitors and manages risk associated with treasury management clients, including regulatory, operational, reputational, and credit risks

Ensures all treasury management and merchant service offerings are compliant with applicable state and federal regulations

Periodically reviews product offerings and client satisfaction, benchmarking competitors and recommending enhancements to maintain market leadership

Acts as a resource and backup for business banking officers in other markets, supporting treasury management initiatives bankwide

Builds and maintains strong professional relationships with clients, understanding their business strategies and aligning treasury solutions to support their goals

Maintains high levels of client retention through effective communication, prompt resolution of concerns, and delivery of exceptional service

Represents the bank in the community, always upholding and promoting the professional reputation of D.L. Evans Bank

Operates computer terminal or personal computer to determine balances, process account activity and resolve problems

Qualification

Treasury managementSalesImplementationBanking practices knowledgeMarketing strategyClient relationship managementMicrosoft Office proficiencyInternetEmail usageInterpersonal skills