Community Relationship Officer - San Luis Obispo or Ventura jobs in United States
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Bank of the Sierra · 11 hours ago

Community Relationship Officer - San Luis Obispo or Ventura

Bank of the Sierra is a financial institution seeking a Community Relationship Officer to drive growth and visibility for their services. This role involves identifying business opportunities, fostering community relationships, and coordinating events to support small business lending and deposit activities.

BankingCommunitiesFinancial Services

Responsibilities

Identify and pursue new business opportunities, partnerships, and referral relationships
Increase visibility for BOTS through community events, sponsorships, professional organizations, and networking activities
Drive deposit growth and support lending initiatives by referring prospects to appropriate teams
Reinforce superior customer service through their example and internal partnerships
Coordinate local events, seminars, and luncheons for existing and potential clients
Participate in community affairs, business, and service organizations, including public speaking, and be actively involved in educating the public about the Bank's products and services
Track and report on business development activities and outcomes
Participate with senior officers as requested
Complete other duties as assigned

Qualification

Business developmentCommunity engagementFinancial analysisMicrosoft OfficeWritten communicationOrganizational skillsProblem-solvingTeam collaboration

Required

Ability to establish and maintain effective working relationships with employees, supervisors, executives, and other departments
Ability to complete multiple, diverse tasks of differing priorities without close supervision
Ability to perform tasks and achieve results with a high degree of accuracy and precision
Excellent written and verbal communication skills, with a specific ability to translate complex financial information into an organized and presentable manner
Excellent administrative and organizational skills
Proficiency in the use and application of Microsoft Office (Excel, Word, and PowerPoint)
Ability to work with specific data management software as required
Ability to read, analyze, and interpret financial reports and accounting and regulatory documents
Ability to respond to common inquiries from regulatory, accounting, and outside loan review agencies
Ability to effectively present information to top management both verbally and in writing
Ability to work with mathematical concepts such as probability and statistical inference
Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations
Ability to define problems, collect data, establish facts, and draw valid conclusions
Ability to interpret a wide variety of technical instructions in mathematical form and deal with several abstract and concrete variables
A bachelor's degree (BA or BS) from an accredited four-year university, with a minimum of two college-level accounting courses
A minimum of five years of related experience in underwriting business and real estate transactions
Must display a strong understanding of accounting principles and underwriting practices and be able to work independently and with a team

Company

Bank of the Sierra

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Bank Of The Sierra is an independent bank that is expertise in offering a diverse range of retail and commercial banking services.

Funding

Current Stage
Late Stage

Leadership Team

H
Hugh F. Boyle
Chief Credit Officer
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Company data provided by crunchbase