Senior Business Banker I — Local Growth & Relationships

Tri Counties Bank; Colombia; On-site; COP 127,750,000 - 155,125,000; Full time

Job summary

Tri Counties Bank seeks a Senior Business Banker I to serve local business clients in California, promoting lending, treasury and merchant services while representing the bank professionally in the community.

You will initiate contact with prospective customers, build relationships, and work with the Branch Manager on campaigns; strong sales, financial analysis, and client-service skills are essential.

Qualifications

• High school diploma or GED required.
• Demonstrated sales and marketing experience with a track record of exceptional customer service and proven high performance.
• Business to business sales or financial services sales experience.
• Business financial analysis experience preferred
• Exceptional organizational, verbal and written communication skills.
• Able to be registered as a mortgage loan originator (MLO) in the Nationwide Mortgage License System and Registry (NMLS).

Responsibilities

• Reach out and engage the local business community and proactively develop business and community relationships. Represent the bank at civic/government, industry, and community functions.
• Proactively engage in quality conversations with new and existing customers to discover their business and personal goals in order to individually understand their current and future needs.
• Share knowledge of ways that small business customers can save money, make more money, or make their banking more convenient by utilizing Tri Counties Bank services and products.
• Employ appropriate solutions for small business customers and their employees. Follow through and honor commitments to ensure their financial needs and goals are fulfilled.
• Prepare a calling plan for each new business prospect in conjunction with the strategic business development program.
• Partner with Branch Manager to develop and implement promotional sales campaigns, cross-sell plans and tele-consulting activities.
• Be a leader by living the One Team concept which includes personal joint calling efforts by collaborating with business partners to acquire, expand, and retain business customer relationships.
• Coach and develop branch team members on product knowledge, relationship building, partner collaboration, and skill development.

Skills

Sales experience

Marketing experience

Customer service

B2B sales

Financial services sales

Mortgage licensing

Education

High school diploma or GED

Job description

Tri Counties Bank seeks a Senior Business Banker I to serve local business clients in California, promoting lending, treasury and merchant services while representing the bank professionally in the community.

You will initiate contact with prospective customers, build relationships, and work with the Branch Manager on campaigns; strong sales, financial analysis, and client-service skills are essential.