Business Banking Officer

D.L. Evans Bank

Ogden (UT)

On-site

USD 65,000 - 95,000

Full time

14 days+

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Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

FSA

401(k)

Employee Stock Ownership Plan

Paid Vacation

Sick Time

Life Insurance

Long-term Disability Insurance

Job summary

D.L. Evans Bank is seeking a Business Banking Officer to drive growth by building relationships with new and existing clients, developing and executing a marketing strategy, and promoting treasury services including business accounts and merchant services.

You will collaborate with branch staff to tailor solutions that meet client needs and align treasury strategies with client goals. Expect local market travel and active representation at community events.

Qualifications

High school diploma or GED required; Bachelor's degree preferred in marketing or business.
Experience in treasury management, sales and implementation.
Strong knowledge of banking practices, policies and procedures.
Excellent interpersonal skills and ability to work with colleagues.
Proficient with Internet, email and Microsoft Office.

Responsibilities

Proactively engages in business development to expand treasury management clients.
Identify and target prospective clients for treasury management and merchant services.
Collaborate with loan officers, personal bankers, and branch managers to cross-sell solutions.
Meet with clients to assess treasury and cash management needs and tailor proposals.
Document client interactions and sales activities in the 360 View system.
Develop and execute a strategic marketing plan to grow fee income and deposits.
Meet sales, referral, and profitability targets for treasury services.
Monitor market opportunities and maintain competitive edge in treasury offerings.
Build referral networks through community events and professional groups (CPAs, attorneys).
Provide training and onboarding for new treasury clients and ensure smooth implementation.
Monitor risk and ensure regulatory compliance of treasury and merchant services.

Skills

Treasury management

Sales experience

Relationship building

Customer service

Interpersonal skills

Microsoft Office

Education

High school diploma or GED

Bachelor's degree in marketing or business

Tools

Microsoft Office

Job description

Job Description

The Business Banking Officer is responsible for driving business and treasury growth by building relationships with both new and existing clients for D.L. Evans Bank. He or she entails developing and executing a marketing strategy focused on attracting and securing new clients. The Business Banking Officer actively promotes the bank’s range of treasury services—including business accounts and merchant services—to both prospective and current customers. He or she works closely with branch staff and ensures that solutions are customized to meet each client’s unique needs. The Business Banking Officer develops a deep understanding of client objectives and assesses their treasury strategies to ensure they align with those goals. He or she will have frequent local travel within the designated market area as required. The Business Banking Officer also represents D.L. Evans Bank at community events, industry seminars, and trade conventions as necessary.

Job Description

The Business Banking Officer is responsible for driving business and treasury growth by building relationships with both new and existing clients for D.L. Evans Bank. He or she entails developing and executing a marketing strategy focused on attracting and securing new clients. The Business Banking Officer actively promotes the bank’s range of treasury services—including business accounts and merchant services to both prospective and current customers. He or she works closely with branch staff and ensures that solutions are customized to meet each client’s unique needs. The Business Banking Officer develops a deep understanding of client objectives and assesses their treasury strategies to ensure they align with those goals. He or she will have frequent local travel within the designated market area as required. The Business Banking Officer also represents D.L. Evans Bank at community events, industry seminars, and trade conventions as necessary.

Qualifications

High school diploma or GED required; Bachelor's degree in marketing or business preferred

Intermediate experience in treasury management, sales and implementation

Must have a thorough knowledge of banking practices, principles, operations, policies, and procedures

Strong interpersonal skills and the ability to work effectively with coworkers

Proficient in using the Internet, email, and Microsoft Office applications

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

Company Description

D.L. Evans Bank is a community bank and has been since 1904. For many years, we have provided premier banking services to the residents of Southern Idaho and Northern Utah while fostering a working environment for our employees dedicated to teamwork and excellent customer service. D.L. Evans Bank is an Equal Opportunity Employer – veterans/individuals with disabilities. VEVRAA Federal Contractor. EOE/AA/Vets/IWD.

Benefits