Business Development Officer - San Francisco, CA

Zions Bancorporation; San Francisco (CA); On-site; USD 175,000 - 250,000; Full time

Benefits offered by this job

Health Insurance (start day one)

Paid time off & holidays

401(k) with company match

Tuition Reimbursement

Job summary

Zions Bancorporation's California Bank and Trust in San Francisco seeks a dynamic Business Development Officer to drive growth by connecting businesses with tailored banking solutions. You will source new clients, develop sales strategies, and collaborate with relationship managers to convert opportunities.

The ideal candidate has a Bachelor's in Business or Finance with 6+ years in business development or banking, excellent communication and negotiation skills, and a proven ability to build

Qualifications

• Requires a Bachelor's in Business, Finance or related field and 6+ years in business development, sales, loans, banking/finance products and services or other directly related experience.
• Excellent customer service, negotiation and communication skills.
• Ability to work with internal staff on relationships and develop sales strategies.

Responsibilities

• Source and develop prospects, new clients, and sell business banking services.
• Develop sales strategies and expand referral sources.
• Pass prospects to Relationship managers to close the relationship.
• Gather data for the selling process and assist clients in loan and service applications.
• May supervise or lead lower-level BDOs.
• Other duties as assigned.

Skills

Sales experience

Negotiation skills

Communication skills

Banking knowledge

Education

Bachelor's degree in Business or Finance

Tools

Word processing

Spreadsheets

PC skills

Job description

Business Development Officer - San Francisco, CA

Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate’s unique experiences, background and perspectives and provides a collaborative environment for all employees to grow and thrive.

As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for “Best Bank” and “Best Commercial Bank” from the readers of San Diego Union-Tribune and Orange County Register. Additionally, as a division of Zions Bancorporation, the bank has collected multiple Greenwich Excellence Awards for “Overall Client Satisfaction” in Small Business & Middle Market Excellence Awards.

We are seeking a dynamic Business Development Officer to join our team in San Francisco, CA. This role is responsible for driving growth by connecting businesses with tailored banking solutions. If you thrive on building relationships, identifying new opportunities, and helping companies succeed with full-service financial products, we want to hear from you! This role is perfect for a motivated professional who enjoys networking, developing strategies, and making a real impact in the business community.

Essential Functions:

• Responsible for sourcing and developing prospects, new clients, and selling business banking services and products.


• Responsible for developing sales strategies and expanding referral sources.


• Passes off prospects to Business Banking Relationship managers to close the relationship.


• Responsible for gathering data to be used in the selling process, participating in community organizations and activities, and assisting prospective clients in completing loan and services applications.


• Incumbents do not have responsibility for maintaining on-going relationships.


• May supervise or lead lower-level BDO's


• Other duties as assigned.

Qualifications:

• Requires a Bachelors in Business, Finance or a related field and 6+ yrs experience in business development, sales, loans, banking/finance products and services or other directly related experience. A combination of education and experience may meet job requirements.


• Employs advanced knowledge as a generalist or specialist of sales techniques, business development, banking/finance products and services.


• Must have excellent customer service and negotiation skills.


• Excellent communication skills, both verbal and written.


• Excellent problem resolution and presentation skills.


• Ability to work with internal staff on relationships.


• Advanced working knowledge of word processing, spreadsheet and general PC's skills.


• Medical, Dental and Vision Insurance - START DAY ONE!


• Life and Disability Insurance, Paid Parental Leave and Adoption Assistance


• Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts


• Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays, and any applicable state holidays


• 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience


• Mental health benefits including coaching and therapy sessions


• Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire


• Employee Ambassador preferred banking products

This position is eligible to earn a base salary in the range of $175,000 - $250,000 depending on job-related factors such as level of experience.

This position will be open until filled.

All candidates, including those with criminal histories will be considered for employment. However, a background check adjudicated consistently with the FDIC Section 19 regulation will be completed on any candidate who accepts a conditional job offer from the Company. Because the Company is a financial institution, the FDIC guidelines apply to all positions within the company and as such any and all job duties have a direct relationship to a candidate’s criminal history and that criminal history would need to align with the FDIC Section 19 regulations.

Zions Bancorporation, National Association prohibits illegal discrimination and reaffirms its policy of providing Equal Employment Opportunity (EEO), by extending equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, protected veteran status, military service, sexual orientation, gender identity, genetic information or any other characteristic protected by applicable federal, state or local law.

It is the Company’s policy not to discriminate because of a person’s relationship or association with a protected veteran. This includes spouses and other family members. Also, Zions will safeguard the fair and equitable treatment of protected veteran spouses and family members with regard to all employment actions and prohibit harassment of applicants and employees because of their relationship or association with a protected veteran.

Applicants Requesting Accommodations: If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation if you are unable or limited in your ability to use or access our career site. You can request reasonable accommodations by contacting us at [e-mail] or 801/844-7618. Please email your resume/cover letter, indicate what position you are interested in and include \"Accommodation needed\" in the subject line to ensure your information is routed to the appropriate contact.

California Bank and Trust a division of Zions Bancorporation, N.A. Member FDIC