Floating Business Development Manager III

Tri Counties Bank; South San Francisco (CA); Hybrid; USD 90,000 - 115,000; Full time

Benefits offered by this job

Health benefits

Job summary

Tri Counties Bank is seeking a Floating Business Development Manager III to cover branches across the Bay Area Peninsula, with a home office at the South San Francisco Branch. The role focuses on acquiring and expanding small to mid-sized business relationships, coordinating branch activities, and delivering tailored financial solutions.

This position requires strong sales leadership, strategic prospecting, and collaboration with internal partners to support branch profitability and risk

Qualifications

• Undergraduate degree preferred.
• Business-to-business sales experience is desired.
• Ability to lead and direct others.
• Demonstrated sales and marketing abilities.
• Business financial analysis experience.
• Excellent written, verbal and nonverbal interpersonal skills.
• Strong organizational skills and high accuracy with a large workload.

Responsibilities

• Acquires and develops small and mid-sized business customer relationships by proactively building business and community ties.
• Plans, directs and coordinates branch activities to attain goals, including profiling and calling efforts.
• Prepares client profiles and schedules within the strategic business development program.
• Identifies and coordinates solutions with internal partners to meet customer needs.
• Ensures loan requests are processed accurately and timely in collaboration with underwriting.
• Maintains compliance with regulations and helps lead branch audits.

Skills

Sales experience

Leadership

Sales & marketing abilities

Financial analysis

Interpersonal skills

Organizational skills

Excellent communication

Education

Undergraduate degree preferred

Job description

Come to work for a company you can be proud to work for...and enjoy fantastic, comprehensive benefits.
The

Floating Business Development Manager III

will cover branches throughout the Bay Area Peninsula, from Daly City to Redwood City, CA, with a home office based at the South San Francisco Branch.
The hiring range for this opportunity is $90,000 to $115,000 annual salary with incentive opportunities, creating a competitive total compensation package based on our pay scale, and may be modified by location and is commensurate with qualifications and experience.

Position Summary

The Business Development Manager is the primary contact for the small and mid-sized business market segment, and takes responsibility for acquiring new and developing existing customer relationships.
The Business Development Manager directs and coordinates branch activities personally and/or through branch staff to attain branch goals, including identifying financial solutions, customer service, proper credit quality, risk management, and overall branch profitability.

Major Responsibilities

• Acquires and develops small and mid-sized business customer relationships by proactively developing business and community relationships.
• Proactively plans, controls and directs branch activities towards attaining branch goals included but not limited to profiling, tele-consulting and business calling efforts.
• Prepares a calling plan and prospective profile for each new business prospect in conjunction with strategic business development program.
• Prepares a client profile, relationship plan and calling schedule for each business customer in conjunction with strategic business development program.
• Researches key components of specific and relevant industries for knowledge and understanding.
• Profiles new and existing customers to discover their business and personal goals in order to provide business solutions to match their current and future needs.
• Proactively identifies business customer opportunities and fulfills their needs or refers the customer to other specialized internal business partners.
• Works in collaboration with internal business partners; Cash Management, Merchant Card Processing, Commercial Banking, Real Estate, Leasing, Raymond James Investment Services.
• Ensures loan requests are processed accurately and timely, coordinating efforts with underwriting and customers to provide high quality service.
• Ensures branch personnel adhere to all operating and regulatory compliance guidelines including the Operational Loss Policy.
• Ensures the branch successfully passes annual reviews and audits.
• Works with Human Resources to determine recruitment sources.
• Administers HR policies and procedures and take responsibility for training and developing branch employees to assure skills for assigned positions.
• Operates within assigned annual budget guidelines and expense controls.
  

Other Responsibilities

• Represents the bank at civic/government, industry and community functions.
• Maintains a current understanding of Bank policies and procedures in compliance with all federal and state laws, including but not limited to Bank Secrecy Act (SARs, CIP, OFAC), Information Security (GLBA), Identity Theft Red Flags, Financial Elder Abuse Reporting, and any other applicable regulations that may be specific to your job duties.
• Maintains an awareness of competitive products, practices, rates and changes in market area.
• Develops and facilitates customer and employee training sessions.
• Conducts branch sales meetings.
• Performs other work-related duties as assigned.
  

Education, Experience And Other Skills Preferred

• Undergraduate degree preferred.
• Business to business sales or financial services sales experience.
• Ability to lead and direct others.
• Demonstrated sales and marketing abilities.
• Business financial analysis experience.
• Exceptional written, verbal/nonverbal interpersonal skills.
• Excellent organizational skills and the ability to complete a high volume of work with accuracy.
  

Company Profile

Established in 1975, Tri Counties Bank is a wholly-owned subsidiary of TriCo Bancshares (NASDAQ: TCBK) headquartered in Chico, California with corporate offices in Roseville, South San Francisco, and Bakersfield, with assets of nearly $10 billion and 50 years of financial stability.
Tri Counties Bank is dedicated to providing exceptional service for individuals and businesses throughout California with more than 75 locations, advanced mobile and online banking, and access to approximately 40,000 surcharge-free ATMs nationwide.
As California's Local Bank, Tri Counties Bank prioritizes serving clients with local bankers and local decision-making, backed by corporate philanthropy, community engagement, employee volunteerism and investments. Recognized by various publications as among the Top Workplaces and Best Banks, Tri Counties Bank recruits and retains diverse and talented team members.
Tri Counties Bank is an Affluent Action and Equal Opportunity Employer, Race/Color/Religion/Sex/Sexual Orientation/Gender Identity/National Origin/Age/Disability/Veteran.
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