Senior Business Banker: Growth & Relationship Lead

Sunwest Bank; San Clemente (CA); On-site; USD 70,000 - 100,000; Full time

Job summary

Sunwest Bank in California is seeking a Sr. Business Banker reporting to the Business Banking Market Manager. You will identify opportunities to deepen relationships, open new accounts, and promote bank products with a consultative approach.

The role includes outbound sales activities, prospecting on client lead lists, and building brand awareness through community networking while ensuring accurate, courteous service and adherence to bank policies and security standards.

Qualifications

• Two years teller experience preferred.
• Three years of new accounts experience preferred.
• One year of supervisory experience or formal training preferred.
• Understanding of how businesses work (competition, strategies, trends).
• Effective problem-solving skills with ability to inform and direct staff and clients.
• Approachable from both a client and internal staff perspective.
• Ability to relate well to all levels of people; external and internal clients.
• Client focus with ability to drive for results.
• Understanding of Windows-based personal computers.
• Understanding of word processing and spreadsheet software, preferably Word and Excel.
• Extensive knowledge of vesting of accounts and required legal documentation.

Responsibilities

• Maintain a pipeline of prospects and revenue generating opportunities to drive new to bank relationships and meet assigned sales goals.
• Collaborate cross divisionally to uncover additional needs for new and current clients and build deeper relationships through cross selling.
• Build strong relationships and be a trusted advisor to clients to enhance loyalty and gain wallet share.
• Holds keys and Alarm Code to the branch; authorized to open and close the branch.
• Provides a consistently high level of service in an effort to create an exceptional client experience that exceeds expectations.
• Responsible for transaction approvals within assigned limits.
• Maintains cash drawer within the assigned cash limits and accurately balances daily work at the end of each day.
• Process daily mail, night drop and ATM transactions in dual custody as assigned, and balances ATM when applicable.
• Daily uses Transaction Management Systems (TMS).
• Encodes and scans branch transactions.
• May processes incoming and outgoing cash shipments in dual custody.
• Places holds on transactions as determined by Bank policies and Reg CC.
• Executes account stop payments as determined by Bank procedures.
• Issues negotiable instruments in accordance with the Bank Secrecy Act.
• Prepares Currency Transaction Reports and Suspicious Activity Concern Reports as needed.
• Performs duties associated with opening personal and business accounts and maintenance of existing accounts, including check orders, debit card orders, address changes, and superseded signature cards.
• Provides call back and maintenance of new accounts.
• Responds to all BSA requests in a timely manner.
• Understands and complies with Bank policies, procedures and regulations governing job responsibilities.

Skills

Relationship building

Sales

Customer service

Communication

Problem solving

Job description

Sunwest Bank in California is seeking a Sr. Business Banker reporting to the Business Banking Market Manager. You will identify opportunities to deepen relationships, open new accounts, and promote bank products with a consultative approach.

The role includes outbound sales activities, prospecting on client lead lists, and building brand awareness through community networking while ensuring accurate, courteous service and adherence to bank policies and security standards.