Senior Business Banker I

Tri Counties Bank; Fresno (CA); On-site; USD 58,000 - 71,000; Full time

Job summary

Tri Counties Bank in Fresno, CA is seeking a Senior Business Banker I to engage local businesses and drive lending, treasury and merchant services solutions.

The role emphasizes relationship-building, market presence, and leadership within the One Team framework, with a competitive hourly pay range and comprehensive benefits.

Qualifications

• High school diploma or GED required.
• Business to business sales experience.
• Financial services sales experience preferred.
• Strong 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 to local business community and develop relationships; represent the bank publicly.
• Engage prospects to understand their business and personal goals.
• Explain how Tri Counties Bank products can save money or add convenience.
• Offer suitable banking solutions for small businesses and employees.
• Prepare calling plans for new business prospects with strategic program.
• Collaborate with Branch Manager on sales campaigns and cross-sell plans.
• Model One Team by collaborating with partners to grow business.
• Coach branch teammates on product knowledge and relationship skills.

Skills

B2B sales

Sales & customer service

Communication skills

Education

High school diploma or GED

MLO eligibility / Mortgage licensing

Job description

Job Category: Production / Branch Banking

Requisition Number: SENIO007742

• Full-Time

Locations

Fresno, CA 93711, USA

Description

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

The hiring range for this opportunity is $28.00 to $34.00 per hour along 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 - Senior Business Banker I

As a Senior Business Banker you exemplify our vision of a community-focused financial institution. Along with your branch leader, you represent Tri Counties Bank professionally in the local market, initiating contact with prospective customers. Your business acumen and interpersonal skills – active listening, insightful questioning, building rapport – enable you to drive productive dialog with current and potential business banking customers about their operations and the lending, treasury, and merchant services benefits we offer. Your visibility in the community elevates awareness of the Bank and builds our network of current and future customers.

MAJOR 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.

OTHER RESPONSIBILITIES

• Maintain accurate sales records and regularly reviews sales results with Branch Manager and prepare an action plan taking appropriate steps to meet/exceed sales objectives.
• Maintain an awareness of competitive products, practices, rates, and changes in market area.
• Maintain a current understanding of Bank policies and procedures.
• 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.
• Assist other team members in non-primary assigned duties whenever necessary and perform other work-related duties as assigned.

EDUCATION, EXPERIENCE AND OTHER SKILLS REQUIRED for a Senior Business Banker I

• 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).

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 affirmative Action and Equal Opportunity Employer, Race/Color/Religion/Sex/Sexual Orientation/Gender Identity/National Origin/ Age /Disability/Veteran.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.