Strategic Banking Business Development Officer San Francisco

California Bank & Trust; San Francisco (CA); On-site; USD 175,000 - 250,000; Full time

Benefits offered by this job

Medical, Dental & Vision Insurance (7)

Life and Disability Insurance

Paid Parental Leave

HSAs/FSAs

PTO & Holidays

401(k) with company match

Job summary

California Bank & Trust in San Francisco, CA seeks a dynamic Business Development Officer to drive growth by connecting businesses with tailored banking solutions.

You will source prospects, develop sales strategies, and collaborate with Relationship Managers to close deals, while supporting clients with loan and service applications. A strong background in banking sales and a BA/BS is required.

Qualifications

• Bachelor's degree in Business, Finance or related field and 6+ years in business development, sales, loans, or related banking experience.
• Strong sales techniques and ability to develop growth strategies.
• Excellent customer service and negotiation skills.
• Excellent verbal and written communication skills.
• Ability to collaborate with internal staff on relationships.
• Advanced knowledge of MS Word, Excel and general PC skills.

Responsibilities

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

Skills

Customer service

Negotiation

Communication

Problem solving

Presentation

Relationship management

Education

Bachelor's degree in Business/Finance or related field

Tools

Microsoft Word

Microsoft Excel

Job description

California Bank & Trust in San Francisco, CA seeks a dynamic Business Development Officer to drive growth by connecting businesses with tailored banking solutions.

You will source prospects, develop sales strategies, and collaborate with Relationship Managers to close deals, while supporting clients with loan and service applications. A strong background in banking sales and a BA/BS is required.