Business Development Officer, Commercial Banking
2999 Oak Road #210 , # 210 Walnut Creek, CA 94597 US
Job Description
JOB SUMMARY:
The Business Development Officer is responsible for facilitating positive growth of the Bank through targeting identified markets, strategic planning, maintaining relationships with existing customer profile and acting as a bank representative in the community. Learning about and communicating all products and services provided by the bank and available to clients, in conjunction with relationship building and maintaining existing relationships, is essential.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
- Solicit new business to facilitate positive growth according to the Bank’s target client focus, goals and plans;
- Research prospective clients within our identified criteria and create and implement a strategic plan;
- Collaborate with team members to most efficiently solicit prospective clients;
- Cold-call and track progress in logs (via bank’s designated platform);
- Use referrals to find new business within our target client focus;
- Meet identified goals within the timeline communicated;
- Ensure appropriate marketing action is taken to best promote business development and represent the Bank’s image;
- Act as a community contact for the Bank;
- Plan and present client and community education and training seminars/events;
- Measure effectiveness in obtaining new business through involvement in the community and present findings to proper members of Management;
- Play an active role in the community by participating in approved activities, committees, projects, etc.;
- Assist and facilitate planning of approved community events; attend community events;
- Assume positions in approved committees (e.g., board and steering committee positions, etc.);
- Act as a representative in applicable and approved California Bank of Commerce committees and community events;
- Research needs of clients in the community and present needs and ideas for improvement to appropriate committees; follow up on progress of implemented ideas;
- Attend and participate in New Accounts and Operations meetings to stay abreast of new products and services offered by the Bank.
REQUIRED SKILLS AND ABILITIES:
- Excellent written and oral communication skills; ability to communicate effectively and project a professional image when giving and taking information in writing, in person and over the phone;
- Strong word processing and computer database skills with knowledge of Microsoft Office applications and systems;
- Good interpersonal skills with the ability to work with individuals and groups at all organization levels; ability to work independently and as part of a team;
- Strong analytical ability with active listening skills;
- Advanced ability to:
- Exercise discretionary judgement within CBC’s framework of regulatory banking environment;
- Work effectively with senior management, other team members at all levels, and external contacts;
- Explain complex information in a clear and well composed fashion;
- Take initiative and prioritize tasks; good time-management, problem-prevention and problem-solving skills;
- Work accurately with close attention to detail;
- Maintain confidentiality of sensitive information;
- Study and apply new information.
Education/Licenses/Work Experience:
- Bachelor’s degree in an applicable field;
- Minimum 5-10 years’ experience in banking;
- Minimum 5-10 years’ experience in sales and/or business development, preferably in banking or a related industry; or equivalent banking;
- Multiple years of experience in working with banking entities or financial services;
Meet Your Recruiter
Alexis Cabero
Branch Manager
As Branch Manager, Alexis Cabero focuses on identifying talent for a variety of industries including medical devices, administrative support, customer service, engineering, and human resources. Graduating from The University of California, Irvine with a B.A. in Arts and Digital Media, Alexis’ recruiting career began in 2014 while staffing for assisted living facilities, where she matched passionate healthcare professionals to provide personal non-medical care for home care clients. Alexis is passionate about helping others recognize their potential, and does so by using a thorough discovery process with her candidates to better understand what areas they excel in and providing opportunities exclusive to Marquee Staffing.
While out of office, Alexis enjoys spending her free time with family and her six dogs.