Business Development Officer-Commercial Banking

Walnut Creek, CA 94597

Employment Type: Direct Hire Industry: Finance Job Number: 19630 Pay Rate: $105,000 to $145,000 Annual Base

Job Description

Business Development Officer (SF Bay Area)
Commercial Banking
Job Type
Full-time
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.

Requirements
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 commercial banking;
  • Minimum 5-10 years’ experience in sales and/or business development, preferably in the commercial banking industry or a related industry; or equivalent banking;
  • Multiple years of experience in working with banking entities or financial services;

Work Environment
  • Standard office environment with a moderate noise level.

 
Salary Description
$105,000 to $145,000 Annual Base

Job Requirements

Commercial Banking experience

Meet Your Recruiter

Veschion McDonald
Business Development - Banking & Finance

Veschion Mcdonald joins Marquee with 15 years of experience in the staffing and recruitment industry. She has held various positions, including Regional, Branch, and National Business Development Manager. Veschion specializes in banking, engineering, credit unions, escrow, and title, bringing a strong understanding of these industries to her role.
Her commitment to the staffing industry is evident in her hands-on approach, ensuring she understands every aspect of branch office operations. Although she initially started her career in law, at UCLA, an excellent opportunity in the staffing industry led her to discover her true niche.
When Veschion is not working, she enjoys the coastal lifestyle. Living near Downtown Long Beach, she loves taking evening strolls with her fiancé and jogging by the coast.

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About Walnut Creek, CA

Ready to take the next step in your career? Explore job opportunities in the vibrant city of Walnut Creek, California! Known for its thriving arts community, delectable dining scene, and picturesque open spaces like Mount Diablo State Park, Walnut Creek offers a perfect blend of work and play. With numerous art galleries, the Lesher Center for the Arts, and the nearby scenic Lafayette Reservoir, this area provides an ideal backdrop for personal and professional growth. Home to professional sports teams like the Golden State Warriors and San Francisco Giants, along with easy access to the bustling city of San Francisco, Walnut Creek is the perfect place to kickstart your career journey. Dive into our job listings today and discover the endless possibilities that await in this charming Bay Area destination!