Business Development Officer-Commercial Banking
2999 Oak Road Suite 210 Walnut Creek, CA 94597 US
Job Description
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
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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