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CommerceWest Bank · 2 hours ago

Business Banking Officer

Irvine, CA

Full-time

Onsite

Senior Level

7+ years exp

CommerceWest Bank is seeking a Business Banking Officer responsible for sourcing and acquiring new deposit relationships. The role focuses on developing profitable banking relationships with businesses and managing the new account process to enhance client growth and retention.

BankingFinancial ServicesVenture Capital

Growth Opportunities

Hiring Manager

Benjamin Tjan, SHRM-CP

Responsibilities

Meets and exceeds monthly performance-based BBO scorecard goals

Developing new profitable banking relationships with businesses, the business owners and key executives to meet and exceed monthly performance-based scorecard goals that include but are not limited to deposit growth and cross sells

Proactively expands client base by cultivating referral relationships with centers of influence, prospecting, networking, and telemarketing to build a book of business

Assesses and identifies the client’s needs, educates clients on bank wide services to create cross sell opportunities as well as enhance the loyalty and profitability of existing relationships

Develops and implements a strategic sales plan to attract new business to CommerceWest Bank

Partners with the Account Officers to ensure a smooth client onboarding experience, new account process, enhance client growth and retention as well as identify cross-selling opportunities

Collaborates with the Corporate Lending Group and Portfolio Management Group on referral opportunities, identifying and servicing client needs

Reviews, processes and prepares documentation for new accounts; ensures that it is complete and in compliance with regulatory and bank requirements

Performs other duties and special projects as needed and assigned

Qualification

Treasury managementBusiness developmentClient relationsNegotiationMultitaskingWritten communicationVerbal communicationSelf-motivatedTeam player

Required

Minimum of 7-10 years in commercial, middle market, and/or corporate banking segments

Extensive knowledge of treasury management with a proven record of success in business development within the escrow, property management, payroll, insurance, small to midsize businesses, MSBs, and other specialty type deposit sectors

Ability to negotiate and structure deposit proposals

Excellent written and verbal communications skills

Must be results driven, self-motivated, self-disciplined and a confident presenter

Strong client relations skills

Must present a professional image

Must be a team player, self-starter, flexible, and able to multitask, work independently, and meet deadlines in a fast-paced environment