Sunwest Bank · 1 day ago
Business Banking Manager
Middleton, ID
Full-time
Onsite
Mid LevelSunwest Bank is a financial institution that emphasizes customer service and operational integrity. The Business Banking Manager is responsible for overseeing branch operations, ensuring compliance with policies, and leading the staff to achieve sales and service goals.
BankingCommercial LendingFinancial ServicesFinTechPayments
Responsibilities
Ensures client satisfaction and account retention through quality service
Handles client requests and complaints with prompt, professional, and courteous attention
Understands and complies with Bank policies, procedures, and regulations governing job responsibilities
Responsible for transaction approvals within assigned limits
Lead and actively participate in daily warm up and monthly branch staff meetings and discusses branch products, sales, service and soundness. Ensures that all employees are well versed in all Bank products
Holds keys and Alarm Code to the branch; Opens and closes the branch
Responsible for staffing, branch performance, appraisals, promotions, salary actions, and terminations:
Plans and adheres to staffing budget
Minimizes employee turnover rate
Provides the accurate and timely presentation of Performance appraisals, counseling’s and status changes
Exercise sound judgment and compliance with policy regarding promotion and salary actions
Responsible for employee development and provides training as needed
Responsible for ensuring satisfactory audit ratings; managing critical operational metrics to minimize risks and losses; maintaining ambitious standards for control/certifications, monetary transactions, security, and account opening activities; ensuring the branch staff is trained and follows policies and procedures; and operating within the Bank’s guidelines
Communicates Bank policies, procedures and regulations to branch personnel and ensures all staff members are familiar with and aware of any changes
Identifies opportunities for process improvement to optimize branch operational performance Reviews and analyzes existing business-specific work processes. Proposes and prioritizes changes and improvements for the branch environment. Serves as a “champion” for process changes and initiatives
Prepares reports and completes special projects as requested by management
Participates in training deemed necessary by the Bank
Achieves individual as well as branch goals and contributes to the success of the Bank
Expected to know and follow the Bank’s compliance policies and procedures as required by the Compliance Department
Demonstrates high degree of professionalism in communication, attitude and teamwork with customers, peers and management
Demonstrates high level of quality work, attendance and appearance
Adheres to all Company Policies & Procedures and Safety Regulations
Adheres to local, state and federal laws
Understands and complies with all company rules and regulations
Attends training and maintains a basic knowledge of procedures to ensure compliance with laws and regulations governing financial institutions, as they apply to your position and job responsibilities, with an emphasis on the BSA/AML/CIP, Consumer Privacy, Regulation CC, Information Security, Bank Protection Act, FACT-Identity Theft, Information Technology and GLBA
Additional duties as assigned as it relates to the position
Qualification
Required
Basic knowledge of retail product philosophy, policy, procedures, documentation and systems
Thorough knowledge of all retail products and services
Proven client service and interpersonal skills
Effective selling, cross selling and referral skills
Strong mathematical, problem-solving, and negotiation skills
Ability to analyze client credit data and other related financial information
Demonstrates high degree of professionalism in communication, attitude and teamwork with customers, peers and management
Demonstrates high level of quality work, attendance and appearance
Adheres to all Company Policies & Procedures and Safety Regulations
Adheres to local, state and federal laws
Understands and complies with all company rules and regulations
Attends training and maintains a basic knowledge of procedures to ensure compliance with laws and regulations governing financial institutions, as they apply to your position and job responsibilities, with an emphasis on the BSA/AML/CIP, Consumer Privacy, Regulation CC, Information Security, Bank Protection Act, FACT-Identity Theft, Information Technology and GLBA
Company
Sunwest Bank
Built For Entrepreneurs By Entrepreneurs. Banking as a Service, Business Banking, Commercial and Specialty Lending, SelfcareHSA
Founded in 1969
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Raymond Rindone
Chief Financial Officer
Jason Watson
SVP Utah Regional President - South
Recent News
2025-12-04
2025-10-02
2025-09-30
Company data provided by crunchbase