- Supervised by Subordinates: 0Requirements:
-
Business Banking Officer
5 days ago
Westamerica Bank Santa Rosa, United StatesJob Description · Job Description Description: Westamerica is among the largest commercial banks headquartered in California. We are looking for outstanding people to join our winning team. We reached our current strength because our employees, customers, and shareholders believ ...
-
Business Banking Officer
3 weeks ago
Westamerica Bancorporation Napa, United StatesApply · Job Type · Full-time · Description · Westamerica is among the largest commercial banks headquartered in California. We are looking for outstanding people to join our winning team. We reached our current strength because our employees, customers, and shareholders belie ...
-
AVP, Senior BSA Compliance Analyst
1 week ago
Dexian - DISYS Santa Rosa, United States· Position: AVP, Senior BSA Compliance Analyst · Location: Santa Rosa, CA · Department: Compliance · Employment Type: Full-time · Role Overview: · The AVP, Senior BSA Compliance Analyst diligently ensures adherence to the Bank Secrecy Act, USA Patriot Act, and related Anti-Money ...
-
InfoSec Analyst
5 days ago
Vaco Santa Rosa, United StatesInfoSec Analyst · (Onsite in Santa Rosa, CA) · Compensation: $80,000-$117,300 · ***Determining compensation for this role (and others) at Vaco depends upon a wide array of factors including but not limited to the individual's skill sets, experience and training, licensure and cer ...
-
Property Manager for Apartment Community
1 week ago
Career Strategies, Inc. Santa Rosa, United States Temporary to HireCSI seeks a Property Manager to join our client's Apartment Community. · Property Managers create the best experience for prospective and future residents, lead on-site teams to reach occupancy goals and develop loyal relationships with service providers, property owners and resi ...
-
EM Site Coordinator
6 days ago
BI Incorporated Santa Rosa, United States Full timeBenefits Information · Full-time employees will enjoy a competitive benefits package with options for you and your family including: · • 3 weeks Paid Time Off 80 hours sick · • 15 Paid Holidays · • 401(k) Matching · • Health Insurance · • Vision Insurance · • Life Insurance · • H ...
-
Project Engineer
2 weeks ago
Ghilotti Construction Company Santa Rosa, United StatesWhy GCC? · With over a century of industry experience, GCC paves the way for the future. But what sets us apart is our unwavering commitment to our employees. When you join GCC, you're not just another staff member; you become part of our family and an owner of the company. That' ...
-
Estimator
3 weeks ago
Ghilotti Construction Company Santa Rosa, United StatesWhy GCC? · With over a century of industry experience, GCC paves the way for the future. But what sets us apart is our unwavering commitment to our employees. When you join GCC, you're not just another staff member; you become part of our family and an owner of the company. That' ...
-
Technology Lead
5 days ago
Ghilotti Construction Company Santa Rosa, United StatesWhy GCC? · With over a century of industry experience, GCC paves the way for the future. But what sets us apart is our unwavering commitment to our employees. When you join GCC, you're not just another staff member; you become part of our family and an owner of the company. That' ...
-
Branch Manager I
2 weeks ago
Umpqua Bank Santa Rosa, United StatesUmpqua Bank · Branch Manager I · in · Santa Rosa , · California · Retail Banking Group · Santa Rosa,California · Description · About Us: · Umpqua Bank is headquartered in the Pacific Northwest with 5,000+ employees and offers banking services to customers throughout the nati ...
-
Poppy Bank Santa Rosa, United StatesJob Type Full-timeDescriptionThis posting is a recruitment for either a Branch Operations Specialist or a Branch Operations Officer, depending upon experience and qualifications. Details of each position are noted below.Summary for Both Positions:Provides personalized banking ser ...
-
Client Service Specialist
1 week ago
Umpqua Bank Santa Rosa, United States· About Us: · Umpqua Bank is headquartered in the Pacific Northwest with 5,000+ employees and offers banking services to customers throughout the nation. It's an especially exciting time to join our team as, following the recent merger with Columbia Bank, we have grown to becom ...
-
AVP, Senior BSA Compliance Analyst
1 week ago
Poppy Bank Santa Rosa, United StatesJob Type · Full-time · Description · Under minimal supervision, the Senior BSA Compliance Analyst is responsible for account identification, analyzing and reporting any transactions believed to be associated with unusual and suspicious account activity such as potential fraud, ...
-
Branch Manager
1 week ago
Poppy Bank Santa Rosa, United StatesJob Type · Full-time · Description · The Branch Manager is responsible for the administration and efficient daily operation of a full-service bank branch including operations, client service, product sales, and security and safety in accordance with the Bank's objectives. This ...
-
marketing manager
1 week ago
Summit State Santa Rosa, United StatesSummit State Bank is a Community Bank whose core values are based on making a positive impact on our employees, customers and community. We are an award-winning bank with consistently strong financials, and we are growing. Our employees are important to us, we provide rewarding c ...
-
Retail Support Specialist
1 week ago
Exchange Bank Santa Rosa, United States** Retail Support Specialist** · **Job Category****:** Branch Banking **Requisition Number****:** RETAI002159 Showing 1 location **Job Details** · **Description** · **POSITION SUMMARY:** · Provide daily support for 18 Sonoma County branches, SVP Retail Delivery Group Manager, ...
-
Electronic Banking Specialist
2 weeks ago
Exchange Bank Santa Rosa, United StatesPerforms work related to Electronic Banking Products which includes: Automated Clearing House (ACH), Debit Card, Consumer and Business Online Banking, Positive Pay, Automated Teller Machine (ATM), Person to Person (P2P), and Remote Deposit Capture (RDC) products. · ESSENTIAL FUN ...
-
VP, Training
1 day ago
Poppy Bank Santa Rosa, United StatesJob Type · Full-time · Description · Under minimal supervision, the VP-Training and Development Manager creates, plans, and implements training programs, policies, and procedures for all branch employees. The incumbent collaborates with functional teams to assess ongoing traini ...
-
Exchange Bank Santa Rosa, United StatesResponsible for contributing to high quality loan growth by analyzing, underwriting, recommending and approving credit requests generated by Calling Officers. Assist with monitoring and managing existing loan portfolio to minimize credit losses and maintain compliance with loan p ...
-
Exchange Bank Santa Rosa, United StatesResponsible for contributing to high quality loan growth by analyzing, underwriting, recommending and approving credit requests generated by Calling Officers. Assist with monitoring and managing existing loan portfolio to minimize credit losses and maintain compliance with loan p ...
Business Banking Officer - Santa Rosa, United States - Westamerica Bank
Description
Job DescriptionJob Description Description:
Westamerica is among the largest commercial banks headquartered in California. We are looking for outstanding people to join our winning team.
We reached our current strength because our employees, customers, and shareholders believe in the same fundamental goals:
Delivering a wide variety of financial services with a superior customer service guarantee.
Financial PlanMeet or exceed quarterly and annual deposit and loan production goals. Generate non-interest income through the sale of fee-based services.
Attend daily 8 am sales meeting.
Consistently deliver excellence in service by adhering to the Bank's service standards.
Adhere to the standards of the Bank's sales culture as outlined in the current Sales Culture Handbook.
Ensure maturing loans assigned to portfolio are renewed.
Maintain customer contact with all assigned borrowers to ensure loan retention, relationship expansion and proper pay down forecasting.
Work with borrower's support contacts (CPA's, attorneys, CFO's, etc.) to gain referrals and to stay attuned to borrower's plans.
Make yourself available to borrowers to ensure you are the banker of choice.
Utilize projected maturity report to renew/extend loans prior to maturity.
Business DevelopmentMaintain weekly standard of 15 quality calls. Achieve a 2 to 1 prospect to client ratio.
Daily box time is required. A minimum of 3 prospect appointments for each calendar day must be obtained from each daily box time session.
Maintain a minimum of 4 pipeline and 7 pre-pipeline deals.
Fully utilize all aspects of Sales Logix and Hub Automation including all new releases and components (calendar, client/prospect files, etc.).Develop new deposit and loan totals utilizing industry lead lists generated by the Marketing Department and/or other sources as directed by your RMM.Work existing client base for business expansion and referrals.
Develop and leverage referral sources (CPA's, Attorneys, Physicians, etc.). Position yourself as their banker of choice.Generate 1 SPF referral per month.
Generate 2 third party referrals annually.
Generate 2 Business Elan applications per month.
Compliance Related ActivityAdhere to Reg B/Flood requirements.
Complete all assigned tutorials and Compliance Training.
Focus on Majority/Minority census tracts as assigned by RMM.Focus on Small Business/Small Farm loans assigned goals.
Meet CRA Hours.
Meet new CRA loan production goals.
Renew all assigned existing CRA loans/lines.
Answer regulatory questions correctly during Audit/Branch Review.
Ownership, Accountability and Work HabitsAs directed by RMM, manage problem loans to minimize risk. Communicate status and developments to RMM.Communicate problems, successes and challenges to RMM/RSM on a timely basis.
Consistently adhere to the "No Surprises" standards.
Adhere to the Bank's Guiding Principles.
Adhere to established standards and provide superior customer service.
Meet attendance guidelines.
MINIMUM KNOWLEDGE, PRIOR WORK EXPERIENCE, AND SKILLS NEEDED TO PERFORM JOB FUNCTIONS:
Previous sales experience preferably within a financial services environment. Four (4) year college degree preferred. Previous retail sales, banking experience and/or lending a plus, preferably commercial real estate knowledge. For purposes of business travel, a valid driver's license as well as a personal vehicle to drive is required.
PHYSICAL
DEMANDS:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of the job.
Works non-standard business hours.
Drives to sales calls. Must maintain a current driver's license and proof of insurance.
MENTAL
DEMANDS:
Effectively
communicate with clients and prospects.
Retain and shares knowledge of WAB products, services and fees.
Obtain enough confidential data to identify client's financial status.
Identify additional service opportunities.
Apply basic math skills to determine fees and saving opportunities.
Formulate sales action plans.
EQUIPMENT USED TO PERFORM FUNCTIONS:
10-key machine, fax, photocopier, Microsoft based computers, smart phones
DECISION MAKING:
Identifies business needs of clients and prospects and identifies ways WAB can meet those requirements.
Negotiates service terms and fees of business relationships to provide acceptable return on investment for Bank and client.
Determines best service instrument or combination of accounts that provides client with greatest potential to realize financial expectations.
Structures credits based on client needs and available bank products.
SUPERVISORY RESPONSIBILITY:
Directly Supervised:
-0
#J-18808-Ljbffr