- Reach out and engage the local business community and proactively develop business and community relationships.
- Proactively engage in quality conversations with new and existing customers to discover their business and personal goals in order to individually understand their current and future needs.
- Share knowledge of ways that small business customers can save money, make more money or make their banking more convenient by utilizing Tri Counties Bank services and products.
- Employ appropriate solutions for small business customers and their employees.
- Prepare a calling plan for each new business prospect in conjunction with the strategic business development program.
- Partner with Branch Manager to develop and implement promotional sales campaigns, cross-sell plans and tele-consulting activities.
- Be a leader by living the One Team concept which includes personal joint calling efforts by collaborating with business partners to acquire, expand, and retain business customer relationships.
- Coach and develop branch team members on product knowledge, relationship building, partner collaboration, and skill development.
- Maintain accurate sales records and regularly reviews sales results with Branch Manager and prepare an action plan taking appropriate steps to meet/exceed sales objectives.
- Maintain an awareness of competitive products, practices, rates and changes in market area.
- Maintain a current understanding of Bank policies and procedures.
- Maintains a current understanding of Bank policies and procedures in compliance with all federal and state laws, including but not limited to Bank Secrecy Act (SARs, CIP, OFAC), Information Security (GLBA), Identity Theft Red Flags, Financial Elder Abuse Reporting, and any other applicable regulations that may be specific to your job duties.
- Assist other team members in non-primary assigned duties whenever necessary and perform other work-related duties as assigned.
- High school diploma or GED required.
- Demonstrated sales and marketing experience with a track record of exceptional customer service and proven high performance.
- Business to business sales or financial services sales experience.
- Business financial analysis experience preferred
- Exceptional organizational, verbal and written communication skills.
- Able to be registered as a mortgage loan originator (MLO) in the Nationwide Mortgage License System and Registry (NMLS).
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Senior Business Banker - Roseville, United States - Tri Counties Bank
Description
The hiring range for this opportunity is $ $34.00 per hour along with incentive opportunities, creating a competitive total compensation package based on our pay scale, and may be modified by location and is commensurate with qualifications and experience.
POSITION SUMMARY
We, at Tri Counties Bank, still believe in the vision of the helpful and caring Community Banker.
As a Senior Business Banker your primary goal is to build a banker-client relationship based on purpose, value, and trust with small businesses and the community.
You will spend the time necessary to truly understand the business customers' current financial state as well as their future financial needs.
It will put you in an excellent position to add value through your financial expertise; a truly transparent, needs-based approach to providing solutions.
Working in partnership with other financial professionals to provide a collaborative approach to the customer experience, as One Team.By providing savvy business solutions you will position the business, the community, and their employees for continued growth and financial success.
MAJOR RESPONSIBILITIES
OTHER RESPONSIBILITIES
COMPANY PROFILE
Established in 1975, Tri Counties Bank is a wholly-owned subsidiary of TriCo Bancshares (
NASDAQ:
TCBK) headquartered in Chico, California, with assets of nearly $10 billion and more than 45 years of financial stability.
Tri Counties Bank provides a unique brand of Service With Solutions for communities throughout California with a breadth of personal, small business and commercial banking services, plus an extensive branch network, more than 37,000 surcharge-free ATMs nationwide, and advanced online and mobile banking.
Tri Counties Bank remains strong and profitable through our top-down commitment to our core values, sound business principles and responsible lending practices.
As we grow and serve more communities, we become more involved, providing substantial financial and volunteer support to local economies and community organizations.
We applaud our employees who roll up their sleeves to work and volunteer for a greater good in our communities.
Tri Counties Bank hires individuals who are qualified for the role and who represent the communities in which we serve.
We look to place people in positions where they can best utilize their abilities and strengths, and where they are able to grow with the Bank.
Tri Counties Bank is an Affirmative Action and Equal Opportunity Employer, Race/Color/Religion/Sex/Sexual Orientation/Gender Identity/National Origin/Disability/Veteran.
