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Senior Business Banking Officer

3 months ago

Stockton, California, United States The Ladders Full time
OUR CORE VALUES

The Credit Union is a values-driven organization. They guide our behavior as they create our desired culture.

  1. Everyone Counts
    • We promote a diverse and fair workplace to better serve our Members, Team Members and Communities, fostering an environment of transparency, trust, and respect.
  2. Innovate Boldly
    • We dream big, challenge the status quo, move with agility, and embrace data-driven decisions. We listen and continuously make the impossible possible.
  3. Embrace the Fun
    • We take the joy in our work by welcoming kindness, integrity, and authenticity.
  4. Own It
    • Valley Strong is ours to grow. We hold ourselves accountable to doing our best work every day and are empowered to do what's right.
POSITION SUMMARY

This senior business banking position is responsible for managing a portfolio of existing clients and acquiring new relationships to the Credit Union. Will focus on growth while meeting all of the needs in the business banking market.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Builds relationships with clients with annual sales set by VP of Member Business Services.

Offers Business Member products and services such as business depository products, cash management products, business lending & credit cards as well as other products.

Conducts outside calls to retain and prospect members.

Handles Business Member inquiries and service issues in assigned portfolio or branch.

Maintain knowledge of credit union products and services in to order cross-sell business and personal financial products and services.

Meets goals established by VP of Member Business Services.

All team members must comply with regulatory compliance and assigned training requirements including but not limited to BSA regulations corresponding to their specific job duties. This includes the SAFE Act. Failure to do so may result in disciplinary and other employment related actions.

Performs other duties as assigned.

EDUCATION and/or EXPERIENCE
  • Bachelor's Degree in business, accounting or finance, or 10 plus years' equivalent banking and lending experience.
  • Six plus years of outside sales and customer service experience in the financial services industry.
  • Adherence to policies, procedures and regulatory banking requirements.
QUALIFICATIONS
  • Strong product knowledge within the financial services industry.
  • Ability to provide pro-forma analysis and narrative on credit requests.
  • Excellent business development and b2b sales/services skills.
  • Demonstrate the ability to make both one-on-one and group presentations.
  • Strong interpersonal, verbal and written communication skills.
  • Strong outbound telephone sales skills.
LANGUAGE SKILLS

Ability to read, analyze, and interpret general business procedures, technical procedures, or governmental regulations. Ability to write business correspondence. Ability to effectively present information and respond to questions from members, management, and the general public.

MATHEMATICAL SKILLS

Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percentages.

REASONING ABILITY

Ability to apply commonsense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations.

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 this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to talk or hear. The employee is occasionally required to stand, walk, and reach with hands and arms. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision and the ability to adjust focus.

OTHER SKILLS AND ABILITIES

Ability to use calculator and enter data on a PC. Must be able to communicate Credit Union policies and procedures to members in an easily understood and professional manner. Ability to be bonded.

Must comply with all Bank Secrecy Act (BSA) and other Anti-Money Laundering (AML) Laws and Regulations, as they pertain to federal guidelines and internal policies and procedures.