Retail Business Banker I

3 weeks ago

Sacramento, California, United States Umpqua Bank Full time


About Us:

At Umpqua, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to supporting our customers and communities, and we can only achieve this through the dedication of our employees.

We value Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships, and we are eager to meet candidates who embody these core values. We are always on the lookout for results-focused individuals who can think independently, work collaboratively, and support our broader purpose.

Think of us as financial partners, because at Umpqua, we believe the best way forward is together. Together for people. Together for business. Together for better.

About the Role:

Serves as the business banker for new and existing clients between $1 million and $15 million in revenue. Develops and grows new business by building and maintaining strong relationships with prospects and clients. Drives high volume opportunities and engagements within defined markets. Leverages automated systems and processes to enhance customer experience.
  • Initiates and develops new business through outside business development activities including utilizing targeted lists. Ensures ongoing contact with new clients to enhance client's initial experience with Umpqua Bank. Maintains direct contact with external and internal clients, and consistently provides proactive solutions and problem resolutions in alignment with the bank's Breakthrough Client Service Standards.
  • Develops revenue-generating client relationships by calling on prospective or existing customers; identifying prospects, suitable method of contact, and determination of their needs and appropriate products or services including cross market solutions (i.e. lending, deposits, treasury management, wealth management, etc.). Leverages the Bank's turnkey solutions including automated scoring.
  • Develops a comprehensive understanding of client's needs, based on the review and analysis of personal and business financial data gathered through relationship review and personal meetings providing integrated delivery of financial services.
  • Achieves individual annual production and growth goals for business banking deposits, fees and loans to ensure the bank meets its overall financial targets.
  • Builds client referral pipeline via identification and development of internal and external centers of influence.
  • Develops and maintains an in-depth knowledge of products and services as well as knowledge of competitors and competitive products. Includes studies of industrial, commercial, economic and financial situations relating to new or existing business.
  • Partners consistently with other internal business partners to uncover opportunities to deepen the client relationship.
  • Actively participates in community organizations to source business development opportunities and maximize networking. Demonstrating Umpqua's commitment to the local community.
  • Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities - knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes.
  • Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training.
  • Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description.
  • May be asked to coach, mentor, or train others and teach coursework as subject matter expert.
  • Actively learns, demonstrates, and fosters the Umpqua corporate culture in all actions and words.
  • Takes personal initiative and is a positive example for others to emulate.
  • Embraces our vision to become "Business Bank of Choice"
  • May perform other duties as assigned.
About You:
  • Bachelor's Degree or equivalent work experience. Preferred.
  • Minimum 2-4 years of relevant business/commercial banking experience or equivalent. Required
  • Strong relationship management skills including, but not limited to: new business development, analytical thinking, problem solving, strong sales skills, and intermediate credit and credit quality skills.
  • Strong credit analysis and commercial underwriting skills, including accounting, financial statement and cash flow analysis experience.
  • Proven track record of success and skills in developing new clients and business, including prospecting, sourcing and networking.
  • Strong knowledge of business banking policies, procedures, practices and documentation.
  • Advanced knowledge of cash management solutions and deposit solutions, including product, policies, procedures, practices and documentation.
  • Demonstrate excellent written and verbal communication and presentation skills.
  • Ability to work effectively with individuals and groups across the company to manage customer relationships.
  • Ability to train and present to small and large audiences.
  • Knowledge working with structuring credit products for small businesses in diverse industries.
  • Proficient with personal computers and related software packages such as Word and Excel.
Job Location(s): Ability to work fully onsite at posted location(s).

1545 River Park Drive Suite 150 Sacramento, CA 95815

Our Benefits:

We offer a competitive total rewards package including base wages and comprehensive benefits. The pay range for this role is $68,000.00 - $110,000.00 and the pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation and those details will be provided during the recruitment process.

We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly.

Our Commitment to Diversity:

Umpqua Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: [email protected].

To Staffing and Recruiting Agencies:

Our posted job opportunities are only intended for individuals seeking employment at Umpqua Bank. Umpqua Bank does not accept unsolicited resumes or applications from agencies and Umpqua Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Umpqua Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.

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