Business Banking Officer

3 weeks ago

Valencia, United States Logix Federal Credit Union Full time

Overview:
The** Business Banking Officer** works with new and existing business members by developing and adding value to their business relationship with the Credit Union. Under mínimal supervision and in accordance with Credit Union policies and procedures, the business banking officer will proactively interact with both internal and external members to identify sales opportunities, make referrals to appropriate sales partners including but not limited to internal team members and third party vendors. They are to meet or exceed established sales and service goals and standards based on Logix guidelines. Consistently provides “wow” level service to internal and external customers and demonstrates a positive attitude to build new and maintain existing relationships.

**Responsibilities**:

- Develops relationships with new and existing business members, brokers, and other referral sources for the purpose of increasing loan business.
- Evaluates business member needs and offers the appropriate Credit Union products.
- Achieves annual deposit, cash management and loan origination goals as established by Business Banking Services, Manager.
- Travels to and works at assigned branches up to 5 days a week.
- Works with assigned branch management and branch team members to source, secure, and acquire new business deposits deposit and lending relationships for the Credit Union.
- Educates branch team members on Business Services products and services offering along with various Business Services processes.
- Analyzes bank statement to identify a prospective business member’s needs to effectively recommend products and services.
- Cross-sells and refers other CU products as appropriate and introduces new borrowers to the Branch Sales Manager of the retail branch most convenient to the business member’s business address for establishment to provide cross selling opportunity of LFCU products and services.- Conducts business place of observation (site visits) for both operations and sales activities.
- Learns and maintains a thorough working knowledge and ensures adherence to all new and existing regulatory compliance, Credit Union policies and procedures, operation and program changes.
- Attends and participates in meetings with both internal and external team members as required.
- Consistently provides “wow” level service to internal and external customers.
- Consistently demonstrates effective and appropriate verbal and written communication skills.
- Ensures all files and data input meet operational, compliance and regulatory guidelines.
- Prepares all necessary correspondence including all business services documentation, disclosures, member correspondence, etc. if necessary.- Assists borrowers with problems or questions regarding lending services.- Stays informed of competitor programs as well as external market trends relating to deposit and lending products and services.
- Collaborates with other departments and vendor on the implementation of upgrades and/or changes to existing products and services line up.
- Accommodates needs of business member and/or business borrower (i.e. meet at their business location, be available during weekends or evening, community events, etc.)
- Attends public functions involving professional organizations and associations to promote Business Banking suite of products and services.
- Participates in promotions, activities and other campaigns as requested.
- Attends Logix sponsored community events and represents Logix Business Services by engaging with community organizations, prospective members and event attendees.

Qualifications:
**Education**

Min/Preferred: Preferred

Education Level: 4 Year / bachelor’s degree

Description: Bachelor’s degree in business or related field is preferred.

**Experience**

Minimum Years of Experience: 3

Preferred Years of Experience:
Comments: 3 or more years of business lending experience in a similar capacity

Knowledge, Skills & Ability
- A proven track record of successful loan sales production- Self-starter who adapts well to a changing work environment.- Displays high level of flexibility and adaptability to support changing demands associated with job function- Effective sales/marketing and customer services techniques along with excellent writing and presentation skills.- Ability to analyze bank statements to identify a prospective business member’s needs and recommend products and services.- A thorough understanding of cash management products.- Attention to detail and organization.- Ability to actively listen, speak effectively and prioritize competing demands.- Ability to manage and maintain an effective and efficient workflow.- Working knowledge of the Microsoft suite of office products including but to limited to Excel, Outlook, Word, One and Teams.- Valid CA driver’s licenseCorporate Values:

- Practice open **C**ommunication** with all levels;
- Be **A**ccountable **by taking ownership of customer issues and

  • Business Banking Officer

    1 week ago

    Valencia, California, United States Logix Federal Credit Union Full time

    Overview The Business Banking Officer works with new and existing business members by developing and adding value to their business relationship with the Credit Union. Under minimal supervision and in accordance with Credit Union policies and procedures, the business banking officer will proactively interact with both internal and external members to...

  • Relationship Banking Specialist II

    12 hours ago

    Valencia, United States Bank of Southern California Full time

    Job DescriptionJob DescriptionDescription:Job Summary:Provide AMAZING customer experience to all branch clients, assisting them with account servicing and transactional needs. Promote and cross-sell bank products and services, and provide support to other Branch and Department team members as needed to perform other duties and functions as assigned.Essential...

  • Agency Business Consultant

    4 weeks ago

    Valencia, United States Farmers Insurance DTLA Full time

    **Full Job Description** Farmers District Office is seeking an Agency Business Consultant in the Santa Clarita Valley. This position is designed for dedicated business coaches who can help Farmers agency owners drive growth in their business. Working for a district manager, these professionals typically conduct regular agency consultation visits where they...

  • Office and Events Coordinator

    2 weeks ago

    Valencia, United States College of the Canyons Full time

    **Description**: The Santa Clarita Community College District/College of the Canyons Foundation is seeking a **full-time Office and Events Coordinator **in the Foundation office. **Compensation Salary Placement**: Initial salary placement will be between $75,000.00 - $80,000.00 annually contingent upon qualification. Probationary period for new Foundation...

  • PART-TIME TELLER

    1 month ago

    Valencia, United States Northwest Bancorp, Inc. Full time

    Northwest Tellers are important members of our retail network team because they often have the most interaction with our customers. This position provides an excellent customer service experience by welcoming customers, efficiently processing transactions, resolving problems, providing educational service, and uncovering financial needs for referral to the...

  • PART-TIME TELLER

    3 weeks ago

    Valencia, United States Northwest Bancorp, Inc. Full time

    Northwest Tellers are important members of our retail network team because they often have the most interaction with our customers. This position provides an excellent customer service experience by welcoming customers, efficiently processing transactions, resolving problems, providing educational service, and uncovering financial needs for referral to the...

  • Dental Office

    4 days ago

    Valencia, United States Sweet Tooth Dentistry Valencia Full time $23 - $28

    Dealing with people, their money, and their health is complicated and require a special set of attributes. Our busy office continues to show strong growth and we have an opportunity for someone with the right mix of personality and skills. We are looking for a warm, happy person who is poised, calm, compassionate, and understands nuance. Excellent...

  • PART-TIME TELLER

    1 month ago

    Valencia, United States Northwest Bank Full time

    Description Northwest Tellers are important members of our retail network team because they often have the most interaction with our customers. This position provides an excellent customer service experience by welcoming customers, efficiently processing transactions, resolving problems, providing educational service, and uncovering financial needs for...

  • PART-TIME TELLER

    3 weeks ago

    Valencia, United States Northwest Bank Full time

    Description Northwest Tellers are important members of our retail network team because they often have the most interaction with our customers. This position provides an excellent customer service experience by welcoming customers, efficiently processing transactions, resolving problems, providing educational service, and uncovering financial needs for...

  • Front Office Receptionist/treatment Coordinator

    2 weeks ago

    Valencia, United States Sweet Tooth Dentistry Valencia Full time

    Dealing with people, their money and their health is complicated and require a special set of attributes. Our busy office continues to show strong growth and we have an opportunity for someone with the right mix of personality and skills. We are looking for a warm, happy person who is poised, calm, compassionate and understands nuance. Excellent...

  • Assistant Manager Business Credit Administration

    4 weeks ago

    Valencia, United States Logix Federal Credit Union Full time

    Overview: The Assistant Manager - Business Credit Administration assists the Manager - Business Credit Administration by ensuring the monitoring, maintenance, analysis, and servicing of the CRE and Business loan portfolio, encompassing all loan types from conventional to SBA. **Responsibilities**: - Assists in managing financial analysis and annual reviews...

  • Assistant Manager Business Credit Administration

    1 week ago

    Valencia, California, United States Logix Federal Credit Union Full time

    Assistant Manager Business Credit AdministrationCompany: Logix Federal Credit UnionThe Assistant Manager of Business Credit Administration supports the Manager in overseeing the monitoring, analysis, and maintenance of the CRE and Business loan portfolio, covering various loan types from traditional to SBA.Responsibilities:Assist in managing financial...

  • Assistant Manager Business Credit Administration

    3 weeks ago

    Valencia, United States Logix Federal Credit Union Full time

    Assistant Manager Business Credit AdministrationLocation US-CA-Valencia (HQ)ID 2024-1140Category Business LendingPosition Type Full-TimeRemote NoOverviewThe Assistant Manager - Business Credit Administration assists the Manager - Business Credit Administration by ensuring the monitoring, maintenance, analysis, and servicing of the CRE and Business loan...

  • Front Office Receptionist/Treatment Coordinator

    1 month ago

    Valencia, United States Sweet Tooth Dentistry Valencia Full time $23 - $28

    Dealing with people, their money, and their health is complicated and require a special set of attributes. Our busy office continues to show strong growth and we have an opportunity for someone with the right mix of personality and skills. We are looking for a warm, happy person who is poised, calm, compassionate, and understands nuance. Excellent...

  • Front Office Receptionist/Treatment Coordinator

    4 weeks ago

    Valencia, United States Sweet Tooth Dentistry Valencia Full time $23 - $28

    Dealing with people, their money, and their health is complicated and require a special set of attributes. Our busy office continues to show strong growth and we have an opportunity for someone with the right mix of personality and skills. We are looking for a warm, happy person who is poised, calm, compassionate, and understands nuance. Excellent...

  • Assistant Manager Business Credit Administration

    3 weeks ago

    Valencia, United States Logix Federal Credit Union Full time

    Overview: The Assistant Manager - Business Credit Administration assists the Manager - Business Credit Administration by ensuring the monitoring, maintenance, analysis, and servicing of the CRE and Business loan portfolio, encompassing all loan types from conventional to SBA. Responsibilities: Assists in managing financial analysis and annual reviews of...

  • Assistant Manager Business Credit Administration

    3 weeks ago

    Valencia, United States Logix Federal Credit Union Full time

    Overview The Assistant Manager - Business Credit Administration assists the Manager - Business Credit Administration by ensuring the monitoring, maintenance, analysis, and servicing of the CRE and Business loan portfolio, encompassing all loan types from conventional to SBA. Responsibilities • Assists in managing financial analysis and annual reviews of...

  • Associate Advisor

    2 months ago

    Valencia, United States Pathview Capital Full time

    Pathview Capital is building a team of experienced, successful and motivated originators of debt and equity for commercial real estate and business lending. We know that great people are the key to great companies and would like to add team members that are the right fit for our company's focus. Pathview Capital is looking for intelligent, hard-working,...

  • Office Adminstrator at Locally Grown Motion Picture Catering

    3 weeks ago

    Valencia, United States Locally Grown Full time

    Job DescriptionJob DescriptionWe are seeking a highly organized and proactive Executive Assistant to support our CEO. The ideal candidate will be a detail-oriented professional with excellent communication skills and the ability to manage multiple tasks efficiently. This role is crucial in ensuring the smooth operation of the executive office and...

  • Hybrid Personal Banker

    1 month ago

    Valencia, United States Firefighters First Credit Union Full time

    Job DescriptionJob DescriptionFor over 87 years, we have worked to create trusting relationships with our fire family. The bonds we build are the foundation of our credit union. As the largest, exclusive firefighter credit union in the nation with over $2.0B in assets, we serve over 64,000 members in more than 1,000 fire departments. Are you ready to empower...