Business Banking Officer

2 months ago


Santa Barbara, United States FirstBank Full time

Position Details Business Banking Officer II A Business Banking Officer II is responsible for providing a full range of banking services to self-sourced and branch-referred businesses with annual sales of up to $10 million with emphasis on client contact and sales of credit relationships including, but not limited to, lines of loans up to $1 million, Commercial Real Estate loans to $2 million and all government loan programs.

What You Will Be Doing

Direct calling on prospective new clients to generate loans, deposits, fees and alternative bank products and services for the retail branch network. Expected to meet or exceed annual production goals

Direct calling on top 40% of existing clients of assigned branches, in coordination with Branch Managers, with focus on relationship retention and new opportunities for loans, deposits, fees and alternative bank products and services for the retail branch network

Developing and implementing a marketing plan to increase loan referrals from outside referral sources and assigned retail branches

Providing on-the-job training of branch sales staff to augment core training offered by Corporate Training on all business products and services to increase internal referrals

Meeting with customers to discuss business needs, recommend ways in which the Bank can serve their needs and obtain complete application packages for submission to respective loan centers for processing

Completing basic analysis of business financial information to match bank products accordingly

Providing monthly and quarterly Sales Reports to management to measure sales performance to required sales objectives

Assisting assigned Branch Managers with servicing the branch portfolio of business credits including control of delinquencies and proactive maturing loan management

Additional Details The range for this role takes into account many factors that First Bank considers when making hiring decisions, including but not limited to, prior experience, skill set, training, and other internal business and organizational factors.

First Bank generally does not hire at or near the top of the range below.

The range is driven by the geographic location of our estimated hiring location; however, the specific range may vary depending on the geographic location for remote positions. Compensation decisions depend on the specific facts and circumstances of each hiring instance.

A reasonable estimate of the current range is:

Min: $91,000

Mid: $113,000

Max: $136,000

What Do You Need for this Position?

Bachelor's degree (B. A.) in a business-related field from four-year college or university preferred

Minimum of five years sales experience and/or training, preferably in a banking environment; or equivalent combination of education and experience

PC proficiency in Microsoft Windows environment preferred

Knowledge of SBA regulations preferred

About Us Be a part of a growing company that is truly committed to its employees and clients. Consider joining the First Bank family. As a member of our family, you are part of one of the largest independent banks in the U.S. We are proud of our growth and success over the past 100 years and look forward to a bright and promising future.

Diversity At First Bank one of our biggest strengths is the diversity of our people. Our mission is to capitalize on the diversity of our associates and promote personal and professional development throughout every area of the organization. We encourage diversity by actively seeking employees from various backgrounds, walks of life, and job skills. We strongly encourage you to apply whenever a First Bank job opportunity interests you.

First Bank is a VEVRAA Federal Contractor and an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected Veteran status.

Attn: Applicants interested in a San Francisco based position: First Bank will consider qualified applicants with a criminal history in a manner consistent with the San Francisco Fair Chance Ordinance.

At First Bank, we embrace a hybrid work environment which allows employees to work at an alternative location depending upon the needs of their job and team. The in-office days are designed to inspire increased collaboration, development, productivity, and quick decision making.

Hybrid schedules should include at least two full days in the office with more or all in-office days expected of our client facing teams and the groups that support them in the business.

#J-18808-Ljbffr



  • Santa Barbara, United States FirstBank Full time

    Want to apply Read all the information about this position below, then hit the apply button. Position Details Business Banking Officer II A Business Banking Officer II is responsible for providing a full range of banking services to self-sourced and branch-referred businesses with annual sales of up to $10 million with emphasis on client contact and sales of...


  • Santa Barbara, United States First Bank & Trust Full time

    Position DetailsBusiness Banking Officer II A Business Banking Officer II is responsible for providing a full range of banking services to self-sourced and branch-referred businesses with annual sales of up to $10 million with emphasis on client contact and sales of credit relationships including, but not limited to, lines of loans up to $1 million,...


  • Santa Clarita, United States Logix Federal Credit Union Full time

    Business Banking Officer Location US-CA-Valencia (HQ) ID 2024-1123 Category Business Lending Position Type Full-Time Remote No 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...


  • Santa Rosa, United States Westamerica Bank Full time

    Job DescriptionJob DescriptionDescription: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...


  • Santa Barbara, United States Johnson Service Group Full time

    Job DescriptionJob DescriptionJohnson Service Group (JSG) is seeking a Customer Service Representative for a Retail Bank in Goleta, CA.Monday- Friday- 8:00 A.M. to 5:00 P.M. On-Site Hourly: $20.00 per hour In this role, you will independently perform basic to moderately complex banking transactions. Actively assist customers with transactions and offer...


  • Santa Clara, United States Gpac Full time

    Job Title: Business Development Officer (BDO) - Deposits "Is it just me, or do deposits seem to grow every time you're around?" About Us: Our bank is a leading financial institution committed to providing exceptional banking services and innovative financial solutions to our customers. We are seeking a highly skilled and motivated Business Development...


  • Santa Clara, United States Gpac Full time

    Job Title: Business Development Officer (BDO) - Deposits "Is it just me, or do deposits seem to grow every time you're around?" About Us: Our bank is a leading financial institution committed to providing exceptional banking services and innovative financial solutions to our customers. We are seeking a highly skilled and motivated Business Development...

  • Office Manager

    2 months ago


    Santa Barbara, United States Sansum Diabetes Research Institute Full time

    Job DescriptionJob DescriptionSalary: $27.00 - $37.00The Office Manager plays a pivotal role in ensuring the efficient operation of the organization's office by providing executive administrative support, coordinating board activities, providing support to the Finance, Human Resources and Facilities departments, overseeing general office administration,...


  • Santa Rosa, United States Exchange Bank Full time

    Performs work related to Electronic Banking Products including: 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 FUNCTIONS: Operations: 40% Review daily debit card reports and identify fraud trends....

  • Office Manager

    2 days ago


    Santa Barbara, United States CLEAR CONSTRUCTION INC Full time $67,000 - $82,000

    Job DescriptionJob DescriptionClear Administration is seeking a dynamic and organized individual to join our team as an Executive Assistant. The ideal candidate will be a self-starter with excellent communication skills, exceptional attention to detail, and the ability to handle a wide range of administrative and executive support tasks and contribute to the...


  • Santa Barbara, United States The Spine and Orthopedic Center Full time

    Job DescriptionJob DescriptionJob Duties:- Provides support for Business Development activities such as client relationship management and social media marketing.- Answers email inquiries and phone calls while ensuring excellent customer service and timely responses to questions, concerns, and client request.- Serve as the contact point for clients and...


  • Santa Barbara, United States The Spine and Orthopedic Center Full time

    Job DescriptionJob DescriptionJob Duties:- Provides support for Business Development activities such as client relationship management and social media marketing.- Answers email inquiries and phone calls while ensuring excellent customer service and timely responses to questions, concerns, and client request.- Serve as the contact point for clients and...


  • Santa Barbara, United States The Spine and Orthopedic Center Full time

    Job Description Job Description Job Duties: - Provides support for Business Development activities such as client relationship management and social media marketing. - Answers email inquiries and phone calls while ensuring excellent customer service and timely responses to questions, concerns, and client request. - Serve as the contact point for clients and...


  • Santa Rosa, United States Exchange Bank Full time

    Performs work related to Electronic Banking Products including: Automated Clearing House (ACH), Debit Card, Consumer and Business Online Banking, Positive Pay, Automated Teller Machine (ATM), Person to Person (P 2 P), and Remote Deposit Capture (RDC) Banking Specialist, Electronic, Banking, Specialist, Processing, Processor, Technology

  • Universal Banker

    2 months ago


    Santa Barbara, United States Mechanics Bank Full time

    Mechanics Bank is currently searching for a full time Universal Banker to join our team at our Santa Barbara Cottage Branch . In this role, you will independently and accurately perform the full range of teller and new accounts transactions according to established procedures. Provide dual control support while adhering to bank policies and procedures....

  • Warehouse Manager

    1 week ago


    Santa Barbara, United States Leadpoint Business Services Full time

    Leadpoint Business Services is currently seeking a dynamic leader for supervising production and line workers. This Onsite Service and Support Manager position will be assigned to our Santa Barbara, CA location. This Management position implements workforce management programs and have overall accountability for the performance of Leadpoint’s team in...


  • Santa Barbara, United States Leadpoint Business Services Full time $19 - $21

    Job DescriptionJob DescriptionHR Administrative Assistant, IN OFFICE ONLYLeadpoint Business Services is currently seeking an HR Administrative Assistant in support of our site management team in Goleta, CA. This Administrative position supports the team in several important functions such as Customer communication, Hiring/Recruiting, Human Resource...


  • Santa Monica, United States The Donerail Group Full time

    The Associate will be involved in all facets of Donerail's investment banking activities and will play an integral role supporting the origination and execution of mergers and acquisitions assignments for clients and on Donerail portfolio companies.Donerail is a financial services firm that has an investment banking advisory arm, providing M&A advisory...


  • Santa Monica, United States The Donerail Group Full time

    The Associate will be involved in all facets of Donerail's investment banking activities and will play an integral role supporting the origination and execution of mergers and acquisitions assignments for clients and on Donerail portfolio companies.Donerail is a financial services firm that has an investment banking advisory arm, providing M&A advisory...


  • Santa Monica, United States The Donerail Group Full time

    The Associate will be involved in all facets of Donerail's investment banking activities and will play an integral role supporting the origination and execution of mergers and acquisitions assignments for clients and on Donerail portfolio companies.Donerail is a financial services firm that has an investment banking advisory arm, providing M&A advisory...