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Business Relationship Manager
1 week ago
Job Description
The Business Banker role at Pacific Premier Bank requires a highly skilled professional to manage and develop banking relationships. This position involves engaging with customers and prospects to open various business accounts, provide banking solutions tailored to their needs, and offer basic financial advice and education.
Responsibilities
- Effectively identify and pursue new business opportunities through lead generation and cold calls.
- Meet with business owners and senior executives to review and analyze their current business banking situation.
- Analyze customer loan and deposit needs and make recommendations.
- Cross-sell business products and services proactively.
- Gather financial information and move loans through the system from inquiry to closing.
- Monitor and manage existing portfolios to ensure client needs are met.
- Maintain and expand existing loan and deposit relationships with customers.
- Practice exemplary security and loss prevention skills.
- Process special handling requests within reason and bank policy.
- Manage an effective follow-up system.
Qualifications
- 3+ years of experience in sales in banking or lending required.
- Retail sales and service experience, including cash handling preferred.