Business Banking Relationship Manager
1 day ago
The Business Banker is a key role at Pacific Premier Bank, responsible for building and maintaining strong relationships with business customers. This position requires a strong understanding of business banking products and services, as well as excellent communication and interpersonal skills.
Key Responsibilities:- Prospect for new business opportunities through lead generation and cold calling.
- 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 to existing customers.
- Effectively gather financial information and move loans through the system from inquiry to closing.
- Monitor and manage existing portfolio to ensure client needs are being met.
- Maintain and expand existing loan and deposit relationships with customers.
- Build long-lasting relationships with customers.
- Practice exemplary security and loss prevention skills to ensure the bank knows its customers and account information is processed through approved screening and verification services.
- Process special handling requests for customers within reason and bank policy.
- Manage an effective follow-up system.
- Generate correspondence (with managerial approval) in a professional manner where necessary.
- 3+ years of experience in sales in banking or lending required.
- Retail sales and service experience, including cash handling preferred.
- 4-year college program (BA Degree) or professional level of knowledge in a specialized field equivalent to that which would be acquired by completing a 4-year college program (BA Degree).
- Developing professional expertise, applies company policies and procedures to resolve a variety of issues.
- Works on problems of moderate scope where analysis of situations or data requires a review of a variety of factors. Exercises judgment within defined procedures and practices to determine appropriate action. Builds productive internal/external working relationships.
- Normally receives general instructions on routine work, detailed instructions on new projects or assignments.
A reasonable, good faith estimate of the minimum and maximum base salary or pay for this position is $24.53/hr. to $36.79/hr. Actual compensation will vary based on various factors including but not limited to location, experience, and performance. A business line incentive may be provided ranging from 0% - 1% per loan and 0%-2% per deposit, in addition to medical and other benefits, dependent on the position. For more information regarding our benefits, please visit.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR c)
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