Commercial Banking Representative

6 days ago


Walnut Creek, California, United States Westamerica Bank Full time

Company Overview:

Westamerica Bank is a leading commercial bank headquartered in California, dedicated to delivering exceptional financial services with a superior customer experience.

Estimated Salary: $80,000 - $120,000 per year, based on location and experience.

Job Description:

As a Commercial Banking Representative at Westamerica Bank, you will be responsible for developing and managing a client portfolio, providing customers with information, and resolving banking problems. You will also promote sales of bank services and products, meeting or exceeding quarterly and annual deposit and loan production goals.

Key Responsibilities:

  • Attend daily sales meetings and provide mentoring and encouragement as appropriate
  • Maintain weekly standard of 15 quality calls, achieving a 2 to 1 prospect to client ratio
  • Daily boxtime is required, obtaining a minimum of 3 prospect appointments for each calendar day
  • Maintain a minimum of 4 pipeline and 7 pre-pipeline deals
  • Fully utilize all aspects of Sales Logix and Hub Automation

Requirements:

To be successful in this role, you will need:

  • Three to Five years of outside sales and customer service experience in the financial services industry
  • Strong product knowledge within the banking/financial services industry
  • Excellent business development and b2b sales/service skills
  • Demonstrate the ability to make both one on one and group presentations
  • Strong interpersonal, verbal and written communication skills
  • Strong outbound telephone sales skills


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