Business Banking Officer Virtual Role

6 days ago


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

We are seeking a highly motivated Virtual Business Banking Officer to join our dynamic team. As a key contributor to our Business Banking Group, you will play a crucial role in driving growth and delivering exceptional customer experiences. Your primary responsibility will be to deepen existing client relationships and acquire new business banking clients by leveraging Logix's resources and expertise. This includes managing existing portfolios, developing relationships with business members, brokers, and internal referral sources to increase loan business. Additionally, you will be accountable for meeting annual targets set by the Business Banking Sales Manager, focusing on deposits, Treasury Management, and loan origination.

Responsibilities
  • Maintain accurate records and reports to track client interactions and pipeline progress.
  • Collaborate with loan processors, underwriters, and Business Services team members to ensure seamless application processing and customer satisfaction.
  • Provide timely updates and insights to stakeholders on business performance and market trends.
  • Identify areas for improvement in business processes and workflows, suggesting enhancements to optimize efficiency.


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