Floating Business Development Manager III

Tri Counties Bank•South San Francisco, CA

3d•$90,000 - $115,000

About The Position

The Floating Business Development Manager III will be responsible for covering branches across the Bay Area Peninsula from Daly City to Redwood City, CA. The Business Development Manager is the primary contact for the small and mid-sized business market segment, and takes responsibility for acquiring new and developing existing customer relationships. The Business Development Manager directs and coordinates branch activities personally and/or through branch staff to attain branch goals, including identifying financial solutions, customer service, proper credit quality, risk management, and overall branch profitability.

Nice To Haves

Undergraduate degree preferred.
Business to business sales or financial services sales experience.
Ability to lead and direct others.
Demonstrated sales and marketing abilities.
Business financial analysis experience.
Exceptional written, verbal/nonverbal interpersonal skills.
Excellent organizational skills and the ability to complete a high volume of work with accuracy.

Responsibilities

Acquires and develops small and mid-sized business customer relationships by proactively developing business and community relationships.
Proactively plans, controls and directs branch activities towards attaining branch goals included but not limited to profiling, tele-consulting and business calling efforts.
Prepares a calling plan and prospective profile for each new business prospect in conjunction with strategic business development program.
Prepares a client profile, relationship plan and calling schedule for each business customer in conjunction with strategic business development program.
Researches key components of specific and relevant industries for knowledge and understanding.
Profiles new and existing customers to discover their business and personal goals in order to provide business solutions to match their current and future needs.
Proactively identifies business customer opportunities and fulfills their needs or refers the customer to other specialized internal business partners.
Works in collaboration with internal business partners; Cash Management, Merchant Card Processing, Commercial Banking, Real Estate, Leasing, Raymond James Investment Services.
Ensures loan requests are processed accurately and timely, coordinating efforts with underwriting and customers to provide high quality service.
Ensures branch personnel adhere to all operating and regulatory compliance guidelines including the Operational Loss Policy.
Ensures the branch successfully passes annual reviews and audits.
Works with Human Resources to determine recruitment sources.
Administers HR policies and procedures and take responsibility for training and developing branch employees to assure skills for assigned positions.
Operates within assigned annual budget guidelines and expense controls.
Represents the bank at civic/government, industry and community functions.
Maintains a current understanding of Bank policies and procedures in compliance with all federal and state laws, including but not limited to Bank Secrecy Act (SARs, CIP, OFAC), Information Security (GLBA), Identity Theft Red Flags, Financial Elder Abuse Reporting, and any other applicable regulations that may be specific to your job duties.
Maintains an awareness of competitive products, practices, rates and changes in market area.
Develops and facilitates customer and employee training sessions.
Conducts branch sales meetings.
Performs other work-related duties as assigned.