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Business Banking Officer - First Bank - San Mateo, CA

Business Banking Officer - First Bank - San Mateo, CA -




On this position as a Business Banking Officer II, your main duty might be to offer a full vary of banking providers to companies with annual sales of as much as $10 million with emphasis on shopper contact and sales of credit score relationships together with, however not restricted to, strains of loans as much as $1 million, Business Actual Property loans to $2 million and all authorities mortgage packages. Further duties embrace:

Direct calling on potential new shoppers to generate loans, deposits, charges and various bank services for the retail department community. Anticipated to satisfy or exceed annual manufacturing objectives

Direct calling on prime 40% of present shoppers of assigned branches, in coordination with Department Managers, with give attention to relationship retention and new alternatives for loans, deposits, charges and various bank services for the retail department community

Creating and implementing a marketing plan to extend mortgage referrals from outdoors referral sources and assigned retail branches

Offering on-the-job coaching of department sales employees to reinforce core coaching provided by Company Coaching on all enterprise services to extend inner referrals

Assembly with clients to debate enterprise wants, advocate methods by which the Bank can serve their wants and acquire full software packages for submission to respective mortgage facilities for processing

Finishing primary evaluation of enterprise monetary info to match bank merchandise accordingly

Offering month-to-month and quarterly Gross sales Studies to management to measure sales efficiency to required sales aims

Aiding assigned Department Managers with servicing the department portfolio of enterprise credit together with management of delinquencies and proactive maturing mortgage management

We’re looking for gifted people with the next qualifications:

Bachelor’s diploma (B. A.) in a enterprise-associated subject from 4-yr school or college most popular

Minimal of 5 years sales expertise and/or coaching, ideally in a banking setting; or equal mixture of schooling and expertise

PC proficiency in Microsoft Home windows surroundings most popular

Information of SBA laws most popular

First Bank is a VEVRAA Federal Contractor and an Equal Alternative/Affirmative Motion employer. All certified candidates will obtain consideration for employment with out regard to race, shade, faith, intercourse, sexual orientation, gender id, nationwide origin, incapacity, or protected Veteran standing

Attn: Candidates taken with a San Francisco based mostly place: First Bank will contemplate certified candidates with a legal historical past in a fashion in line with the San Francisco Truthful Probability Ordinance.





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First Union is a bank holding co. working workplaces primarily within the Southeast. First Union additionally offers different providers reminiscent of mortgage…







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