Senior Business Banker I or II

POSITION SUMMARY

We at Tri Counties Bank believe in the vision of the helpful and caring Community Banker. As a Senior Business Banker your primary goal is to build a banker-client relationship based on purpose, value, and trust with small businesses and the community. You will spend time necessary to truly understand the business customers’ current financial state as well as their future financial needs. It will put you in an excellent position to add value through your financial expertise; a truly transparent, needs-based approach to providing solutions. Working in partnership with other financial professionals provides a collaborative approach to the customer experience, as One Team.

MAJOR RESPONSIBILITIES

Reach out and engage the local business community and proactively develop business and community relationships. Represent the bank at civic/government, industry, and community functions. Proactively engage in quality conversations with new and existing customers to discover their business and personal goals in order to individually understand their current and future needs. Share knowledge of ways that small business customers can save money, make more money, or make their banking more convenient by utilizing Tri Counties Bank services and products. Employ appropriate solutions for small business customers and their employees. Follow through and honor commitments to ensure their financial needs and goals are fulfilled. Prepare a calling plan for each new business prospect in conjunction with the strategic business development program. Partner with Branch Manager to develop and implement promotional sales campaigns, cross-sell plans and tele-consulting activities. Be a leader by living the One Team concept which includes personal joint calling efforts by collaborating with business partners to acquire, expand, and retain business customer relationships. Coach and develop branch team members on product knowledge, relationship building, partner collaboration, and skill development.

OTHER RESPONSIBILITIES

Maintain accurate sales records and regularly review sales results with Branch Manager and prepare an action plan taking appropriate steps to meet/exceed sales objectives. Maintain an awareness of competitive products, practices, rates, and changes in market area. Maintain a current understanding of Bank policies and procedures. Maintain 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. Assist other team members in non-primary assigned duties whenever necessary and perform other work-related duties as assigned. EDUCATION, EXPERIENCE AND OTHER SKILLS REQUIRED for a Senior Business Banker I High school diploma or GED required. Demonstrated sales and marketing experience with a track record of exceptional customer service and proven high performance. Business to business sales or financial services sales experience. Business financial analysis experience preferred. Exceptional organizational, verbal and written communication skills. Able to be registered as a mortgage loan originator (MLO) in the Nationwide Mortgage License System and Registry (NMLS). EDUCATION, EXPERIENCE AND OTHER SKILLS REQUIRED for a Senior Business Banker II All listed previously and: 5 Years of Business-to-business sales or Business Banking financial services sales experience. 5 Years of Business Lending Experience, processing loans and lines up to $500,000 preferred. Business financial analysis experience required. Tri Counties Bank is an affirmative action and equal opportunity employer. Race/Color/Religion/Sex/Sexual Orientation/Gender Identity/National Origin/ Age /Disability/Veteran. Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor. #J-18808-Ljbffr Tri Counties Bank