Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools training and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associates unique experiences background and perspectives and provides a collaborative environment for all employees to grow and thrive.
As a premier California-focused financial services company dedicated to serving its communities families and businesses (small mid-sized and large) CB&T has been active for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for Best Bank and Best Commercial Bank from the readers of San Diego Union-Tribune and Orange County Register. Additionally as a division of Zions Bancorporation the bank has collected multiple Greenwich Excellence Awards for Overall Client Satisfaction in Small Business & Middle Market Excellence Awards.
We are seeking a dynamic Business Development Officer to join our team in San Diego Los Angeles Sacramento CA. This role is responsible for driving growth by connecting businesses with tailored banking solutions. If you thrive on building relationships identifying new opportunities and helping companies succeed with full-service financial products we want to hear from you! This role is perfect for a motivated professional who enjoys networking developing strategies and making a real impact in the business community.
Essential Functions:
- Responsible for sourcing and developing prospects new clients and selling business banking services and products.
- Responsible for developing sales strategies and expanding referral sources.
- Passes off prospects to Business Banking Relationship managers to close the relationship.
- Responsible for gathering data to be used in the selling process participating in community organizations and activities and assisting prospective clients in completing loan and services applications.
- May supervise or lead lower level BDOs
- Other duties as assigned.
Qualifications:
- Requires a Bachelors in Business Finance or a related field and 2 yrs experience in business development sales loans banking/finance products and services or other directly related experience. A combination of education and experience may meet job requirements.
- Working knowledge of sales techniques business development banking/finance products and services.
- Must have solid customer service and negotiation skills.
- Solid communication skills both verbal and written.
- Solid problem resolution and presentation skills.
- Ability to work with internal staff on relationships.
- Working knowledge of word processing spreadsheet and general PCs skills.
Benefits:
- Medical Dental and Vision Insurance - START DAY ONE!
- Life and Disability Insurance Paid Parental Leave and Adoption Assistance
- Health Savings (HSA) Flexible Spending (FSA) and dependent care accounts
- Paid Training Paid Time Off (PTO) and 11 Paid Federal Holidays and any applicable state holidays
- 401(k) plan with company match Profit Sharing competitive compensation in line with work experience
- Mental health benefits including coaching and therapy sessions
- Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business maximum of $5250 per calendar year employees are eligible for the program upon hire
- Employee Ambassador preferred banking products
This position is eligible to earn a base salary in the range of $105000 - $120000 depending on job-related factors such as level of experience.
Required Experience:
Unclear Seniority
Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools training and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associates unique experiences background an...
Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools training and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associates unique experiences background and perspectives and provides a collaborative environment for all employees to grow and thrive.
As a premier California-focused financial services company dedicated to serving its communities families and businesses (small mid-sized and large) CB&T has been active for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for Best Bank and Best Commercial Bank from the readers of San Diego Union-Tribune and Orange County Register. Additionally as a division of Zions Bancorporation the bank has collected multiple Greenwich Excellence Awards for Overall Client Satisfaction in Small Business & Middle Market Excellence Awards.
We are seeking a dynamic Business Development Officer to join our team in San Diego Los Angeles Sacramento CA. This role is responsible for driving growth by connecting businesses with tailored banking solutions. If you thrive on building relationships identifying new opportunities and helping companies succeed with full-service financial products we want to hear from you! This role is perfect for a motivated professional who enjoys networking developing strategies and making a real impact in the business community.
Essential Functions:
- Responsible for sourcing and developing prospects new clients and selling business banking services and products.
- Responsible for developing sales strategies and expanding referral sources.
- Passes off prospects to Business Banking Relationship managers to close the relationship.
- Responsible for gathering data to be used in the selling process participating in community organizations and activities and assisting prospective clients in completing loan and services applications.
- May supervise or lead lower level BDOs
- Other duties as assigned.
Qualifications:
- Requires a Bachelors in Business Finance or a related field and 2 yrs experience in business development sales loans banking/finance products and services or other directly related experience. A combination of education and experience may meet job requirements.
- Working knowledge of sales techniques business development banking/finance products and services.
- Must have solid customer service and negotiation skills.
- Solid communication skills both verbal and written.
- Solid problem resolution and presentation skills.
- Ability to work with internal staff on relationships.
- Working knowledge of word processing spreadsheet and general PCs skills.
Benefits:
- Medical Dental and Vision Insurance - START DAY ONE!
- Life and Disability Insurance Paid Parental Leave and Adoption Assistance
- Health Savings (HSA) Flexible Spending (FSA) and dependent care accounts
- Paid Training Paid Time Off (PTO) and 11 Paid Federal Holidays and any applicable state holidays
- 401(k) plan with company match Profit Sharing competitive compensation in line with work experience
- Mental health benefits including coaching and therapy sessions
- Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business maximum of $5250 per calendar year employees are eligible for the program upon hire
- Employee Ambassador preferred banking products
This position is eligible to earn a base salary in the range of $105000 - $120000 depending on job-related factors such as level of experience.
Required Experience:
Unclear Seniority
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