Business Banking Officer
D.L. Evans Bank · Salt Lake City, UT · 1 wk ago
On-siteFinanceFull-time
Job Description The Business Banking Officer is responsible for driving business and treasury growth by building relationships with both new and existing clients for D.L. Evans Bank. He or she entails developing and executing a marketing strategy focused on attracting and securing new clients. The Business Banking Officer actively promotes the bank’s range of treasury services—including business accounts and merchant services—to both prospective and current customers. He or she works closely with branch staff and ensures that solutions are customized to meet each client’s unique needs. The Business Banking Officer develops a deep understanding of client objectives and assesses their treasury strategies to ensure they align with those goals. He or she will have frequent local travel within the designated market area as required. The Business Banking Officer also represents D.L. Evans Bank at community events, industry seminars, and trade conventions as necessary. Qualifications High school diploma or GED required; Bachelor's degree in marketing or business preferredIntermediate experience in treasury management, sales and implementation Must have a thorough knowledge of banking practices, principles, operations, policies, and proceduresStrong interpersonal skills and the ability to work effectively with coworkers Proficient in using the Internet, email, and Microsoft Office applications Responsibilities Proactively engages in individual and joint business development activities, with a primary focus on expanding the bank’s treasury management client baseEstablishes new business relationships by identifying and targeting prospective clients for treasury management and merchant servicesCollaborates closely with loan officers, personal bankers, and branch managers to cross-sell treasury management solutions and broaden the bank’s reachMeets with clients and prospects to assess their treasury and cash management needs, recommending tailored solutions based on a comprehensive understanding of bank products and servicesPrepares and presents customized proposals that address client-specific financial structures and objectivesAccurately documents all client interactions and sales activities in the 360 View software to monitor progress and ensure follow-upDevelops and executes a strategic marketing plan to drive fee income and deposit growth through the proactive promotion of treasury management servicesResponsible for meeting and achieving sales, referral, and profitability targets related to treasury management and related servicesConducts ongoing market research to identify new business opportunities and maintain a competitive edge in treasury management offeringsDevelops internal and external referral sources through participation in bank events, community activities, and participation in seminars and professional groups (CPAs, attorneys)Provides product training, onboarding support, and ongoing service to new treasury management clients, ensuring seamless implementation experienceMonitors and manages risk associated with treasury management clients, including regulatory, operational, reputational, and credit risksEnsures all treasury management and merchant service offerings are compliant with applicable state and federal regulationsPeriodically reviews product offerings and client satisfaction, benchmarking competitors and recommending enhancements to maintain market leadershipActs as a resource and backup for business banking officers in other markets, supporting treasury management initiatives bankwideBuilds and maintains strong professional relationships with clients, understanding their business strategies and aligning treasury solutions to support their goalsMaintains high levels of client retention through effective communication, prompt resolution of concerns, and delivery of exceptional serviceRepresents the bank in the community, always upholding and promoting the professional reputation of D.L. Evans BankOperates computer terminal or personal computer to determine balances, process account activity and resolve problems Company Description D.L. Evans Bank is a community bank and has been since 1904. For many years, we have provided premier banking services to the residents of Southern Idaho and Northern Utah while fostering a working environment for our employees dedicated to teamwork and excellent customer service. If you are a dynamic and customer-driven individual, whether an experienced banker or just beginning your career, we encourage you to continue with this applicant friendly, online job application! D.L. Evans Bank is an Equal Opportunity Employer – veterans/individuals with disabilities. VEVRAA Federal Contractor. EOE/AA/Vets/IWD. Benefits Medical InsuranceDental InsuranceVision InsuranceFSA401(k)Employee Stock Ownership PlanPaid VacationSick TimeLife InsuranceLong-term Disability Insurance