Jobs · Sales · California

Business Relationship Manager II

Tri Counties Bank · Roseville, CA · 2 days ago
On-siteSales$100k–$125k/yrFull-time

Position Summary

The hiring range for this opportunity is $100,000 to $125,000 annual salary along with incentive opportunities, creating a competitive total compensation package based on our pay scale, and may be modified by location and is commensurate with qualifications and experience.

Major Responsibilities

  • Acquires new operating business opportunities through targeted marketing efforts and proactive outreach, also by expanding and nurturing existing client relationships.
  • Discusses and promotes all Bank products and services to establish complete client relationship and collaborates with business partners, bringing in product specialists to help problem solve or structure a transaction.
  • Learns and understands the key components of the client’s industry, business and personal goals to effectively make recommendations of the bank’s products and services that would meet the client’s needs.
  • Collaborates with internal teams, such as credit underwriters, analysts, and customer loan servicing officers to deliver comprehensive banking solutions to clients in a timely manner.
  • Attends networking and community events to build a strong professional network and represent the bank for the purpose of brand recognition, generating additional business, and identifying potential CRA opportunities for the bank.
  • Evaluates client’s financial health and risk profiles to determine creditworthiness and suitability for different banking products and services.
  • Stays informed about market trends, industry insights, and regulatory changes to proactively identify opportunities for clients and for the bank.
  • Understands the local market and proactively develops relationships with centers of influence, and internal and external networks and referral sources to ensure ongoing growth.
  • Maintains and monitors portfolio for quality, risk, and adherence to policy. Works closely with portfolio managers, Management, and Credit Administration, to ensure sound portfolio management, client introductions, and timely resolution of issues.

Other Responsibilities

  • Comply with policies, procedures, security requirements, and government regulations.
  • Demonstrate leadership beyond normal scope of business.
  • Provide individual personal banking services to clients by partnering with Retail Banking.

Education, Experience And Other Skills

  • Preferred: High school diploma or equivalent required. Bachelor’s degree preferred.
  • 4 years of relevant experience or an equivalent combination of business lending experience and education.
  • Proven track record of exceeding sales, prospecting new business and enhancing existing relationships.
  • A strong understanding of financial products and services and proficiency in financial analysis and risk assessment.
  • Exceptional verbal and written communication skills.
  • Excellent organizational skills and the ability to complete a high volume of work with accuracy.

About the Company

Established in 1975, Tri Counties Bank is a wholly-owned subsidiary of TriCo Bancshares (NASDAQ: TCBK) headquartered in Chico, California with corporate offices in Roseville, South San Francisco, and Bakersfield, with assets of nearly $10 billion and 50 years of financial stability. Tri Counties Bank is dedicated to providing exceptional service for individuals and businesses throughout California with more than 75 locations, advanced mobile and online banking, and access to approximately 40,000 surcharge-free ATMs nationwide. As California's Local Bank, Tri Counties Bank prioritizes serving clients with local bankers and local decision-making, backed by corporate philanthropy, community engagement, employee volunteerism and investments. Recognized by various publications as among the Top Workplaces and Best Banks, Tri Counties Bank recruits and retains diverse and talented team members. Tri Counties Bank is an Affirmative Action and Equal Opportunity Employer, Race/Color/Religion/Sex/Sexual Orientation/Gender Identity/National Origin/Age/Disability/Veteran.

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