Senior Business Banker

About the role

The Sr. Business Banker delivers an exceptional client experience by managing transactions accurately and efficiently while building strong relationships. This role focuses on growing client portfolios through consultative sales, identifying new business opportunities, and deepening existing relationships. In the absence of the manager, this position ensures smooth and secure branch operations.

Work Details

• Schedule: Monday – Friday, Work hours may vary based on operational needs and may include early mornings or extended hours as required.
• Work Location: Onsite
• Travel: None

What You’ll Do

• Maintain and manage a pipeline to drive new-to-bank relationships and achieve sales goals
• Identify client needs and cross-sell products and services across business lines
• Build trusted advisor relationships to increase client loyalty and wallet share
• Allocate ~50% of time to outbound sales (prospecting, meetings, community networking)
• Process client transactions (deposits, withdrawals, transfers, payments) accurately and efficiently
• Perform account servicing including opening accounts, maintenance, and follow-ups
• Manage cash drawer, balance daily transactions, and process ATM and night drop activities
• Average approval of transactions within assigned authority limits
• Ensure compliance with BSA/AML, Regulation CC, and all regulatory requirements
• Prepare CTRs and suspicious activity reports as needed
• Support branch operations, including opening/closing procedures and security protocols
• Collaborate cross-functionally to meet client needs and enhance service delivery

What We’re Looking For

• Strong customer service and relationship-building skills
• Knowledge of banking operations, compliance, and financial products
• Effective problem-solving and decision-making capabilities
• Ability to handle transactions with accuracy and attention to detail
• Proficiency with Microsoft Office (Word, Excel)
• Strong communication and interpersonal skills
• Goal-oriented with a results-driven mindset (Nice to Have)

Qualifications

• 2+ years of teller experience
• 3+ years of new accounts experience
• 1+ year of supervisory experience or formal leadership training
• Understanding of business client needs, financial strategies, and market trends
• Knowledge of account vesting and legal documentation

Why You’ll Love Working Here

Team Culture
Growth Opportunities
Benefits

The Fine Print

• This job description reflects the general nature of the role and may change as business needs evolve.
• We are an equal opportunity employer.
• Sunwest Bank works with staff members and customers without regard to race, ancestry, national origin, sex, marital status, age, religion, medical condition, handicap, disability or veteran status and to assist the Bank in maintaining its Affirmative Action Program.

Physical Demands

In general, the following physical demands are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to allow differently abled individuals to perform the essential functions of the job.

• Sedentary: Limited activity, no lifting, limited walking
• Moderate: Mostly standing, walking, bending, frequent lifting
• Light: Office work, some lifting, bending, stooping or kneeling, walking
• Arduous: Heavy lifting, bending, crawling, climbing