Senior Business Banker

Position Summary

As a Senior Business Banker II you bring to life our vision of a community-focused financial institution. Along with your branch leader, you represent Tri Counties Bank professionally in the local market, creating new relationships with prospective customers. Your mastery of business finance and impeccable communication skills inspire confidence and enable you to effectively collaborate with customers, prospects, and Tri Counties Bank credit professionals to drive productive dialog about best-fit lending, treasury, and merchant solutions. Your visibility in the community elevates the Bank’s profile and builds our network of current and future customers.

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 reviews 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.
• Maintains 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.
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