Business Banker (LO) San Diego, CA
Core
Build, maintain, and grow relationships with business banking clients by offering a full range of products and services including deposits, credit, treasury management, and payments.
Role type
Business Banker (Loan Originator)
Builds
Client portfolios and business banking solutions
Domain
Financial Services / Commercial Banking
Required skills
client relationship management, prospecting, networking, financial product knowledge, regulatory compliance, portfolio management, consultative selling
Preferred skills
business lending experience, credit policy knowledge, digital banking tools proficiency, cross-functional partnership
Technologies
digital banking tools
Responsibilities
Acquire new business clients through targeted prospecting and referrals; manage and grow a portfolio of business clients; act as a trusted advisor integrating advice across deposits, credit, and treasury; partner with Relationship Managers and other teams to deliver holistic solutions; assist customers with needs assessing for dwelling secured products without taking applications.
Seniority
Mid-level, hands-on IC