What are the responsibilities and job description for the Business Banking Team Leader position at First Bank?
The Business Banking Team Lead will report to the Director of Business Banking. The primary job function will be to oversee, expand and grow the Business Banking segment across MW (annual sales of $1-$10MM). This individual will engage with the Retail Branch network and across other business lines to strategize, plan and partner. In addition, they will also support strategic planning efforts and contribute to special projects and initiatives.
Extensive focus will be placed on relationship management, driving business development activities, new client acquisition, client retention and expansion. The Business Banking Team Lead will engage in proactive sales behaviors, execute sales activities, effectively managing pipelines, support deal closing opportunities and educate and motivate colleagues to support and contribute to business growth targets.
Responsibilities & Expectations
- Proactively manages the pipeline, sales activities, COI development and partnerships
- Develop and implement a Marketing Plan to achieve assigned financial goals
- Results-oriented by driving strategies for growing revenue by achieving assigned financial targets
- Ensure professional development is provided for succession of colleagues
- Strong knowledge of Business Banking credit, underwriting, compliance, policy and procedures
- Leadership responsibilities include recruiting, hiring, training, mentoring, retaining and coaching Business Banking Officers
- Works closely with Retail Banking Management, Loan operations and other support departments within the Bank
- Provide monthly and quarterly Sales Reports to management to measure sales performance to required sales objectives for supervised Business Banking Sales Team.
- Assist assigned Branch Managers with servicing the branch portfolio of business credits including control of delinquencies and proactive maturing loan management.
- Strong communication, sales planning, problem solving and analytical skills
- Ability to work in a team environment with the understanding of how to navigate the organization to overcome obstacles and achieve financial targets
- Strong decision making skills to effectively uncover and resolve complex client and employee issues
- Knowledge of banking regulations, lending policies, procedures and techniques.
- Ability to think independently and to understand financial and non-financial information to identify opportunities to improve the business.
- Ability to work well with others in a dynamic, team-oriented environment
- Knowledge of the industry's competitive landscape and the factors that differentiate the company and its competitors in the market.
- Ability to interpret and explain complex information to a range of audiences and build consensus among key stakeholders
- Additional expectations and responsibilities may be assigned
- High school diploma or general education degree (GED)
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Experience with credit needs up to $1MM of both scored and underwritten products required.
- 10 years of experience in banking/financial services... Preferably in Business or Commercial Banking
- 5 - 7 years of proven Management/Leadership experience building, motivating and coaching a successful team of sales leaders
- PC proficiency in Word and Excel for Windows
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Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.
Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.
Be a part of a growing company that is truly committed to its employees and clients. Consider joining the First Bank family. As a member of our family, you are part of one of the largest independent banks in the U.S. We are proud of our growth and success over the past 100 years and look forward to a bright and promising future.
Diversity
At First Bank one of our biggest strengths is the diversity of our people. Our mission is to capitalize on the diversity of our associates and promote personal and professional development throughout every area of the organization. We encourage diversity by actively seeking employees from various backgrounds, walks of life, and job skills. We strongly encourage you to apply whenever a First Bank job opportunity interests you.
First Bank is a VEVRAA Federal Contractor and an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected Veteran status.
Attn: Applicants interested in a San Francisco based position: First Bank will consider qualified applicants with a criminal history in a manner consistent with the San Francisco Fair Chance Ordinance.
At First Bank, we embrace a hybrid work environment which allows employees to work at an alternative location depending upon the needs of their job and team. The in-office days are designed to inspire increased collaboration, development, productivity, and quick decision making.
Hybrid schedules should include at least two full days in the office with more or all in-office days expected of our client facing teams and the groups that support them in the business.
