Business Development Officer - Private Banking - Los Angeles, CA
- 📁
- Sales
- 💼
- California Bank & Trust
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- 071202 Requisition #
Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate’s unique experiences, background and perspectives and provides a collaborative environment for all employees to grow and thrive.
As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for “Best Bank” and “Best Commercial Bank” from the readers of San Diego Union-Tribune and Orange County Register. Additionally, as a division of Zions Bancorporation, the bank has collected multiple Greenwich Excellence Awards for “Overall Client Satisfaction” in Small Business & Middle Market Excellence Awards.
Essential Functions:
Responsible for sourcing and developing prospects, aquiring business, loans and/or bank services in accordance with established business development goals
Develops and implements marketing plans, strategies and expanding referral sources. Develops external leads and follows up on internal referral sources.
Collaborates with loan officers/relationship managers as required.
Determines appropriate products and services to best meet each clients needs.
Makes presentations or works with relationship manager on presentations regarding bank products and services to existing and prospective clients.
Sets up new accounts according to bank procedures and practices.
Remains well versed in industrial, economic and financial situations relating to assigned clients.
Responsible for gathering data to be used in selling process, participating in community organizations and activities, and assisting prospective clients in completing loan and services applications.
May supervise or lead lower level BDO's.
Other duties as assigned.
Qualifications:
Requires a Bachelors in Business, Finance or a related field and 10+ yrs experience in business development, sales, loans, banking/finance products and services or other directly related experience. A combination of education and experience may meet job requirements.
Expert knowledge of sales techniques, business development, banking/finance products and services.
Must have excellent customer service and negotiation skills. Excellent communication skills, both verbal and written.
Excellent problem resolution and presentation skills.
Ability to work with internal staff on relationships.
Advanced working knowledge of word processing, spreadsheet and general PC's skills.
May lead or supervise lower level staff.
Benefits:
Medical, Dental and Vision Insurance – START DAY ONE!
Life and Disability Insurance, Paid Paternal Leave, and Adoption Assistance
Health Savings (HSA), Flexible Spending (FSA), and dependent care accounts
Paid Training, Paid Time Off (PTO), and 11 Paid Federal Holidays
401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
Mental health benefits, including coaching and therapy sessions
Tuition Reimbursement for qualifying employees
Employee Ambassador preferred banking products
This position is eligible to earn a base salary in the range of $135,000 - $192,000 depending on job-related factors such as level of experience.
This position will be open until filled.
To review our Benefits Summary click here.
All candidates, including those with criminal histories will be considered for employment. However, a background check adjudicated consistently with the FDIC Section 19 regulation will be completed on any candidate who accepts a conditional job offer from the Company. Because the Company is a financial institution, the FDIC guidelines apply to all positions within the company and as such any and all job duties have a direct relationship to a candidate’s criminal history and that criminal history would need to align with the FDIC Section 19 regulations.
Zions Bancorporation, National Association prohibits illegal discrimination and reaffirms its policy of providing Equal Employment Opportunity (EEO), by extending equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, protected veteran status, military service, sexual orientation, gender identity, genetic information or any other characteristic protected by applicable federal, state or local law.
It is the Company’s policy not to discriminate because of a person’s relationship or association with a protected veteran. This includes spouses and other family members. Also, Zions will safeguard the fair and equitable treatment of protected veteran spouses and family members with regard to all employment actions and prohibit harassment of applicants and employees because of their relationship or association with a protected veteran.
Applicants Requesting Accommodations: If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation if you are unable or limited in your ability to use or access our career site. You can request reasonable accommodations by contacting us at careers@zionsbancorp.com or 801/844-7618. Please email your resume/cover letter, indicate what position you are interested in and include "Accommodation needed" in the subject line to ensure your information is routed to the appropriate contact.
Click here to view our EEO Statement.
Click here to view applicable Federal, State and/or local employment law posters.
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