Premier Banking Officer
$49,005–$49,005 year
On-siteSan Diego, California, United States
Job Summary
Conduct outbound sales activities, including phone outreach and community events, to generate leads and establish visibility in the local business community. Identify lending opportunities for personal and business clients, such as mortgages and commercial loans, while cross-selling Treasury Management Solutions to drive fee-based revenue. Build and maintain strong relationships with existing and new clients by delivering personalized financial advice, regular portfolio reviews, and proactive solutions to banking needs. Develop and execute weekly and monthly sales plans to achieve deposit, loan, and fee income objectives, monitoring performance to ensure targets are met. Collaborate with business partners and Ops staff to assist customers with complex financial needs and manage teller-line referrals. Demonstrate operational integrity by complying with bank policies, regulations, and training requirements while assisting in the training of new colleagues.
Required Qualifications
- 2+ years of experience in banking, financial services, or sales, preferably in a relationship management or personal banking role
- Proven track record of meeting or exceeding sales targets in deposits, loans, and fee income
- Excellent communication, interpersonal, and negotiation skills, with a strong customer service orientation
- Ability to analyze financial information and make sound recommendations
- Strong drive to become a top performer and stay resilient to produce top of the line results
- Organized and well planned to stay efficient and follow through when closing sales
- Highly motivated with the ability to successfully meet team objectives while maintaining high levels of individual performance
- Customer service focus with experience in handling complex transactions across multiple systems
- Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers
- Knowledge and understanding of retail compliance controls, risk management, and loss prevention
- Actively participate in branch duties with a strong sense of teamwork
Desired Qualifications
- Language requirements: English, Korean a plus
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