Top 21 Business banking officer Jobs in Cotati, Ca

Business Banking Officer
WESTAMERICA BANK —Santa Rosa, CA
- $75,753.60 - $81,396.42 a year
- Full-time
- Basic math
- Mid-level
- Office
Quick Apply
LAFCO Executive Officer
County of Sonoma —Santa Rosa, CA
- $158,203.70 - $192,307.24 a year
- Full-time
- Senior level
- Paid parental leave
- Health savings account
AVP, Branch Projects Officer
Poppy Bank —Santa Rosa, CA
- $80,000 - $100,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- 5 years
Branch Operations Specialist or Branch Operations Officer
Poppy Bank —Santa Rosa, CA
- $24.00 - $38.61 an hour
- Full-time
- Microsoft Outlook
- Mid-level
- Office
Branch Team Captain – Loan Officer Assistant
Security National Mortgage Company —Santa Rosa, CA
- Full-time
- Google Workspace
- Customer service
- Mid-level
Quick Apply
BUSINESS SERVICE OFFICER II (SUPERVISOR)
Department of State Hospitals —Napa County, CA
- $5,778 - $7,169 a month
- Full-time
- English
- Mid-level
- Cleaning
- Free parking
Labor Compliance Officer
CWS Construction Group —Novato, CA
- From $30 an hour
- 8 hour shift
- Computer literacy
- Employment & labor law
- Mid-level
- Dental insurance
- Vision insurance
Remote Mortgage Loan Officer Build Your Book With Real Support
Satori Mortgage —Santa Rosa, CA
- $50,000 - $250,000 a year
- Full-time
- Remote
- Google Workspace
- 11+ years
- Business development
- Opportunities for advancement
- Flexible schedule
Quick Apply
Real Estate Credit Officer
WESTAMERICA BANK —Santa Rosa, CA
- $74,339.20 - $77,000.00 a year
- Full-time
- Office
- Senior level
- Commercial
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Trust Officer
BANK OF MARIN —Novato, CA
- $99,487 - $146,615 a year
- Full-time
- CPA
- 5 years
- Office
- Profit sharing
- Health insurance
Quick Apply
Mortgage Loan Officer - Santa Rosa
Kind Lending, LLC —Santa Rosa, CA
- Full-time
- Research
- Mid-level
- Office
Quick Apply
Merchant Services Sales Officer
Exchange Bank —Santa Rosa, CA
- $57,918 - $77,465 a year
- Full-time
- Word processing
- Computer literacy
- Mid-level
- Profit sharing
- Health savings account
Quick Apply
6d
Operational Branch Services Officer On-Call
WESTAMERICA BANK —Novato, CA
- $29 an hour
- Part-time
- Ability to walk for extended periods
- Basic math
- Mid-level
Quick Apply
Business Development Officer - Solano, SF, Marin & Napa Counties
Redwood Credit Union —Napa, CA
- $88,330 - $116,379 a year
- Full-time
- Spanish
- Microsoft Excel
- Marketing
- Paid holidays
- Health insurance
Quick Apply
Privacy Officer
Navia Benefit Solutions Inc —United States
- $80,000 - $100,000 a year
- Hybrid work
- 5 years
- HIPAA
- Mid-level
- Paid holidays
- Disability insurance
Quick Apply

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LAFCO Executive Officer
County of Sonoma —Santa Rosa, CA
The County of Sonoma is pleased to accept applications for the Local Agency Formation Commission (LAFCO) Executive Officer.
$158,203.70 - $192,307.24 a year

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Business Banking Officer

WESTAMERICA BANK -
Santa Rosa, CA

Quick Apply

Job Details

Full-time
$75,753.60 - $81,396.42 a year

Qualifications

Driver's License
Driving
Decision making

Full Job Description

Description:

Westamerica is among the largest commercial banks headquartered in California. We are looking for outstanding people to join our winning team. We reached our current strength because our employees, customers, and shareholders believe in the same fundamental goals: Delivering a wide variety of financial services with a superior customer service guarantee.

Financial Plan

Meet or exceed quarterly and annual deposit and loan production goals. Generate non-interest income through the sale of fee-based services.
Attend daily 8 am sales meeting.
Consistently deliver excellence in service by adhering to the Bank’s service standards.
Adhere to the standards of the Bank’s sales culture as outlined in the current Sales Culture Handbook.
Ensure maturing loans assigned to portfolio are renewed.
Maintain customer contact with all assigned borrowers to ensure loan retention, relationship expansion and proper pay down forecasting.
Work with borrower’s support contacts (CPA’s, attorneys, CFO’s, etc.) to gain referrals and to stay attuned to borrower’s plans.
Make yourself available to borrowers to ensure you are the banker of choice.
Utilize projected maturity report to renew/extend loans prior to maturity.

Business Development

Maintain weekly standard of 15 quality calls. Achieve a 2 to 1 prospect to client ratio.
Daily box time is required. A minimum of 3 prospect appointments for each calendar day must be obtained from each daily box time session.
Maintain a minimum of 4 pipeline and 7 pre-pipeline deals.
Fully utilize all aspects of Sales Logix and Hub Automation including all new releases and components (calendar, client/prospect files, etc.).
Develop new deposit and loan totals utilizing industry lead lists generated by the Marketing Department and/or other sources as directed by your RMM.
Work existing client base for business expansion and referrals.
Develop and leverage referral sources (CPA’s, Attorneys, Physicians, etc.). Position yourself as their banker of choice.
Generate 1 SPF referral per month.
Generate 2 third party referrals annually.
Generate 2 Business Elan applications per month.

Compliance Related Activity

Adhere to Reg B/Flood requirements.
Complete all assigned tutorials and Compliance Training.
Focus on Majority/Minority census tracts as assigned by RMM.
Focus on Small Business/Small Farm loans assigned goals.
Meet CRA Hours.
Meet new CRA loan production goals.
Renew all assigned existing CRA loans/lines.
Answer regulatory questions correctly during Audit/Branch Review.

Ownership, Accountability and Work Habits

As directed by RMM, manage problem loans to minimize risk. Communicate status and developments to RMM.
Communicate problems, successes and challenges to RMM/RSM on a timely basis.
Consistently adhere to the “No Surprises” standards.
Adhere to the Bank’s Guiding Principles.
Adhere to established standards and provide superior customer service.
Meet attendance guidelines.

MINIMUM KNOWLEDGE, PRIOR WORK EXPERIENCE, AND SKILLS NEEDED TO PERFORM JOB FUNCTIONS:Previous sales experience preferably within a financial services environment. Four (4) year college degree preferred. Previous retail sales, banking experience and/or lending a plus, preferably commercial real estate knowledge. For purposes of business travel, a valid driver’s license as well as a personal vehicle to drive is required. PHYSICAL DEMANDS:The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of the job.

Constant travel to conduct outside sales calls.
Works non-standard business hours.
Drives to sales calls. Must maintain a current driver’s license and proof of insurance.

MENTAL DEMANDS:Effectively communicate with clients and prospects.

Retain and shares knowledge of WAB products, services and fees.
Obtain enough confidential data to identify client’s financial status.
Identify additional service opportunities.
Apply basic math skills to determine fees and saving opportunities.
Formulate sales action plans.

EQUIPMENT USED TO PERFORM FUNCTIONS:10-key machine, fax, photocopier, Microsoft based computers, smart phones. DECISION MAKING:

Identifies business needs of clients and prospects and identifies ways WAB can meet those requirements.
Negotiates service terms and fees of business relationships to provide acceptable return on investment for Bank and client.
Determines best service instrument or combination of accounts that provides client with greatest potential to realize financial expectations.
Structures credits based on client needs and available bank products.

SUPERVISORY RESPONSIBILITY: Directly Supervised: -0- Supervised by Subordinates: -0-

Requirements:

EOE

Westamerica Bank's Privacy Policy may be found at: www.westamerica.com/about/privacy

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Refine Your Search

business banking officer jobs in cotati, ca

Business Banking Officer

LAFCO Executive Officer

AVP, Branch Projects Officer

Branch Operations Specialist or Branch Operations Officer

Branch Team Captain – Loan Officer Assistant

BUSINESS SERVICE OFFICER II (SUPERVISOR)

Labor Compliance Officer

Remote Mortgage Loan Officer Build Your Book With Real Support

Real Estate Credit Officer

Trust Officer

Mortgage Loan Officer - Santa Rosa

Merchant Services Sales Officer

Operational Branch Services Officer On-Call

Business Development Officer - Solano, SF, Marin & Napa Counties

Privacy Officer

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