Sba Loan Officer #1822420

Tacoma, Washington, United States


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Type: Permanent

Experience: Experienced Professional (Non-Manager)

Category: Banking

Industry: Financial / Banking

Company: Julison Sell Search Team

Reference ID: f4FYc9

Date Posted: 03/26/2024

Shortcut: http://jobs.mrinetwork.com/gkXU2Q


The Job:

Recruit, manage, coach and motivate a team of Business Relationship Managers, Business Banking Officers, and Business Banking Managers, along with other employees within a defined geographical region of the bank. Oversee and maintain excellent service standards and promote growth in profitability with the use of the Sales Culture. Development of direct reports in a sale driven environment is critics for this role. Solicit large prospects and assist direct reports with large customers and prospects with joint calling efforts.

 

Further duties include:

  • Understand the commercial real estate and C & I markets within your geographical location.
  • Ability to differentiate Westamerica Bank from the competition and use those differences as coaching tools to your direct reports.
  • Ability to read, understand and compare financial statements.
  • Develop calling plans with each officer to take advantages of competitive strengths within each market.
  • Establish and maintain relationships with key community leaders and achieves a significant presence in the community to promote the Bank.
  • Provide Senior Management with reports, feedback and areas of opportunity with the region.
  • Offer weekly, monthly and quarterly reporting with forecasts and details about sales growth in lending. Deposits and Non-interest Income.
  • Insure compliance with all Bank and Regulatory requirements.

 

Qualifications:

  • Bachelor’s degree in Business, Accounting and Finance is required.
  • Five + years of sales management, outside sales and customer service experience in the financial services industry.
  • Adherence to policies, procedures and regulatory banking requirements.

Preferred Experience and Skills:

  • Highly developed verbal and written communication skills including familiarity with basic word processing applications software.
  • Ability to analyze financial statements.
  • Ability to prepare and effectively deliver sales presentations using applicable support materials.
  • Strong sales and sales presentation skills.
  • Effectively solves problems, present solutions and resolve conflicts.
  • Ability to recruit, train and coach a sales team.

Our ideal candidate will bring to the team…

§ Three years of experience in the business lending field required, preferably in a financial institution.

§ SBA experience in 7(a) lending of at least 3 years is preferred.

§ High School Diploma or equivalent required. Bachelor’s Degree in Finance, Business Administration or related field preferred.

§ Must have valid driver’s license, reliable transportation, proof of insurance, and a clean driving history.

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